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RP
RIHO Partners Portfolio holdings
AUM
$178M
This Fund
S&P 500
This Quarter
Est. Return
+15.45%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$178M
AUM Growth
+$18.8M
(+12%)
Cap. Flow
-$4.29M
Cap. Flow
% of AUM
-2.42%
Top 10 Holdings %
Top 10 Hldgs %
91.19%
Holding
16
New
2
Increased
4
Reduced
8
Closed
2
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
NVIDIA
NVDA
|
+$4.34M |
| 2 |
BLD
TopBuild
BLD
|
+$2.93M |
| 3 |
DRAM
Roundhill Memory ETF
DRAM
|
+$2.39M |
| 4 |
SGI
Somnigroup International
SGI
|
+$1.71M |
| 5 |
O'Reilly Automotive
ORLY
|
+$1.22M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Builders FirstSource
BLDR
|
+$8.18M |
| 2 |
Murphy USA
MUSA
|
+$7.81M |
| 3 |
Microsoft
MSFT
|
+$530K |
| 4 |
SNBR
Sleep Number
SNBR
|
+$248K |
| 5 |
HEICO Corp Class A
HEI.A
|
+$43.6K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Consumer Discretionary | 38.41% |
| 2 | Financials | 17.79% |
| 3 | Industrials | 16.03% |
| 4 | Technology | 14.55% |
| 5 | Communication Services | 7.78% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Progressive
PGR
$127B
| $28.2M | 15.85% |
128,918
-108
| -0.1% | -$21.8K |
|
|
2
Murphy USA
MUSA
$10.5B
| $21.8M | 12.24% |
40,371
-14,375
| -26% | -$7.81M |
|
|
3
O'Reilly Automotive
ORLY
$72.1B
| $20.1M | 11.29% |
217,928
+13,376
| +7% | +$1.22M |
|
|
4
HEICO Corp Class A
HEI.A
$36.5B
| $19.7M | 11.07% |
55,055
-191
| -0.3% | -$43.6K |
|
|
5
NVIDIA
NVDA
$5.2T
| $17.3M | 9.73% |
86,461
+21,127
| +32% | +$4.34M |
|
|
SGI
6
Somnigroup International
SGI
$13.6B
| $14.7M | 8.27% |
187,368
+23,269
| +14% | +$1.71M |
|
7
Alphabet (Google) Class A
GOOGL
$4.22T
| $13.8M | 7.78% |
38,706
-119
| -0.3% | -$42.8K |
|
8
Amazon
AMZN
$2.79T
| $11.8M | 6.61% |
49,318
-53
| -0.1% | -$13.3K |
|
|
9
Microsoft
MSFT
$3.59T
| $8.55M | 4.81% |
22,931
-1,309
| -5% | -$530K |
|
10
Texas Pacific Land
TPL
$26.5B
| $6.27M | 3.53% |
14,338
-31
| -0.2% | -$12.6K |
|
11
IES Holdings
IESC
$13.6B
| $6.25M | 3.52% |
8,510
-30
| -0.4% | -$19.4K |
|
|
OSG
12
Octave Specialty Group
OSG
$205M
| $3.46M | 1.95% |
554,818
+8,249
| +2% | +$43K |
|
|
DRAM
13
Roundhill Memory ETF
DRAM
$27.1B
| $3.39M | 1.91% |
+45,888
| New | +$2.39M |
|
|
BLD
14
DELISTED
TopBuild
BLD
| $2.55M | 1.44% |
+7,100
| New | +$2.93M |
|
|
15
Builders FirstSource
BLDR
$7.55B
| – | – |
-99,387
| Closed | -$8.18M |
|
|
SNBR
16
DELISTED
Sleep Number
SNBR
| – | – |
-138,389
| Closed | -$248K |
|
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RIHO Partners's Q2 2026 Portfolio in Review
As of Q2 2026, RIHO Partners held 16 positions worth $178M, up 12% from $159M the previous quarter. Its ten largest holdings account for 91% of the portfolio.
RIHO Partners's Q2 2026 filing shows 2 new, 4 increased, 8 reduced and 2 closed positions. Its largest new stake was TopBuild: 7,100 shares worth $2.55M. The largest sale was Builders FirstSource, an estimated $8.18M.
By sector, the portfolio is most concentrated in Consumer Discretionary at 38% of assets, down from 43% a quarter earlier, followed by Financials and Industrials.
- RIHO Partners's largest Q2 2026 buy was TopBuild: 7,100 shares worth $2.55M.
- RIHO Partners added most to NVIDIA in Q2 2026, an estimated $4.34M increase.
- RIHO Partners's biggest Q2 2026 reduction was Murphy USA, cutting an estimated $7.81M.
- RIHO Partners fully exited Builders FirstSource in Q2 2026, selling an estimated $8.18M.
- RIHO Partners's ten largest holdings make up 91% of its $178M portfolio in Q2 2026.
- RIHO Partners opened 2 new positions and closed 2 in Q2 2026.
- RIHO Partners's portfolio value rose 12% quarter-over-quarter to $178M.
Based on RIHO Partners's 13F filing for Q2 2026, filed 18 Aug 2026.