RIHO Partners, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
RP RIHO Partners, LLC | Institutional Filer | — | $315.5M | 14 |
Current Portfolio Holdings
Showing top 26 reported positions by value (Total positions in database: 14)
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | PGR | The Progressive Corporation | Financial Services | 122K | $27.8M | 8.81% |
| 2 | MUSA | Murphy USA Inc. | Consumer Cyclical | 55K | $27.0M | 8.57% |
| 3 | PGR | The Progressive Corporation | Financial Services | 129K | $25.6M | 8.11% |
| 4 | MUSA | Murphy USA Inc. | Consumer Cyclical | 52K | $20.9M | 6.63% |
| 5 | MSFT | Microsoft Corporation | Technology | 40K | $19.1M | 6.06% |
| 6 | ORLY | O'Reilly Automotive, Inc. | Consumer Cyclical | 205K | $18.9M | 5.98% |
| 7 | ORLY | O'Reilly Automotive, Inc. | Consumer Cyclical | 177K | $16.1M | 5.11% |
| 8 | HEIA | HEICO CORP NEW | — | 53K | $13.4M | 4.23% |
| 9 | NVDA | NVIDIA Corporation | Technology | 70K | $13.1M | 4.14% |
| 10 | SGI | Somnigroup International Inc | Consumer Defensive | 145K | $12.9M | 4.10% |
| 11 | HEIA | HEICO CORP NEW | — | 55K | $11.7M | 3.70% |
| 12 | NVDA | NVIDIA Corporation | Technology | 65K | $11.4M | 3.61% |
| 13 | GOOGL | Alphabet Inc. | Technology | 39K | $11.2M | 3.54% |
| 14 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 47K | $10.8M | 3.42% |
| 15 | SGI | Somnigroup International Inc | Consumer Defensive | 143K | $10.5M | 3.34% |
Showing 1 to 15 of 26 holdings