RIHO Partners, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed May 11, 2026), RIHO Partners, LLC reported 12 stock positions worth $158.1 million. Its top holding was Progressive (PGR) at 17.6% of the portfolio, followed by Murphy USA (MUSA, 13.2%) and Microsoft (MSFT, 12.1%).
- Most Recent 13F
- Q2 2026
- Location
- TUCSON, AZ
- CIK
- 0002112884
- Portfolio Value
- $158.1M (Q4 2025)
- SEC Filing
- 0002112884-26-000001 ↗ filed May 11, 2026
Holdings Value
Holdings 12 stocks · $158.1M
| PGR Progressive Corp. | 17.59% | 122,100 | $27.8M | — |
| MUSA Murphy USA Inc. | 13.23% | 51,827 | $20.9M | — |
| MSFT Microsoft Corp. | 12.09% | 39,531 | $19.1M | — |
| ORLY O'reilly Automotive Inc. | 10.21% | 176,933 | $16.1M | — |
| HEI.A Heico Corp. Class A | 8.45% | 52,929 | $13.4M | — |
| NVDA Nvidia Corp. | 8.26% | 70,049 | $13.1M | — |
| SGI Somnigroup International Inc. | 8.18% | 144,783 | $12.9M | — |
| AMZN Amazon.com Inc. | 6.82% | 46,721 | $10.8M | — |
| GOOGL Alphabet Inc. Class A | 6.41% | 32,368 | $10.1M | — |
| BLDR Builders Firstsource Inc. | 5.60% | 86,038 | $8.9M | — |
| TPL Texas Pacific Land Corp. | 2.47% | 13,605 | $3.9M | — |
| SNBRQ Sleep Number Corp. | 0.70% | 130,957 | $1.1M | — |
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.