RAM Investment Partners, LLC

CIK

1989672

Location

BELLEVUE, WA

Portfolio Value

Small $118,445,208

Diversification

Moderately concentrated

Filing Date

Global Rank

#5,568 / 8,517 ▲ 23

Top Industry

Software - Infrastructure 39.3%

3Y Alpha vs SPY

+15.0%

Period ended 46 days ago

Filed Jul 29, 2026 · 17d

15 quarters · since Dec 2022

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

+147.3%

SPY

+75.3%

Annualised alpha

+14.7%

Max drawdown

−22.3%

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

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

Top Position

35.6%

+0.1 pts

Top 5

62.3%

−2.0 pts

Top 10

75.1%

−2.1 pts

HHI

1,514

Moderately concentrated−12

Portfolio Trend

15 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	62.1%	$73,576,637	21
Consumer Cyclical	11.0%	$13,061,476	4
Consumer Defensive	6.2%	$7,307,860	3
Communication Services	6.1%	$7,213,190	4
Financial Services	4.9%	$5,828,752	10
Healthcare	4.3%	$5,078,748	9
Industrials	3.3%	$3,902,194	9
Unclassified	1.7%	$2,053,887	3
Energy	0.4%	$422,464	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

14 positions

Ticker	Company	Δ Shares	Shares	Value
XOM	ExxonMobil Holdings Corp	+1,663	3,090	$422,464
AVGO	Broadcom Inc.	+422	8,620	$3,256,205
JPM	Jpmorgan Chase & Co	+164	1,743	$570,536
BAC	Bank Of America Corp /De/	+116	4,810	$274,073
V	Visa Inc.	+74	2,529	$867,674
BRK-B	Berkshire Hathaway Inc	+60	2,010	$1,005,783
LLY	ELI LILLY & Co	+53	282	$338,239
CSX	Csx Corp	+46	5,601	$266,215
AXP	American Express Co	+23	737	$249,290
CSCO	Cisco Systems, Inc.	+21	3,334	$391,611
TMO	Thermo Fisher Scientific Inc.	+17	432	$216,587
DELL	Dell Technologies Inc.	+1	1,470	$634,246
WMT	Walmart Inc.	+1	2,975	$336,948
MAR	Marriott International Inc /Md/	+1	1,045	$387,266
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
GOOGL	Alphabet Inc.	−22,014	6,493	$2,320,403
PRCH	Porch Group, Inc.	−5,000	80,940	$1,217,337
AMZN	Amazon Com Inc	−4,094	44,985	$10,721,724
ORCL	Oracle Corp	−3,673	19,275	$2,824,751
WFC	Wells Fargo & Company/Mn	−2,526	3,854	$318,494
ABT	Abbott Laboratories	−2,510	3,352	$304,160
NVDA	Nvidia Corp	−1,898	45,632	$9,130,506
RBLX	Roblox Corp	−1,816	45,731	$2,486,851
UNH	Unitedhealth Group Inc	−1,674	712	$295,928
MSFT	Microsoft Corp	−1,542	113,075	$42,179,236
LRCX	Lam Research Corp	−1,120	9,905	$4,292,133
TSLA	Tesla, Inc.	−1,088	3,646	$1,533,507
CL	Colgate Palmolive Co	−793	2,467	$226,174
AMD	Advanced Micro Devices Inc	−514	1,536	$892,277
QQQ	Invesco Qqq Trust, Series 1	−479	1,052	$774,692
COST	Costco Wholesale Corp /New	−439	7,210	$6,744,738
SPY	Spdr S&P 500 ETF Trust	−400	1,421	$1,061,160
MU	Micron Technology Inc	−379	696	$803,385
SBUX	Starbucks Corp	−341	4,100	$418,979
NFLX	Netflix Inc	−238	5,824	$415,833
CAT	Caterpillar Inc	−218	241	$256,640
CRM	Salesforce, Inc.	−202	1,920	$300,787
AMAT	Applied Materials Inc /De	−133	2,268	$1,639,764
AAPL	Apple Inc.	−100	17,397	$5,033,995
PLTR	Palantir Technologies Inc.	−73	2,225	$259,590
No positions match the current search.

New Positions

Positions the filer opened this quarter

12 positions

Ticker	Company	Shares	Value
ARM	Arm Holdings PLC /Uk	1,117	$396,054
CRWD	CrowdStrike Holdings, Inc.	452	$344,939
TSM	Taiwan Semiconductor Manufacturing Co Ltd	645	$308,032
INTC	Intel Corp	2,162	$301,880
SPCX	Space Exploration Technologies Corp	1,646	$281,235
GE	General Electric Co	685	$256,005
ASML	Asml Holding NV	110	$218,838
MDY	Spdr S&P Midcap 400 ETF Trust	310	$218,035
MRK	Merck & Co., Inc.	1,640	$210,740
WDC	Western Digital Corp	321	$205,029
UNP	Union Pacific Corp	738	$200,736
KLAC	Kla Corp	292	$88,099
No positions match the current search.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
VEA	Vanguard FTSE Developed Markets ETF	15,072	$965,813
VXUS	Vanguard Total International Stock ETF	8,767	$676,023
NKE	NIKE, Inc.	11,011	$581,601
T	At&T Inc.	10,393	$301,293
CVX	Chevron Corp	1,198	$247,866
TMUS	T-Mobile US, Inc.	1,136	$238,594
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

64 tracked positions · $118,445,208 total · filing declares 127 positions · $625,271,052 · as of Jun 30, 2026

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

Showing 1–50 of 64 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
MSFT	Microsoft Corp Technology	Reduced	113,075	-1,542	$42,179,236	−0.6%	35.61%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	44,985	-4,094	$10,721,724	+4.9%	9.05%
NVDA	Nvidia Corp Technology	Reduced	45,632	-1,898	$9,130,506	+10.1%	7.71%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	7,210	-439	$6,744,738	−11.5%	5.69%
AAPL	Apple Inc. Technology	Reduced	17,397	-100	$5,033,995	+13.4%	4.25%
LRCX	Lam Research Corp Technology	Reduced	9,905	-1,120	$4,292,133	+82.2%	3.62%
AVGO	Broadcom Inc. Technology	Added	8,620	+422	$3,256,205	+28.3%	2.75%
ORCL	Oracle Corp Technology	Reduced	19,275	-3,673	$2,824,751	−16.3%	2.38%
RBLX	Roblox Corp Communication Services	Reduced	45,731	-1,816	$2,486,851	−7.5%	2.10%
GOOGL	Alphabet Inc. Communication Services	Reduced	6,493	-22,014	$2,320,403	−71.6%	1.96%
META	Meta Platforms, Inc. Communication Services	Reduced	3,533	-46	$1,990,103	−2.8%	1.68%
PCAR	Paccar Inc Industrials	Reduced	15,658	-68	$1,880,838	+3.6%	1.59%
AMAT	Applied Materials Inc /De Technology	Reduced	2,268	-133	$1,639,764	+99.8%	1.38%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	3,646	-1,088	$1,533,507	−12.9%	1.29%
ABBV	AbbVie Inc. Healthcare	Reduced	5,980	-16	$1,504,807	+15.4%	1.27%
PRCH	Porch Group, Inc. Financial Services	Reduced	80,940	-5,000	$1,217,337	+97.6%	1.03%
SPY	Spdr S&P 500 ETF Trust	Reduced	1,421	-400	$1,061,160	−10.4%	0.90%
DHR	Danaher Corp /De/ Healthcare	Reduced	5,496	-9	$1,046,878	+0.3%	0.88%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	2,010	+60	$1,005,783	+7.6%	0.85%
AMD	Advanced Micro Devices Inc Technology	Reduced	1,536	-514	$892,277	+114.0%	0.75%
V	Visa Inc. Financial Services	Added	2,529	+74	$867,674	+16.9%	0.73%
MU	Micron Technology Inc Technology	Reduced	696	-379	$803,385	+121.2%	0.68%
QQQ	Invesco Qqq Trust, Series 1	Reduced	1,052	-479	$774,692	−12.3%	0.65%
JNJ	Johnson & Johnson Healthcare	Reduced	2,922	-56	$742,100	+1.9%	0.63%
DELL	Dell Technologies Inc. Technology	Added	1,470	+1	$634,246	+163.1%	0.54%
JPM	Jpmorgan Chase & Co Financial Services	Added	1,743	+164	$570,536	+22.8%	0.48%
MA	Mastercard Inc Financial Services	Reduced	1,059	-13	$543,902	+1.5%	0.46%
GS	Goldman Sachs Group Inc Financial Services	Reduced	449	-32	$454,105	+11.6%	0.38%
XOM	ExxonMobil Holdings Corp Energy	Added	3,090	+1,663	$422,464	+74.5%	0.36%
NRIX	Nurix Therapeutics, Inc. Healthcare	Held	17,284	0	$419,309	+56.5%	0.35%
SBUX	Starbucks Corp Consumer Cyclical	Reduced	4,100	-341	$418,979	+5.3%	0.35%
NFLX	Netflix Inc Communication Services	Reduced	5,824	-238	$415,833	−28.7%	0.35%
ARM	Arm Holdings PLC /Uk Technology	NEW	1,117	NEW	$396,054	NEW	0.33%
CSCO	Cisco Systems, Inc. Technology	Added	3,334	+21	$391,611	+52.3%	0.33%
MAR	Marriott International Inc /Md/ Consumer Cyclical	Added	1,045	+1	$387,266	+13.4%	0.33%
CRWD	CrowdStrike Holdings, Inc. Technology	NEW	452	NEW	$344,939	NEW	0.29%
LLY	ELI LILLY & Co Healthcare	Added	282	+53	$338,239	+60.6%	0.29%
WMT	Walmart Inc. Consumer Defensive	Added	2,975	+1	$336,948	−8.8%	0.28%
SCHW	Schwab Charles Corp Financial Services	Reduced	3,550	-15	$327,558	−2.2%	0.28%
WFC	Wells Fargo & Company/Mn Financial Services	Reduced	3,854	-2,526	$318,494	−37.3%	0.27%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	NEW	645	NEW	$308,032	NEW	0.26%
ABT	Abbott Laboratories Healthcare	Reduced	3,352	-2,510	$304,160	−49.5%	0.26%
INTC	Intel Corp Technology	NEW	2,162	NEW	$301,880	NEW	0.25%
CRM	Salesforce, Inc. Technology	Reduced	1,920	-202	$300,787	−24.1%	0.25%
UNH	Unitedhealth Group Inc Healthcare	Reduced	712	-1,674	$295,928	−54.2%	0.25%
WM	Waste Management Inc Industrials	Reduced	1,319	-38	$293,978	−5.7%	0.25%
SPCX	Space Exploration Technologies Corp Industrials	NEW	1,646	NEW	$281,235	NEW	0.24%
BAC	Bank Of America Corp /De/ Financial Services	Added	4,810	+116	$274,073	+19.8%	0.23%
CSX	Csx Corp Industrials	Added	5,601	+46	$266,215	+16.7%	0.22%
PLTR	Palantir Technologies Inc. Technology	Reduced	2,225	-73	$259,590	−22.8%	0.22%

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.