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Portfolio (Quarterly) Guide ↗

R.H. Investment Group, LLC

· CIK 0002048733
13F Portfolio $133M AUM 47 positions Filed Aug 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 15 New 10 Added 12 Reduced 1 Exited
Page 2 of 3  ·  47 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VTI VANGUARD INDEX FDS 8,791.0 $3.3M 2.45% -1K -11.8% $370.05 +2.9%
22 VOO VANGUARD INDEX FDS 4,043.0 $2.8M 2.09% $686.81 +3.2%
23 JPM JPMORGAN CHASE & CO Financial Services 7,390.0 $2.4M 1.82% $327.33 +8.2%
24 DEO DIAGEO PLC Consumer Defensive 27,035.0 $2.2M 1.64% +3K +10.7% $80.38 +14.6%
25 GOOGL ALPHABET INC Communication Services 5,741.0 $2.1M 1.54% -2K -20.7% $357.37 -4.7%
26 VUSB VANGUARD BD INDEX FDS 28,100.0 $1.4M 1.05% +8K +37.8% $49.78 -0.0%
27 IWF ISHARES TR 10,592.0 $1.3M 0.99% NEW $124.17 -0.2%
28 IWD ISHARES TR 5,162.0 $1.3M 0.94% NEW $242.43 +6.2%
29 XLK SELECT SECTOR SPDR TR 4,334.0 $826K 0.62% NEW $190.52 -1.0%
30 VXUS VANGUARD STAR FDS 6,755.0 $577K 0.43% +4K +132.5% $85.49 +2.9%
31 NVDA NVIDIA CORPORATION Technology 2,529.0 $506K 0.38% NEW $200.09 +13.9%
32 IWP ISHARES TR 3,156.0 $462K 0.35% NEW $146.41 -2.1%
33 IWS ISHARES TR 2,688.0 $442K 0.33% NEW $164.60 +4.4%
34 IWO ISHARES TR 1,123.0 $442K 0.33% NEW $393.96 -1.8%
35 IWN ISHARES TR 1,708.0 $378K 0.28% NEW $221.20 +1.6%
36 QQQ INVESCO QQQ TR Financial Services 480.0 $353K 0.27% NEW $736.40 -2.1%
37 VZ VERIZON COMMUNICATIONS INC Communication Services 8,300.0 $351K 0.27% $42.34 +16.7%
38 CRWD CROWDSTRIKE HLDGS INC Technology 427.0 $326K 0.24% NEW $190.79 +19.5%
39 AMZN AMAZON COM INC Consumer Cyclical 1,286.0 $307K 0.23% NEW $238.34 +7.5%
40 PFF ISHARES TR 9,900.0 $302K 0.23% -11K -52.6% $30.49 +0.5%
Page 2 of 3  ·  47 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 26.4%
Consumer Defensive 21.1%
Healthcare 20.0%
Energy 9.9%
Industrials 8.8%
Technology 7.4%
Consumer Cyclical 3.8%
Communication Services 2.4%
Utilities 0.2%