RIHO Partners, LLC

TUCSON, AZ · CIK 2112884 · 13F filing filed 2026-08-18

SEC-registered investment adviser since 2026 · limited liability company

$177.7m reported value +11.8% vs Q1 2026

14positions

91.2%in top 10

2 new 4 added 8 reduced 2 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	PROGRESSIVE CORP COM PGR	PGR	128,918	$28.2m15.85%	15.85%	Reduced -108	-108 -0.1%
2	MURPHY USA INC COM MUSA	MUSA	40,371	$21.8m12.24%	12.24%	Reduced -14.4k	-14,375 -26.3%
3	OREILLY AUTOMOTIVE INC COM ORLY	ORLY	217,928	$20.1m11.29%	11.29%	Added +13.4k	+13,376 6.5%
4	HEICO CORP NEW CL A HEI.A	HEI.A	55,055	$19.7m11.07%	11.07%	Reduced -191	-191 -0.3%
5	NVIDIA CORPORATION COM NVDA	NVDA	86,461	$17.3m9.73%	9.73%	Added +21.1k	+21,127 32.3%
6	SOMNIGROUP INTERNATIONAL INC COM SGI	SGI	187,368	$14.7m8.27%	8.27%	Added +23.3k	+23,269 14.2%
7	ALPHABET INC CAP STK CL A GOOGL	GOOGL	38,706	$13.8m7.78%	7.78%	Reduced -119	-119 -0.3%
8	AMAZON COM INC COM AMZN	AMZN	49,318	$11.8m6.61%	6.61%	Reduced -53	-53 -0.1%
9	MICROSOFT CORP COM MSFT	MSFT	22,931	$8.6m4.81%	4.81%	Reduced -1.3k	-1,309 -5.4%
10	TEXAS PACIFIC LAND CORPORATI COM TPL	TPL	14,338	$6.3m3.53%	3.53%	Reduced -31	-31 -0.2%
11	IES HOLDINGS INC COM IESC	IESC	8,510	$6.3m3.52%	3.52%	Reduced -30	-30 -0.3%
12	AMBAC FINL GROUP INC COM NEW OSG	OSG	554,818	$3.5m1.95%	1.95%	Added +8.2k	+8,249 1.5%
13	ROUNDHILL ETF TRUST MEMORY ETF DRAM	DRAM	45,888	$3.4m1.91%	1.91%	New
14	TOPBUILD CORP COM BLD	BLD	7,100	$2.6m1.44%	1.44%	New

Security	Ticker	Shares held before	Value then
BUILDERS FIRSTSOURCE INC BLDR	BLDR	99,387	$8.2m99.4k shares
SLEEP NUMBER CORP SNBRQ	SNBRQ	138,389	$248.4k138.4k shares