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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 6 of 14  ·  271 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 HONEYWELL AEROSPACE INC 220.0 $49K 0.04% NEW $221.00
102 NXP NUVEEN SELECT TAXFREE IN Financial Services 3,456.0 $48K 0.04% NEW $14.00 +1.4%
103 GLD SPDR GOLD SHARES Financial Services 131.0 $48K 0.04% NEW $368.00 +14.8%
104 BERKSHIRE HATHAWAY 95.0 $48K 0.04% NEW $500.00
105 MU MICRON TECHNOLOGY INC Technology 41.0 $47K 0.04% NEW $1154.00 -18.9%
106 APP APPLOVIN CORP Technology 91.0 $47K 0.04% NEW $515.00 -39.3%
107 IMMUNITYBIO INC 5,056.0 $46K 0.04% NEW $9.00
108 OLED UNIVERSAL DISPLAY CORP Technology 517.0 $45K 0.04% NEW $87.00 -2.5%
109 GRID FIRST TRUST NASDAQ CLEAN 223.0 $43K 0.04% NEW $192.00 -5.4%
110 CTVA CORTEVA INC Basic Materials 501.0 $43K 0.04% NEW $85.00 -3.1%
111 ARM ARM HLDGS PLC EQUITY A F Technology 118.0 $42K 0.04% NEW $355.00 -28.1%
112 ICLN ISHARES GLOBAL CLEAN 2,063.0 $41K 0.03% NEW $20.00 -10.8%
113 WAT WATERS CORP Healthcare 103.0 $39K 0.03% NEW $375.00 +12.3%
114 RVT ROYCE SMALL CAP TRUST CF Financial Services 2,145.0 $39K 0.03% NEW $18.00 +4.6%
115 FEDEX FGHT HLDG CO INC 250.0 $38K 0.03% NEW $151.00
116 LOW LOWES COS INC Consumer Cyclical 167.0 $37K 0.03% NEW $220.00 -6.0%
117 PM PHILIP MORRIS INTL INC Consumer Defensive 201.0 $36K 0.03% NEW $181.00 +5.2%
118 VOO VANGUARD S&P 500 ETF 48.0 $33K 0.03% NEW $687.00 +3.2%
119 TRV TRAVELERS COS INC Financial Services 98.0 $32K 0.03% NEW $330.00 +11.9%
120 DFSD DIMENSIONAL 648.0 $31K 0.03% NEW $48.00 -1.3%
Page 6 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%