R.H. Investment Group, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 30, 2025), R.H. Investment Group, LLC reported 33 stock positions worth $115.2 million. Its top holding was Philip Morris International (PM) at 6.2% of the portfolio, followed by Mastercard Class A (MA, 6.1%) and Walmart (WMT, 5.7%). Compared with Q2 2025, it opened 3 new positions, sold out of 1, added to 5 and reduced 14. The biggest buy was Enterprise Products Partners (EPD, shares +997%) and the biggest sale an exit from FedEx (FDX).
- Most Recent 13F
- Q2 2026
- Location
- SCOTTSDALE, AZ
- CIK
- 0002048733
- Portfolio Value
- $115.2M (Q3 2025)
- SEC Filing
- 0001754960-25-000725 ↗ filed Oct 30, 2025
Holdings Value
Holdings 33 stocks · $115.2M
| PM Philip Morris International | 6.20% | 44,051 | $7.1M | Reduce -1.1% |
| MA Mastercard Inc. Class A | 6.14% | 12,436 | $7.1M | Reduce -0.7% |
| WMT Walmart Inc. | 5.75% | 64,214 | $6.6M | Reduce -0.9% |
| WFC Wells Fargo & Co. | 5.11% | 70,261 | $5.9M | Reduce -1.6% |
| TRV The Travelers Cos Inc. | 4.93% | 20,344 | $5.7M | Add +0.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 4.93% | 11,290 | $5.7M | Reduce -0.1% |
| GOOG Alphabet Inc. Class C | 4.89% | 23,142 | $5.6M | Reduce -1.6% |
| AAPL Apple Inc. | 4.80% | 21,700 | $5.5M | Reduce -0.1% |
| ADP Automatic Data Processing | 4.41% | 17,324 | $5.1M | Reduce -1.4% |
| JNJ Johnson & Johnson | 4.23% | 26,303 | $4.9M | Reduce -0.5% |
| TMO Thermo Fisher Scientific Inc. | 3.93% | 9,331 | $4.5M | No change |
| VTI VG Morningstar TS MKT ETF-US | 3.92% | 13,746 | $4.5M | Reduce -14.5% |
| COP Conocophillips | 3.86% | 47,033 | $4.4M | Add +0.1% |
| AMGN Amgen Inc. | 3.59% | 14,637 | $4.1M | No change |
| EPD Enterprise Products Partners | 3.57% | 131,595 | $4.1M | Add +996.6% |
| XOM Exxon Mobil Corp. | 3.50% | 35,791 | $4.0M | No change |
| UNP Union Pacific Corp. | 3.50% | 17,055 | $4.0M | No change |
| USB US Bancorp | 3.46% | 82,524 | $4.0M | No change |
| PG The Procter & Gamble Co. | 3.46% | 25,931 | $4.0M | Reduce -0.3% |
| MCD McDonald's Corp. | 3.25% | 12,324 | $3.7M | No change |
| UNH Unitedhealth Group Inc. | 2.34% | 7,804 | $2.7M | Add +9.2% |
| VOO Vanguard S&P 500 ETF | 2.17% | 4,088 | $2.5M | Add +0.7% |
| JPM JPMorgan Chase & Co. | 2.02% | 7,390 | $2.3M | No change |
| DEO Diageo PLC-Sponsored ADR | 2.02% | 24,326 | $2.3M | No change |
| GOOGL Alphabet Inc. Class A | 1.53% | 7,241 | $1.8M | No change |
| PFF iShares Preferred & Income S | 0.57% | 20,900 | $661K | Reduce -42.7% |
| VUSB Vanguard Ultra Short Bond Et | 0.56% | 12,900 | $645K | New |
| VZ Verizon Communications Inc. | 0.32% | 8,300 | $365K | New |
| PEP Pepsico Inc. | 0.23% | 1,880 | $264K | No change |
| NFG National Fuel Gas Co. | 0.21% | 2,680 | $248K | Reduce -10.1% |
| CLX Clorox Company | 0.21% | 2,000 | $247K | No change |
| SO The Southern Co. | 0.19% | 2,317 | $220K | Reduce -6.1% |
| BX Blackstone Inc. | 0.18% | 1,200 | $205K | New |
Portfolio Sells Q2 2025 → Q3 2025
| FDX FedEx Corp. | Sold out | 0.00% | −3.45 |
| PM Philip Morris International | Reduce -1.1% | 6.20% | −1.23 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -14.5% | 3.92% | −0.56 |
| ADP Automatic Data Processing | Reduce -1.4% | 4.41% | −0.56 |
| PFF iShares Preferred & Income S | Reduce -42.7% | 0.57% | −0.45 |
| PG The Procter & Gamble Co. | Reduce -0.3% | 3.46% | −0.34 |
| MA Mastercard Inc. Class A | Reduce -0.7% | 6.14% | −0.31 |
| WFC Wells Fargo & Co. | Reduce -1.6% | 5.11% | −0.13 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.1% | 4.93% | −0.10 |
| WMT Walmart Inc. | Reduce -0.9% | 5.75% | −0.06 |
| SO The Southern Co. | Reduce -6.1% | 0.19% | −0.02 |
| NFG National Fuel Gas Co. | Reduce -10.1% | 0.21% | −0.02 |
| JNJ Johnson & Johnson | Reduce -0.5% | 4.23% | +0.53 |
| AAPL Apple Inc. | Reduce -0.1% | 4.80% | +0.71 |
| GOOG Alphabet Inc. Class C | Reduce -1.6% | 4.89% | +1.07 |
Portfolio Buys Q2 2025 → Q3 2025
| EPD Enterprise Products Partners | Add +996.6% | 3.57% | +3.23 |
| VUSB Vanguard Ultra Short Bond Et | New | 0.56% | +0.56 |
| VZ Verizon Communications Inc. | New | 0.32% | +0.32 |
| UNH Unitedhealth Group Inc. | Add +9.2% | 2.34% | +0.29 |
| BX Blackstone Inc. | New | 0.18% | +0.18 |
| VOO Vanguard S&P 500 ETF | Add +0.7% | 2.17% | +0.06 |
| COP Conocophillips | Add +0.1% | 3.86% | −0.00 |
| TRV The Travelers Cos Inc. | Add +0.2% | 4.93% | −0.05 |
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 |