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R.H. Investment Group, LLC

RIA/Wealth

R.H. Investment Group, LLC is a RIA/Wealth based in Scottsdale, AZ led by Ehren Mccain Haymore, reporting $213.2M in AUM as of Q3 2025 with 51% concentrated in top 10 holdings.

Managing PartnerEhren Mccain Haymore
Portfolio Value
$115.2M
Positions
33
Top Holding
PM at 6.2%
Last Reported
Q3 2025
Address7373 E. Doubletree Ranch Road, Suite 200, Scottsdale, AZ, 85258, United States

Top Holdings

Largest long holdings in R.H. Investment Group, LLC's portfolio (51.4% of total portfolio)

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HoldingSectorPositionWeightTradedOwnership
Tobacco
Consumer Defensive
$7.1M
6.20%
-$76.9K
Sold
0.00%
44.1K shares
Financial - Credit Services
Financial Services
$7.1M
6.14%
-$51.2K
Sold
0.00%
12.4K shares
Discount Stores
Consumer Defensive
$6.6M
5.75%
-$59.8K
Sold
0.00%
64.2K shares
Banks - Diversified
Financial Services
$5.9M
5.11%
-$93.9K
Sold
0.00%
70.3K shares
Insurance - Property & Casualty
Financial Services
$5.7M
4.93%
+$11.2K
Bought
0.01%
20.3K shares
Insurance - Diversified
Financial Services
$5.7M
4.93%
-$3.0K
Sold
0.00%
11.3K shares
Internet Content & Information
Communication Services
$5.6M
4.89%
-$94.5K
Sold
0.00%
23.1K shares
8
Apple logo
Apple
AAPL
Consumer Electronics
Technology
$5.5M
4.80%
-$6.4K
Sold
0.00%
21.7K shares
Staffing & Employment Services
Industrials
$5.1M
4.41%
-$74.8K
Sold
0.00%
17.3K shares
Drug Manufacturers - General
Healthcare
$4.9M
4.23%
-$22.3K
Sold
0.00%
26.3K shares

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in R.H. Investment Group, LLC's latest filing

See all changes
Market Value
$115.2M
Prior: $109.1M
Q/Q Change
+5.6%
+$6.1M
Net Flows % of MV
-0.477%
Turnover Ratio
4.68%
New Purchases
2 stocks
$1.0M
Added To
5 stocks
+$4.0M
Sold Out Of
1 stocks
$3.8M
Reduced Holdings
14 stocks
-$1.8M

Increased Positions

PositionShares Δ
New
New
+996.63%
+9.16%
+0.74%

Decreased Positions

PositionShares Δ
1
FedEx logo
Sold
-42.66%
-14.46%
-10.07%
-6.08%

Analytics

Portfolio insights and performance metrics for R.H. Investment Group, LLC

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Sector Allocation

Financial Services: 26.80%Financial ServicesConsumer Defensive: 15.90%Consumer DefensiveHealthcare: 14.10%HealthcareEnergy: 11.20%EnergyIndustrials: 7.90%ETF: 7.20%Communication Services: 6.70%Technology: 4.80%Consumer Cyclical: 3.30%Utilities: 0.20%
Financial Services
26.80%
Consumer Defensive
15.90%
Healthcare
14.10%
Energy
11.20%
Industrials
7.90%
ETF
7.20%
Communication Services
6.70%
Technology
4.80%
Consumer Cyclical
3.30%
Utilities
0.20%

Market Cap Distribution

Mega Cap (> $200B): 58.16%Mega Cap (> $200B)Large Cap ($10B - $200B): 32.39%Large Cap ($10B - $200B)Mid Cap ($2B - $10B): 0.21%N/A (ETF or Unknown): 9.24%N/A (ETF or Unknown)
Mega Cap (> $200B)
58.16%
Large Cap ($10B - $200B)
32.39%
Mid Cap ($2B - $10B)
0.21%
N/A (ETF or Unknown)
9.24%

Portfolio Concentration

Top 10 Holdings %
51.4%
Top 20 Holdings %
87.44%
Top 50 Holdings %
100.0%
Top 100 Holdings %
100.0%

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