RAM Investment Partners, LLC

CIK

1989672

Location

BELLEVUE, WA

Portfolio Value

Small $111,296,894

Diversification

Moderately concentrated

Filing Date

Global Rank

#5,121 / 8,232 ▲ 161

Top Industry

Software - Infrastructure 42.3%

3Y Alpha vs SPY

-9.8%

Period ended 2 months ago

Filed May 4, 2026 · 41d

14 quarters · since Dec 2022

Clone Performance

Jun 2023–Jun 2026 · vs SPY

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

Cloned portfolio

+36.9%

SPY

+76.3%

Annualised alpha

-9.8%

Max drawdown

−22.9%

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

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

Top Position

38.1%

−5.3 pts

Top 5

65.6%

−3.1 pts

Top 10

77.3%

−5.0 pts

HHI

1,702

Moderately concentrated−411

Portfolio Trend

14 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	59.6%	$66,375,259	14
Consumer Cyclical	12.0%	$13,302,478	5
Consumer Defensive	7.4%	$8,269,150	3
Communication Services	6.9%	$7,663,810	6
Healthcare	4.5%	$5,005,751	8
Financial Services	4.5%	$4,987,413	10
Industrials	2.8%	$3,135,132	6
Unclassified	1.9%	$2,067,931	2
Energy	0.4%	$489,970	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	+10,416	47,530	$8,289,232
MSFT	Microsoft Corp	+7,862	114,617	$42,427,774
T	At&T Inc.	+3,079	10,393	$301,293
BAC	Bank Of America Corp /De/	+2,634	4,694	$228,832
CSCO	Cisco Systems, Inc.	+1,962	3,313	$257,055
CSX	Csx Corp	+1,853	5,555	$228,032
AMD	Advanced Micro Devices Inc	+1,414	2,050	$417,031
NFLX	Netflix Inc	+1,370	6,062	$582,861
WMT	Walmart Inc.	+1,276	2,974	$369,608
RTX	RTX Corp	+744	1,257	$242,475
LRCX	Lam Research Corp	+695	11,025	$2,355,601
JNJ	Johnson & Johnson	+689	2,978	$727,942
AMZN	Amazon Com Inc	+629	49,079	$10,221,683
MU	Micron Technology Inc	+625	1,075	$363,178
ORCL	Oracle Corp	+578	22,948	$3,375,880
V	Visa Inc.	+492	2,455	$741,999
SCHW	Schwab Charles Corp	+401	3,565	$335,038
ABBV	AbbVie Inc.	+379	5,996	$1,304,070
PLTR	Palantir Technologies Inc.	+371	2,298	$336,151
TMUS	T-Mobile US, Inc.	+363	1,136	$238,594
AXP	American Express Co	+345	714	$215,970
PCAR	Paccar Inc	+344	15,726	$1,816,353
AMAT	Applied Materials Inc /De	+331	2,401	$820,637
MA	Mastercard Inc	+320	1,072	$535,635
SPY	Spdr S&P 500 ETF Trust	+288	1,821	$1,184,269
No positions match the current search.

Trimmed

Positions the filer reduced

9 positions

Ticker	Company	Δ Shares	Shares	Value
PRCH	Porch Group, Inc.	−9,550	85,940	$616,189
RBLX	Roblox Corp	−3,699	47,547	$2,689,258
NKE	NIKE, Inc.	−1,835	11,011	$581,601
GOOGL	Alphabet Inc.	−1,287	6,274	$1,804,151
AAPL	Apple Inc.	−960	17,497	$4,440,563
AVGO	Broadcom Inc.	−727	8,198	$2,537,362
COST	Costco Wholesale Corp /New	−375	7,649	$7,621,693
LLY	ELI LILLY & Co	−5	229	$210,627
BRK-B	Berkshire Hathaway Inc	−2	1,950	$934,440
No positions match the current search.

New Positions

Positions the filer opened this quarter

6 positions

Ticker	Company	Shares	Value
DHR	Danaher Corp /De/	5,505	$1,043,748
UNH	Unitedhealth Group Inc	2,386	$645,627
WFC	Wells Fargo & Company/Mn	6,380	$507,911
GS	Goldman Sachs Group Inc	481	$406,921
CVX	Chevron Corp	1,198	$247,866
DELL	Dell Technologies Inc.	1,469	$241,106
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
GLD	Spdr Gold Trust	1,109	$439,507
CTAS	Cintas Corp	830	$156,098
ADP	Automatic Data Processing Inc	585	$150,479
GE	General Electric Co	214	$65,918
IBM	International Business Machines Corp	179	$53,021
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

56 positions · $111,296,894 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology

Showing 1–50 of 56 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
MSFT	Microsoft Corp Technology	Added	114,617	+7,862	$42,427,774	−17.8%	38.12%
AMZN	Amazon Com Inc Consumer Cyclical	Added	49,079	+629	$10,221,683	−8.6%	9.18%
NVDA	Nvidia Corp Technology	Added	47,530	+10,416	$8,289,232	+19.8%	7.45%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	7,649	-375	$7,621,693	+10.1%	6.85%
AAPL	Apple Inc. Technology	Reduced	17,497	-960	$4,440,563	−11.5%	3.99%
ORCL	Oracle Corp Technology	Added	22,948	+578	$3,375,880	−22.6%	3.03%
RBLX	Roblox Corp Communication Services	Reduced	47,547	-3,699	$2,689,258	−35.2%	2.42%
AVGO	Broadcom Inc. Technology	Reduced	8,198	-727	$2,537,362	−17.9%	2.28%
LRCX	Lam Research Corp Technology	Added	11,025	+695	$2,355,601	+33.2%	2.12%
META	Meta Platforms, Inc. Communication Services	Added	3,579	+261	$2,047,653	−6.5%	1.84%
PCAR	Paccar Inc Industrials	Added	15,726	+344	$1,816,353	+7.8%	1.63%
GOOGL	Alphabet Inc. Communication Services	Reduced	6,274	-1,287	$1,804,151	−23.8%	1.62%
TSLA	Tesla, Inc. Consumer Cyclical	Added	4,734	+205	$1,759,864	−13.6%	1.58%
ABBV	AbbVie Inc. Healthcare	Added	5,996	+379	$1,304,070	+1.6%	1.17%
SPY	Spdr S&P 500 ETF Trust	Added	1,821	+288	$1,184,269	+13.3%	1.06%
DHR	Danaher Corp /De/ Healthcare	NEW	5,505	NEW	$1,043,748	NEW	0.94%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	1,950	-2	$934,440	−4.8%	0.84%
QQQ	Invesco Qqq Trust, Series 1	Added	1,531	+117	$883,662	+1.7%	0.79%
AMAT	Applied Materials Inc /De Technology	Added	2,401	+331	$820,637	+54.3%	0.74%
V	Visa Inc. Financial Services	Added	2,455	+492	$741,999	+7.8%	0.67%
JNJ	Johnson & Johnson Healthcare	Added	2,978	+689	$727,942	+53.7%	0.65%
UNH	Unitedhealth Group Inc Healthcare	NEW	2,386	NEW	$645,627	NEW	0.58%
PRCH	Porch Group, Inc. Financial Services	Reduced	85,940	-9,550	$616,189	−29.3%	0.55%
ABT	Abbott Laboratories Healthcare	Added	5,862	+220	$601,851	−14.9%	0.54%
NFLX	Netflix Inc Communication Services	Added	6,062	+1,370	$582,861	+32.5%	0.52%
NKE	NIKE, Inc. Consumer Cyclical	Reduced	11,011	-1,835	$581,601	−28.9%	0.52%
MA	Mastercard Inc Financial Services	Added	1,072	+320	$535,635	+24.8%	0.48%
WFC	Wells Fargo & Company/Mn Financial Services	NEW	6,380	NEW	$507,911	NEW	0.46%
JPM	Jpmorgan Chase & Co Financial Services	Added	1,579	+55	$464,478	−5.4%	0.42%
AMD	Advanced Micro Devices Inc Technology	Added	2,050	+1,414	$417,031	+206.2%	0.37%
GS	Goldman Sachs Group Inc Financial Services	NEW	481	NEW	$406,921	NEW	0.37%
SBUX	Starbucks Corp Consumer Cyclical	Added	4,441	+117	$397,869	+9.3%	0.36%
CRM	Salesforce, Inc. Technology	Added	2,122	+79	$396,113	−26.8%	0.36%
WMT	Walmart Inc. Consumer Defensive	Added	2,974	+1,276	$369,608	+95.4%	0.33%
MU	Micron Technology Inc Technology	Added	1,075	+625	$363,178	+182.8%	0.33%
MAR	Marriott International Inc /Md/ Consumer Cyclical	Added	1,044	+102	$341,461	+16.8%	0.31%
PLTR	Palantir Technologies Inc. Technology	Added	2,298	+371	$336,151	−1.9%	0.30%
SCHW	Schwab Charles Corp Financial Services	Added	3,565	+401	$335,038	+6.0%	0.30%
CAT	Caterpillar Inc Industrials	Added	459	+248	$325,183	+169.0%	0.29%
WM	Waste Management Inc Industrials	Added	1,357	+204	$311,825	+23.1%	0.28%
T	At&T Inc. Communication Services	Added	10,393	+3,079	$301,293	+65.8%	0.27%
CL	Colgate Palmolive Co Consumer Defensive	Added	3,260	+287	$277,849	+18.3%	0.25%
NRIX	Nurix Therapeutics, Inc. Healthcare	Held	17,284	0	$267,902	−18.3%	0.24%
CSCO	Cisco Systems, Inc. Technology	Added	3,313	+1,962	$257,055	+147.0%	0.23%
CVX	Chevron Corp Energy	NEW	1,198	NEW	$247,866	NEW	0.22%
RTX	RTX Corp Industrials	Added	1,257	+744	$242,475	+157.7%	0.22%
XOM	Exxon Mobil Corp Energy	Added	1,427	+36	$242,104	+44.6%	0.22%
DELL	Dell Technologies Inc. Technology	NEW	1,469	NEW	$241,106	NEW	0.22%
TMUS	T-Mobile US, Inc. Communication Services	Added	1,136	+363	$238,594	+52.0%	0.21%
BAC	Bank Of America Corp /De/ Financial Services	Added	4,694	+2,634	$228,832	+102.0%	0.21%