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The Analysis of R.H. Investment Group, LLC's Holdings & P&L

Currently, R.H. Investment Group, LLC holds 47 types of securities in its portfolio with a total value $132.8M. In the most recent quarter, they have increased their positions in IWF (+7.9K shares, valued at $986.4K), N/A (+427 shares, valued at $325.9K), AXON (+443 shares, valued at $248.3K); decreased their positions in N/A (-2.7K shares, valued at $987.3K), PFF (-11.0K shares, valued at $335.4K), GOOG (-281 shares, valued at $99.3K); initiated new positions in N/A (+427 shares, valued at $325.9K), AXON (+443 shares, valued at $248.3K), TSLA (+509 shares, valued at $214.1K).

1M P&L

-1.6M-1.44%

3M P&L

+6.0M+5.91%

HY P&L

+8.2M+8.21%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Drug Manufacturers - General11.8M

11.3%

2N/A10.5M

10.1%

3Internet Content & Information9.8M

9.4%

Top Industries by Stock Count

1N/A12 stocks

32.4%

2Drug Manufacturers - General2 stocks

5.4%

3Internet Content & Information2 stocks

5.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

PM PHILIP MORRIS INTL INC43.9K shares-0.39%2026-06-302026-08-07

GOOG ALPHABET INC22.1K shares-1.26%2026-06-302026-08-07

WMT WALMART INC62.5K shares-0.50%2026-06-302026-08-07

TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC20.2K shares-0.65%2026-06-302026-08-07

JNJ JOHNSON & JOHNSON25.9K shares-1.20%2026-06-302026-08-07

MASTERCARD INCORPORATED MASTERCARD INCORPORATED12.5K shares-0.56%2026-06-302026-08-07

AAPL APPLE INC21.8K shares-0.01%2026-06-302026-08-07

WFC WELLS FARGO & CO69.7K shares-0.63%2026-06-302026-08-07

Sponsored

BRK.B BERKSHIRE HATHAWAY INC DEL11.2K shares-0.71%2026-06-302026-08-07

AMGN AMGEN INC14.5K shares-0.82%2026-06-302026-08-07

USB US BANCORP83.8K shares-0.93%2026-06-302026-08-07

COP CONOCOPHILLIPS48.0K shares-0.34%2026-06-302026-08-07

EPD ENTERPRISE PRODS PARTNERS L134.0K shares-0.76%2026-06-302026-08-07

EXXON MOBIL CORP EXXON MOBIL CORP35.3K shares-1.01%2026-06-302026-08-07

TMO THERMO FISHER SCIENTIFIC INC9.2K shares-0.47%2026-06-302026-08-07

UNP UNION PAC CORP16.9K shares-0.97%2026-06-302026-08-07

Sponsored

ADP AUTOMATIC DATA PROCESSING IN18.3K shares-0.15%2026-06-302026-08-07

PG PROCTER & GAMBLE CO26.1K shares-0.91%2026-06-302026-08-07

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC9.1K shares-0.25%2026-06-302026-08-07

MCD MCDONALDS CORP12.3K shares-0.24%2026-06-302026-08-07

VANGUARD INDEX FDS VANGUARD INDEX FDS8.8K shares-23.28%2026-06-302026-08-07

VOO VANGUARD INDEX FDS4.0K shares-0.12%2026-06-302026-08-07

JPMORGAN CHASE & CO JPMORGAN CHASE & CO7.4K shares0.00%2026-06-302026-08-07

DEO DIAGEO PLC27.0K shares3.01%2026-06-302026-08-07

Sponsored

GOOGL ALPHABET INC5.7K shares0.00%2026-06-302026-08-07

VUSB VANGUARD BD INDEX FDS28.1K shares6.44%2026-06-302026-08-07

IWF ISHARES TR10.6K shares300.00%2026-06-302026-08-07

IWD ISHARES TR5.2K shares0.00%2026-06-302026-08-07

XLK SELECT SECTOR SPDR TR4.3K shares0.00%2026-06-302026-08-07

VXUS VANGUARD STAR FDS6.8K shares0.00%2026-06-302026-08-07

NVDA NVIDIA CORPORATION2.5K shares-5.60%2026-06-302026-08-07

IWP ISHARES TR3.2K shares0.00%2026-06-302026-08-07

Sponsored

IWS ISHARES TR2.7K shares0.00%2026-06-302026-08-07

IWO ISHARES TR1.1K shares0.00%2026-06-302026-08-07

IWN ISHARES TR1.7K shares0.00%2026-06-302026-08-07

QQQ INVESCO QQQ TR480 shares0.00%2026-06-302026-08-07

VZ VERIZON COMMUNICATIONS INC8.3K shares0.00%2026-06-302026-08-07

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC427 sharesnew addition2026-06-302026-08-07

AMZN AMAZON COM INC1.3K shares0.00%2026-06-302026-08-07

PFF ISHARES TR9.9K shares-52.63%2026-06-302026-08-07

Sponsored

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC2.5K shares0.00%2026-06-302026-08-07

PEP PEPSICO INC1.9K shares0.00%2026-06-302026-08-07

AXON AXON ENTERPRISE INC443 sharesnew addition2026-06-302026-08-07

SOUTHERN CO SOUTHERN CO2.3K shares0.00%2026-06-302026-08-07

TSLA TESLA INC509 sharesnew addition2026-06-302026-08-07

NFG NATIONAL FUEL GAS CO2.7K shares0.00%2026-06-302026-08-07

GOSSAMER BIO INC GOSSAMER BIO INC26.3K shares0.00%2026-06-302026-08-07

PHILIP MORRIS INTL INC

-0.39%

Shares43.9K

Event2026-06-30

Filed2026-08-07

GOOG

ALPHABET INC

-1.26%

Shares22.1K

Event2026-06-30

Filed2026-08-07

WMT

WALMART INC

-0.50%

Shares62.5K

Event2026-06-30

Filed2026-08-07

TRAVELERS COMPANIES INC

-0.65%

Shares20.2K

Event2026-06-30

Filed2026-08-07

JNJ

JOHNSON & JOHNSON

-1.20%

Shares25.9K

Event2026-06-30

Filed2026-08-07

MASTERCARD INCORPORATED

-0.56%

Shares12.5K

Event2026-06-30

Filed2026-08-07

AAPL

APPLE INC

-0.01%

Shares21.8K

Event2026-06-30

Filed2026-08-07

WFC

WELLS FARGO & CO

-0.63%

Shares69.7K

Event2026-06-30

Filed2026-08-07

BRK.B

BERKSHIRE HATHAWAY INC DEL

-0.71%

Shares11.2K

Event2026-06-30

Filed2026-08-07

AMGN

AMGEN INC

-0.82%

Shares14.5K

Event2026-06-30

Filed2026-08-07

USB

US BANCORP

-0.93%

Shares83.8K

Event2026-06-30

Filed2026-08-07

COP

CONOCOPHILLIPS

-0.34%

Shares48.0K

Event2026-06-30

Filed2026-08-07

EPD

ENTERPRISE PRODS PARTNERS L

-0.76%

Shares134.0K

Event2026-06-30

Filed2026-08-07

EXXON MOBIL CORP

-1.01%

Shares35.3K

Event2026-06-30

Filed2026-08-07

TMO

THERMO FISHER SCIENTIFIC INC

-0.47%

Shares9.2K

Event2026-06-30

Filed2026-08-07

UNP

UNION PAC CORP

-0.97%

Shares16.9K

Event2026-06-30

Filed2026-08-07

ADP

AUTOMATIC DATA PROCESSING IN

-0.15%

Shares18.3K

Event2026-06-30

Filed2026-08-07

PROCTER & GAMBLE CO

-0.91%

Shares26.1K

Event2026-06-30

Filed2026-08-07

UNITEDHEALTH GROUP INC

-0.25%

Shares9.1K

Event2026-06-30

Filed2026-08-07

MCD

MCDONALDS CORP

-0.24%

Shares12.3K

Event2026-06-30

Filed2026-08-07

VANGUARD INDEX FDS

-23.28%

Shares8.8K

Event2026-06-30

Filed2026-08-07

VOO

VANGUARD INDEX FDS

-0.12%

Shares4.0K

Event2026-06-30

Filed2026-08-07

JPMORGAN CHASE & CO

0.00%

Shares7.4K

Event2026-06-30

Filed2026-08-07

DEO

DIAGEO PLC

3.01%

Shares27.0K

Event2026-06-30

Filed2026-08-07

GOOGL

ALPHABET INC

0.00%

Shares5.7K

Event2026-06-30

Filed2026-08-07

VUSB

VANGUARD BD INDEX FDS

6.44%

Shares28.1K

Event2026-06-30

Filed2026-08-07

IWF

ISHARES TR

300.00%

Shares10.6K

Event2026-06-30

Filed2026-08-07

IWD

ISHARES TR

0.00%

Shares5.2K

Event2026-06-30

Filed2026-08-07

XLK

SELECT SECTOR SPDR TR

0.00%

Shares4.3K

Event2026-06-30

Filed2026-08-07

VXUS

VANGUARD STAR FDS

0.00%

Shares6.8K

Event2026-06-30

Filed2026-08-07

NVDA

NVIDIA CORPORATION

-5.60%

Shares2.5K

Event2026-06-30

Filed2026-08-07

IWP

ISHARES TR

0.00%

Shares3.2K

Event2026-06-30

Filed2026-08-07

IWS

ISHARES TR

0.00%

Shares2.7K

Event2026-06-30

Filed2026-08-07

IWO

ISHARES TR

0.00%

Shares1.1K

Event2026-06-30

Filed2026-08-07

IWN

ISHARES TR

0.00%

Shares1.7K

Event2026-06-30

Filed2026-08-07

QQQ

INVESCO QQQ TR

0.00%

Shares480

Event2026-06-30

Filed2026-08-07

VERIZON COMMUNICATIONS INC

0.00%

Shares8.3K

Event2026-06-30

Filed2026-08-07

CROWDSTRIKE HLDGS INC

New

Shares427

Event2026-06-30

Filed2026-08-07

AMZN

AMAZON COM INC

0.00%

Shares1.3K

Event2026-06-30

Filed2026-08-07

PFF

ISHARES TR

-52.63%

Shares9.9K

Event2026-06-30

Filed2026-08-07

PALANTIR TECHNOLOGIES INC

0.00%

Shares2.5K

Event2026-06-30

Filed2026-08-07

PEP

PEPSICO INC

0.00%

Shares1.9K

Event2026-06-30

Filed2026-08-07

AXON

AXON ENTERPRISE INC

New

Shares443

Event2026-06-30

Filed2026-08-07

SOUTHERN CO

0.00%

Shares2.3K

Event2026-06-30

Filed2026-08-07

TSLA

TESLA INC

New

Shares509

Event2026-06-30

Filed2026-08-07

NFG

NATIONAL FUEL GAS CO

0.00%

Shares2.7K

Event2026-06-30

Filed2026-08-07

GOSSAMER BIO INC

0.00%

Shares26.3K

Event2026-06-30

Filed2026-08-07

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available