Ramiah Investment Group

CIK

1566307

Location

BROOKFIELD, WI

Portfolio Value

Micro $47,106,422

Diversification

Highly concentrated

Filing Date

Global Rank

#7,022 / 8,517 ▲ 237

Top Industry

Asset Management 21.9%

3Y Alpha vs SPY

+0.3%

Period ended 46 days ago

Filed Jul 16, 2026 · 30d

26 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+76.3%

SPY

+75.3%

Annualised alpha

+0.2%

Max drawdown

−16.5%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

46.5%

+1.8 pts

Top 5

72.2%

−0.8 pts

Top 10

77.5%

−1.0 pts

HHI

2,675

Highly concentrated+302

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	68.5%	$32,273,661	2
Financial Services	10.8%	$5,067,149	14
Healthcare	7.9%	$3,735,594	9
Technology	7.4%	$3,489,388	10
Communication Services	1.8%	$864,614	3
Real Estate	1.3%	$606,990	2
Energy	1.0%	$451,250	2
Industrials	0.8%	$395,379	1
Consumer Defensive	0.5%	$222,397	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

13 positions

Ticker	Company	Δ Shares	Shares	Value
SPY	Spdr S&P 500 ETF Trust	+28,201	29,347	$21,915,459
QQQ	Invesco Qqq Trust, Series 1	+13,121	14,066	$10,358,202
PDI	PIMCO Dynamic Income Fund	+2,300	33,320	$556,444
BKT	Blackrock Income Trust, Inc.	+1,281	41,602	$445,973
NUV	Nuveen Municipal Value Fund Inc	+906	13,383	$123,391
MUA	Blackrock Muniassets Fund, Inc.	+812	11,435	$125,899
NMZ	Nuveen Municipal High Income Opportunity Fund	+754	11,782	$124,535
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

9 positions

Ticker	Company	Δ Shares	Shares	Value
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
BMY	Bristol Myers Squibb Co	−141	3,867	$222,816
ABBV	AbbVie Inc.	−103	1,865	$469,308
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

22 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
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

19 positions

Ticker	Company	Shares	Value
BIL	State Street SPDR Bloomberg 1-3 Month T-Bill ETF	249,660	$22,878,842
VB	Vanguard Morningstar Small-Cap ETF	31,598	$8,276,148
VEU	Vanguard FTSE All-World Ex-US ETF	63,873	$4,796,862
BIV	Vanguard Intermediate-Term Bond ETF	8,666	$668,841
CRM	Salesforce, Inc.	3,140	$586,143
BNDX	Vanguard Total International Bond ETF	11,207	$538,496
JNJ	Johnson & Johnson	1,928	$471,280
VRTX	Vertex Pharmaceuticals Inc / Ma	969	$432,697
EA	Electronic Arts Inc.	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
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

44 tracked positions · $47,106,422 total · as of Jun 30, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Added	29,347	+28,201	$21,915,459	+2840.5%	46.52%
QQQ	Invesco Qqq Trust, Series 1	Added	14,066	+13,121	$10,358,202	+1799.1%	21.99%
DSL	DoubleLine Income Solutions Fund Financial Services	Added	57,562	+10	$636,635	+2.1%	1.35%
PDI	PIMCO Dynamic Income Fund Financial Services	Added	33,320	+2,300	$556,444	+4.8%	1.18%
MRK	Merck & Co., Inc. Healthcare	Added	4,246	+422	$545,611	+18.6%	1.16%
AMGN	Amgen Inc Healthcare	NEW	1,454	NEW	$526,522	NEW	1.12%
GS	Goldman Sachs Group Inc Financial Services	NEW	515	NEW	$520,855	NEW	1.11%
AAPL	Apple Inc. Technology	Added	1,798	+207	$520,269	+28.8%	1.10%
ABBV	AbbVie Inc. Healthcare	Reduced	1,865	-103	$469,308	+9.6%	1.00%
NVDA	Nvidia Corp Technology	Reduced	2,342	-73	$468,610	+11.3%	0.99%
JPM	Jpmorgan Chase & Co Financial Services	NEW	1,411	NEW	$461,862	NEW	0.98%
BIIB	Biogen Inc. Healthcare	NEW	2,085	NEW	$450,485	NEW	0.96%
BKT	Blackrock Income Trust, Inc. Financial Services	Added	41,602	+1,281	$445,973	+4.6%	0.95%
HYT	Blackrock Corporate High Yield Fund, Inc. Financial Services	Added	50,911	+416	$435,798	+1.3%	0.93%
BIT	BlackRock Multi-Sector Income Trust Financial Services	Added	34,588	+622	$433,041	+1.8%	0.92%
META	Meta Platforms, Inc. Communication Services	Reduced	760	-42	$428,100	−6.7%	0.91%
EW	Edwards Lifesciences Corp Healthcare	Reduced	4,709	-485	$425,976	+2.4%	0.90%
IBKR	Interactive Brokers Group, Inc. Financial Services	NEW	4,870	NEW	$423,884	NEW	0.90%
MU	Micron Technology Inc Technology	NEW	364	NEW	$420,161	NEW	0.89%
RF	Regions Financial Corp Financial Services	Reduced	13,803	-1,012	$416,850	+7.7%	0.88%
SNDK	Sandisk Corp Technology	NEW	179	NEW	$406,997	NEW	0.86%
GPN	Global Payments Inc Industrials	NEW	5,449	NEW	$395,379	NEW	0.84%
GILD	Gilead Sciences, Inc. Healthcare	NEW	3,004	NEW	$379,525	NEW	0.81%
UNH	Unitedhealth Group Inc Healthcare	NEW	884	NEW	$367,416	NEW	0.78%
MRVL	Marvell Technology, Inc. Technology	NEW	1,226	NEW	$365,213	NEW	0.78%
VICI	Vici Properties Inc. Real Estate	Reduced	13,615	-1,401	$361,478	−11.9%	0.77%
REGN	Regeneron Pharmaceuticals, Inc. Healthcare	NEW	558	NEW	$347,935	NEW	0.74%
WDC	Western Digital Corp Technology	NEW	486	NEW	$310,417	NEW	0.66%
INTC	Intel Corp Technology	NEW	2,134	NEW	$297,970	NEW	0.63%
MSFT	Microsoft Corp Technology	Reduced	694	-751	$258,875	−51.6%	0.55%
SLB	Slb Limited/Nv Energy	NEW	5,304	NEW	$246,582	NEW	0.52%
GOOGL	Alphabet Inc. Communication Services	NEW	689	NEW	$246,227	NEW	0.52%
LAMR	Lamar Advertising Co/New Real Estate	NEW	1,574	NEW	$245,512	NEW	0.52%
BHK	Blackrock Core Bond Trust Financial Services	Added	25,963	+683	$238,080	+2.8%	0.51%
ANET	Arista Networks, Inc. Technology	NEW	1,335	NEW	$226,789	NEW	0.48%
BMY	Bristol Myers Squibb Co Healthcare	Reduced	3,867	-141	$222,816	−8.3%	0.47%
MO	Altria Group, Inc. Consumer Defensive	Reduced	3,091	-504	$222,397	−6.3%	0.47%
SHOP	Shopify Inc. Technology	NEW	1,875	NEW	$214,087	NEW	0.45%
FTI	TechnipFMC plc Energy	NEW	3,087	NEW	$204,668	NEW	0.43%
VOD	Vodafone Group Public Ltd Co Communication Services	NEW	14,383	NEW	$190,287	NEW	0.40%
MUA	Blackrock Muniassets Fund, Inc. Financial Services	Added	11,435	+812	$125,899	+11.7%	0.27%
NMZ	Nuveen Municipal High Income Opportunity Fund Financial Services	Added	11,782	+754	$124,535	+8.8%	0.26%
NAD	Nuveen Quality Municipal Income Fund Financial Services	NEW	10,223	NEW	$123,902	NEW	0.26%
NUV	Nuveen Municipal Value Fund Inc Financial Services	Added	13,383	+906	$123,391	+10.0%	0.26%

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.