R.H. Investment Group, LLC has filed its 13F form on October 29, 2025 for Q3 2025 where it was disclosed a total value porftolio of $115 Billion distributed in 33 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Philip Morris International Inc. with a value of $7.14B, Mastercard Inc with a value of $7.07B, Walmart Inc. with a value of $6.62B, Wells Fargo & Company with a value of $5.89B, and Travelers Companies, Inc. with a value of $5.68B.

Examining the 13F form we can see an increase of $6.11B in the current position value, from $109B to 115B.

R.H. Investment Group, LLC is based out at Scottsdale, AZ

Below you can find more details about R.H. Investment Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $115 Billion
Financial Services: $30.8 Billion
Consumer Defensive: $20.6 Billion
Healthcare: $16.2 Billion
Energy: $12.8 Billion
Industrials: $9.12 Billion
Communication Services: $7.76 Billion
ETFs: $7.68 Billion
Technology: $5.53 Billion
Other: $3.96 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 33
  • Current Value $115 Billion
  • Prior Value $109 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 29, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 3 stocks
  • Additional Purchases 5 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
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