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RIHO Partners, LLC

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13F filer, CIK 2112884, TUCSON, AZ

RIHO Partners, LLC reported holdings worth $177,723,050 (the sum of its rows) across 14 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-18. The total stated on the cover page is $17,772,350. Its ten largest share positions make up 91.19% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002112884-26-000003

The cover page states a total of $17,772,350, 90% less than the sum of the rows, $177,723,050. This page uses the sum of the rows.

Period
2026-06-30
Value, sum of rows
$178M
Stated on the cover page
$17.8M
Holdings
14
Top 10 weight
91.19%
New
2
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
NVDAadded+21,127$4.23M
DRAMnew+45,888$3.39M
BLDnew+7,100$2.55M
SGIadded+23,269$1.82M
ORLYadded+13,376$1.23M

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
BLDRexited-99,387-$8.18M
MUSAreduced-14,375-$7.75M
MSFTreduced-1,309-$488K
SNBRexited-138,389-$248K
HEI-Areduced-191-$68.3K

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.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0002112884-26-000003, largest first. % of portfolio is the value over $177,723,050, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
PGRPROGRESSIVE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 122,100 shares; 2026Q1: 129,026 shares; 2026Q2: 128,918 shares 128,918$28.2M15.85%-108Timeline
MUSAMURPHY USA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 51,827 shares; 2026Q1: 54,746 shares; 2026Q2: 40,371 shares 40,371$21.8M12.24%-14,375Timeline
ORLYOREILLY AUTOMOTIVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 176,933 shares; 2026Q1: 204,552 shares; 2026Q2: 217,928 shares 217,928$20.1M11.29%+13,376Timeline
HEI-AHEICO CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 52,929 shares; 2026Q1: 55,246 shares; 2026Q2: 55,055 shares 55,055$19.7M11.07%-191Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 70,049 shares; 2026Q1: 65,334 shares; 2026Q2: 86,461 shares 86,461$17.3M9.73%+21,127Timeline
SGISOMNIGROUP INTERNATIONAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 144,783 shares; 2026Q1: 164,099 shares; 2026Q2: 187,368 shares 187,368$14.7M8.27%+23,269Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 32,368 shares; 2026Q1: 38,825 shares; 2026Q2: 38,706 shares 38,706$13.8M7.78%-119Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 46,721 shares; 2026Q1: 49,371 shares; 2026Q2: 49,318 shares 49,318$11.8M6.61%-53Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 39,531 shares; 2026Q1: 24,240 shares; 2026Q2: 22,931 shares 22,931$8.55M4.81%-1,309Timeline
TPLTEXAS PACIFIC LAND CORPORATIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 13,605 shares; 2026Q1: 14,369 shares; 2026Q2: 14,338 shares 14,338$6.27M3.53%-31Timeline
IESCIES HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 8,540 shares; 2026Q2: 8,510 shares 8,510$6.25M3.52%-30Timeline
OSGOCTAVE SPECIALTY GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 546,569 shares; 2026Q2: 554,818 shares 554,818$3.46M1.95%+8,249Timeline
DRAMROUNDHILL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 45,888 shares 45,888$3.39M1.91%newTimeline
BLDTOPBUILD CORQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,100 shares 7,100$2.55M1.44%newTimeline

Sold out in Q2 2026

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

SecurityShares beforeValue beforeType
BLDRBUILDERS FIRSTSOURCE INC99,387$8.18Mshares
SNBRSLEEP NUMBER CORP138,389$248Kshares

How Q2 2026 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 0002112884-26-000003 base2026-08-18acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0002112884-26-000003 Quarter ended 2026-06-302026-08-18acceptance time not in the bulk data set
13F-HR/A 0002073679-26-000065 Quarter ended 2026-03-312026-05-18acceptance time not in the bulk data set
13F-HR 0002112884-26-000002 Quarter ended 2026-03-312026-05-15acceptance time not in the bulk data set
13F-HR 0002112884-26-000001 Quarter ended 2025-12-312026-05-11acceptance time not in the bulk data set