RIHO Partners, LLC
13F Reported Value
ⓘ$177.7M
Holdings
14
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
RIHO Partners, LLC disclosed 14 positions worth $177.7M in its Form 13F-HR for Q2 2026, led by $PGR (PROGRESSIVE CORP/OH/) at 15.8% of the equity portfolio, followed by $MUSA and $ORLY. During the quarter the fund opened 2 new positions and exited 2 and a full exit from $BLDR. The portfolio is most concentrated in Consumer Discretionary (38.4% of disclosed assets). All figures are sourced directly from RIHO Partners, LLC’s Form 13F-HR filing with the SEC under CIK 2112884.
AI Fund Analysis
StableSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 80.1#27
Quality
$28.2M128,918 sh - 52.7#1,434
Quality
$21.8M40,371 sh - 67.4#365
Quality
$20.1M217,928 sh - 75.6
Quality
$19.7M55,055 sh - 85.9
Quality
$17.3M86,461 sh - 71.6
Quality
$14.7M187,368 sh - 78.2
Quality
$13.8M38,706 sh - 68.7
Quality
$11.8M49,318 sh - 79.8
Quality
$8.6M22,931 sh - 73.0
Quality
$6.3M14,338 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 PROGRESSIVE CORP/OH/$PGR | 80.1#27 | $28.2M | 128,918 |
 Murphy USA Inc.$MUSA | 52.7#1,434 | $21.8M | 40,371 |
 O REILLY AUTOMOTIVE INC$ORLY | 67.4#365 | $20.1M | 217,928 |
 HEICO CORP$HEI.A | 75.6 | $19.7M | 55,055 |
 NVIDIA CORP$NVDA | 85.9 | $17.3M | 86,461 |
 SOMNIGROUP INTERNATIONAL INC.$SGI | 71.6 | $14.7M | 187,368 |
 Alphabet Inc.$GOOG | 78.2 | $13.8M | 38,706 |
 AMAZON COM INC$AMZN | 68.7 | $11.8M | 49,318 |
 MICROSOFT CORP$MSFT | 79.8 | $8.6M | 22,931 |
 Texas Pacific Land Corp$TPL | 73.0 | $6.3M | 14,338 |
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
$68.3M
Technology
$39.7M
Financials
$37.9M
Industrials
$28.5M
Other
$3.4M
Full Holdings — RIHO Partners, LLC (Q2 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 | $PGR | PROGRESSIVE CORP/OH/ | $28.2M | 15.8% | -0% | 80.1 |
| 2 | $MUSA | Murphy USA Inc. | $21.8M | 12.2% | -26% | 52.7 |
| 3 | $ORLY | O REILLY AUTOMOTIVE INC | $20.1M | 11.3% | +7% | 67.4 |
| 4 | $HEI.A | HEICO CORP | $19.7M | 11.1% | -0% | 75.6 |
| 5 | $NVDA | NVIDIA CORP | $17.3M | 9.7% | +32% | 85.9 |
| 6 | $SGI | SOMNIGROUP INTERNATIONAL INC. | $14.7M | 8.3% | +31% | 71.6 |
| 7 | $GOOG | Alphabet Inc. | $13.8M | 7.8% | -0% | 78.2 |
| 8 | $AMZN | AMAZON COM INC | $11.8M | 6.6% | -0% | 68.7 |
| 9 | $MSFT | MICROSOFT CORP | $8.6M | 4.8% | -5% | 79.8 |
| 10 | $TPL | Texas Pacific Land Corp | $6.3M | 3.5% | -0% | 73 |
| 11 |  $IESC | IES Holdings, Inc. | $6.3M | 3.5% | -0% | 68.3 |
| 12 |  $OSG | OCTAVE SPECIALTY GROUP INC | $3.5M | 1.9% | +2% | 45 |
| 13 | — | ROUNDHILL ETF TRUST - MEMORY ETF | $3.4M | 1.9% | NEW | — |
| 14 |  $BLD | QXO Insulation, LLC | $2.6M | 1.4% | NEW | 56.4 |
New Positions (2)
$BLD QXO Insulation, LLC$2.6M
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