R.H. Investment Group, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 28, 2025), R.H. Investment Group, LLC reported 30 stock positions worth $103.9 million. Its top holding was Philip Morris International (PM) at 6.8% of the portfolio, followed by Mastercard Class A (MA, 6.6%) and Berkshire Hathaway Class B (BRK.B, 5.8%). Compared with Q4 2024, it opened 1 new position, sold out of 2, added to 12 and reduced 9. The biggest buy was Philip Morris International (PM, shares +1%) and the biggest sale an exit from Travelers Cos (TRV).
- Most Recent 13F
- Q2 2026
- Location
- SCOTTSDALE, AZ
- CIK
- 0002048733
- Portfolio Value
- $103.9M (Q1 2025)
- SEC Filing
- 0001754960-25-000258 ↗ filed Apr 28, 2025
Holdings Value
Holdings 30 stocks · $103.9M
| PM Philip Morris International | 6.84% | 44,817 | $7.1M | Add +0.7% |
| MA Mastercard Inc. Class A | 6.60% | 12,526 | $6.9M | Reduce -0.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 5.78% | 11,291 | $6.0M | Reduce -0.1% |
| WMT Walmart Inc. | 5.65% | 66,924 | $5.9M | Reduce -1.8% |
| ADP Automatic Data Processing | 5.11% | 17,374 | $5.3M | Reduce -6.4% |
| WFC Wells Fargo & Co. | 4.94% | 71,521 | $5.1M | Reduce -0.6% |
| COP Conocophillips | 4.65% | 46,043 | $4.8M | Add +0.4% |
| AAPL Apple Inc. | 4.59% | 21,483 | $4.8M | Add +0.1% |
| AMGN Amgen Inc. | 4.35% | 14,517 | $4.5M | No change |
| TMO Thermo Fisher Scientific Inc. | 4.34% | 9,064 | $4.5M | Add +1.8% |
| PG The Procter & Gamble Co. | 4.25% | 25,896 | $4.4M | Add +0.4% |
| JNJ Johnson & Johnson | 4.20% | 26,343 | $4.4M | Add +5.2% |
| XOM Exxon Mobil Corp. | 4.05% | 35,401 | $4.2M | Reduce -0.6% |
| UNP Union Pacific Corp. | 3.85% | 16,925 | $4.0M | Add +1.2% |
| FDX FedEx Corp. | 3.75% | 15,981 | $3.9M | Reduce -0.4% |
| MCD McDonald's Corp. | 3.69% | 12,284 | $3.8M | No change |
| UNH Unitedhealth Group Inc. | 3.59% | 7,119 | $3.7M | Add +3.4% |
| GOOG Alphabet Inc. Class C | 3.54% | 23,530 | $3.7M | Add +0.6% |
| VTI VG Morningstar TS MKT ETF-US | 3.47% | 13,108 | $3.6M | Add +21.2% |
| USB US Bancorp | 3.29% | 80,954 | $3.4M | No change |
| DEO Diageo PLC-Sponsored ADR | 2.38% | 23,636 | $2.5M | Add +9.1% |
| VOO Vanguard S&P 500 ETF | 1.81% | 3,653 | $1.9M | Add +1.4% |
| JPM JPMorgan Chase & Co. | 1.74% | 7,390 | $1.8M | No change |
| PFF iShares Preferred & Income S | 1.08% | 36,450 | $1.1M | No change |
| GOOGL Alphabet Inc. Class A | 1.08% | 7,241 | $1.1M | Reduce -7.1% |
| EPD Enterprise Products Partners | 0.39% | 12,000 | $410K | No change |
| CLX Clorox Company | 0.28% | 2,000 | $295K | No change |
| PEP Pepsico Inc. | 0.27% | 1,880 | $282K | No change |
| NFG National Fuel Gas Co. | 0.23% | 2,980 | $236K | Reduce -11.0% |
| SO The Southern Co. | 0.21% | 2,400 | $221K | New |
Portfolio Sells Q4 2024 → Q1 2025
| TRV The Travelers Cos Inc. | Sold out | 0.00% | −4.59 |
| FDX FedEx Corp. | Reduce -0.4% | 3.75% | −0.51 |
| GOOGL Alphabet Inc. Class A | Reduce -7.1% | 1.08% | −0.31 |
| BX Blackstone Inc. | Sold out | 0.00% | −0.22 |
| WMT Walmart Inc. | Reduce -1.8% | 5.65% | −0.15 |
| ADP Automatic Data Processing | Reduce -6.4% | 5.11% | −0.02 |
| NFG National Fuel Gas Co. | Reduce -11.0% | 0.23% | +0.04 |
| WFC Wells Fargo & Co. | Reduce -0.6% | 4.94% | +0.17 |
| MA Mastercard Inc. Class A | Reduce -0.5% | 6.60% | +0.36 |
| XOM Exxon Mobil Corp. | Reduce -0.6% | 4.05% | +0.44 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.1% | 5.78% | +0.96 |
Portfolio Buys Q4 2024 → Q1 2025
| PM Philip Morris International | Add +0.7% | 6.84% | +1.80 |
| JNJ Johnson & Johnson | Add +5.2% | 4.20% | +0.79 |
| VTI VG Morningstar TS MKT ETF-US | Add +21.2% | 3.47% | +0.51 |
| COP Conocophillips | Add +0.4% | 4.65% | +0.37 |
| UNH Unitedhealth Group Inc. | Add +3.4% | 3.59% | +0.30 |
| UNP Union Pacific Corp. | Add +1.2% | 3.85% | +0.25 |
| SO The Southern Co. | New | 0.21% | +0.21 |
| PG The Procter & Gamble Co. | Add +0.4% | 4.25% | +0.17 |
| VOO Vanguard S&P 500 ETF | Add +1.4% | 1.81% | −0.02 |
| TMO Thermo Fisher Scientific Inc. | Add +1.8% | 4.34% | −0.03 |
| DEO Diageo PLC-Sponsored ADR | Add +9.1% | 2.38% | −0.21 |
| AAPL Apple Inc. | Add +0.1% | 4.59% | −0.48 |
| GOOG Alphabet Inc. Class C | Add +0.6% | 3.54% | −0.66 |
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 |