2026 Q2 Portfolio Activity
In 2026 Q2, RIHO Partners, LLC maintained a portfolio of 16 distinct positions. The most significant new addition was IES HOLDINGS INC, now representing 3.52% of the total fund value. They heavily accumulated shares in NVIDIA CORPORATION, increasing the position by 23.4%. The fund also reduced its exposure to MICROSOFT CORP by 42.0%.
Position History
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RIHO Partners, LLC
AUM $178M
Total Positions
16
Quarter
2026 Q2
Top Holding
PGR (15.8%)
Top 10 Concentration
91.2%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-16 of 16
RIHO Partners, LLC Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
PGR
PROGRESSIVE COR...
|
Financial Services | 15.85% | 17.59% |
#1
Prev: #1
|
8.0 |
—
|
6,818 | 5.6% |
P
S
|
128,918 | $28,162,137 |
$199.12
+5.2%
|
2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-18 | ||
|
MUSA
MURPHY USA INC
|
Consumer Cyclical | 12.24% | 13.23% |
#2
Prev: #2
|
5.5 |
—
|
-11,456 | -22.1% |
P
S
|
40,371 | $21,754,721 |
$492.84
+3.0%
|
2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-18 | ||
|
ORLY
OREILLY AUTOMOT...
|
Consumer Cyclical | 11.29% | 10.21% |
#3
1
Prev: #4
|
7.5 |
—
|
40,995 | 23.2% |
P
S
|
217,928 | $20,068,990 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-18 | |||
|
HEI/A
HEICO CORP NEW
|
Industrials | 11.07% | 8.45% |
#4
1
Prev: #5
|
5.0 |
—
|
2,126 | 4.0% |
P
S
|
55,055 | $19,675,005 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-18 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 9.73% | 8.26% |
#5
1
Prev: #6
|
6.9 |
—
|
16,412 | 23.4% |
P
S
|
86,461 | $17,299,981 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-18 | |||
|
SGI
SOMNIGROUP INTE...
|
Consumer Cyclical | 8.27% | 8.18% |
#6
1
Prev: #7
|
5.8 |
—
|
42,585 | 29.4% |
P
S
|
187,368 | $14,689,651 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-18 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 7.78% | 6.41% |
#7
2
Prev: #9
|
5.1 |
—
|
6,338 | 19.6% |
P
S
|
38,706 | $13,832,363 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-18 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 6.61% | 6.82% |
#8
Prev: #8
|
4.6 |
—
|
2,597 | 5.6% |
P
S
|
49,318 | $11,754,452 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-18 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 4.81% | 12.09% |
#9
6
Prev: #3
|
1.9 |
—
|
-16,600 | -42.0% |
P
S
|
22,931 | $8,553,722 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-18 | |||
|
TPL
TEXAS PACIFIC L...
|
Energy | 3.53% | 2.47% |
#10
1
Prev: #11
|
3.4 |
—
|
733 | 5.4% |
P
S
|
14,338 | $6,274,882 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-18 | |||
|
IESC
IES HOLDINGS IN...
|
Industrials | 3.52% | — |
#11
Prev: #—
|
4.9 |
—
|
8,510 | — |
NEW
|
8,510 | $6,251,957 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-18 | |||
|
AMBC
OCTAVE SPECIALT...
|
Unknown | 1.95% | — |
#12
Prev: #—
|
4.3 |
—
|
554,818 | — |
NEW
|
554,818 | $3,462,064 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-18 | |||
|
N/A
ROUNDHILL ETF T...
|
|
ETF | 1.91% | — |
#13
Prev: #—
|
4.3 |
—
|
45,888 | — |
NEW
|
45,888 | $3,388,829 | — | 13F Filing | 2026-06-30 | 2026-08-18 | ||
|
BLD
TOPBUILD COR
|
Industrials | 1.44% | — |
#14
Prev: #—
|
4.1 |
—
|
7,100 | — |
NEW
|
7,100 | $2,554,296 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-18 | |||
|
SNBR
SLEEP NUMBER CO...
|
Consumer Cyclical | 0.00% | 0.70% |
Sold All 😨
(Was: #12) |
0.0 |
—
|
-130,957 | -100.0% |
CLOSED
|
— | $— | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-18 | |||
|
BLDR
BUILDERS FIRSTS...
|
Industrials | 0.00% | 5.60% |
Sold All 😨
(Was: #10) |
0.0 |
—
|
-86,038 | -100.0% |
CLOSED
|
— | $— | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-18 |
Showing 1-16 of 16 holdings