Ramiah Investment Group

CIK

1566307

Location

BROOKFIELD, WI

Portfolio Value

Micro $13,696,127

Diversification

Diversified

Filing Date

Global Rank

#7,954 / 8,603 ▼ 883 · as of Mar 2026

Top Industry

Asset Management 24.2%

3Y Alpha vs SPY

-4.5%

Period ended 3 months ago

Filed May 29, 2026 · 41d

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+57.8%

SPY

+76.5%

Annualised alpha

-4.4%

Max drawdown

−17.1%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

36 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

5.4%

−43.4 pts

Top 5

22.2%

−50.1 pts

Top 10

39.3%

−39.1 pts

HHI

320

Diversified−2,457

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	27.0%	$3,691,927	9
Financial Services	24.8%	$3,393,582	10
Healthcare	22.3%	$3,060,518	8
Unclassified	9.4%	$1,290,724	2
Communication Services	6.5%	$889,013	2
Real Estate	5.1%	$701,370	2
Consumer Cyclical	3.2%	$431,759	2
Consumer Defensive	1.7%	$237,234	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

14 positions

Ticker	Company	Δ Shares	Shares	Value
HYT	Blackrock Corporate High Yield Fund, Inc.	+1,999	50,495	$430,217
CSGP	Costar Group, Inc.	+1,755	7,217	$291,133
CRM	Salesforce, Inc.	+1,252	3,140	$586,143
PAYC	Paycom Software, Inc.	+789	2,909	$353,559
VICI	Vici Properties Inc.	+733	15,016	$410,237
NMZ	Nuveen Municipal High Income Opportunity Fund	+577	11,028	$114,470
MUA	Blackrock Muniassets Fund, Inc.	+571	10,623	$112,710
WDAY	Workday, Inc.	+479	2,356	$306,091
NVDA	Nvidia Corp	+227	2,415	$421,176
INTU	Intuit Inc.	+166	852	$368,387
AAPL	Apple Inc.	+108	1,591	$403,779
MO	Altria Group, Inc.	+99	3,595	$237,234
META	Meta Platforms, Inc.	+49	802	$458,848
MSFT	Microsoft Corp	+31	1,445	$534,895
No positions match the current search.

Trimmed

Positions the filer reduced

21 positions

Ticker	Company	Δ Shares	Shares	Value
SPY	Spdr S&P 500 ETF Trust	−31,333	1,146	$745,289
QQQ	Invesco Qqq Trust, Series 1	−13,121	945	$545,435
RF	Regions Financial Corp	−5,066	14,815	$386,967
DSL	DoubleLine Income Solutions Fund	−1,792	57,552	$623,288
PDI	PIMCO Dynamic Income Fund	−1,397	31,020	$530,752
INCY	Incyte Corp	−1,385	4,089	$384,856
MRK	Merck & Co., Inc.	−1,287	3,824	$459,988
BKT	Blackrock Income Trust, Inc.	−1,043	40,321	$426,192
JNJ	Johnson & Johnson	−1,007	1,928	$471,280
BHK	Blackrock Core Bond Trust	−692	25,280	$231,564
BIT	BlackRock Multi-Sector Income Trust	−684	33,966	$425,254
EW	Edwards Lifesciences Corp	−636	5,194	$415,935
EBAY	Ebay Inc	−537	4,590	$417,781
EA	Electronic Arts Inc.	−361	2,110	$430,165
ADBE	Adobe Inc.	−336	1,518	$368,995
NUV	Nuveen Municipal Value Fund Inc	−253	12,477	$112,168
BMY	Bristol Myers Squibb Co	−202	4,008	$243,085
VRTX	Vertex Pharmaceuticals Inc / Ma	−75	969	$432,697
ABBV	AbbVie Inc.	−63	1,968	$428,020
SNPS	Synopsys Inc	−29	880	$348,902
BKNG	Booking Holdings Inc.	−6	83	$13,978
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
EXEL	Exelixis, Inc.	5,238	$224,657
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
GOOGL	Alphabet Inc.	689	$215,657
WDC	Western Digital Corp	1,239	$213,442
LRCX	Lam Research Corp	1,211	$207,298
MPLX	Mplx LP	3,867	$206,381
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

36 positions · $13,696,127 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Financial Services Healthcare Real Estate Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Reduced	1,146	-31,333	$745,289	−96.6%	5.44%
DSL	DoubleLine Income Solutions Fund Financial Services	Reduced	57,552	-1,792	$623,288	−6.8%	4.55%
CRM	Salesforce, Inc. Technology	Added	3,140	+1,252	$586,143	+17.2%	4.28%
QQQ	Invesco Qqq Trust, Series 1	Reduced	945	-13,121	$545,435	−93.7%	3.98%
MSFT	Microsoft Corp Technology	Added	1,445	+31	$534,895	−21.8%	3.91%
PDI	PIMCO Dynamic Income Fund Financial Services	Reduced	31,020	-1,397	$530,752	−7.6%	3.88%
JNJ	Johnson & Johnson Healthcare	Reduced	1,928	-1,007	$471,280	−22.4%	3.44%
MRK	Merck & Co., Inc. Healthcare	Reduced	3,824	-1,287	$459,988	−14.5%	3.36%
META	Meta Platforms, Inc. Communication Services	Added	802	+49	$458,848	−7.7%	3.35%
VRTX	Vertex Pharmaceuticals Inc / Ma Healthcare	Reduced	969	-75	$432,697	−8.6%	3.16%
HYT	Blackrock Corporate High Yield Fund, Inc. Financial Services	Added	50,495	+1,999	$430,217	−0.3%	3.14%
EA	Electronic Arts Inc. Communication Services	Reduced	2,110	-361	$430,165	−14.8%	3.14%
ABBV	AbbVie Inc. Healthcare	Reduced	1,968	-63	$428,020	−7.8%	3.13%
BKT	Blackrock Income Trust, Inc. Financial Services	Reduced	40,321	-1,043	$426,192	−6.7%	3.11%
BIT	BlackRock Multi-Sector Income Trust Financial Services	Reduced	33,966	-684	$425,254	−6.0%	3.10%
NVDA	Nvidia Corp Technology	Added	2,415	+227	$421,176	+3.2%	3.08%
EBAY	Ebay Inc Consumer Cyclical	Reduced	4,590	-537	$417,781	−6.4%	3.05%
EW	Edwards Lifesciences Corp Healthcare	Reduced	5,194	-636	$415,935	−16.3%	3.04%
VICI	Vici Properties Inc. Real Estate	Added	15,016	+733	$410,237	+2.1%	3.00%
AAPL	Apple Inc. Technology	Added	1,591	+108	$403,779	+0.2%	2.95%
RF	Regions Financial Corp Financial Services	Reduced	14,815	-5,066	$386,967	−28.2%	2.83%
INCY	Incyte Corp Healthcare	Reduced	4,089	-1,385	$384,856	−28.8%	2.81%
ADBE	Adobe Inc. Technology	Reduced	1,518	-336	$368,995	−43.1%	2.69%
INTU	Intuit Inc. Technology	Added	852	+166	$368,387	−18.9%	2.69%
PAYC	Paycom Software, Inc. Technology	Added	2,909	+789	$353,559	+4.7%	2.58%
SNPS	Synopsys Inc Technology	Reduced	880	-29	$348,902	−18.3%	2.55%
WDAY	Workday, Inc. Technology	Added	2,356	+479	$306,091	−24.1%	2.23%
CSGP	Costar Group, Inc. Real Estate	Added	7,217	+1,755	$291,133	−20.7%	2.13%
BMY	Bristol Myers Squibb Co Healthcare	Reduced	4,008	-202	$243,085	+7.0%	1.77%
MO	Altria Group, Inc. Consumer Defensive	Added	3,595	+99	$237,234	+17.7%	1.73%
BHK	Blackrock Core Bond Trust Financial Services	Reduced	25,280	-692	$231,564	−7.0%	1.69%
EXEL	Exelixis, Inc. Healthcare	NEW	5,238	NEW	$224,657	NEW	1.64%
NMZ	Nuveen Municipal High Income Opportunity Fund Financial Services	Added	11,028	+577	$114,470	+7.5%	0.84%
MUA	Blackrock Muniassets Fund, Inc. Financial Services	Added	10,623	+571	$112,710	+4.7%	0.82%
NUV	Nuveen Municipal Value Fund Inc Financial Services	Reduced	12,477	-253	$112,168	−2.7%	0.82%
BKNG	Booking Holdings Inc. Consumer Cyclical	Reduced	83	-6	$13,978	−26.7%	0.10%