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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 3 of 14  ·  271 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 GS GOLDMAN SACHS GROUP INC Financial Services 136.0 $137K 0.11% NEW $1011.00 +3.0%
42 MTG MGIC INVT CORP WIS Financial Services 4,779.0 $134K 0.11% NEW $28.00 +11.0%
43 IVW ISHARES S&P 500 GROWTH 958.0 $132K 0.11% NEW $138.00 +2.0%
44 GLW CORNING INC Technology 517.0 $132K 0.11% NEW $255.00 -40.1%
45 RSP INVESCO S&P 500 EQUAL 601.0 $128K 0.11% NEW $213.00 +4.0%
46 AVIG AVANTIS CORE FIXED 3,098.0 $127K 0.11% NEW $41.00 -0.3%
47 ETN EATON CORP PLC F Industrials 285.0 $121K 0.10% NEW $426.00 -2.3%
48 AVDE AVANTIS INTERNATIONAL 1,355.0 $121K 0.10% NEW $89.00 +5.9%
49 BA BOEING CO Industrials 550.0 $119K 0.10% NEW $216.00 -2.8%
50 SPHY STATE STREET SPDR 5,095.0 $117K 0.10% NEW $23.00 +1.6%
51 BDX BECTON DICKINSON & CO Healthcare 773.0 $117K 0.10% NEW $151.00 +24.6%
52 UNP UNION PAC CORP Industrials 423.0 $115K 0.10% NEW $272.00 +13.1%
53 SPYM STATE STREET SPDR 1,302.0 $115K 0.10% NEW $88.00 +3.1%
54 SGOV ISHARES 0-3 MONTH 1,101.0 $111K 0.09% NEW $101.00 -0.3%
55 RTX RTX CORP Industrials 585.0 $111K 0.09% NEW $190.00 +11.6%
56 QQQM INVESCO NASDAQ 100 ETF 364.0 $110K 0.09% NEW $303.00 -2.0%
57 AMGN AMGEN INC Healthcare 302.0 $109K 0.09% NEW $362.00 +20.7%
58 TGT TARGET CORP EQUITY Consumer Defensive 831.0 $109K 0.09% NEW $131.00 +26.6%
59 DUK DUKE ENERGY CORP NEW Utilities 810.0 $103K 0.09% NEW $127.00 -4.9%
60 VTEB VANGUARD TAX-EXEMPT BOND 1,986.0 $101K 0.08% NEW $51.00 -3.0%
Page 3 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%