Riho Partners, Llc Portfolio Stock Holdings
Riho Partners, Llc disclosed 14 stock positions valued at approximately $157.4 million in its latest SEC 13F filing. The largest holdings include MURPHY USA INC, PROGRESSIVE CORP, and OREILLY AUTOMOTIVE INC. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 14
- Portfolio Value
- $157.4M
Holdings by Sector
Riho Partners, Llc Portfolio Holdings in Q1 2026
14 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| MURPHY USA INC | MUSA | Consumer Cyclical | 17.18% | 54,746 | +2,919 | +5.63% | $27,042,882 |
| PROGRESSIVE CORP | PGR | Financial Services | 16.25% | 129,026 | +6,926 | +5.67% | $25,578,114 |
| OREILLY AUTOMOTIVE INC | ORLY | Consumer Cyclical | 12.00% | 204,552 | +27,619 | +15.61% | $18,882,195 |
| HEICO CORP NEW | HEI-A | Industrials | 7.41% | 55,246 | +2,317 | +4.38% | $11,661,878 |
| NVIDIA CORPORATION | NVDA | Technology | 7.24% | 65,334 | -4,715 | -6.73% | $11,394,250 |
| ALPHABET INC | GOOGL | Communication Services | 7.09% | 38,825 | +6,457 | +19.95% | $11,164,517 |
| SOMNIGROUP INTERNATIONAL INC | TPX | Consumer Cyclical | 6.69% | 142,549 | -2,234 | -1.54% | $10,537,222 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 6.53% | 49,371 | +2,650 | +5.67% | $10,282,498 |
| MICROSOFT CORP | MSFT | Technology | 5.70% | 24,240 | -15,291 | -38.68% | $8,972,921 |
| BUILDERS FIRSTSOURCE INC | BLDR | Industrials | 5.20% | 99,387 | +13,349 | +15.52% | $8,182,532 |
| TEXAS PACIFIC LAND CORPORATI | TPL | Energy | 4.33% | 14,369 | +764 | +5.62% | $6,818,953 |
| IES HOLDINGS INC | IESC | Industrials | 2.58% | 8,540 | +8,540 | +100.00% | $4,069,054 |
| OCTAVE SPECIALTY GROUP INC | AMBC | Financial Services | 1.61% | 546,569 | +546,569 | +100.00% | $2,541,546 |
| SLEEP NUMBER CORP | SNBR | Consumer Cyclical | 0.18% | 159,939 | +28,982 | +22.13% | $287,091 |