R.H. Investment Group, LLC
•CIK: 2048733•Filing: Q4 2025
**R.H. Investment Group, LLC** manages $119M across a concentrated portfolio of 33 positions. The fund exhibits significant conviction in mega-cap technology and consumer staples, with top holdings including 4I1, MA, and WMT, each representing a substantial allocation of $7.1M. Further notable positions include GOOG ($6.9M), WFC ($6.5M), and AAPL ($5.9M), indicating a focus on established market leaders. This structure suggests a tactical, large-cap growth and value orientation within its current mandate.
Total AUM
$119.4M
QoQ Performance
+3.7%
Positions
31
Top 10 Concentration
52.6%
Latest Filing
Q4 2025
Top Holdings Allocation
4I1
MA
WMT
GOOG
WFC
4I15.9%
MA5.9%
WMT5.9%
GOOG5.8%
WFC5.5%
TRV4.9%
AAPL4.9%
BRK/B4.7%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other31.5%
Financial18.4%
Healthcare15.2%
Technology12.6%
Consumer9.1%
Energy7.3%
Industrial3.3%
ETF2.1%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW1 new position
↑7 increased
↓12 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024