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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 $119,404,529 across 33 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-01-16. Its ten largest share positions make up 52.63% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001754960-26-000085

Period
2025-12-31
Reported value
$119M
Holdings
33
Top 10 weight
52.63%
New
1
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VUSBadded+7,500$374K
VXUSnew+2,905$219K
UNHadded+300$99K
ADPadded+345$88.7K
PGadded+365$52.3K

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
VTIreduced-3,785-$1.27M
GOOGreduced-1,017-$319K
BXexited-1,200-$205K
TMOreduced-190-$110K
WMTreduced-850-$94.7K

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, Q4 2025

Share positions as resolved from 13F-HR 0001754960-26-000085, largest first. % of portfolio is the value over $119,404,529, 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 44,495 shares; 2025Q1: 44,817 shares; 2025Q2: 44,525 shares; 2025Q3: 44,051 shares; 2025Q4: 44,067 shares 44,067$7.07M5.92%+16Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,590 shares; 2025Q1: 12,526 shares; 2025Q2: 12,526 shares; 2025Q3: 12,436 shares; 2025Q4: 12,376 shares 12,376$7.07M5.92%-60Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 68,174 shares; 2025Q1: 66,924 shares; 2025Q2: 64,794 shares; 2025Q3: 64,214 shares; 2025Q4: 63,364 shares 63,364$7.06M5.91%-850Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 23,380 shares; 2025Q1: 23,530 shares; 2025Q2: 23,530 shares; 2025Q3: 23,142 shares; 2025Q4: 22,125 shares 22,125$6.94M5.81%-1,017Timeline
WFCWELLS FARGO & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 71,978 shares; 2025Q1: 71,521 shares; 2025Q2: 71,381 shares; 2025Q3: 70,261 shares; 2025Q4: 70,211 shares 70,211$6.54M5.48%-50Timeline
TRVTRAVELERS COMPANIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 20,211 shares; 2025Q1: not reported; 2025Q2: 20,304 shares; 2025Q3: 20,344 shares; 2025Q4: 20,319 shares 20,319$5.89M4.94%-25Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 21,463 shares; 2025Q1: 21,483 shares; 2025Q2: 21,725 shares; 2025Q3: 21,700 shares; 2025Q4: 21,605 shares 21,605$5.87M4.92%-95Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,301 shares; 2025Q1: 11,291 shares; 2025Q2: 11,296 shares; 2025Q3: 11,290 shares; 2025Q4: 11,280 shares 11,280$5.67M4.75%-10Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 25,051 shares; 2025Q1: 26,343 shares; 2025Q2: 26,423 shares; 2025Q3: 26,303 shares; 2025Q4: 26,258 shares 26,258$5.43M4.55%-45Timeline
TMOTHERMO FISHER SCIENTIFIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,904 shares; 2025Q1: 9,064 shares; 2025Q2: 9,331 shares; 2025Q3: 9,331 shares; 2025Q4: 9,141 shares 9,141$5.3M4.44%-190Timeline
AMGNAMGEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,517 shares; 2025Q1: 14,517 shares; 2025Q2: 14,637 shares; 2025Q3: 14,637 shares; 2025Q4: 14,597 shares 14,597$4.78M4%-40Timeline
ADPAUTOMATIC DATA PROCESSING INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 18,570 shares; 2025Q1: 17,374 shares; 2025Q2: 17,579 shares; 2025Q3: 17,324 shares; 2025Q4: 17,669 shares 17,669$4.54M3.81%+345Timeline
COPCONOCOPHILLIPSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 45,848 shares; 2025Q1: 46,043 shares; 2025Q2: 47,003 shares; 2025Q3: 47,033 shares; 2025Q4: 47,083 shares 47,083$4.41M3.69%+50Timeline
USBUS BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 80,954 shares; 2025Q1: 80,954 shares; 2025Q2: 82,524 shares; 2025Q3: 82,524 shares; 2025Q4: 82,524 shares 82,524$4.4M3.69%0Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 35,601 shares; 2025Q1: 35,401 shares; 2025Q2: 35,791 shares; 2025Q3: 35,791 shares; 2025Q4: 35,791 shares 35,791$4.31M3.61%0Timeline
EPDENTERPRISE PRODS PARTNERS LQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,000 shares; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares; 2025Q3: 131,595 shares; 2025Q4: 131,595 shares 131,595$4.22M3.53%0Timeline
UNPUNION PAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16,720 shares; 2025Q1: 16,925 shares; 2025Q2: 17,055 shares; 2025Q3: 17,055 shares; 2025Q4: 17,055 shares 17,055$3.95M3.3%0Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 25,796 shares; 2025Q1: 25,896 shares; 2025Q2: 26,016 shares; 2025Q3: 25,931 shares; 2025Q4: 26,296 shares 26,296$3.77M3.16%+365Timeline
MCDMCDONALDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,284 shares; 2025Q1: 12,284 shares; 2025Q2: 12,324 shares; 2025Q3: 12,324 shares; 2025Q4: 12,324 shares 12,324$3.77M3.15%0Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,818 shares; 2025Q1: 13,108 shares; 2025Q2: 16,069 shares; 2025Q3: 13,746 shares; 2025Q4: 9,961 shares 9,961$3.34M2.8%-3,785Timeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,885 shares; 2025Q1: 7,119 shares; 2025Q2: 7,149 shares; 2025Q3: 7,804 shares; 2025Q4: 8,104 shares 8,104$2.68M2.24%+300Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,603 shares; 2025Q1: 3,653 shares; 2025Q2: 4,058 shares; 2025Q3: 4,088 shares; 2025Q4: 4,048 shares 4,048$2.54M2.13%-40Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,390 shares; 2025Q1: 7,390 shares; 2025Q2: 7,390 shares; 2025Q3: 7,390 shares; 2025Q4: 7,390 shares 7,390$2.38M1.99%0Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,791 shares; 2025Q1: 7,241 shares; 2025Q2: 7,241 shares; 2025Q3: 7,241 shares; 2025Q4: 7,241 shares 7,241$2.27M1.9%0Timeline
DEODIAGEO PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 21,666 shares; 2025Q1: 23,636 shares; 2025Q2: 24,326 shares; 2025Q3: 24,326 shares; 2025Q4: 24,426 shares 24,426$2.11M1.76%+100Timeline
VUSBVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,900 shares; 2025Q4: 20,400 shares 20,400$1.02M0.85%+7,500Timeline
PFFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 36,450 shares; 2025Q1: 36,450 shares; 2025Q2: 36,450 shares; 2025Q3: 20,900 shares; 2025Q4: 20,900 shares 20,900$647K0.54%0Timeline
VZVERIZON COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,300 shares; 2025Q4: 8,300 shares 8,300$338K0.28%0Timeline
PEPPEPSICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,880 shares; 2025Q1: 1,880 shares; 2025Q2: 1,880 shares; 2025Q3: 1,880 shares; 2025Q4: 1,880 shares 1,880$270K0.23%0Timeline
VXUSVANGUARD STAR FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,905 shares 2,905$219K0.18%newTimeline
NFGNATIONAL FUEL GAS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,350 shares; 2025Q1: 2,980 shares; 2025Q2: 2,980 shares; 2025Q3: 2,680 shares; 2025Q4: 2,680 shares 2,680$215K0.18%0Timeline
SOSOUTHERN COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,400 shares; 2025Q2: 2,467 shares; 2025Q3: 2,317 shares; 2025Q4: 2,317 shares 2,317$202K0.17%0Timeline
CLXCLOROX CO DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000$202K0.17%0Timeline

Sold out in Q4 2025

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

SecurityShares beforeValue beforeType
BXBLACKSTONE INC1,200$205Kshares

How Q4 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 0001754960-26-000085 base2026-01-16acceptance time not in the bulk data set