What does RIHO Partners, LLC hold?

RIHO Partners, LLC's largest disclosed positions on the most recent Form 13F-HR filing on SEC EDGAR include MUSA, PGR, ORLY. Full top-holdings list, quarter-over-quarter position changes, and sector allocation breakdown are available at https://13fpro.ai/research/fund/2112884.

What is RIHO Partners, LLC's AUM?

RIHO Partners, LLC reported approximately $157.4M in 13F-reportable AUM as of 2026-03-31. This figure reflects long US-listed positions disclosed on Form 13F-HR and excludes non-13F-reportable holdings (cash, short positions, certain derivatives, and non-US securities). Separately, the firm reported $182.2M in total regulatory AUM (RAUM) on its most recent Form ADV filing.

Where does 13F Pro source RIHO Partners, LLC's holdings?

All RIHO Partners, LLC holdings data comes directly from SEC EDGAR Form 13F-HR filings under CIK 2112884. Data refreshes automatically each quarter as new 13F filings are submitted (typically within 45 days of quarter-end). 13F Pro applies no third-party rewrites or estimates.

How often is RIHO Partners, LLC's 13F data updated on 13F Pro?

RIHO Partners, LLC's holdings update on 13F Pro within hours of each new Form 13F-HR filing on SEC EDGAR. Quarterly position changes, accumulation/distribution flags, and sector allocation are recalculated on each refresh.

RIHO Partners, LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 2112884

Institutional-grade research for retail investors

13F Reported Value

ⓘ

$157.4M

Holdings

Latest Filing

2026-03-31

Filing Quarter

Q1 2026

Portfolio Overview

RIHO Partners, LLC disclosed 14 positions worth $157.4M in its Form 13F-HR for Q1 2026, led by $MUSA (Murphy USA Inc.) at 17.2% of the equity portfolio, followed by $PGR and $ORLY. During the quarter the fund opened 2 new positions and exited 0 — including a new stake in $IESC. The portfolio is most concentrated in Consumer Discretionary (47.8% of disclosed assets). All figures are sourced directly from RIHO Partners, LLC’s Form 13F-HR filing with the SEC under CIK 2112884.

Sector Allocation

Consumer DiscretionaryFinancialsTechnologyIndustrials

AUM History

Top Equity Holdings by Value

Quarterly Activity — Q1 2026

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Top Holdings

AI Quality Scored

Murphy USA Inc.
$MUSA
53.2#1,292
Quality
$27.0M54,746 sh
PROGRESSIVE CORP/OH/
$PGR
83.6#16
Quality
$25.6M129,026 sh
O REILLY AUTOMOTIVE INC
$ORLY
72.7#219
Quality
$18.9M204,552 sh
HEICO CORP
$HEI.A
79.2
Quality
$11.7M55,246 sh
NVIDIA CORP
$NVDA
90.2
Quality
$11.4M65,334 sh
Alphabet Inc.
$GOOG
80.2
Quality
$11.2M38,825 sh
SOMNIGROUP INTERNATIONAL INC.
$SGI
64.6
Quality
$10.5M142,549 sh
AMAZON COM INC
$AMZN
74.6
Quality
$10.3M49,371 sh
MICROSOFT CORP
$MSFT
83.7
Quality
$9.0M24,240 sh
Builders FirstSource, Inc.
$BLDR
48.4
Quality
$8.2M99,387 sh

Company	Quality	Value	Shares
Murphy USA Inc.$MUSA	53.2#1,292	$27.0M	54,746
PROGRESSIVE CORP/OH/$PGR	83.6#16	$25.6M	129,026
O REILLY AUTOMOTIVE INC$ORLY	72.7#219	$18.9M	204,552
HEICO CORP$HEI.A	79.2	$11.7M	55,246
NVIDIA CORP$NVDA	90.2	$11.4M	65,334
Alphabet Inc.$GOOG	80.2	$11.2M	38,825
SOMNIGROUP INTERNATIONAL INC.$SGI	64.6	$10.5M	142,549
AMAZON COM INC$AMZN	74.6	$10.3M	49,371
MICROSOFT CORP$MSFT	83.7	$9.0M	24,240
Builders FirstSource, Inc.$BLDR	48.4	$8.2M	99,387

Unlock AI quality scores for every holding

32-signal composite ranking on each of RIHO Partners, LLC's 14 positions.

Showing top 10 of 14 holdings.

Sector Allocation

Consumer Discretionary

$75.2M

Financials

$34.9M

Technology

$31.5M

Industrials

$15.7M

Full Holdings — RIHO Partners, LLC (Q1 2026)

All 14 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#	Ticker	Company	Value	Weight	QoQ	Quality
1	$MUSA	Murphy USA Inc.	$27.0M	17.2%	+6%	53.2
2	$PGR	PROGRESSIVE CORP/OH/	$25.6M	16.3%	+6%	83.6
3	$ORLY	O REILLY AUTOMOTIVE INC	$18.9M	12.0%	+16%	72.7
4	$HEI.A	HEICO CORP	$11.7M	7.4%	+4%	79.2
5	$NVDA	NVIDIA CORP	$11.4M	7.2%	-7%	90.2
6	$GOOG	Alphabet Inc.	$11.2M	7.1%	+20%	80.2
7	$SGI	SOMNIGROUP INTERNATIONAL INC.	$10.5M	6.7%	-2%	64.6
8	$AMZN	AMAZON COM INC	$10.3M	6.5%	+6%	74.6
9	$MSFT	MICROSOFT CORP	$9.0M	5.7%	-39%	83.7
10	$BLDR	Builders FirstSource, Inc.	$8.2M	5.2%	+16%	48.4
11	$TPL	Texas Pacific Land Corp	$6.8M	4.3%	+6%	79.1
12	$IESC	IES Holdings, Inc.	$4.1M	2.6%	NEW	73.5
13	$OSG	OCTAVE SPECIALTY GROUP INC	$2.5M	1.6%	NEW	39
14	$SNBR	Sleep Number Corp	$287,091	0.2%	+22%	29.1

New Positions (2)

$IESC IES Holdings, Inc.$4.1M

$OSG OCTAVE SPECIALTY GROUP INC$2.5M

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AI-Powered Hedge Fund Analysis: RIHO Partners, LLC

13F Pro is an AI hedge fund tracker and stock research platform. For RIHO Partners, LLC (SEC CIK: 2112884), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in RIHO Partners, LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.