2026 Q1 Portfolio Activity
In 2026 Q1, RIHO Partners, LLC maintained a portfolio of 12 distinct positions.
Position History
hover any row below to update
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RIHO Partners, LLC
AUM $158M
Total Positions
12
Quarter
2026 Q1
Top Holding
PGR (17.6%)
Top 10 Concentration
96.8%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-12 of 12
RIHO Partners, LLC Full Holdings List — 2026 Q1
| 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 | 17.59% | — |
#1
Prev: #—
|
9.5 |
—
|
122,100 | — |
NEW
|
122,100 | $27,804,612 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
MUSA
MURPHY USA INC
|
Consumer Cyclical | 13.23% | — |
#2
Prev: #—
|
9.0 |
—
|
51,827 | — |
NEW
|
51,827 | $20,913,231 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 12.09% | — |
#3
Prev: #—
|
8.5 |
—
|
39,531 | — |
NEW
|
39,531 | $19,117,982 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
ORLY
OREILLY AUTOMOT...
|
Consumer Cyclical | 10.21% | — |
#4
Prev: #—
|
8.0 |
—
|
176,933 | — |
NEW
|
176,933 | $16,138,059 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
HEI/A
HEICO CORP NEW
|
Industrials | 8.45% | — |
#5
Prev: #—
|
7.4 |
—
|
52,929 | — |
NEW
|
52,929 | $13,360,868 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 8.26% | — |
#6
Prev: #—
|
6.8 |
—
|
70,049 | — |
NEW
|
70,049 | $13,064,139 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
SGI
SOMNIGROUP INTE...
|
Consumer Cyclical | 8.18% | — |
#7
Prev: #—
|
6.8 |
—
|
144,783 | — |
NEW
|
144,783 | $12,926,226 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 6.82% | — |
#8
Prev: #—
|
6.2 |
—
|
46,721 | — |
NEW
|
46,721 | $10,784,141 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 6.41% | — |
#9
Prev: #—
|
6.1 |
—
|
32,368 | — |
NEW
|
32,368 | $10,131,184 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
BLDR
BUILDERS FIRSTS...
|
Industrials | 5.60% | — |
#10
Prev: #—
|
5.7 |
—
|
86,038 | — |
NEW
|
86,038 | $8,852,450 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
TPL
TEXAS PACIFIC L...
|
Energy | 2.47% | — |
#11
Prev: #—
|
4.5 |
—
|
13,605 | — |
NEW
|
13,605 | $3,907,628 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
SNBR
SLEEP NUMBER CO...
|
Consumer Cyclical | 0.70% | — |
#12
Prev: #—
|
3.8 |
—
|
130,957 | — |
NEW
|
130,957 | $1,107,896 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 |
Showing 1-12 of 12 holdings