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RHL Group, LLC

13F filer · CIK 0002066311
Reported Aug 4, 2026
Net buyer this quarter
13F portfolio value$120MU.S. long equity reported on 13F
Positions16735 new · 10 closed
Net flow last quarter+$7.01MBuys minus sells
Top 10 positions weight24.8%Concentration

Holdings

13F · last 4 quarters free
Scroll for earlier quarters
CompanyValue% of portfolio% of companyPOSITION CHANGE qoq %First reported
Q2 2026Reported Aug 4, 2026167 positions
BALTBaltic Trading Ltd$5.24M4.36%Not reportedNewQ2 2026
PANWPalo Alto Networks Inc$4.46M3.71%0.00%+8620.0%Q4 2025
CRWDCrowdStrike Holdings, Inc.$3.8M3.16%0.00%+2018.3%Q4 2025
SPYSPDR S&P 500 ETF Trust$3.6M3.00%Not reported+160600.0%Q4 2025
WDCWestern Digital Corp$3.51M2.92%0.00%-22.4%Q4 2025
QQQInvesco QQQ Trust, Series 1$3.49M2.91%Not reported+118525.0%Q4 2025
NVDANvidia Corp$2.32M1.93%0.00%+12.5%Q4 2025
HOODRobinhood Markets, Inc.$1.34M1.11%0.01%Not reportedQ4 2025
AAPLApple Inc.$1.16M0.97%0.00%+0.6%Q4 2025
CATCaterpillar Inc$890K0.74%0.00%+0.5%Q4 2025
SHWSherwin Williams Co$504K0.42%0.00%-6.8%Q4 2025
TTTrane Technologies plc$495K0.41%0.00%Not reportedQ4 2025
ABBVAbbVie Inc.$480K0.40%0.00%+1.2%Q4 2025
AVGOBroadcom Inc.$400K0.33%0.00%+10.5%Q4 2025
JPMJPMorgan Chase & Co$363K0.30%0.00%+0.5%Q4 2025
DTEDte Energy Co$263K0.22%0.00%-91.6%Q4 2025
ABTAbbott Laboratories$229K0.19%0.00%+0.6%Q4 2025
MSFTMicrosoft Corp$204K0.17%0.00%+0.9%Q4 2025
GOOGLAlphabet Inc.$195K0.16%0.00%+51.0%Q4 2025
QQnity Electronics, Inc.$176K0.15%0.00%-10.0%Q4 2025
LLYELI LILLY & Co$165K0.14%0.00%+4.6%Q4 2025
HDHome Depot, Inc.$164K0.14%0.00%+2.2%Q4 2025
RIVNRivian Automotive, Inc. / DE$159K0.13%0.00%NewQ2 2026
XOMExxonMobil Holdings Corp$150K0.12%0.00%+0.6%Q4 2025
GSGoldman Sachs Group Inc$137K0.11%0.00%Not reportedQ4 2025
MTGMgic Investment Corp$134K0.11%0.00%+9.8%Q4 2025
GLWCorning Inc$132K0.11%0.00%+341.9%Q1 2026
ETNEaton Corp plc$121K0.10%0.00%-3.7%Q4 2025
BABoeing Co$119K0.10%0.00%Not reportedQ4 2025
BDXBecton Dickinson & Co$117K0.10%0.00%+0.7%Q4 2025
UNPUnion Pacific Corp$115K0.10%0.00%Not reportedQ1 2026
RTXRTX Corp$111K0.09%0.00%+0.3%Q4 2025
AMGNAmgen Inc$109K0.09%0.00%Not reportedQ1 2026
TGTTarget Corp$109K0.09%0.00%-4.0%Q4 2025
DUKDuke Energy CORP$103K0.09%0.00%Not reportedQ4 2025
DEDeere & Co$99.5K0.08%0.00%+0.6%Q4 2025
DDDuPont de Nemours, Inc.$96.8K0.08%0.00%+0.1%Q4 2025
LINLinde PLC$92.9K0.08%0.00%+1.7%Q4 2025
CAHCardinal Health Inc$89.3K0.07%0.00%-6.3%Q1 2026
ASTSAST SpaceMobile, Inc.$89K0.07%Not reportedNot reportedQ4 2025
CVXChevron Corp$86.2K0.07%0.00%Not reportedQ1 2026
GEVGE Vernova Inc.$85.8K0.07%0.00%-12.1%Q4 2025
COSTCostco Wholesale Corp$85.1K0.07%0.00%+9.6%Q4 2025
CMSCMS Energy Corp$84.5K0.07%0.00%+0.7%Q4 2025
CVSCVS HEALTH Corp$83.1K0.07%0.00%Not reportedQ1 2026
RPMRPM International Inc$74.4K0.06%0.00%Not reportedQ1 2026
INTCIntel Corp$70K0.06%0.00%NewQ2 2026
NETCloudflare, Inc.$68.4K0.06%Not reportedNewQ2 2026
TSMTaiwan Semiconductor Manufacturing Co Ltd$67.9K0.06%0.00%+91.9%Q4 2025
GOOGAlphabet Inc.$66K0.05%Not reported+12.0%Q4 2025
Q1 2026Reported May 13, 2026142 positions
DVNDevon Energy Corp$5.08M4.33%0.02%+239.8%Q4 2025
OXYOccidental Petroleum Corp$4.69M4.00%0.01%NewQ1 2026
DTEDte Energy Co$2.72M2.32%0.01%+1098.0%Q4 2025
MRKMerck & Co., Inc.$2.65M2.26%0.00%+22.2%Q4 2025
WDCWestern Digital Corp$1.91M1.63%0.00%+58850.0%Q4 2025
PLTRPalantir Technologies Inc.$1.85M1.58%0.00%-50.0%Q4 2025
NVDANvidia Corp$1.8M1.54%0.00%-56.3%Q4 2025
AAPLApple Inc.$1.01M0.87%0.00%+3.4%Q4 2025
CATCaterpillar Inc$589K0.50%0.00%-0.4%Q4 2025
SHWSherwin Williams Co$504K0.43%0.00%+11.7%Q4 2025
TTTrane Technologies plc$420K0.36%0.00%Not reportedQ4 2025
ABBVAbbVie Inc.$410K0.35%0.00%+44.5%Q4 2025
JPMJPMorgan Chase & Co$325K0.28%0.00%-51.2%Q4 2025
AVGOBroadcom Inc.$297K0.25%0.00%-54.8%Q4 2025
ABTAbbott Laboratories$257K0.22%0.00%+14.3%Q4 2025
MSFTMicrosoft Corp$200K0.17%0.00%-71.4%Q4 2025
XOMExxonMobil Holdings Corp$184K0.16%0.00%+15.3%Q4 2025
HDHome Depot, Inc.$149K0.13%0.00%+1.8%Q4 2025
QQnity Electronics, Inc.$139K0.12%0.00%+14.3%Q4 2025
LLYELI LILLY & Co$122K0.10%0.00%+46.7%Q4 2025
BDXBecton Dickinson & Co$121K0.10%0.00%+0.7%Q4 2025
DOVDOVER Corp$117K0.10%0.00%-22.5%Q4 2025
GSGoldman Sachs Group Inc$115K0.10%0.00%+17.2%Q4 2025
MTGMgic Investment Corp$114K0.10%0.00%+672.8%Q4 2025
RTXRTX Corp$112K0.10%0.00%+9.2%Q4 2025
BABoeing Co$109K0.09%0.00%+10.0%Q4 2025
CVXChevron Corp$107K0.09%0.00%NewQ1 2026
AMGNAmgen Inc$106K0.09%0.00%NewQ1 2026
ETNEaton Corp plc$106K0.09%0.00%+9.6%Q4 2025
TGTTarget Corp$105K0.09%0.00%+666.4%Q4 2025
GOOGLAlphabet Inc.$104K0.09%0.00%+482.3%Q4 2025
UNPUnion Pacific Corp$103K0.09%0.00%NewQ1 2026
DDDuPont de Nemours, Inc.$97.7K0.08%0.00%+30.0%Q4 2025
WFCWells Fargo & Company$96.1K0.08%0.00%+0.6%Q4 2025
CRWDCrowdStrike Holdings, Inc.$91.7K0.08%0.00%+11.9%Q4 2025
HONHoneywell International Inc$88.8K0.08%0.00%-13.4%Q4 2025
DEDeere & Co$88.1K0.08%0.00%Not reportedQ4 2025
LINLinde PLC$87.1K0.07%0.00%+5.4%Q4 2025
CMSCMS Energy Corp$84.6K0.07%0.00%+0.7%Q4 2025
CAHCardinal Health Inc$84.5K0.07%0.00%NewQ1 2026
ASTSAST SpaceMobile, Inc.$82.9K0.07%Not reportedNot reportedQ4 2025
COSTCostco Wholesale Corp$82.8K0.07%0.00%Not reportedQ4 2025
GEVGE Vernova Inc.$72.5K0.06%0.00%+151.5%Q4 2025
IBRXImmunityBio, Inc.$71.8K0.06%0.00%NewQ1 2026
RPMRPM International Inc$66.6K0.06%0.00%NewQ1 2026
SYKStryker Corp$65.7K0.06%0.00%NewQ1 2026
CVSCVS HEALTH Corp$58K0.05%0.00%NewQ1 2026
DTMDT Midstream, Inc.$56.3K0.05%0.00%Not reportedQ4 2025
NUVNuveen Municipal Value Fund Inc$53.1K0.05%Not reportedNewQ1 2026
EMREmerson Electric Co$52.6K0.04%0.00%NewQ1 2026
Q4 2025Reported Feb 9, 2026119 positions
QQQInvesco QQQ Trust, Series 1$7.15M5.75%Not reportedNewQ4 2025
SPYSPDR S&P 500 ETF Trust$7.03M5.65%Not reportedNewQ4 2025
PLTRPalantir Technologies Inc.$4.49M3.61%0.00%NewQ4 2025
NVDANvidia Corp$4.4M3.54%0.00%NewQ4 2025
SHOPShopify Inc.$1.96M1.58%0.00%NewQ4 2025
MRKMerck & Co., Inc.$1.89M1.52%0.00%NewQ4 2025
SLViShares Silver Trust$1.41M1.14%0.00%NewQ4 2025
IAUIshares Gold Trust$1.37M1.10%0.00%NewQ4 2025
HOODRobinhood Markets, Inc.$1.35M1.09%0.01%NewQ4 2025
SOFISoFi Technologies, Inc.$1.28M1.03%0.00%NewQ4 2025
DVNDevon Energy Corp$1.09M0.87%0.00%NewQ4 2025
AAPLApple Inc.$1.05M0.84%0.00%NewQ4 2025
MSFTMicrosoft Corp$917K0.74%0.00%NewQ4 2025
AVGOBroadcom Inc.$734K0.59%0.00%NewQ4 2025
JPMJPMorgan Chase & Co$729K0.59%0.00%NewQ4 2025
CATCaterpillar Inc$478K0.38%0.00%NewQ4 2025
SHWSherwin Williams Co$456K0.37%0.00%NewQ4 2025
TTTrane Technologies plc$392K0.32%0.00%NewQ4 2025
ABBVAbbVie Inc.$298K0.24%0.00%NewQ4 2025
ABTAbbott Laboratories$274K0.22%0.00%NewQ4 2025
DTEDte Energy Co$221K0.18%0.00%NewQ4 2025
AMZNAmazon Com Inc$215K0.17%0.00%NewQ4 2025
HDHome Depot, Inc.$153K0.12%0.00%NewQ4 2025
BDXBecton Dickinson & Co$148K0.12%0.00%NewQ4 2025
DOVDOVER Corp$141K0.11%0.00%NewQ4 2025
BLKBlackRock, Inc.$119K0.10%0.00%NewQ4 2025
XOMExxonMobil Holdings Corp$113K0.09%0.00%NewQ4 2025
WFCWells Fargo & Company$112K0.09%0.00%NewQ4 2025
BABoeing Co$109K0.09%0.00%NewQ4 2025
GSGoldman Sachs Group Inc$102K0.08%0.00%NewQ4 2025
CRWDCrowdStrike Holdings, Inc.$98.4K0.08%0.00%NewQ4 2025
RTXRTX Corp$97.9K0.08%0.00%NewQ4 2025
LLYELI LILLY & Co$96.7K0.08%0.00%NewQ4 2025
HONHoneywell International Inc$88.6K0.07%0.00%NewQ4 2025
ETNEaton Corp plc$86K0.07%0.00%NewQ4 2025
QQnity Electronics, Inc.$85.8K0.07%0.00%NewQ4 2025
PANWPalo Alto Networks Inc$79.9K0.06%0.00%NewQ4 2025
DHRDanaher Corp$79K0.06%0.00%NewQ4 2025
CMSCMS Energy Corp$75.7K0.06%0.00%NewQ4 2025
APPAppLovin Corp$72.8K0.06%0.00%NewQ4 2025
ASTSAST SpaceMobile, Inc.$72.6K0.06%Not reportedNewQ4 2025
DEDeere & Co$72.6K0.06%0.00%NewQ4 2025
COSTCostco Wholesale Corp$71.6K0.06%0.00%NewQ4 2025
LINLinde PLC$71.2K0.06%0.00%NewQ4 2025
DDDuPont de Nemours, Inc.$66K0.05%0.00%NewQ4 2025
OLEDUniversal Display Corp \pa\$59.7K0.05%0.00%NewQ4 2025
DTMDT Midstream, Inc.$50K0.04%0.00%NewQ4 2025
GBTCGrayscale Bitcoin Trust ETF$42.7K0.03%0.00%NewQ4 2025
LOWLowes Companies Inc$39.8K0.03%0.00%NewQ4 2025
BRK.BBerkshire Hathaway Inc$39.7K0.03%Not reportedNewQ4 2025
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