R.H. Investment Group, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 14, 2025), R.H. Investment Group, LLC reported 31 stock positions worth $106.1 million. Its top holding was Mastercard Class A (MA) at 6.2% of the portfolio, followed by Walmart (WMT, 5.8%) and Automatic Data Processing (ADP, 5.1%).
- Most Recent 13F
- Q2 2026
- Location
- SCOTTSDALE, AZ
- CIK
- 0002048733
- Portfolio Value
- $106.1M (Q4 2024)
- SEC Filing
- 0001754960-25-000022 ↗ filed Jan 14, 2025
Holdings Value
Holdings 31 stocks · $106.1M
| MA Mastercard Inc. Class A | 6.25% | 12,590 | $6.6M | — |
| WMT Walmart Inc. | 5.81% | 68,174 | $6.2M | — |
| ADP Automatic Data Processing | 5.12% | 18,570 | $5.4M | — |
| AAPL Apple Inc. | 5.07% | 21,463 | $5.4M | — |
| PM Philip Morris International | 5.05% | 44,495 | $5.4M | — |
| BRK.B Berkshire Hathaway Inc. Class B | 4.83% | 11,301 | $5.1M | — |
| WFC Wells Fargo & Co. | 4.77% | 71,978 | $5.1M | — |
| TRV The Travelers Cos Inc. | 4.59% | 20,211 | $4.9M | — |
| TMO Thermo Fisher Scientific Inc. | 4.37% | 8,904 | $4.6M | — |
| COP Conocophillips | 4.29% | 45,848 | $4.5M | — |
| FDX FedEx Corp. | 4.25% | 16,041 | $4.5M | — |
| GOOG Alphabet Inc. Class C | 4.20% | 23,380 | $4.5M | — |
| PG The Procter & Gamble Co. | 4.08% | 25,796 | $4.3M | — |
| USB US Bancorp | 3.65% | 80,954 | $3.9M | — |
| XOM Exxon Mobil Corp. | 3.61% | 35,601 | $3.8M | — |
| UNP Union Pacific Corp. | 3.59% | 16,720 | $3.8M | — |
| AMGN Amgen Inc. | 3.57% | 14,517 | $3.8M | — |
| JNJ Johnson & Johnson | 3.42% | 25,051 | $3.6M | — |
| MCD McDonald's Corp. | 3.36% | 12,284 | $3.6M | — |
| UNH Unitedhealth Group Inc. | 3.28% | 6,885 | $3.5M | — |
| VTI VG Morningstar TS MKT ETF-US | 2.96% | 10,818 | $3.1M | — |
| DEO Diageo PLC-Sponsored ADR | 2.60% | 21,666 | $2.8M | — |
| VOO Vanguard S&P 500 ETF | 1.83% | 3,603 | $1.9M | — |
| JPM JPMorgan Chase & Co. | 1.67% | 7,390 | $1.8M | — |
| GOOGL Alphabet Inc. Class A | 1.39% | 7,791 | $1.5M | — |
| PFF iShares Preferred & Income S | 1.08% | 36,450 | $1.1M | — |
| EPD Enterprise Products Partners | 0.35% | 12,000 | $376K | — |
| CLX Clorox Company | 0.31% | 2,000 | $325K | — |
| PEP Pepsico Inc. | 0.27% | 1,880 | $286K | — |
| BX Blackstone Inc. | 0.22% | 1,350 | $233K | — |
| NFG National Fuel Gas Co. | 0.19% | 3,350 | $203K | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 47 | $132.8M | PM, GOOG, WMT, TRV, JNJ |
| Q1 2026 | 45 | $129.7M | WMT, PM, GOOG, MA, JNJ |
| Q4 2025 | 33 | $119.4M | PM, MA, WMT, GOOG, WFC |
| Q3 2025 | 33 | $115.2M | PM, MA, WMT, WFC, TRV |
| Q2 2025 | 31 | $109.1M | PM, MA, WMT, WFC, BRK.B |
| Q1 2025 | 30 | $103.9M | PM, MA, BRK.B, WMT, ADP |
| Q4 2024 | 31 | $106.1M | MA, WMT, ADP, AAPL, PM |