Returns–Not enough quarters yet
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| PGRProgressive Corp | $28.2M | 15.8% | |
| MUSAMurphy Usa Inc | $21.8M | 12.2% | −26.3% |
| ORLYOreilly Automotive Inc | $20.1M | 11.3% | +6.5% |
| HEI/AHeico Corp New | $19.7M | 11.1% | |
| NVDANvidia Corporation | $17.3M | 9.7% | +32.3% |
| SGISomnigroup International Inc | $14.7M | 8.3% | +14.2% |
| GOOGLAlphabet Inc | $13.8M | 7.8% | |
| AMZNAmazon Com Inc | $11.8M | 6.6% | |
| MSFTMicrosoft Corp | $8.6M | 4.8% | −5.4% |
| TPLTexas Pacific Land Corporati | $6.3M | 3.5% | |
| IESCIes Holdings Inc | $6.3M | 3.5% | |
| OSGOctave Specialty Group Inc | $3.5M | 1.9% | +1.5% |
| DRAMRoundhill Etf Trust | $3.4M | 1.9% | New |
| Topbuild CorCUSIP 89055F103 | $2.6M | 1.4% | New |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| IESCIes Holdings Inc | March 31, 2026 | +54.2% | $6.3M |
| TPLTexas Pacific Land Corporati | December 31, 2025 | +52.4% | $6.3M |
| OSGOctave Specialty Group Inc | March 31, 2026 | +34.2% | $3.5M |
| MUSAMurphy Usa Inc | December 31, 2025 | +33.5% | $21.8M |
| GOOGLAlphabet Inc | December 31, 2025 | +14.2% | $13.8M |
| NVDANvidia Corporation | December 31, 2025 | +7.3% | $17.3M |
| AMZNAmazon Com Inc | December 31, 2025 | +3.3% | $11.8M |
| HEI/AHeico Corp New | December 31, 2025 | +2.2% | $19.7M |
| ORLYOreilly Automotive Inc | December 31, 2025 | +1.0% | $20.1M |
| PGRProgressive Corp | December 31, 2025 | −4.1% | $28.2M |
Sold off last quarter
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +11.1% | +14.8% |
| March 31, 2026 | −6.1% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: RIHO Partners, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2112884&type=13F-HR&dateb=&owner=include&count=40CIK 2112884
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2112884/000211288426000003/Filed August 18, 2026 · accession 0002112884-26-000003