RIHO Partners, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 18, 2026), RIHO Partners, LLC reported 14 stock positions worth $177.7 million. Its top holding was Progressive (PGR) at 15.8% of the portfolio, followed by Murphy USA (MUSA, 12.2%) and O'reilly Automotive (ORLY, 11.3%). Compared with Q1 2026, it opened 2 new positions, sold out of 2, added to 4 and reduced 8. The biggest buy was Nvidia (NVDA, shares +32%) and the biggest sale an exit from Builders Firstsource (BLDR).
- Most Recent 13F
- Q2 2026
- Location
- TUCSON, AZ
- CIK
- 0002112884
- Portfolio Value
- $177.7M (Q2 2026)
- SEC Filing
- 0002112884-26-000003 ↗ filed Aug 18, 2026
Holdings Value
Holdings 14 stocks · $177.7M
| PGR Progressive Corp. | 15.85% | 128,918 | $28.2M | Reduce -0.1% |
| MUSA Murphy USA Inc. | 12.24% | 40,371 | $21.8M | Reduce -26.3% |
| ORLY O'reilly Automotive Inc. | 11.29% | 217,928 | $20.1M | Add +6.5% |
| HEI.A Heico Corp. Class A | 11.07% | 55,055 | $19.7M | Reduce -0.3% |
| NVDA Nvidia Corp. | 9.73% | 86,461 | $17.3M | Add +32.3% |
| SGI Somnigroup International Inc. | 8.27% | 187,368 | $14.7M | Add +14.2% |
| GOOGL Alphabet Inc. Class A | 7.78% | 38,706 | $13.8M | Reduce -0.3% |
| AMZN Amazon.com Inc. | 6.61% | 49,318 | $11.8M | Reduce -0.1% |
| MSFT Microsoft Corp. | 4.81% | 22,931 | $8.6M | Reduce -5.4% |
| TPL Texas Pacific Land Corp. | 3.53% | 14,338 | $6.3M | Reduce -0.2% |
| IESC Ies Holdings Inc. | 3.52% | 8,510 | $6.3M | Reduce -0.3% |
| OSG Octave Specialty Group Inc. | 1.95% | 554,818 | $3.5M | Add +1.5% |
| DRAM Roundhill Memory ETF | 1.91% | 45,888 | $3.4M | New |
| BLD Topbuild Corp. | 1.44% | 7,100 | $2.6M | New |
Portfolio Sells Q1 2026 → Q2 2026
| BLDR Builders Firstsource Inc. | Sold out | 0.00% | −5.15 |
| MUSA Murphy USA Inc. | Reduce -26.3% | 12.24% | −4.77 |
| MSFT Microsoft Corp. | Reduce -5.4% | 4.81% | −0.83 |
| TPL Texas Pacific Land Corp. | Reduce -0.2% | 3.53% | −0.76 |
| PGR Progressive Corp. | Reduce -0.1% | 15.85% | −0.24 |
| SNBRQ Sleep Number Corp. | Sold out | 0.00% | −0.16 |
| AMZN Amazon.com Inc. | Reduce -0.1% | 6.61% | +0.15 |
| GOOGL Alphabet Inc. Class A | Reduce -0.3% | 7.78% | +0.76 |
| IESC Ies Holdings Inc. | Reduce -0.3% | 3.52% | +0.96 |
| HEI.A Heico Corp. Class A | Reduce -0.3% | 11.07% | +3.73 |