account_balance
Investment manager · 13F filer · SEC CIK 2112884
RIHO Partners, LLC
Reported value$178Mas of Jun 30, 2026
Positions14 2 new, 2 sold out
Top 10 weight91.2%PGR alone is 16%
FiledAug 1849 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
PGRProgressive Corp
15.8%
MUSAMurphy USA Inc.
12.2%Trimmed −26%
ORLYO'Reilly Automotive Inc
11.3%Added +7%
HEI-AHEICO Corp
11.1%
NVDANVIDIA Corp
9.7%Added +32%
SGISomnigroup International Inc.
8.3%Added +31%
GOOGLAlphabet Inc.
7.8%
AMZNAmazon.com Inc
6.6%
MSFTMicrosoft Corp
4.8%Trimmed −5%
TPLTexas Pacific Land Corp
3.5%
IESCIES Holdings, Inc.
3.5%
OSGPGRProgressive Corp
15.8%
MUSAMurphy USA Inc.
12.2%Trimmed −26%
ORLYO'Reilly Automotive Inc
11.3%
HEI-AHEICO Corp
11.1%
NVDANVIDIA Corp
9.7%+32%
SGISomnigroup International Inc.
8.3%
GOOGLAlphabet Inc.
7.8%
AMZNAmazon.com Inc
6.6%
MSFT4.8%TPLIESCOSGBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
PGR Progressive Corp 15.8% HeldMUSA Murphy USA Inc. 12.2% Trimmed −26%ORLY O'Reilly Automotive Inc 11.3% Added +7%HEI-A HEICO Corp 11.1% HeldNVDA NVIDIA Corp 9.7% Added +32%SGI Somnigroup International Inc. 8.3% Added +31%GOOGL Alphabet Inc. 7.8% HeldAMZN Amazon.com Inc 6.6% HeldMSFT Microsoft Corp 4.8% Trimmed −5%TPL Texas Pacific Land Corp 3.5% HeldIESC IES Holdings, Inc. 3.5% HeldOSG Octave Specialty Group Inc 1.9% Held
What changed
Biggest moves since Mar 31, 2026
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