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R.H. Investment Group, LLC

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13F filer, CIK 2048733, SCOTTSDALE, AZ

R.H. Investment Group, LLC reported $115,185,405 across 33 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-10-30. Its ten largest share positions make up 51.4% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001754960-25-000725

Period
2025-09-30
Reported value
$115M
Holdings
33
Top 10 weight
51.4%
New
3
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
EPDadded+119,595$3.74M
VUSBnew+12,900$645K
VZnew+8,300$365K
UNHadded+655$226K
BXnew+1,200$205K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
FDXexited-16,566-$3.77M
VTIreduced-2,323-$762K
PFFreduced-15,550-$492K
GOOGreduced-388-$94.5K
WFCreduced-1,120-$93.9K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2025

Share positions as resolved from 13F-HR 0001754960-25-000725, largest first. % of portfolio is the value over $115,185,405, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
PMPHILIP MORRIS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 44,495 shares; 2025Q1: 44,817 shares; 2025Q2: 44,525 shares; 2025Q3: 44,051 shares 44,051$7.14M6.2%-474Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,590 shares; 2025Q1: 12,526 shares; 2025Q2: 12,526 shares; 2025Q3: 12,436 shares 12,436$7.07M6.14%-90Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 68,174 shares; 2025Q1: 66,924 shares; 2025Q2: 64,794 shares; 2025Q3: 64,214 shares 64,214$6.62M5.75%-580Timeline
WFCWELLS FARGO & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 71,978 shares; 2025Q1: 71,521 shares; 2025Q2: 71,381 shares; 2025Q3: 70,261 shares 70,261$5.89M5.11%-1,120Timeline
TRVTRAVELERS COMPANIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 20,211 shares; 2025Q1: not reported; 2025Q2: 20,304 shares; 2025Q3: 20,344 shares 20,344$5.68M4.93%+40Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,301 shares; 2025Q1: 11,291 shares; 2025Q2: 11,296 shares; 2025Q3: 11,290 shares 11,290$5.68M4.93%-6Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 23,380 shares; 2025Q1: 23,530 shares; 2025Q2: 23,530 shares; 2025Q3: 23,142 shares 23,142$5.64M4.89%-388Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 21,463 shares; 2025Q1: 21,483 shares; 2025Q2: 21,725 shares; 2025Q3: 21,700 shares 21,700$5.53M4.8%-25Timeline
ADPAUTOMATIC DATA PROCESSING INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 18,570 shares; 2025Q1: 17,374 shares; 2025Q2: 17,579 shares; 2025Q3: 17,324 shares 17,324$5.08M4.41%-255Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 25,051 shares; 2025Q1: 26,343 shares; 2025Q2: 26,423 shares; 2025Q3: 26,303 shares 26,303$4.88M4.23%-120Timeline
TMOTHERMO FISHER SCIENTIFIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,904 shares; 2025Q1: 9,064 shares; 2025Q2: 9,331 shares; 2025Q3: 9,331 shares 9,331$4.53M3.93%0Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,818 shares; 2025Q1: 13,108 shares; 2025Q2: 16,069 shares; 2025Q3: 13,746 shares 13,746$4.51M3.92%-2,323Timeline
COPCONOCOPHILLIPSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 45,848 shares; 2025Q1: 46,043 shares; 2025Q2: 47,003 shares; 2025Q3: 47,033 shares 47,033$4.45M3.86%+30Timeline
AMGNAMGEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,517 shares; 2025Q1: 14,517 shares; 2025Q2: 14,637 shares; 2025Q3: 14,637 shares 14,637$4.13M3.59%0Timeline
EPDENTERPRISE PRODS PARTNERS LQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,000 shares; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares; 2025Q3: 131,595 shares 131,595$4.11M3.57%+119,595Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 35,601 shares; 2025Q1: 35,401 shares; 2025Q2: 35,791 shares; 2025Q3: 35,791 shares 35,791$4.04M3.5%0Timeline
UNPUNION PAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16,720 shares; 2025Q1: 16,925 shares; 2025Q2: 17,055 shares; 2025Q3: 17,055 shares 17,055$4.03M3.5%0Timeline
USBUS BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 80,954 shares; 2025Q1: 80,954 shares; 2025Q2: 82,524 shares; 2025Q3: 82,524 shares 82,524$3.99M3.46%0Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 25,796 shares; 2025Q1: 25,896 shares; 2025Q2: 26,016 shares; 2025Q3: 25,931 shares 25,931$3.98M3.46%-85Timeline
MCDMCDONALDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,284 shares; 2025Q1: 12,284 shares; 2025Q2: 12,324 shares; 2025Q3: 12,324 shares 12,324$3.75M3.25%0Timeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,885 shares; 2025Q1: 7,119 shares; 2025Q2: 7,149 shares; 2025Q3: 7,804 shares 7,804$2.69M2.34%+655Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,603 shares; 2025Q1: 3,653 shares; 2025Q2: 4,058 shares; 2025Q3: 4,088 shares 4,088$2.5M2.17%+30Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,390 shares; 2025Q1: 7,390 shares; 2025Q2: 7,390 shares; 2025Q3: 7,390 shares 7,390$2.33M2.02%0Timeline
DEODIAGEO PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 21,666 shares; 2025Q1: 23,636 shares; 2025Q2: 24,326 shares; 2025Q3: 24,326 shares 24,326$2.32M2.02%0Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,791 shares; 2025Q1: 7,241 shares; 2025Q2: 7,241 shares; 2025Q3: 7,241 shares 7,241$1.76M1.53%0Timeline
PFFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 36,450 shares; 2025Q1: 36,450 shares; 2025Q2: 36,450 shares; 2025Q3: 20,900 shares 20,900$661K0.57%-15,550Timeline
VUSBVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,900 shares 12,900$645K0.56%newTimeline
VZVERIZON COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,300 shares 8,300$365K0.32%newTimeline
PEPPEPSICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,880 shares; 2025Q1: 1,880 shares; 2025Q2: 1,880 shares; 2025Q3: 1,880 shares 1,880$264K0.23%0Timeline
NFGNATIONAL FUEL GAS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,350 shares; 2025Q1: 2,980 shares; 2025Q2: 2,980 shares; 2025Q3: 2,680 shares 2,680$248K0.21%-300Timeline
CLXCLOROX CO DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares 2,000$247K0.21%0Timeline
SOSOUTHERN COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,400 shares; 2025Q2: 2,467 shares; 2025Q3: 2,317 shares 2,317$220K0.19%-150Timeline
BXBLACKSTONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,350 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,200 shares 1,200$205K0.18%newTimeline

Sold out in Q3 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
FDXFEDEX CORP16,566$3.77Mshares

How Q3 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001754960-25-000725 base2025-10-30acceptance time not in the bulk data set