RI
Ramiah Investment Group's 13F Portfolio ($129.7M, Q3 2026)
Ramiah Investment GroupCIK: 0001566307
Diversified strategyMomentum followerQuality / disciplined sizing
Total reported value
$129.7M
Reporting period: 2026-09-30 · Number of holdings: 76
Ramiah Investment Group disclosed 76 holdings in its latest 13F filing for the period ending 2026-09-30, with total reported value of $129.7M and a quarterly turnover rate of 30.2%.
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Personality snowflake
- Concentration
- 26.49
- Portfolio Stability
- 30.21
- Momentum
- 100
- Sector conviction
- 66.38
- Diversification
- 100
- Sizing Uniformity
- 79.79
Ramiah Investment Group's disclosed holdings carry a Herfindahl concentration index of 0.066 — mathematically equivalent to about 15 equally-sized positions, well below its 76 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 2.02), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 10% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govAdd BIL
+560.6% $10.4M
Sold out PSI
Sold out SOXX
Sold out SPHB
Sold out 77926X320
New buy XLV
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 16.13% | -0.60% | -6.53% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 10.79% | +0.57% | +3.35% | |
| 3 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 9.49% | +8.07% | +560.58% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 7.48% | -0.43% | -6.82% | |
| 5 | VB | Vanguard Small-cap ETF | ETF-Other | 7.16% | -0.33% | +0.82% | |
| 6 | VOOV | Vanguard S&p 500 Value ETF | ETF-Large Cap & Growth | 4.72% | +0.08% | +0.01% | |
| 7 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 4.43% | +0.10% | +2.21% | |
| 8 | BND | Vanguard Total Bond Market | ETF-Other | 3.21% | +0.01% | +4.12% | |
| 9 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 1.79% | -0.83% | -27.71% | |
| 10 | SCHH | Schwab US Reit ETF | ETF-Other | 1.79% | -0.10% | +0.78% | |
| 11 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 1.72% | -0.57% | -23.62% | |
| 12 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.67% | -0.56% | -25.70% | |
| 13 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 1.65% | +0.07% | +1.85% | |
| 14 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 1.65% | — | +2.34% | |
| 15 | BCI | Abrdn Bloomberg All Commodit | ETF-Other | 1.47% | +0.23% | +0.86% | |
| 16 | XLV | Ss Health Care Select Sector | ETF-Other | 1.47% | +1.47% | NEW | |
| 17 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.34% | -0.40% | -19.40% | |
| 18 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.32% | +0.04% | +4.93% | |
| 19 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.10% | -0.02% | -5.27% | |
| 20 | HACK | Amplify Cybersecurity ETF | ETF-Other | 1.10% | +1.10% | NEW | |
| 21 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.90% | -0.04% | +0.49% | |
| 22 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.81% | -0.36% | -26.06% | |
| 23 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.80% | -0.06% | -7.29% | |
| 24 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.80% | +0.01% | +1.47% | |
| 25 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 0.71% | +0.71% | NEW | |
| 26 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.57% | -0.40% | -40.10% | |
| 27 | SLB | Slb LTD | Stock-Energy | 0.51% | +0.32% | +156.30% | |
| 28 | AAPL | Apple Inc | Stock-Tech | 0.46% | +0.06% | -0.44% | |
| 29 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.46% | +0.04% | -3.58% | |
| 30 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.46% | -0.05% | -6.55% | |
| 31 | AMGN | Amgen Inc | Stock-Healthcare | 0.46% | +0.06% | -3.58% | |
| 32 | HYLS | Ft Tactical High Yield ETF | ETF-High Yield | 0.42% | -0.04% | -6.02% | |
| 33 | DSL | Doubleline Income Solutions | Stock-Other | 0.42% | -0.07% | -5.49% | |
| 34 | NVDA | Nvidia CORP | Stock-Tech | 0.41% | +0.05% | +0.43% | |
| 35 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.41% | +0.06% | +14.03% | |
| 36 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.41% | +0.08% | -3.68% | |
| 37 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 0.39% | -0.03% | -6.89% | |
| 38 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.38% | -0.03% | -6.57% | |
| 39 | ABBV | Abbvie Inc | Stock-Healthcare | 0.36% | — | -4.34% | |
| 40 | BIIB | Biogen Inc | Stock-Healthcare | 0.35% | +0.01% | -4.36% | |
| 41 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.35% | -0.05% | -2.91% | |
| 42 | PDI | Pimco Dynamic Income Fund | Stock-Financials | 0.34% | -0.08% | -4.40% | |
| 43 | EWC | Ishares Msci Canada ETF | ETF-Other | 0.33% | -0.12% | -28.85% | |
| 44 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.33% | +0.04% | -4.36% | |
| 45 | GPN | Global Payments Inc | Stock-Industrials | 0.33% | +0.03% | -4.33% | |
| 46 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 0.31% | +0.04% | -4.30% | |
| 47 | IBKR | Interactive Brokers Gro-cl A | Stock-Financials | 0.31% | -0.01% | -4.37% | |
| 48 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 0.30% | -0.03% | -4.35% | |
| 49 | HYT | Blackrock CORP Hi Yld | Stock-Other | 0.29% | -0.04% | -5.76% | |
| 50 | BIT | Blackrock Multi-sector Inc | Stock-Other | 0.28% | -0.05% | -5.51% |
1–50 of 76
Portfolio Performance
Performance for Q4 2026
+0.2%
Performance Last 4 Quarters
+12.4%
- Stdev
- +9.9%
- Beta
- +0.75
- Alpha
- +0.4%
- Max Drawdown
- -4.7%
- Annualized Perf
- +17.9%
- Batting Avg vs S&P
- +38.9%
- Sortino
- +4.16
- Stutzer
- +0.52
- Treynor
- +0.23
- Sterling
- +1.27
- Calmar
- +3.79
- Information Ratio
- -1.08
- Tracking Error
- +4.9%
- Stdev Down
- +4.1%
- Winning Months %
- +72.2%
- Losing Months %
- +27.8%
- Best 12 Months
- +32.9%
- Worst 12 Months
- +4.6%
- Efficiency Ratio
- +0.74
- Sharpe
- +1.72
- Stdev Sectors
- +11%
- Skewness
- +0.49
- Kurtosis
- +0.76
- Upside Potential
- +5.59
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 2026 Q3 | 76 | $129.7M | 30 | ||
| 2026 Q2 | 79 | $131.0M | 0 | ||
| 2026 Q1 | 32 | $99.5M | 0 | ||
| 2025 Q4 | 36 | $102.1M | 0 | ||
| 2025 Q3 | 34 | $101.1M | 0 | ||
| 2025 Q2 | 58 | $92.9M | 100 | ||
| 2025 Q1 | 27 | $91.7M | 0 | ||
| 2024 Q4 | 60 | $109.8M | 23 | ||
| 2024 Q3 | 64 | $106.2M | 16 | ||
| 2024 Q2 | 62 | $102.4M | 30 | ||
| 2024 Q1 | 61 | $106.3M | 100 | ||
| 2023 Q4 | 37 | $92.0M | 0 | ||
| 2023 Q3 | 36 | $80.8M | 0 | ||
| 2023 Q2 | 40 | $88.5M | 0 | ||
| 2023 Q1 | 30 | $18.8M | 58 | ||
| 2022 Q4 | 32 | $18.6M | 85 | ||
| 2022 Q3 | 37 | $16.5M | 40 | ||
| 2022 Q2 | 37 | $108.0M | 0 | ||
| 2022 Q1 | 47 | $126.7M | 0 | ||
| 2021 Q4 | 72 | $148.2M | 100 | ||
| 2021 Q3 | 84 | $139.5M | 48 | ||
| 2021 Q2 | 83 | $139.7M | 19 | ||
| 2021 Q1 | 86 | $133.0M | 100 | ||
| 2020 Q4 | 79 | $120.0M | 34 | ||
| 2020 Q3 | 75 | $103.3M | 46 | ||
| 2020 Q2 | 78 | $94.7M | 65 | ||
| 2020 Q1 | 73 | $56.4M | 72 | ||
| 2019 Q4 | 72 | $101.3M | 0 |
Holding changes this quarter
Ramiah Investment Group's most significant position changes for 2026-09-30: Sold out: Invesco Semiconductors ETF (PSI); Sold out: Ishares Semiconductor ETF (SOXX); Sold out: Invesco S&p 500 High Beta Et (SPHB); Sold out: ; New buy: Ss Health Care Select Sector (XLV).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +8.1% | +560.58% | Add |
| 2 | XLV | Ss Health Care Select Sector | +1.5% | NEW | New buy |
| 3 | HACK | Amplify Cybersecurity ETF | +1.1% | NEW | New buy |
| 4 | FLOT | Ishares Floating Rate Bond E | +0.7% | NEW | New buy |
| 5 | VTI | Vanguard Total Stock Mkt ETF | +0.6% | +3.35% | Add |
| 6 | SLB | Slb LTD | +0.3% | +156.30% | Add |
| 7 | BCI | Abrdn Bloomberg All Commodit | +0.2% | +0.86% | Add |
| 8 | PANW | Palo Alto Networks Inc | +0.2% | NEW | New buy |
| 9 | CRWD | Crowdstrike Holdings Inc - A | +0.2% | NEW | New buy |
| 10 | FTNT | Fortinet Inc | +0.2% | NEW | New buy |
| 11 | EXEL | Exelixis Inc | +0.2% | NEW | New buy |
| 12 | DELL | Dell Technologies -c | +0.2% | NEW | New buy |
| 13 | KR | Kroger Co | +0.2% | NEW | New buy |
| 14 | NULV | Nuveen Esg Large-cap Val ETF | +0.2% | NEW | New buy |
| 15 | UPS | United Parcel Service-cl B | +0.2% | NEW | New buy |
| 16 | VXUS | Vanguard Total Intl Stock | +0.2% | NEW | New buy |
| 17 | VEU | Vanguard Ftse All-world Ex-u | +0.1% | +2.21% | Add |
| 18 | META | Meta Platforms Inc-class A | +0.1% | -3.68% | Trim |
| 19 | VOOV | Vanguard S&p 500 Value ETF | +0.1% | +0.01% | Add |
| 20 | ESGU | Ishares Esg Aware Msci USA | +0.1% | +1.85% | Add |
| 21 | SHOP | Shopify Inc - Class A | +0.1% | +4.96% | Add |
| 22 | AAPL | Apple Inc | +0.1% | -0.44% | Trim |
| 23 | JPM | Jpmorgan Chase & Co | +0.1% | +14.03% | Add |
| 24 | AMGN | Amgen Inc | +0.1% | -3.58% | Trim |
| 25 | NVDA | Nvidia CORP | +0.1% | +0.43% | Add |
| 26 | REGN | Regeneron Pharmaceuticals | 0% | -4.30% | Trim |
| 27 | MRK | Merck & Co. Inc. | 0% | -3.58% | Trim |
| 28 | GILD | Gilead Sciences Inc | 0% | -4.36% | Trim |
| 29 | VCSH | Vanguard S/t CORP Bond ETF | 0% | +4.93% | Add |
| 30 | ANET | Arista Networks Inc | 0% | -4.57% | Trim |
| 31 | GPN | Global Payments Inc | 0% | -4.33% | Trim |
| 32 | BND | Vanguard Total Bond Market | 0% | +4.12% | Add |
| 33 | MO | Altria Group Inc | 0% | +10.00% | Add |
| 34 | VSGX | Vanguard Esg Intl Stock ETF | 0% | +1.47% | Add |
| 35 | BIIB | Biogen Inc | 0% | -4.36% | Trim |
| 36 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | — | +2.34% | Add |
| 37 | NUV | Nuveen Municipal Value | — | +4.68% | Add |
| 38 | NULG | Nuveen Esg Lrg-cap Grw ETF | — | -0.26% | Trim |
| 39 | ABBV | Abbvie Inc | — | -4.34% | Trim |
| 40 | IBKR | Interactive Brokers Gro-cl A | 0% | -4.37% | Trim |
| 41 | NAD | Nuveen Quality Municipal Inc | 0% | +5.74% | Add |
| 42 | NMZ | Nuveen Muni Hi Inc Opport | 0% | +5.41% | Add |
| 43 | MUA | Blackrock Muniassets Fund | 0% | +5.30% | Add |
| 44 | GOOGL | Alphabet Inc-cl A | 0% | — | Unchanged |
| 45 | IVW | Ishares S&p 500 Growth ETF | 0% | -5.27% | Trim |
| 46 | ESML | Ishares Esg Aware Msci USA S | 0% | +0.79% | Add |
| 47 | MSFT | Microsoft CORP | 0% | -33.14% | Trim |
| 48 | BNDX | Vanguard Total Intl Bond ETF | 0% | -6.57% | Trim |
| 49 | VGLT | Vanguard Long-term Treasury | 0% | -6.21% | Trim |
| 50 | MRVL | Marvell Technology Inc | 0% | -0.90% | Trim |
1–50 of 91
Filing History
FAQ
What is Ramiah Investment Group and what type of investor is it?
Ramiah Investment Group is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-09-30), the firm manages a tracked equity portfolio valued at approximately $129.7M, spread across 76 disclosed positions.
What are Ramiah Investment Group's largest equity positions?
Based on the latest 13F filing, Ramiah Investment Group's top holdings by market value are:
1. Ss Spdr S&p 500 ETF Trust-us (SPY) — $20.9M (16.1%)
2. Vanguard Total Stock Mkt ETF (VTI) — $14.0M (10.8%)
3. Ss Spdr Bb 1-3m T-bill ETF (BIL) — $12.3M (9.5%)
4. Invesco Qqq Trust Series 1 (QQQ) — $9.7M (7.5%)
5. Vanguard Small-cap ETF (VB) — $9.3M (7.2%)
What changes did Ramiah Investment Group make in its most recent portfolio filing?
In the latest reported quarter, Ramiah Investment Group made 90 notable position adjustments: 12 new positions were initiated, 23 existing holdings were added to, 40 positions were partially reduced, and 15 were completely exited. The largest of these moves: Sold out: Invesco Semiconductors ETF (PSI); Sold out: Ishares Semiconductor ETF (SOXX); Sold out: Invesco S&p 500 High Beta Et (SPHB); Sold out: ; New buy: Ss Health Care Select Sector (XLV)
What sectors does Ramiah Investment Group focus on?
Ramiah Investment Group is concentrated in the following sectors based on its current disclosed equity portfolio:
• Health Care: 31.2%
• Information Technology: 28.7%
• Financials: 17.5%
• Communication Services: 6.2%
• Energy: 5.3%
• Industrials: 5.0%
Investment Profile
Ramiah Investment Group returned an annualized 17.9% over the trailing 36 months — outperforming the S&P 500 by 0.4 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.75 (less volatile than the market) and a 39% quarterly batting average against the index.
Its portfolio is broadly diversified and moderately active, with 31.2% of the portfolio concentrated in Health Care.
Its turnover score has risen from 0 to 30 over the past 4 quarters — a shift toward more active trading.
It has added to its VTI position over the past two quarters (+$3.0M, now $14.0M), while trimming VICI over the same stretch (-$110.9K, still holding $299.3K).
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