Ramiah Investment Group

CIK

1566307

Location

BROOKFIELD, WI

Portfolio Value

Small $129,052,156

Diversification

Diversified

Filing Date

Global Rank

#7,835 / 8,795 ▼ 74 · as of Jun 2026

Top Industry

Asset Management 33.4%

Period ended 3 months ago

Filed Jul 16, 2026 · 3mo

26 quarters · since Mar 2020

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

63 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

18.0%

−5.1 pts

Top 5

61.6%

−5.9 pts

Top 10

78.4%

−3.4 pts

HHI

971

Diversified−263

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	86.5%	$111,639,659	20
Financial Services	5.9%	$7,646,885	15
Healthcare	2.9%	$3,735,594	9
Technology	2.7%	$3,489,388	10
Communication Services	0.7%	$864,614	3
Real Estate	0.5%	$606,990	2
Energy	0.3%	$451,250	2
Industrials	0.3%	$395,379	1
Consumer Defensive	0.2%	$222,397	1

Last Quarter's Activity

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Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

24 positions

Ticker	Company	Δ Shares	Shares	Value
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+59,212	145,742	$17,998,852
BKF	iShares MSCI BIC ETF	+32,960	43,763	$2,993,826
SPY	Spdr S&P 500 ETF Trust	+28,201	29,347	$21,915,459
IVZ	Invesco Ltd.	+14,413	54,415	$2,579,736
QQQ	Invesco Qqq Trust, Series 1	+13,121	14,066	$10,358,202
BIV	Vanguard Intermediate-Term Bond ETF	+10,031	65,781	$4,857,641
BNDW	Vanguard Total World Bond ETF	+5,379	76,307	$5,552,455
VEU	Vanguard FTSE All-World Ex-US ETF	+3,925	67,798	$5,678,082
VB	Vanguard Morningstar Small-Cap ETF	+2,683	68,564	$23,204,619
PDI	PIMCO Dynamic Income Fund	+2,300	33,320	$556,444
IVOG	Vanguard S&P Mid-Cap 400 Growth ETF	+1,856	27,751	$6,083,296
BKT	Blackrock Income Trust, Inc.	+1,281	41,602	$445,973
EDV	Vanguard World Funds Extended Duration ETF	+1,115	12,615	$1,038,719
NUV	Nuveen Municipal Value Fund Inc	+906	13,383	$123,391
FNDA	Schwab Fundamental U.S. Small Company ETF	+817	104,328	$2,470,487
MUA	Blackrock Muniassets Fund, Inc.	+812	11,435	$125,899
NMZ	Nuveen Municipal High Income Opportunity Fund	+754	11,782	$124,535
BILZ	PIMCO Ultra Short Government Active ETF	+753	13,386	$1,234,323
BHK	Blackrock Core Bond Trust	+683	25,963	$238,080
BIT	BlackRock Multi-Sector Income Trust	+622	34,588	$433,041
MRK	Merck & Co., Inc.	+422	4,246	$545,611
HYT	Blackrock Corporate High Yield Fund, Inc.	+416	50,911	$435,798
AAPL	Apple Inc.	+207	1,798	$520,269
DSL	DoubleLine Income Solutions Fund	+10	57,562	$636,635
No positions match the current search.

Trimmed

Positions the filer reduced

16 positions

Ticker	Company	Δ Shares	Shares	Value
—		−229,332	20,328	$1,862,857
ABI	VictoryShares Pioneer Asset-Based Income ETF	−62,654	12,639	$2,373,856
BCD	abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF	−2,808	72,946	$1,629,613
VICI	Vici Properties Inc.	−1,401	13,615	$361,478
RF	Regions Financial Corp	−1,012	13,803	$416,850
MSFT	Microsoft Corp	−751	694	$258,875
MO	Altria Group, Inc.	−504	3,091	$222,397
EW	Edwards Lifesciences Corp	−485	4,709	$425,976
CAAA	First Trust AAA CMBS ETF	−214	14,910	$606,091
BSCA	Invesco BulletShares 2036 Corporate Bond ETF	−169	28,015	$549,514
BMY	Bristol Myers Squibb Co	−141	3,867	$222,816
ABBV	AbbVie Inc.	−103	1,865	$469,308
BNDX	Vanguard Total International Bond ETF	−81	11,126	$538,832
—		−77	6,189	$465,722
NVDA	Nvidia Corp	−73	2,342	$468,610
META	Meta Platforms, Inc.	−42	760	$428,100
No positions match the current search.

New Positions

Positions the filer opened this quarter

23 positions

Ticker	Company	Shares	Value
AMGN	Amgen Inc	1,454	$526,522
GS	Goldman Sachs Group Inc	515	$520,855
JPM	Jpmorgan Chase & Co	1,411	$461,862
BIIB	Biogen Inc.	2,085	$450,485
IBKR	Interactive Brokers Group, Inc.	4,870	$423,884
MU	Micron Technology Inc	364	$420,161
SNDK	Sandisk Corp	179	$406,997
GPN	Global Payments Inc	5,449	$395,379
GILD	Gilead Sciences, Inc.	3,004	$379,525
UNH	Unitedhealth Group Inc	884	$367,416
MRVL	Marvell Technology, Inc.	1,226	$365,213
REGN	Regeneron Pharmaceuticals, Inc.	558	$347,935
WDC	Western Digital Corp	486	$310,417
INTC	Intel Corp	2,134	$297,970
SLB	Slb Limited/Nv	5,304	$246,582
GOOGL	Alphabet Inc.	689	$246,227
LAMR	Lamar Advertising Co/New	1,574	$245,512
NCLO	Nuveen AA-BBB CLO ETF	1,941	$227,213
ANET	Arista Networks, Inc.	1,335	$226,789
SHOP	Shopify Inc.	1,875	$214,087
FTI	TechnipFMC plc	3,087	$204,668
VOD	Vodafone Group Public Ltd Co	14,383	$190,287
NAD	Nuveen Quality Municipal Income Fund	10,223	$123,902
No positions match the current search.

Sold Out

Positions the filer fully exited

15 positions

Ticker	Company	Shares	Value
CRM	Salesforce, Inc.	3,140	$586,143
JNJ	Johnson & Johnson	1,928	$471,280
VRTX	Vertex Pharmaceuticals Inc / Ma	969	$432,697
—		2,110	$430,165
EBAY	Ebay Inc	4,590	$417,781
INCY	Incyte Corp	4,089	$384,856
ADBE	Adobe Inc.	1,518	$368,995
INTU	Intuit Inc.	852	$368,387
PAYC	Paycom Software, Inc.	2,909	$353,559
BKNG	Booking Holdings Inc.	83	$349,456
SNPS	Synopsys Inc	880	$348,902
WDAY	Workday, Inc.	2,356	$306,091
CSGP	Costar Group, Inc.	7,217	$291,133
EXEL	Exelixis, Inc.	5,238	$224,657
AAPD	Direxion Shares ETF Trust Direxion Daily AAPL Bear 1X ETF	65,072	$0
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

63 tracked positions · $129,052,156 total · filing declares 79 positions · $130,996,021 · as of Jun 30, 2026

All sectors Communication Services Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology

Showing 1–50 of 63 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
VB	Vanguard Morningstar Small-Cap ETF	Added	68,564	+2,683	$23,204,619	+20.4%	17.98%
SPY	Spdr S&P 500 ETF Trust	Added	29,347	+28,201	$21,915,459	+2840.5%	16.98%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	145,742	+59,212	$17,998,852	—	13.95%
QQQ	Invesco Qqq Trust, Series 1	Added	14,066	+13,121	$10,358,202	+1799.1%	8.03%
IVOG	Vanguard S&P Mid-Cap 400 Growth ETF	Added	27,751	+1,856	$6,083,296	+15.3%	4.71%
VEU	Vanguard FTSE All-World Ex-US ETF	Added	67,798	+3,925	$5,678,082	+18.4%	4.40%
BNDW	Vanguard Total World Bond ETF	Added	76,307	+5,379	$5,552,455	+7.5%	4.30%
BIV	Vanguard Intermediate-Term Bond ETF	Added	65,781	+10,031	$4,857,641	+17.4%	3.76%
BKF	iShares MSCI BIC ETF	Added	43,763	+32,960	$2,993,826	+388.0%	2.32%
IVZ	Invesco Ltd. Financial Services	Added	54,415	+14,413	$2,579,736	+492.7%	2.00%
FNDA	Schwab Fundamental U.S. Small Company ETF	Added	104,328	+817	$2,470,487	+11.1%	1.91%
ABI	VictoryShares Pioneer Asset-Based Income ETF	Reduced	12,639	-62,654	$2,373,856	−83.6%	1.84%
		Reduced	20,328	-229,332	$1,862,857	−91.9%	1.44%
BCD	abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF	Reduced	72,946	-2,808	$1,629,613	−11.4%	1.26%
BILZ	PIMCO Ultra Short Government Active ETF	Added	13,386	+753	$1,234,323	+5.9%	0.96%
EDV	Vanguard World Funds Extended Duration ETF	Added	12,615	+1,115	$1,038,719	+25.9%	0.80%
DSL	DoubleLine Income Solutions Fund Financial Services	Added	57,562	+10	$636,635	+2.1%	0.49%
CAAA	First Trust AAA CMBS ETF	Reduced	14,910	-214	$606,091	−1.2%	0.47%
PDI	PIMCO Dynamic Income Fund Financial Services	Added	33,320	+2,300	$556,444	+4.8%	0.43%
BSCA	Invesco BulletShares 2036 Corporate Bond ETF	Reduced	28,015	-169	$549,514	−0.7%	0.43%
MRK	Merck & Co., Inc. Healthcare	Added	4,246	+422	$545,611	+18.6%	0.42%
BNDX	Vanguard Total International Bond ETF	Reduced	11,126	-81	$538,832	+0.1%	0.42%
AMGN	Amgen Inc Healthcare	NEW	1,454	NEW	$526,522	NEW	0.41%
GS	Goldman Sachs Group Inc Financial Services	NEW	515	NEW	$520,855	NEW	0.40%
AAPL	Apple Inc. Technology	Added	1,798	+207	$520,269	+28.8%	0.40%
ABBV	AbbVie Inc. Healthcare	Reduced	1,865	-103	$469,308	+9.6%	0.36%
NVDA	Nvidia Corp Technology	Reduced	2,342	-73	$468,610	+11.3%	0.36%
		Reduced	6,189	-77	$465,722	−0.5%	0.36%
JPM	Jpmorgan Chase & Co Financial Services	NEW	1,411	NEW	$461,862	NEW	0.36%
BIIB	Biogen Inc. Healthcare	NEW	2,085	NEW	$450,485	NEW	0.35%
BKT	Blackrock Income Trust, Inc. Financial Services	Added	41,602	+1,281	$445,973	+4.6%	0.35%
HYT	Blackrock Corporate High Yield Fund, Inc. Financial Services	Added	50,911	+416	$435,798	+1.3%	0.34%
BIT	BlackRock Multi-Sector Income Trust Financial Services	Added	34,588	+622	$433,041	+1.8%	0.34%
META	Meta Platforms, Inc. Communication Services	Reduced	760	-42	$428,100	−6.7%	0.33%
EW	Edwards Lifesciences Corp Healthcare	Reduced	4,709	-485	$425,976	+2.4%	0.33%
IBKR	Interactive Brokers Group, Inc. Financial Services	NEW	4,870	NEW	$423,884	NEW	0.33%
MU	Micron Technology Inc Technology	NEW	364	NEW	$420,161	NEW	0.33%
RF	Regions Financial Corp Financial Services	Reduced	13,803	-1,012	$416,850	+7.7%	0.32%
SNDK	Sandisk Corp Technology	NEW	179	NEW	$406,997	NEW	0.32%
GPN	Global Payments Inc Industrials	NEW	5,449	NEW	$395,379	NEW	0.31%
GILD	Gilead Sciences, Inc. Healthcare	NEW	3,004	NEW	$379,525	NEW	0.29%
UNH	Unitedhealth Group Inc Healthcare	NEW	884	NEW	$367,416	NEW	0.28%
MRVL	Marvell Technology, Inc. Technology	NEW	1,226	NEW	$365,213	NEW	0.28%
VICI	Vici Properties Inc. Real Estate	Reduced	13,615	-1,401	$361,478	−11.9%	0.28%
REGN	Regeneron Pharmaceuticals, Inc. Healthcare	NEW	558	NEW	$347,935	NEW	0.27%
WDC	Western Digital Corp Technology	NEW	486	NEW	$310,417	NEW	0.24%
INTC	Intel Corp Technology	NEW	2,134	NEW	$297,970	NEW	0.23%
MSFT	Microsoft Corp Technology	Reduced	694	-751	$258,875	−51.6%	0.20%
SLB	Slb Limited/Nv Energy	NEW	5,304	NEW	$246,582	NEW	0.19%
GOOGL	Alphabet Inc. Communication Services	NEW	689	NEW	$246,227	NEW	0.19%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.