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Portfolio (Quarterly) Guide ↗

R.H. Investment Group, LLC

· CIK 0002048733
13F Portfolio $115M AUM Filed Oct 30, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 33 New
Page 2 of 2  ·  33 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 UNH UNITEDHEALTH GROUP INC Healthcare 7,804.0 $2.7M 2.34% NEW $345.30 +11.0%
22 VOO VANGUARD INDEX FDS 4,088.0 $2.5M 2.17% NEW $612.38 +11.5%
23 JPM JPMORGAN CHASE & CO. Financial Services 7,390.0 $2.3M 2.02% NEW $315.43 -3.9%
24 DEO DIAGEO PLC Consumer Defensive 24,326.0 $2.3M 2.02% NEW $95.43 -9.9%
25 GOOGL ALPHABET INC Communication Services 7,241.0 $1.8M 1.53% NEW $243.10 +59.5%
26 PFF ISHARES TR 20,900.0 $661K 0.57% NEW $31.62 -1.5%
27 VUSB VANGUARD BD INDEX FDS 12,900.0 $645K 0.56% NEW $50.00 -0.5%
28 VZ VERIZON COMMUNICATIONS INC Communication Services 8,300.0 $365K 0.32% NEW $43.95 +8.8%
29 PEP PEPSICO INC Consumer Defensive 1,880.0 $264K 0.23% NEW $140.44 +6.0%
30 NFG NATIONAL FUEL GAS CO Energy 2,680.0 $248K 0.21% NEW $92.37 -12.0%
31 CLX CLOROX CO DEL Consumer Defensive 2,000.0 $247K 0.21% NEW $123.30 -22.8%
32 SO SOUTHERN CO Utilities 2,317.0 $220K 0.19% NEW $94.77 -1.2%
33 BX BLACKSTONE INC Financial Services 1,200.0 $205K 0.18% NEW $170.85 -30.6%
Page 2 of 2  ·  33 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 24.9%
Consumer Defensive 20.3%
Healthcare 16.0%
Energy 12.7%
Industrials 9.0%
Communication Services 7.7%
Technology 5.5%
Consumer Cyclical 3.7%
Utilities 0.2%