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RIHO Partners Portfolio holdings

AUM $178M
This Fund
S&P 500
This Quarter Est. Return
-2.05%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$159M
AUM Growth
+$862K
Cap. Flow
+$11.7M
Cap. Flow %
7.37%
Top 10 Hldgs %
91.4%
Holding
14
New
2
Increased
10
Reduced
2
Closed
–

Top Buys

Rank Stock Value
1
IESC icon
IES Holdings
IESC
+$3.92M
2
OSG
Octave Specialty Group
OSG
+$3.13M
3
ORLY icon
O'Reilly Automotive
ORLY
+$2.59M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.03M
5
SGI
Somnigroup International
SGI
+$1.68M

Top Sells

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$6.4M
2
NVDA icon
NVIDIA
NVDA
+$865K

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 43.14%
2 Financials 17.69%
3 Industrials 15.04%
4 Technology 12.81%
5 Communication Services 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MUSA icon
1
Murphy USA
MUSA
$10.5B
$27M 17.01%
54,746
+2,919
+6% +$1.25M
PGR icon
2
Progressive
PGR
$127B
$25.6M 16.09%
129,026
+6,926
+6% +$1.43M
ORLY icon
3
O'Reilly Automotive
ORLY
$72.1B
$18.9M 11.88%
204,552
+27,619
+16% +$2.59M
SGI
4
Somnigroup International
SGI
$13.6B
$12.1M 7.63%
164,099
+19,316
+13% +$1.68M
HEI.A icon
5
HEICO Corp Class A
HEI.A
$36.5B
$11.7M 7.34%
55,246
+2,317
+4% +$570K
NVDA icon
6
NVIDIA
NVDA
$5.2T
$11.4M 7.17%
65,334
-4,715
-7% -$865K
GOOGL icon
7
Alphabet (Google) Class A
GOOGL
$4.22T
$11.2M 7.02%
38,825
+6,457
+20% +$2.03M
AMZN icon
8
Amazon
AMZN
$2.79T
$10.3M 6.47%
49,371
+2,650
+6% +$583K
MSFT icon
9
Microsoft
MSFT
$3.59T
$8.97M 5.64%
24,240
-15,291
-39% -$6.4M
BLDR icon
10
Builders FirstSource
BLDR
$7.55B
$8.18M 5.15%
99,387
+13,349
+16% +$1.43M
TPL icon
11
Texas Pacific Land
TPL
$26.5B
$6.82M 4.29%
14,369
+764
+6% +$328K
IESC icon
12
IES Holdings
IESC
$13.6B
$4.07M 2.56%
+8,540
New +$3.92M
OSG
13
Octave Specialty Group
OSG
$205M
$2.54M 1.6%
+546,569
New +$3.13M
SNBR
14
DELISTED
Sleep Number
SNBR
$248K 0.16%
138,389
+7,432
+6% +$55.9K

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RIHO Partners's Q1 2026 Portfolio in Review

As of Q1 2026, RIHO Partners held 14 positions worth $159M, up 0.54% from $158M the previous quarter. Its ten largest holdings account for 91% of the portfolio.

RIHO Partners deployed $11.7M of net new capital in Q1 2026, opening 2 new positions and adding to 10 existing holdings. Its largest new stake was IES Holdings: 8,540 shares worth $4.07M.

By sector, the portfolio is most concentrated in Consumer Discretionary at 43% of assets, up from 39% a quarter earlier, followed by Financials and Industrials.

On the sell side, the largest reduction was Microsoft, an estimated $6.4M trimmed.

  • RIHO Partners's largest Q1 2026 buy was IES Holdings: 8,540 shares worth $4.07M.
  • RIHO Partners added most to O'Reilly Automotive in Q1 2026, an estimated $2.59M increase.
  • RIHO Partners's biggest Q1 2026 reduction was Microsoft, cutting an estimated $6.4M.
  • RIHO Partners's ten largest holdings make up 91% of its $159M portfolio in Q1 2026.
  • RIHO Partners opened 2 new positions and closed 0 in Q1 2026.
  • RIHO Partners's portfolio value rose 0.54% quarter-over-quarter to $159M.

Based on RIHO Partners's 13F filing for Q1 2026, filed 15 May 2026.