R.H. Investment Group, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 17, 2025), R.H. Investment Group, LLC reported 31 stock positions worth $109.1 million. Its top holding was Philip Morris International (PM) at 7.4% of the portfolio, followed by Mastercard Class A (MA, 6.5%) and Walmart (WMT, 5.8%). Compared with Q1 2025, it opened 1 new position, added to 18 and reduced 3. The biggest buy was a new position in Travelers Cos (TRV) and the biggest sale Walmart (WMT, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- SCOTTSDALE, AZ
- CIK
- 0002048733
- Portfolio Value
- $109.1M (Q2 2025)
- SEC Filing
- 0001754960-25-000421 ↗ filed Jul 17, 2025
Holdings Value
Holdings 31 stocks · $109.1M
| PM Philip Morris International | 7.43% | 44,525 | $8.1M | Reduce -0.7% |
| MA Mastercard Inc. Class A | 6.45% | 12,526 | $7.0M | No change |
| WMT Walmart Inc. | 5.81% | 64,794 | $6.3M | Reduce -3.2% |
| WFC Wells Fargo & Co. | 5.24% | 71,381 | $5.7M | Reduce -0.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 5.03% | 11,296 | $5.5M | Add +0.0% |
| TRV The Travelers Cos Inc. | 4.98% | 20,304 | $5.4M | New |
| ADP Automatic Data Processing | 4.97% | 17,579 | $5.4M | Add +1.2% |
| VTI VG Morningstar TS MKT ETF-US | 4.48% | 16,069 | $4.9M | Add +22.6% |
| AAPL Apple Inc. | 4.09% | 21,725 | $4.5M | Add +1.1% |
| COP Conocophillips | 3.87% | 47,003 | $4.2M | Add +2.1% |
| GOOG Alphabet Inc. Class C | 3.83% | 23,530 | $4.2M | No change |
| PG The Procter & Gamble Co. | 3.80% | 26,016 | $4.1M | Add +0.5% |
| AMGN Amgen Inc. | 3.75% | 14,637 | $4.1M | Add +0.8% |
| JNJ Johnson & Johnson | 3.70% | 26,423 | $4.0M | Add +0.3% |
| UNP Union Pacific Corp. | 3.60% | 17,055 | $3.9M | Add +0.8% |
| XOM Exxon Mobil Corp. | 3.54% | 35,791 | $3.9M | Add +1.1% |
| TMO Thermo Fisher Scientific Inc. | 3.47% | 9,331 | $3.8M | Add +3.0% |
| FDX FedEx Corp. | 3.45% | 16,566 | $3.8M | Add +3.7% |
| USB US Bancorp | 3.42% | 82,524 | $3.7M | Add +1.9% |
| MCD McDonald's Corp. | 3.30% | 12,324 | $3.6M | Add +0.3% |
| DEO Diageo PLC-Sponsored ADR | 2.25% | 24,326 | $2.5M | Add +2.9% |
| VOO Vanguard S&P 500 ETF | 2.11% | 4,058 | $2.3M | Add +11.1% |
| UNH Unitedhealth Group Inc. | 2.04% | 7,149 | $2.2M | Add +0.4% |
| JPM JPMorgan Chase & Co. | 1.96% | 7,390 | $2.1M | No change |
| GOOGL Alphabet Inc. Class A | 1.17% | 7,241 | $1.3M | No change |
| PFF iShares Preferred & Income S | 1.03% | 36,450 | $1.1M | No change |
| EPD Enterprise Products Partners | 0.34% | 12,000 | $372K | No change |
| NFG National Fuel Gas Co. | 0.23% | 2,980 | $252K | No change |
| PEP Pepsico Inc. | 0.23% | 1,880 | $248K | No change |
| CLX Clorox Company | 0.22% | 2,000 | $240K | No change |
| SO The Southern Co. | 0.21% | 2,467 | $227K | Add +2.8% |
Portfolio Sells Q1 2025 → Q2 2025
Portfolio Buys Q1 2025 → Q2 2025
| TRV The Travelers Cos Inc. | New | 4.98% | +4.98 |
| VTI VG Morningstar TS MKT ETF-US | Add +22.6% | 4.48% | +1.01 |
| VOO Vanguard S&P 500 ETF | Add +11.1% | 2.11% | +0.31 |
| USB US Bancorp | Add +1.9% | 3.42% | +0.14 |
| SO The Southern Co. | Add +2.8% | 0.21% | −0.00 |
| DEO Diageo PLC-Sponsored ADR | Add +2.9% | 2.25% | −0.13 |
| ADP Automatic Data Processing | Add +1.2% | 4.97% | −0.14 |
| UNP Union Pacific Corp. | Add +0.8% | 3.60% | −0.25 |
| FDX FedEx Corp. | Add +3.7% | 3.45% | −0.30 |
| MCD McDonald's Corp. | Add +0.3% | 3.30% | −0.39 |
| PG The Procter & Gamble Co. | Add +0.5% | 3.80% | −0.45 |
| JNJ Johnson & Johnson | Add +0.3% | 3.70% | −0.50 |
| AAPL Apple Inc. | Add +1.1% | 4.09% | −0.50 |
| XOM Exxon Mobil Corp. | Add +1.1% | 3.54% | −0.51 |
| AMGN Amgen Inc. | Add +0.8% | 3.75% | −0.60 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.0% | 5.03% | −0.75 |
| COP Conocophillips | Add +2.1% | 3.87% | −0.78 |
| TMO Thermo Fisher Scientific Inc. | Add +3.0% | 3.47% | −0.87 |
| UNH Unitedhealth Group Inc. | Add +0.4% | 2.04% | −1.54 |
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 |