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Portfolio (Quarterly) Guide ↗

RHL GROUP, LLC

· CIK 0002066311
13F Portfolio $120M AUM 272 positions Filed Aug 4, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 271 New
Page 14 of 14  ·  271 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 NVDL GRANITESHARES 2X LONG 6.0 $180.0 NEW $30.00 +22.2%
262 UCON FIRST TRUST SMITH 6.0 $150.0 NEW $25.00 -1.3%
263 SPMD STATE STREET SPDR 2.0 $136.0 NEW $68.00 -1.2%
264 ZTS ZOETIS INC Healthcare 1.0 $72.0 NEW $72.00 +4.9%
265 JPMORGAN ULTRA-SHORT 1.0 $51.0 NEW $51.00
266 AMSC AMERICAN SUPERCONDUCTOR Industrials 1.0 $42.0 NEW $42.00 -29.6%
267 USAR USA RARE EARTH INC Basic Materials 1.0 $22.0 NEW $22.00 -14.2%
268 OXY OCCIDENTAL PETE CORP Energy NEW
269 SOFI SOFI TECHNOLOGIES INC Financial Services NEW
270 FIRST REP BK SAN FRA 2.0 NEW
271 PERKINS OIL AND GAS XXX 5,000.0 NEW
Page 14 of 14  ·  271 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
Technology 50.9%
Financial Services 28.8%
Industrials 7.0%
Healthcare 4.7%
Basic Materials 2.2%
Utilities 1.8%
Consumer Cyclical 1.6%
Energy 1.1%
Consumer Defensive 0.9%
Communication Services 0.7%