Titelia

Holdings of RIHO Partners, LLC

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Net assets
-
Positions
14 in 1 countries
Top ten
91.3 % of the equity sleeve
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1Murphy USA Inc 54,74627M $
2Progressive Corp/The 129,02625.6M $
3O'Reilly Automotive Inc 204,55218.9M $
4HEICO Corp 55,24611.7M $
5NVIDIA Corp 65,33411.4M $
6Alphabet Inc 38,82511.2M $
7Somnigroup International Inc 142,54910.5M $
8Amazon.com Inc 49,37110.3M $
9Microsoft Corp 24,2409M $
10Builders FirstSource Inc 99,3878.2M $
11Texas Pacific Land Corp 14,3696.8M $
12IES Holdings Inc 8,5404.1M $
13Octave Specialty Group Inc 546,5692.5M $
14Sleep Number Corp 159,939287.1K $

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Sector breakdown

  • Consumer discretionary 18.5 %
  • Financials 16.2 %
  • Technology 12.9 %
  • Industrials 7.4 %
  • Communication 7.1 %
  • Consumer staples 6.7 %
  • Unattributed 31.1 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States14157.4M $100.00 %
Cite this page

Titelia. "Holdings of RIHO Partners, LLC". https://titelia.com/en/funds/US13F2112884