RIHO Partners, LLC
Holdings as of 2026-06-30, filed 2026-08-18
This is history, not a current position. These holdings describe 2026-06-30, and the report became public 49 days later. The portfolio has changed since.
Aggregates
computed from the positions belowPositions reported
14
Value reported by manager
$17.8M
Sum of our stored positions
$177.7M
should match the line above
Disclosure lag
49 d
quarter end to filing
Top 5 concentration
60.2%
of the positions shown
New positions
0
vs previous quarter
Exited
0
vs previous quarter
Option positions
0
puts and calls
Positions
14 largest shown| Issuer | Class | Value | Shares | Type | CUSIP |
|---|---|---|---|---|---|
| PROGRESSIVE CORP | COM | $28.2M | 128,918 | — | 743315103 |
| MURPHY USA INC | COM | $21.8M | 40,371 | — | 626755102 |
| OREILLY AUTOMOTIVE INC | COM | $20.1M | 217,928 | — | 67103H107 |
| HEICO CORP NEW | CL A | $19.7M | 55,055 | — | 422806208 |
| NVIDIA CORPORATION | COM | $17.3M | 86,461 | — | 67066G104 |
| SOMNIGROUP INTERNATIONAL INC | COM | $14.7M | 187,368 | — | 88023U101 |
| ALPHABET INC | CAP STK CL A | $13.8M | 38,706 | — | 02079K305 |
| AMAZON COM INC | COM | $11.8M | 49,318 | — | 023135106 |
| MICROSOFT CORP | COM | $8.6M | 22,931 | — | 594918104 |
| TEXAS PACIFIC LAND CORPORATI | COM | $6.3M | 14,338 | — | 88262P102 |
| IES HOLDINGS INC | COM | $6.3M | 8,510 | — | 44951W106 |
| OCTAVE SPECIALTY GROUP INC | COM NEW | $3.5M | 554,818 | — | 023139884 |
| ROUNDHILL ETF TRUST | MEMORY ETF | $3.4M | 45,888 | — | 77926X320 |
| TOPBUILD COR | COM | $2.6M | 7,100 | — | 89055F103 |
Values are shown exactly as filed. Before 2023 managers reported in thousands of dollars and afterwards in whole dollars; the reporting unit is not always determinable from the document, so nothing is converted automatically.
Source: U.S. Securities and Exchange Commission, Form 13F · as of 2026-08-18