RI
Ramiah Investment Group's 13F Portfolio ($131.0M, Q2 2026)
Ramiah Investment GroupCIK: 0001566307
Diversified strategyLong-term holderQuality / disciplined sizing
Total reported value
$131.0M
Reporting period: 2026-06-30 · Number of holdings: 79
Ramiah Investment Group disclosed 79 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $131.0M and a quarterly turnover rate of 0.0%.
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Personality snowflake
- Concentration
- 24.39
- Portfolio Stability
- 0
- Momentum
- 50
- Sector conviction
- 67.76
- Diversification
- 100
- Sizing Uniformity
- 80.34
Ramiah Investment Group's disclosed holdings carry a Herfindahl concentration index of 0.061 — mathematically equivalent to about 16 equally-sized positions, well below its 79 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 1.97), 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 9% 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.govTrim BIL
-91.9% -$21.0M
New buy SPY
Sold out RSP
New buy QQQ
Sold out QQQE
New buy IJS
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 | 16.73% | +16.73% | NEW | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 10.22% | -0.84% | +5.55% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 7.91% | +7.91% | NEW | |
| 4 | VB | Vanguard Small-cap ETF | ETF-Other | 7.49% | -0.83% | +2.47% | |
| 5 | VOOV | Vanguard S&p 500 Value ETF | ETF-Large Cap & Growth | 4.64% | -0.66% | +7.17% | |
| 6 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 4.33% | -0.49% | +6.14% | |
| 7 | BND | Vanguard Total Bond Market | ETF-Other | 3.20% | -0.29% | +21.21% | |
| 8 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 2.62% | +2.62% | NEW | |
| 9 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 2.29% | +1.67% | +305.10% | |
| 10 | EFA | Ishares Msci Eafe ETF | ETF-Other | 2.23% | +1.17% | +158.86% | |
| 11 | SCHH | Schwab US Reit ETF | ETF-Other | 1.89% | -0.35% | +0.79% | |
| 12 | PSI | Invesco Semiconductors ETF | ETF-Other | 1.81% | +1.81% | NEW | |
| 13 | SOXX | Ishares Semiconductor ETF | ETF-Other | 1.78% | +1.78% | NEW | |
| 14 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.74% | -0.37% | +8.32% | |
| 15 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 1.65% | -0.37% | +6.99% | |
| 16 | SPHB | Invesco S&p 500 High Beta Et | ETF-Large Cap & Growth | 1.63% | +1.63% | NEW | |
| 17 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 1.58% | -0.06% | +9.38% | |
| 18 | ✓ | Stock-Other | 1.48% | +1.48% | NEW | ||
| 19 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.42% | -21.58% | -91.86% | |
| 20 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.28% | -0.25% | +9.85% | |
| 21 | BCI | Abrdn Bloomberg All Commodit | ETF-Other | 1.24% | -0.61% | -3.71% | |
| 22 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 1.17% | +1.17% | NEW | |
| 23 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.12% | +1.12% | NEW | |
| 24 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.97% | -0.25% | +6.40% | |
| 25 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.94% | -0.23% | +5.96% | |
| 26 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.86% | -0.26% | +0.48% | |
| 27 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.79% | -0.04% | +9.70% | |
| 28 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.51% | +0.51% | NEW | |
| 29 | DSL | Doubleline Income Solutions | Stock-Other | 0.49% | -0.14% | +0.02% | |
| 30 | HYLS | Ft Tactical High Yield ETF | ETF-High Yield | 0.46% | -0.16% | -1.42% | |
| 31 | EWC | Ishares Msci Canada ETF | ETF-Other | 0.45% | +0.45% | NEW | |
| 32 | PDI | Pimco Dynamic Income Fund | Stock-Financials | 0.42% | -0.11% | +7.41% | |
| 33 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 0.42% | -0.14% | -0.60% | |
| 34 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.42% | +0.42% | NEW | |
| 35 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.41% | -0.13% | -0.72% | |
| 36 | AMGN | Amgen Inc | Stock-Healthcare | 0.40% | +0.40% | NEW | |
| 37 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.40% | +0.40% | NEW | |
| 38 | AAPL | Apple Inc | Stock-Tech | 0.40% | +0.40% | NEW | |
| 39 | ABBV | Abbvie Inc | Stock-Healthcare | 0.36% | +0.36% | NEW | |
| 40 | NVDA | Nvidia CORP | Stock-Tech | 0.36% | +0.36% | NEW | |
| 41 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 0.36% | +0.36% | NEW | |
| 42 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.35% | +0.35% | NEW | |
| 43 | BIIB | Biogen Inc | Stock-Healthcare | 0.34% | +0.34% | NEW | |
| 44 | BKT | Blackrock Income Trust | Stock-Other | 0.34% | -0.09% | +3.18% | |
| 45 | PGX | Invesco Preferred ETF | ETF-Other | 0.34% | -0.10% | +1.66% | |
| 46 | HYT | Blackrock CORP Hi Yld | Stock-Other | 0.33% | -0.10% | +0.82% | |
| 47 | BIT | Blackrock Multi-sector Inc | Stock-Other | 0.33% | -0.10% | +1.83% | |
| 48 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.33% | +0.33% | NEW | |
| 49 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 0.33% | +0.33% | NEW | |
| 50 | IBKR | Interactive Brokers Gro-cl A | Stock-Financials | 0.32% | +0.32% | NEW |
1–50 of 79
Portfolio Performance
Performance for Q3 2026
+2.3%
Performance Last 4 Quarters
+17.4%
- Stdev
- +10.6%
- Beta
- +0.77
- Alpha
- -0.3%
- Max Drawdown
- -4.7%
- Annualized Perf
- +15.5%
- Batting Avg vs S&P
- +41.7%
- Sortino
- +2.94
- Stutzer
- +0.42
- Treynor
- +0.2
- Sterling
- +1.1
- Calmar
- +3.29
- Information Ratio
- -1.02
- Tracking Error
- +4.9%
- Stdev Down
- +5.1%
- Winning Months %
- +72.2%
- Losing Months %
- +27.8%
- Best 12 Months
- +32.9%
- Worst 12 Months
- +4.6%
- Efficiency Ratio
- +0.58
- Sharpe
- +1.41
- Stdev Sectors
- +11.2%
- Skewness
- +0.28
- Kurtosis
- +0.36
- Upside Potential
- +4.49
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 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 2026-06-30: New buy: Ss Spdr S&p 500 ETF Trust-us (SPY); Sold out: Invesco S&p 500 Equal Weight (RSP); New buy: Invesco Qqq Trust Series 1 (QQQ); Sold out: Dirx Nasdaq-100eq Wi Etf-usd (QQQE); New buy: Ishares S&p Small-cap 600 Va (IJS).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +16.7% | NEW | New buy |
| 2 | QQQ | Invesco Qqq Trust Series 1 | +7.9% | NEW | New buy |
| 3 | IJS | Ishares S&p Small-cap 600 Va | +2.6% | NEW | New buy |
| 4 | PSI | Invesco Semiconductors ETF | +1.8% | NEW | New buy |
| 5 | SOXX | Ishares Semiconductor ETF | +1.8% | NEW | New buy |
| 6 | EEM | Ishares Msci Emerging Market | +1.7% | +305.10% | Add |
| 7 | SPHB | Invesco S&p 500 High Beta Et | +1.6% | NEW | New buy |
| 8 | ✓ | +1.5% | NEW | New buy | |
| 9 | EFA | Ishares Msci Eafe ETF | +1.2% | +158.86% | Add |
| 10 | IJJ | Ishares S&p Mid-cap 400 Valu | +1.2% | NEW | New buy |
| 11 | IVW | Ishares S&p 500 Growth ETF | +1.1% | NEW | New buy |
| 12 | BIV | Vanguard Intermediate-term B | +0.5% | NEW | New buy |
| 13 | EWC | Ishares Msci Canada ETF | +0.5% | NEW | New buy |
| 14 | MRK | Merck & Co. Inc. | +0.4% | NEW | New buy |
| 15 | AMGN | Amgen Inc | +0.4% | NEW | New buy |
| 16 | GS | Goldman Sachs Group Inc | +0.4% | NEW | New buy |
| 17 | AAPL | Apple Inc | +0.4% | NEW | New buy |
| 18 | ABBV | Abbvie Inc | +0.4% | NEW | New buy |
| 19 | NVDA | Nvidia CORP | +0.4% | NEW | New buy |
| 20 | VCLT | Vanguard Long-term CORP Bond | +0.4% | NEW | New buy |
| 21 | JPM | Jpmorgan Chase & Co | +0.4% | NEW | New buy |
| 22 | BIIB | Biogen Inc | +0.3% | NEW | New buy |
| 23 | META | Meta Platforms Inc-class A | +0.3% | NEW | New buy |
| 24 | EW | Edwards Lifesciences CORP | +0.3% | NEW | New buy |
| 25 | IBKR | Interactive Brokers Gro-cl A | +0.3% | NEW | New buy |
| 26 | MU | Micron Technology Inc | +0.3% | NEW | New buy |
| 27 | SNDK | Sandisk CORP | +0.3% | NEW | New buy |
| 28 | GPN | Global Payments Inc | +0.3% | NEW | New buy |
| 29 | ESML | Ishares Esg Aware Msci USA S | +0.3% | NEW | New buy |
| 30 | GILD | Gilead Sciences Inc | +0.3% | NEW | New buy |
| 31 | UNH | Unitedhealth Group Inc | +0.3% | NEW | New buy |
| 32 | MRVL | Marvell Technology Inc | +0.3% | NEW | New buy |
| 33 | REGN | Regeneron Pharmaceuticals | +0.3% | NEW | New buy |
| 34 | VGLT | Vanguard Long-term Treasury | +0.3% | NEW | New buy |
| 35 | WDC | Western Digital CORP | +0.2% | NEW | New buy |
| 36 | INTC | Intel CORP | +0.2% | NEW | New buy |
| 37 | MSFT | Microsoft CORP | +0.2% | NEW | New buy |
| 38 | SLB | Slb LTD | +0.2% | NEW | New buy |
| 39 | GOOGL | Alphabet Inc-cl A | +0.2% | NEW | New buy |
| 40 | LAMR | Lamar Advertising Co-a | +0.2% | NEW | New buy |
| 41 | NULG | Nuveen Esg Lrg-cap Grw ETF | +0.2% | NEW | New buy |
| 42 | ANET | Arista Networks Inc | +0.2% | NEW | New buy |
| 43 | BMY | Bristol-myers Squibb Co | +0.2% | NEW | New buy |
| 44 | MO | Altria Group Inc | +0.2% | NEW | New buy |
| 45 | SHOP | Shopify Inc - Class A | +0.2% | NEW | New buy |
| 46 | FTI | TechnipFMC plc | +0.2% | NEW | New buy |
| 47 | VOD | Vodafone Group Plc-sp Adr | +0.2% | NEW | New buy |
| 48 | MUA | Blackrock Muniassets Fund | +0.1% | NEW | New buy |
| 49 | NMZ | Nuveen Muni Hi Inc Opport | +0.1% | NEW | New buy |
| 50 | NAD | Nuveen Quality Municipal Inc | +0.1% | NEW | New buy |
1–50 of 81
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 (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $131.0M, spread across 79 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) — $21.9M (16.7%)
2. Vanguard Total Stock Mkt ETF (VTI) — $13.4M (10.2%)
3. Invesco Qqq Trust Series 1 (QQQ) — $10.4M (7.9%)
4. Vanguard Small-cap ETF (VB) — $9.8M (7.5%)
5. Vanguard S&p 500 Value ETF (VOOV) — $6.1M (4.6%)
What changes did Ramiah Investment Group make in its most recent portfolio filing?
In the latest reported quarter, Ramiah Investment Group made 81 notable position adjustments: 49 new positions were initiated, 23 existing holdings were added to, 7 positions were partially reduced, and 2 were completely exited. The largest of these moves: New buy: Ss Spdr S&p 500 ETF Trust-us (SPY); Sold out: Invesco S&p 500 Equal Weight (RSP); New buy: Invesco Qqq Trust Series 1 (QQQ); Sold out: Dirx Nasdaq-100eq Wi Etf-usd (QQQE); New buy: Ishares S&p Small-cap 600 Va (IJS)
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: 30.8%
• Information Technology: 28.7%
• Financials: 19.6%
• Communication Services: 7.1%
• Real Estate: 5.0%
• Energy: 3.7%
Investment Profile
Ramiah Investment Group returned an annualized 15.5% over the trailing 36 months — underperforming the S&P 500 by 0.3 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.77 (less volatile than the market) and a 42% quarterly batting average against the index.
Its portfolio is broadly diversified and long-term-holding, with 30.8% of the portfolio concentrated in Health Care.
Its turnover score has fallen from 100 to 0 over the past 4 quarters — a shift toward longer holding periods.
It has added to its VTI position over the past two quarters (+$2.7M, now $13.4M), while trimming HYLS over the same stretch (-$39.0K, still holding $606.1K).
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