Ramiah Investment Group
CIK 1566307 · View on SEC EDGAR ↗
- Portfolio value
- $131.0M
- Positions
- 79
- As of
- June 30, 2026
#7,801 of 9,443 by 13F value · top 82.6%
Portfolio value QoQ: +14.5% 13F does not disclose cash
- Top 10 holdings weight
- 61.66%
- Top 25 holdings weight
- 83.36%
- Positions above 1%
- 23
- Effective number of positions
- 16.4
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 38.95% Est. buys $58,701,078 · sells $47,796,677
Median holding: 4.0 quarters Tracked Q4 2024–Q2 2026 · 68.7% still held
- New positions
- 28
- Increased
- 36
- Decreased
- 15
- Closed
- 16
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- High-conviction bets The holdings this manager is most concentrated in.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Healthcare
2.9%
Technology
2.5%
Financial Services
1.0%
Financials
0.7%
Communication Services
0.5%
Real Estate
0.5%
Energy
0.3%
Communications
0.2%
Consumer Staples
0.2%
Telecommunication
0.1%
Other/Unmapped
91.2%
Full portfolio 79 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| SPY SPY | $21,915,459 | 16.73% | 29,347 | $21,170,169 | Up ×1 | ||
| VTI | $13,389,897 | 10.22% | 36,185 | $2,391,568 | Up ×5 | ||
| QQQ Invesco QQQ Trust, Series 1 | $10,358,202 | 7.91% | 14,066 | $9,812,767 | Up ×1 | ||
| VB | $9,814,722 | 7.49% | 32,379 | $1,538,574 | Up ×5 | ||
| VOOV | $6,083,297 | 4.64% | 27,751 | $806,155 | Up ×5 | ||
| VEU | $5,678,083 | 4.33% | 67,798 | $881,221 | Up ×4 | ||
| BND Vanguard Total Bond Market ETF | $4,189,528 | 3.20% | 57,070 | $722,243 | Up ×1 | ||
| IJS | $3,433,402 | 2.62% | 25,120 | $2,424,090 | Up ×1 | ||
| EEM | $2,993,827 | 2.29% | 43,763 | $2,380,325 | Up ×1 | ||
| EFA | $2,918,924 | 2.23% | 28,099 | $1,864,578 | Up ×1 | ||
| SCHH | $2,470,487 | 1.89% | 104,328 | $246,036 | Up ×5 | ||
| PSI | $2,373,857 | 1.81% | 12,639 | Up ×1 | |||
| SOXX SOXX | $2,332,366 | 1.78% | 3,640 | Up ×1 | |||
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | $2,273,066 | 1.74% | 27,502 | $172,017 | Up ×4 | ||
| HYG | $2,159,214 | 1.65% | 27,000 | $151,334 | Up ×4 | ||
| SPHB | $2,138,896 | 1.63% | 13,747 | Up ×1 | |||
| ESGU iShares ESG Aware MSCI USA ETF | $2,063,388 | 1.58% | 12,607 | $433,381 | Up ×1 | ||
| Unknown issuer (CUSIP: 77926X320) | $1,943,806 | 1.48% | 26,321 | Up ×1 | |||
| BIL | $1,862,858 | 1.42% | 20,328 | $-21,015,984 | Down ×1 | ||
| VCSH Vanguard Short-Term Corporate Bond ETF | $1,670,694 | 1.28% | 21,140 | $145,222 | Up ×4 | ||
| BCI | $1,629,614 | 1.24% | 72,946 | $-210,451 | Down ×1 | ||
| IJJ | $1,532,551 | 1.17% | 10,374 | $519,588 | Up ×1 | ||
| IVW | $1,461,394 | 1.12% | 10,626 | $836,235 | Up ×1 | ||
| VGIT Vanguard Intermediate-Term Treasury ETF | $1,275,320 | 0.97% | 21,623 | $65,173 | Up ×1 | ||
| BOND PIMCO Active Bond Exchange-Traded Fund Exchange-Traded Fund | $1,234,347 | 0.94% | 13,386 | $68,549 | Up ×1 | ||
| SGOV iShares 0-3 Month Treasury Bond ETF | $1,121,665 | 0.86% | 11,142 | $5,446 | Up ×1 | ||
| VSGX | $1,038,719 | 0.79% | 12,615 | $213,824 | Up ×1 | ||
| BIV | $668,154 | 0.51% | 8,711 | $-708 | Up ×1 | ||
| DSL DoubleLine Income Solutions Fund Common Shares of Beneficial Interests | $636,630 | 0.49% | 57,562 | $13,347 | Up ×1 | ||
| HYLS First Trust Tactical High Yield ETF | $606,085 | 0.46% | 14,910 | $-7,490 | Down ×2 | ||
| EWC | $595,652 | 0.45% | 10,334 | ||||
| PDI PIMCO Dynamic Income Fund Common Stock | $556,444 | 0.42% | 33,320 | $25,692 | Up ×1 | ||
| BSCR Invesco BulletShares 2027 Corporate Bond ETF | $549,515 | 0.42% | 28,015 | $-3,596 | Down ×2 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $545,611 | 0.42% | 4,246 | $85,622 | Up ×1 | ||
| BNDX Vanguard Total International Bond ETF | $538,832 | 0.41% | 11,126 | $336 | Down ×2 | ||
| AMGN Amgen Inc. - Common Stock | $526,522 | 0.40% | 1,454 | ||||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $520,856 | 0.40% | 515 | Up ×1 | |||
| AAPL Apple Inc. - Common Stock | $520,269 | 0.40% | 1,798 | $116,489 | Up ×2 | ||
| ABBV AbbVie Inc. Common Stock | $469,309 | 0.36% | 1,865 | $41,289 | Down ×3 | ||
| NVDA NVIDIA Corporation - Common Stock | $468,611 | 0.36% | 2,342 | $47,435 | Down ×1 | ||
| VCLT Vanguard Long-Term Corporate Bond ETF | $465,722 | 0.36% | 6,189 | $-2,474 | Down ×2 | ||
| JPM JP Morgan Chase & Co. Common Stock | $461,863 | 0.35% | 1,411 | Up ×1 | |||
| BIIB Biogen Inc. - Common Stock | $450,485 | 0.34% | 2,085 | ||||
| BKT BlackRock Income Trust Inc. (The) | $445,973 | 0.34% | 41,602 | $19,780 | Up ×1 | ||
| PGX | $440,841 | 0.34% | 40,668 | $5,619 | Up ×1 | ||
| HYT Blackrock Corporate High Yield Fund, Inc. Common Stock | $435,800 | 0.33% | 50,911 | $5,581 | Up ×2 | ||
| BIT BlackRock Multi-Sector Income Trust Common Shares of Beneficial Interest | $433,042 | 0.33% | 34,588 | $7,788 | Up ×1 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $428,100 | 0.33% | 760 | $-30,748 | Down ×1 | ||
| EW Edwards Lifesciences Corporation Common Stock | $425,976 | 0.33% | 4,709 | $10,040 | Down ×3 | ||
| IBKR Interactive Brokers Group, Inc. - Class A Common Stock | $423,885 | 0.32% | 4,870 | Up ×1 | |||
| MU Micron Technology, Inc. - Common Stock | $420,162 | 0.32% | 364 | Up ×1 | |||
| RF Regions Financial Corporation Common Stock | $416,851 | 0.32% | 13,803 | $29,883 | Down ×2 | ||
| SNDK Sandisk Corporation - Common Stock | $406,998 | 0.31% | 179 | Up ×1 | |||
| GPN Global Payments Inc. Common Stock | $395,379 | 0.30% | 5,449 | Up ×1 | |||
| ESML | $380,324 | 0.29% | 6,800 | $92,091 | Up ×1 | ||
| GILD Gilead Sciences, Inc. - Common Stock | $379,525 | 0.29% | 3,004 | Up ×1 | |||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $367,417 | 0.28% | 884 | Up ×1 | |||
| MRVL Marvell Technology, Inc. - Common Stock | $365,213 | 0.28% | 1,226 | Up ×1 | |||
| VICI VICI Properties Inc. Common Stock | $361,478 | 0.28% | 13,615 | $-48,759 | Down ×1 | ||
| REGN Regeneron Pharmaceuticals, Inc. - Common Stock | $347,935 | 0.27% | 558 | ||||
| VGLT Vanguard Long-Term Treasury ETF | $333,398 | 0.25% | 6,042 | $2,818 | Up ×1 | ||
| WDC Western Digital Corporation - Common Stock | $310,418 | 0.24% | 486 | ||||
| INTC Intel Corporation - Common Stock | $297,970 | 0.23% | 2,134 | Up ×1 | |||
| MSFT Microsoft Corporation - Common Stock | $258,876 | 0.20% | 694 | $-276,020 | Down ×1 | ||
| SLB SLB Limited Common Shares | $246,583 | 0.19% | 5,304 | Up ×1 | |||
| GOOGL Alphabet Inc. - Class A Common Stock | $246,228 | 0.19% | 689 | ||||
| LAMR Lamar Advertising Company - Class A Common Stock | $245,513 | 0.19% | 1,574 | Up ×1 | |||
| BHK Blackrock Core Bond Trust | $238,076 | 0.18% | 25,963 | $6,516 | Up ×1 | ||
| NULG | $227,213 | 0.17% | 1,941 | ||||
| ANET Arista Networks, Inc. Common Stock | $226,790 | 0.17% | 1,335 | Up ×1 | |||
| BMY Bristol-Myers Squibb Company Common Stock | $222,817 | 0.17% | 3,867 | $-20,268 | Down ×2 | ||
| MO Altria Group, Inc. | $222,397 | 0.17% | 3,091 | $-14,837 | Down ×1 | ||
| SHOP Shopify Inc. - Class A Subordinate Voting Shares | $214,088 | 0.16% | 1,875 | Up ×1 | |||
| FTI TechnipFMC plc Ordinary Share | $204,668 | 0.16% | 3,087 | Up ×1 | |||
| VOD Vodafone Group Plc - American Depositary Shares each representing ten Ordinary Shares | $190,215 | 0.15% | 14,383 | Up ×1 | |||
| MUA Blackrock MuniAssets Fund, Inc Common Stock | $125,899 | 0.10% | 11,435 | $13,189 | Up ×2 | ||
| NMZ Nuveen Municipal High Income Opportunity Fund Common Stock, $0.01 par value, per share | $124,536 | 0.10% | 11,782 | $10,065 | Up ×2 | ||
| NAD Nuveen Quality Municipal Income Fund Common Stock | $123,903 | 0.09% | 10,223 | Up ×1 | |||
| NUV Nuveen Municipal Value Fund, Inc. Common Stock | $123,391 | 0.09% | 13,383 | $11,223 | Up ×1 | ||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| PSI | $2,373,857 | 12,639 | 1.81% |
| SOXX | $2,332,366 | 3,640 | 1.78% |
| SPHB | $2,138,896 | 13,747 | 1.63% |
| Unknown issuer (CUSIP: 77926X320) | $1,943,806 | 26,321 | 1.48% |
| EWC | $595,652 | 10,334 | 0.45% |
| AMGN | $526,522 | 1,454 | 0.40% |
| GS | $520,856 | 515 | 0.40% |
| JPM | $461,863 | 1,411 | 0.35% |
| BIIB | $450,485 | 2,085 | 0.34% |
| IBKR | $423,885 | 4,870 | 0.32% |
| MU | $420,162 | 364 | 0.32% |
| SNDK | $406,998 | 179 | 0.31% |
| GPN | $395,379 | 5,449 | 0.30% |
| GILD | $379,525 | 3,004 | 0.29% |
| UNH | $367,417 | 884 | 0.28% |
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| IJS | Bought more | +17K | +$2.4M |
| VTI | Bought more | +2K | +$2.4M |
| EEM | Bought more | +33K | +$2.4M |
| EFA | Bought more | +17K | +$1.9M |
| VB | Bought more | +781 | +$1.5M |
| VEU | Bought more | +4K | +$881K |
| IVW | Bought more | +5K | +$836K |
| VOOV | Bought more | +2K | +$806K |
| BND | Bought more | +10K | +$722K |
| IJJ | Bought more | +3K | +$520K |
3 positions hidden (data completeness check)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| FLTR | June 30, 2025 | 1,746,220 | $44,615,921 | No longer tracked |
| RSP | June 30, 2026 | 75,293 | $14,450,233 | No longer tracked |
| QQQE | June 30, 2026 | 65,072 | $6,411,544 | |
| RSP | March 31, 2025 | 34,478 | $6,041,580 | No longer tracked |
| EPP | March 31, 2025 | 123,187 | $5,396,822 | No longer tracked |
| TLT | March 31, 2025 | 61,536 | $5,373,939 | |
| UGA | March 31, 2025 | 85,210 | $5,367,378 | No longer tracked |
| ILF | March 31, 2025 | 234,775 | $4,909,145 | No longer tracked |
| SLV | March 31, 2025 | 177,047 | $4,661,648 | No longer tracked |
| USXF | Dec. 31, 2025 | 25,205 | $1,444,499 | 18.7% |
| EWC | March 31, 2026 | 12,449 | $671,375 | No longer tracked |
| ESML | March 31, 2025 | 14,650 | $616,033 | No longer tracked |
| CRM | June 30, 2026 | 3,140 | $586,144 | 31.2% |
| AMGN | June 30, 2025 | 1,780 | $554,559 | 56.2% |
| PANW | June 30, 2025 | 2,864 | $488,713 | 68.1% |
| JNJ | June 30, 2026 | 1,928 | $471,280 | 5.2% |
| MTB | June 30, 2025 | 2,565 | $458,494 | 23.7% |
| EXPE | June 30, 2025 | 2,721 | $457,400 | 90.8% |
| VRTX | June 30, 2026 | 969 | $432,697 | 10.1% |
| EA | June 30, 2026 | 2,110 | $430,166 | No longer tracked |
| ABNB | June 30, 2025 | 3,594 | $429,339 | 39.7% |
| BIIB | June 30, 2025 | 3,073 | $420,509 | 71.7% |
| REGN | June 30, 2025 | 663 | $420,494 | 59.6% |
| EBAY | June 30, 2026 | 4,590 | $417,782 | -6.9% |
| INCY | June 30, 2026 | 4,089 | $384,857 | 12.5% |
| ADBE | June 30, 2026 | 1,518 | $368,995 | 33.1% |
| NULG | March 31, 2025 | 4,296 | $368,769 | No longer tracked |
| INTU | June 30, 2026 | 852 | $368,388 | 38.2% |
| PAYC | June 30, 2026 | 2,909 | $353,560 | 79.2% |
| BKNG | June 30, 2026 | 83 | $349,457 | 16.1% |
| SNPS | June 30, 2026 | 880 | $348,902 | -10.7% |
| ALGN | June 30, 2025 | 2,193 | $348,380 | -16.1% |
| VSGX | March 31, 2025 | 5,495 | $311,567 | No longer tracked |
| WDAY | June 30, 2026 | 2,356 | $306,092 | 59.6% |
| CSGP | June 30, 2026 | 7,217 | $291,134 | 13.1% |
| V | Dec. 31, 2025 | 722 | $246,476 | 4.9% |
| EXEL | June 30, 2026 | 5,238 | $224,658 | -0.9% |
| GOOGL | March 31, 2026 | 689 | $215,657 | 18.9% |
| WDC | March 31, 2026 | 1,239 | $213,443 | 73.9% |
| LRCX | March 31, 2026 | 1,211 | $207,299 | 47.0% |
| MPLX | March 31, 2026 | 3,867 | $206,382 | 2.6% |
| NULV | March 31, 2025 | 5,144 | $202,519 | No longer tracked |
| FLOT | March 31, 2025 | 3,948 | $200,874 | No longer tracked |
| JBLU | Dec. 31, 2025 | 30,911 | $152,082 | 5.3% |
| MHI | Sept. 30, 2025 | 12,201 | $111,761 | No longer tracked |
| EIM | Dec. 31, 2025 | 10,057 | $99,967 | No longer tracked |