R.H. Investment Group, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 16, 2026), R.H. Investment Group, LLC reported 33 stock positions worth $119.4 million. Its top holding was Philip Morris International (PM) at 5.9% of the portfolio, followed by Mastercard Class A (MA, 5.9%) and Walmart (WMT, 5.9%). Compared with Q3 2025, it opened 1 new position, sold out of 1, added to 7 and reduced 12. The biggest buy was Vanguard Ultra Short Bond Et (VUSB, shares +58%) and the biggest sale VG Morningstar TS MKT ETF-US (VTI, shares −28%).
- Most Recent 13F
- Q2 2026
- Location
- SCOTTSDALE, AZ
- CIK
- 0002048733
- Portfolio Value
- $119.4M (Q4 2025)
- SEC Filing
- 0001754960-26-000085 ↗ filed Jan 16, 2026
Holdings Value
Holdings 33 stocks · $119.4M
| PM Philip Morris International | 5.92% | 44,067 | $7.1M | Add +0.0% |
| MA Mastercard Inc. Class A | 5.92% | 12,376 | $7.1M | Reduce -0.5% |
| WMT Walmart Inc. | 5.91% | 63,364 | $7.1M | Reduce -1.3% |
| GOOG Alphabet Inc. Class C | 5.81% | 22,125 | $6.9M | Reduce -4.4% |
| WFC Wells Fargo & Co. | 5.48% | 70,211 | $6.5M | Reduce -0.1% |
| TRV The Travelers Cos Inc. | 4.94% | 20,319 | $5.9M | Reduce -0.1% |
| AAPL Apple Inc. | 4.92% | 21,605 | $5.9M | Reduce -0.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 4.75% | 11,280 | $5.7M | Reduce -0.1% |
| JNJ Johnson & Johnson | 4.55% | 26,258 | $5.4M | Reduce -0.2% |
| TMO Thermo Fisher Scientific Inc. | 4.44% | 9,141 | $5.3M | Reduce -2.0% |
| AMGN Amgen Inc. | 4.00% | 14,597 | $4.8M | Reduce -0.3% |
| ADP Automatic Data Processing | 3.81% | 17,669 | $4.5M | Add +2.0% |
| COP Conocophillips | 3.69% | 47,083 | $4.4M | Add +0.1% |
| USB US Bancorp | 3.69% | 82,524 | $4.4M | No change |
| XOM Exxon Mobil Corp. | 3.61% | 35,791 | $4.3M | No change |
| EPD Enterprise Products Partners | 3.53% | 131,595 | $4.2M | No change |
| UNP Union Pacific Corp. | 3.30% | 17,055 | $3.9M | No change |
| PG The Procter & Gamble Co. | 3.16% | 26,296 | $3.8M | Add +1.4% |
| MCD McDonald's Corp. | 3.15% | 12,324 | $3.8M | No change |
| VTI VG Morningstar TS MKT ETF-US | 2.80% | 9,961 | $3.3M | Reduce -27.5% |
| UNH Unitedhealth Group Inc. | 2.24% | 8,104 | $2.7M | Add +3.8% |
| VOO Vanguard S&P 500 ETF | 2.13% | 4,048 | $2.5M | Reduce -1.0% |
| JPM JPMorgan Chase & Co. | 1.99% | 7,390 | $2.4M | No change |
| GOOGL Alphabet Inc. Class A | 1.90% | 7,241 | $2.3M | No change |
| DEO Diageo PLC-Sponsored ADR | 1.76% | 24,426 | $2.1M | Add +0.4% |
| VUSB Vanguard Ultra Short Bond Et | 0.85% | 20,400 | $1.0M | Add +58.1% |
| PFF iShares Preferred & Income S | 0.54% | 20,900 | $647K | No change |
| VZ Verizon Communications Inc. | 0.28% | 8,300 | $338K | No change |
| PEP Pepsico Inc. | 0.23% | 1,880 | $270K | No change |
| VXUS Vanguard Total Intl Stock | 0.18% | 2,905 | $219K | New |
| NFG National Fuel Gas Co. | 0.18% | 2,680 | $215K | No change |
| SO The Southern Co. | 0.17% | 2,317 | $202K | No change |
| CLX Clorox Company | 0.17% | 2,000 | $202K | No change |
Portfolio Sells Q3 2025 → Q4 2025
| VTI VG Morningstar TS MKT ETF-US | Reduce -27.5% | 2.80% | −1.12 |
| MA Mastercard Inc. Class A | Reduce -0.5% | 5.92% | −0.22 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.1% | 4.75% | −0.18 |
| BX Blackstone Inc. | Sold out | 0.00% | −0.18 |
| VOO Vanguard S&P 500 ETF | Reduce -1.0% | 2.13% | −0.05 |
| TRV The Travelers Cos Inc. | Reduce -0.1% | 4.94% | +0.00 |
| AAPL Apple Inc. | Reduce -0.4% | 4.92% | +0.12 |
| WMT Walmart Inc. | Reduce -1.3% | 5.91% | +0.17 |
| JNJ Johnson & Johnson | Reduce -0.2% | 4.55% | +0.32 |
| WFC Wells Fargo & Co. | Reduce -0.1% | 5.48% | +0.37 |
| AMGN Amgen Inc. | Reduce -0.3% | 4.00% | +0.42 |
| TMO Thermo Fisher Scientific Inc. | Reduce -2.0% | 4.44% | +0.51 |
| GOOG Alphabet Inc. Class C | Reduce -4.4% | 5.81% | +0.92 |
Portfolio Buys Q3 2025 → Q4 2025
| VUSB Vanguard Ultra Short Bond Et | Add +58.1% | 0.85% | +0.29 |
| VXUS Vanguard Total Intl Stock | New | 0.18% | +0.18 |
| UNH Unitedhealth Group Inc. | Add +3.8% | 2.24% | −0.10 |
| COP Conocophillips | Add +0.1% | 3.69% | −0.17 |
| DEO Diageo PLC-Sponsored ADR | Add +0.4% | 1.76% | −0.25 |
| PM Philip Morris International | Add +0.0% | 5.92% | −0.28 |
| PG The Procter & Gamble Co. | Add +1.4% | 3.16% | −0.30 |
| ADP Automatic Data Processing | Add +2.0% | 3.81% | −0.61 |
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 |