Q2 2026 13F · SEC CIK 2112884
RIHO Partners, LLC
Institutional asset managerFiled 2026-08-18 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $177.7M
- Reported positions
- 14
- Holdings vs S&P 500, 3 yrs
- —
- Assets under management
- $182.2M
RIHO Partners, LLC is an institutional asset manager that reported 14 positions worth $177.7M in its Q2 2026 13F, filed 2026-08-18. Its largest holdings were Progressive Corp (PGR, 15.8%), Murphy USA Inc (MUSA, 12.2%), Oreilly Automotive Inc (ORLY, 11.3%).
RIHO Partners, LLC holdings all 14 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| PGRProgressive Corp | 15.8% | -0.1% | $28.2M |
| MUSAMurphy USA Inc | 12.2% | -26.3% | $21.8M |
| ORLYOreilly Automotive Inc | 11.3% | +6.5% | $20.1M |
| HEI-AHeico Corp | 11.1% | -0.3% | $19.7M |
| NVDANvidia Corporation | 9.7% | +32.3% | $17.3M |
| TPXSomnigroup International Inc | 8.3% | +14.2% | $14.7M |
| GOOGLAlphabet Inc | 7.8% | -0.3% | $13.8M |
| AMZNAmazon Com Inc | 6.6% | -0.1% | $11.8M |
| MSFTMicrosoft Corp | 4.8% | -5.4% | $8.6M |
| TPLTexas Pacific Land Corporati | 3.5% | -0.2% | $6.3M |
| IESCIes Holdings Inc | 3.5% | -0.4% | $6.3M |
| AMBCOctave Specialty Group Inc | 1.9% | +1.5% | $3.5M |
| DRAMRoundhill ETF Trust | 1.9% | — | $3.4M |
| BLDTopbuild Cor | 1.4% | — | $2.6M |
What RIHO Partners, LLC bought and sold in Q2 2026, against Q1 2026.
New positions
- DRAM Roundhill ETF Trust1.9% of 13F
- BLD Topbuild Cor1.4% of 13F
Added to
- NVDA Nvidia Corporation+32.3% shares
- TPX Somnigroup International Inc+14.2% shares
- ORLY Oreilly Automotive Inc+6.5% shares
Reduced
- MUSA Murphy USA Inc-26.3% shares
- MSFT Microsoft Corp-5.4% shares
Sold out
- BLDR Builders Firstsource Incwas 5.1%
- SNBR Sleep Number Corpwas 0.2%
Share counts compared with the Q1 2026 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- —
- 3 years
- —
- 5 years
- —
A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $177.7M | 14 |
| Q1 2026 | $159.0M | 14 |
| Q4 2025 | $158.1M | 12 |
Questions about RIHO Partners, LLC's portfolio
What stocks does RIHO Partners, LLC own?
RIHO Partners, LLC's latest 13F, for Q2 2026 and filed Aug 18, 2026, lists 14 positions worth $177.7M. The largest are Progressive Corp (PGR) at 15.8%, Murphy USA Inc (MUSA) at 12.2%, Oreilly Automotive Inc (ORLY) at 11.3%, Heico Corp (HEI-A) at 11.1% and Nvidia Corporation (NVDA) at 9.7%.
What did RIHO Partners, LLC buy last quarter?
In Q2 2026, RIHO Partners, LLC added a new position in Roundhill ETF Trust (DRAM), a new position in Topbuild Cor (BLD), Nvidia Corporation (NVDA) (+32.3% shares), Somnigroup International Inc (TPX) (+14.2% shares) and Oreilly Automotive Inc (ORLY) (+6.5% shares), compared with its Q1 2026 filing.
What did RIHO Partners, LLC sell last quarter?
In Q2 2026, RIHO Partners, LLC sold all of Builders Firstsource Inc (BLDR), sold all of Sleep Number Corp (SNBR), Murphy USA Inc (MUSA) (-26.3% shares) and Microsoft Corp (MSFT) (-5.4% shares), compared with its Q1 2026 filing.
When is RIHO Partners, LLC's next 13F filing due?
13F filings are due 45 days after each quarter ends. RIHO Partners, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.
How much money does RIHO Partners, LLC manage?
RIHO Partners, LLC reported $182.2M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $177.7M.