Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
RIHO Partners, LLC (CIK 2112884) reported $177.7M across 14 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: PGR ($28.2M, 15.85%), MUSA ($21.8M, 12.24%), ORLY ($20.1M, 11.29%), HEIA ($19.7M, 11.07%), NVDA ($17.3M, 9.73%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | PGR | PROGRESSIVE CORP | $28.2M | 15.85% | 128,918 | Trimmed |
| 2 | MUSA | MURPHY USA INC | $21.8M | 12.24% | 40,371 | Trimmed |
| 3 | ORLY | OREILLY AUTOMOTIVE INC | $20.1M | 11.29% | 217,928 | Added |
| 4 | HEIA | HEICO CORP NEW | $19.7M | 11.07% | 55,055 | Trimmed |
| 5 | NVDA | NVIDIA CORPORATION | $17.3M | 9.73% | 86,461 | Added |
| 6 | SGI | SOMNIGROUP INTERNATIONAL INC | $14.7M | 8.27% | 187,368 | Added |
| 7 | GOOGL | ALPHABET INC | $13.8M | 7.78% | 38,706 | Trimmed |
| 8 | AMZN | AMAZON COM INC | $11.8M | 6.61% | 49,318 | Trimmed |
| 9 | MSFT | MICROSOFT CORP | $8.6M | 4.81% | 22,931 | Trimmed |
| 10 | TPL | TEXAS PACIFIC LAND CORPORATI | $6.3M | 3.53% | 14,338 | Trimmed |
| 11 | IESC | IES HOLDINGS INC | $6.3M | 3.52% | 8,510 | Trimmed |
| 12 | OSG | OCTAVE SPECIALTY GROUP INC | $3.5M | 1.95% | 554,818 | Added |
| 13 | DRAM | ROUNDHILL ETF TRUST | $3.4M | 1.91% | 45,888 | New |
| 14 | BLD | TOPBUILD COR | $2.6M | 1.44% | 7,100 | New |
| 15 | BLDR | BUILDERS FIRSTSOURCE INC | $0 | 0.00% | 0 | Exited |
| 16 | SNBR | SLEEP NUMBER CORP | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30