Rhl Group, LLC

Rhl Group, LLC reported 272 holdings worth US$120M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 4, 2026

Rhl Group, LLC reported 272 holdings worth US$120M as of Jun 30, 2026. Largest: Palo Alto Networks, Inc., Crowdstrike Holdings, Inc. and Western Digital Corporation. Filed Aug 4, 2026 (Form 13F).

Holdings
272
Value as reported
US$120M

The filing in full

CompanySharesValue as reported% of portfolio
Palo Alto Networks, Inc.13,080US$4.46M3.7%
Crowdstrike Holdings, Inc.4,978US$3.8M3.2%
Western Digital Corporation5,490US$3.51M2.9%
Nvidia Corporation11,616US$2.32M1.9%
Robinhood Markets, Inc.13,367US$1.34M1.1%
Apple Inc4,021US$1.16M0.97%
Caterpillar, Inc.836US$890K0.74%
Sherwin-williams Company (the)1,465US$504K0.42%
Abbvie Inc.1,905US$480K0.40%
Broadcom Inc.1,059US$400K0.33%
Jp Morgan Chase & Co.1,110US$363K0.30%
Dte Energy Company1,730US$263K0.22%
Alphabet Inc (google) Class C730US$261K0.22%
Abbott Laboratories2,520US$229K0.19%
Microsoft Corp.547US$204K0.17%
Qnity Electronics, Inc.1,081US$176K0.15%
Eli Lilly And Company138US$165K0.14%
Home Depot, Inc. (the)464US$164K0.14%
Rivian Automotive, Inc.9,380US$159K0.13%
Exxon Mobil Corporation1,094US$150K0.12%
Goldman Sachs Group, Inc. (the)136US$137K0.11%
Mgic Investment Corporation4,779US$134K0.11%
Corning Incorporated517US$132K0.11%
Boeing Company (the)550US$119K0.10%
Becton, Dickinson And Company773US$117K0.10%
Union Pacific Corporation423US$115K0.10%
Rtx Corporation585US$111K0.09%
Amgen Inc.302US$109K0.09%
Target Corporation831US$109K0.09%
Duke Energy Corporation (holding Company)810US$103K0.09%
Deere & Company157US$99,5380.08%
Cardinal Health, Inc.375US$89,2500.07%
Ast Spacemobile, Inc.1,000US$89,0000.07%
Chevron Corporation519US$86,1540.07%
Ge Vernova Inc.73US$85,7750.07%
Costco Wholesale Corporation91US$85,0850.07%
Cms Energy Corporation1,098US$84,5460.07%
Cvs Health Corporation807US$83,1210.07%
Rpm International Inc.670US$74,3700.06%
Intel Corporation500US$70,0000.06%
Cloudflare, Inc.279US$68,3550.06%
Taiwan Semiconductor Manufacturing Co., Ltd.142US$67,8760.06%
Merck & Company, Inc.500US$64,5000.05%
Dover Corporation285US$63,8400.05%
Stryker Corporation200US$63,0000.05%
Dt Midstream, Inc.421US$61,8870.05%
Emerson Electric Company402US$57,4860.05%
Johnson & Johnson216US$54,8640.05%
Waste Management, Inc.239US$53,2970.04%
Howmet Aerospace Inc.190US$51,1100.04%
Tesla, Inc.118US$49,6780.04%
Berkshire Hathaway Inc.95US$47,5000.04%
Micron Technology, Inc.41US$47,3140.04%
Applovin Corporation91US$46,8650.04%
Immunitybio, Inc.5,056US$45,5040.04%
Universal Display Corporation517US$44,9790.04%
Corteva, Inc.501US$42,5850.04%
Waters Corporation103US$38,6250.03%
Lowe's Companies, Inc.167US$36,7400.03%
Philip Morris International Inc201US$36,3810.03%
The Travelers Companies, Inc.98US$32,3400.03%
Visa Inc.88US$30,1840.03%
Williams Companies, Inc. (the)386US$28,5640.02%
Meta Platforms, Inc.50US$28,1500.02%
Targa Resources, Inc.102US$27,3360.02%
Nextera Energy, Inc.284US$24,9920.02%
Ball Corporation401US$24,8620.02%
Procter & Gamble Company (the)156US$22,9320.02%
Tjx Companies, Inc. (the)147US$22,3440.02%
Ge Aerospace58US$21,6920.02%
Archer-daniels-midland Company283US$21,5080.02%
Cisco Systems, Inc.182US$21,2940.02%
The Cigna Group73US$20,1480.02%
Advanced Micro Devices Inc34US$19,7540.02%
Pnc Financial Services Group, Inc. (the)80US$19,6800.02%
Ford Mtr Co Del1,404US$19,6560.02%
Mcdonald's Corporation71US$19,1700.02%
Realty Income Corporation300US$18,6000.02%
Unitedhealth Group Incorporated40US$16,6400.01%
T-mobile Us, Inc.99US$16,6320.01%
General Dynamics Corporation46US$16,2840.01%
Dba Sempra154US$14,3220.01%
Airbnb, Inc.100US$14,3000.01%
Vici Properties Inc.523US$14,1210.01%
Ppl Corporation376US$13,5360.01%
The Hartford Insurance Group, Inc.101US$13,4330.01%
Lockheed Martin Corporation26US$13,2340.01%
Avalonbay Communities, Inc.69US$13,0410.01%
Automatic Data Processing, Inc.56US$12,5440.01%
Mondelez International, Inc.211US$12,2380.01%
Wec Energy Group, Inc.101US$11,817<0.01%
Carrier Global Corporation147US$10,731<0.01%
Pepsico, Inc.79US$10,665<0.01%
Illinois Tool Works Inc.38US$10,260<0.01%
Welltower Inc.45US$10,215<0.01%
Texas Instruments Incorporated34US$10,132<0.01%
Cme Group Inc.45US$9,945<0.01%
Oscar Health, Inc.336US$9,744<0.01%
Kinder Morgan, Inc.283US$9,056<0.01%
Marsh54US$9,018<0.01%

Every holding of Rhl Group, LLC

Source

View original at SEC

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