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CIK: 0001566307
Total reported value
$129.7M
$129.7M
79 檔
47.5%
According to the latest 13F quarterly dataset, Ramiah Investment Group managed an equity portfolio of $129.7M at the end of Q2 2026, spanning 79 distinct U.S. exchange-listed positions.
In Q2 2026, Ramiah Investment Group displayed an active expansion posture, initiating 49 new positions and adding to 23 existing holdings, outstripping position reductions.
| # | 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% | -0.60% | — | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 10.22% | +0.57% | +5.55% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 7.91% | -0.43% | — | |
| 4 | VB | Vanguard Small-cap ETF | ETF-Other | 7.49% | -0.33% | +2.47% | |
| 5 | VOOV | Vanguard S&p 500 Value ETF | ETF-Large Cap & Growth | 4.64% | +0.08% | +7.17% | |
| 6 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 4.33% | +0.10% | +6.14% | |
| 7 | BND | Vanguard Total Bond Market | ETF-Other | 3.20% | +0.01% | +21.21% | |
| 8 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 2.62% | -0.83% | — | |
| 9 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 2.29% | -0.57% | +305.10% | |
| 10 | EFA | Ishares Msci Eafe ETF | ETF-Other | 2.23% | -0.56% | +158.86% | |
| 11 | SCHH | Schwab US Reit ETF | ETF-Other | 1.89% | -0.10% | +0.79% | |
| 12 | PSI | Invesco Semiconductors ETF | ETF-Other | 1.81% | -1.81% | EXIT | |
| 13 | SOXX | Ishares Semiconductor ETF | ETF-Other | 1.78% | -1.78% | EXIT | |
| 14 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.74% | -0.40% | +8.32% | |
| 15 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 1.65% | — | +6.99% | |
| 16 | SPHB | Invesco S&p 500 High Beta Et | ETF-Large Cap & Growth | 1.63% | -1.63% | EXIT | |
| 17 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 1.58% | +0.07% | +9.38% | |
| 18 | ✓ | Stock-Other | 1.48% | -1.48% | EXIT | ||
| 19 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.42% | +8.07% | -91.86% | |
| 20 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.28% | +0.04% | +9.85% | |
| 21 | BCI | Abrdn Bloomberg All Commodit | ETF-Other | 1.24% | +0.23% | -3.71% | |
| 22 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 1.17% | -0.36% | — | |
| 23 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.12% | -0.02% | — | |
| 24 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.97% | -0.40% | +6.40% | |
| 25 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.94% | -0.04% | +5.96% | |
| 26 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.86% | -0.06% | +0.48% | |
| 27 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.79% | +0.01% | +9.70% | |
| 28 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.51% | -0.05% | — | |
| 29 | DSL | Doubleline Income Solutions | Stock-Other | 0.49% | -0.07% | +0.02% | |
| 30 | HYLS | Ft Tactical High Yield ETF | ETF-High Yield | 0.46% | -0.04% | -1.42% | |
| 31 | EWC | Ishares Msci Canada ETF | ETF-Other | 0.45% | -0.12% | — | |
| 32 | PDI | Pimco Dynamic Income Fund | Stock-Financials | 0.42% | -0.08% | +7.41% | |
| 33 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 0.42% | -0.03% | -0.60% | |
| 34 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.42% | +0.04% | — | |
| 35 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.41% | -0.03% | -0.72% | |
| 36 | AMGN | Amgen Inc | Stock-Healthcare | 0.40% | +0.06% | — | |
| 37 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.40% | -0.05% | — | |
| 38 | AAPL | Apple Inc | Stock-Tech | 0.40% | +0.06% | — | |
| 39 | ABBV | Abbvie Inc | Stock-Healthcare | 0.36% | — | — | |
| 40 | NVDA | Nvidia CORP | Stock-Tech | 0.36% | +0.05% | — | |
| 41 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 0.36% | -0.36% | EXIT | |
| 42 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.35% | +0.06% | — | |
| 43 | BIIB | Biogen Inc | Stock-Healthcare | 0.34% | +0.01% | — | |
| 44 | BKT | Blackrock Income Trust | Stock-Other | 0.34% | -0.34% | EXIT | |
| 45 | PGX | Invesco Preferred ETF | ETF-Other | 0.34% | -0.34% | EXIT | |
| 46 | HYT | Blackrock CORP Hi Yld | Stock-Other | 0.33% | -0.04% | +0.82% | |
| 47 | BIT | Blackrock Multi-sector Inc | Stock-Other | 0.33% | -0.05% | +1.83% | |
| 48 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.33% | +0.08% | — | |
| 49 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 0.33% | -0.03% | — | |
| 50 | IBKR | Interactive Brokers Gro-cl A | Stock-Financials | 0.32% | -0.01% | — |
| # | 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 |
According to official SEC Form 13F filings, Ramiah Investment Group reported a total U.S. public equity portfolio value of $129.7M across 79 disclosed positions in Q2 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPY, VTI, QQQ) accounted for 47.5% of total reported equity market value during Q2 2026.
Top New Position Initiated
SPY
市值: $21.9M
Top Position Liquidated / Trimmed
RSP
前期市值: $14.5M
During Q2 2026, Ramiah Investment Group's top holdings by market value included SPY (16.7%)、VTI (10.2%)、QQQ (7.9%). The largest single position, SPY, represented 16.7% of total portfolio value.
In Q2 2026, Ramiah Investment Group made 81 total portfolio adjustments, initiating 49 new buys, adding to 23 positions, trimming 7 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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