Riho Partners, Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 18, 2026, Riho Partners, Llc disclosed 13 stock positions valued at approximately $177.72M as of quarter-end June 30, 2026. The largest holdings include PROGRESSIVE CORP, MURPHY USA INC, and OREILLY AUTOMOTIVE INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 13
- Portfolio Value
- $177.72M
Holdings by Sector
Riho Partners, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| PROGRESSIVE CORP | PGR | Financial Services | 15.85% | 128,918 | -108 | -0.08% | $28,162,137 |
| MURPHY USA INC | MUSA | Consumer Cyclical | 12.24% | 40,371 | -14,375 | -26.26% | $21,754,721 |
| OREILLY AUTOMOTIVE INC | ORLY | Consumer Cyclical | 11.29% | 217,928 | +13,376 | +6.54% | $20,068,990 |
| HEICO CORP NEW | HEI-A | Industrials | 11.07% | 55,055 | -191 | -0.35% | $19,675,005 |
| NVIDIA CORPORATION | NVDA | Technology | 9.73% | 86,461 | +21,127 | +32.34% | $17,299,981 |
| SOMNIGROUP INTERNATIONAL INC | TPX | Consumer Cyclical | 8.27% | 187,368 | +44,819 | +31.44% | $14,689,651 |
| ALPHABET INC | GOOGL | Communication Services | 7.78% | 38,706 | -119 | -0.31% | $13,832,363 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 6.61% | 49,318 | -53 | -0.11% | $11,754,452 |
| MICROSOFT CORP | MSFT | Technology | 4.81% | 22,931 | -1,309 | -5.40% | $8,553,722 |
| TEXAS PACIFIC LAND CORPORATI | TPL | Energy | 3.53% | 14,338 | -31 | -0.22% | $6,274,882 |
| IES HOLDINGS INC | IESC | Industrials | 3.52% | 8,510 | -30 | -0.35% | $6,251,957 |
| OCTAVE SPECIALTY GROUP INC | AMBC | Financial Services | 1.95% | 554,818 | +8,249 | +1.51% | $3,462,064 |
| TOPBUILD COR | BLD | Industrials | 1.44% | 7,100 | +7,100 | +100.00% | $2,554,296 |
Showing 13 of 13 holdings in the latest reporting period.