Jon Wieman

Drh Investments, Inc.

Assets Managed

$123.192M

Holdings

Last Quarter

2026 - Q1

Filed Date

1mo 6d ago

Growth Rate

12.82%(2Q avg: 6.12%)

Sustained Growth

1 quarters

Portfolio positions

This chart displays the top 10 holdings in Drh Investments, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 16 positions.

Assets under management

The assets under management (AUM) of Drh Investments, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 123.192M in assets, with a quarterly growth rate of 12.82% and a 2-quarter average growth rate of 6.12%. The portfolio is managed by Jon Wieman, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
CAT Caterpillar Inc Recent Activity Decreased -0.08%	17.43%	$21.466M 30,299 shares@ $708.47 avg price	Decreased -0.08%
GOOG Alphabet Inc-cl C Recent Activity Decreased -0.02%	13.44%	$16.552M 57,702 shares@ $286.87 avg price	Decreased -0.02%
CSX Csx Corp Recent Activity Increased 0.45%	10.06%	$12.391M 301,844 shares@ $41.05 avg price	Increased 0.45%
GD General Dynamics Corp Recent Activity Increased 0.37%	9.86%	$12.146M 35,389 shares@ $343.23 avg price	Increased 0.37%
HSY Hershey Co The Recent Activity Decreased -0.12%	9.86%	$12.138M 58,388 shares@ $207.89 avg price	Decreased -0.12%
UNP Union Pacific Corp Recent Activity Increased 0.66%	7.85%	$9.67M 39,858 shares@ $242.63 avg price	Increased 0.66%
DIS Walt Disney Co The Recent Activity Decreased -0.91%	6.65%	$8.191M 84,991 shares@ $96.39 avg price	Decreased -0.91%
ur-1⤦ Ishares Tr Recent Activity Decreased -0.12%	6.55%	$8.058M 7,387 shares@ $1090.87 avg price	Decreased -0.12%
CHE Chemed Corp Recent Activity Increased 8.93%	6.4%	$7.882M 20,865 shares@ $377.74 avg price	Increased 8.93%
WDFC Wd-40 Co Recent Activity Increased 0.3%	6.13%	$7.547M 37,004 shares@ $203.95 avg price	Increased 0.3%

1-10 of 16