Ramiah Investment Group
CIK
1566307
City
BROOKFIELD
State / Country
WI
Top Portfolio Positions
36 positions ·
$14,031,605 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
1,146 | $745,289 | 5.31% | |
| DSL |
DoubleLine Income Solutions Fund
Financial Services
|
57,552 | $623,288 | 4.44% | |
| CRM |
Salesforce, Inc.
Technology
|
3,140 | $586,143 | 4.18% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
945 | $545,435 | 3.89% | |
| MSFT |
Microsoft Corp
Technology
|
1,445 | $534,895 | 3.81% | |
| PDI |
PIMCO Dynamic Income Fund
Financial Services
|
31,020 | $530,752 | 3.78% | |
| JNJ |
Johnson & Johnson
Healthcare
|
1,928 | $471,280 | 3.36% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
3,824 | $459,988 | 3.28% | |
| META |
Meta Platforms, Inc.
Communication Services
|
802 | $458,848 | 3.27% | |
| VRTX |
Vertex Pharmaceuticals Inc / Ma
Healthcare
|
969 | $432,697 | 3.08% |
Portfolio Trend
25 quarters · across all stocks
Holdings in HYT
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $430,217 | 50,495 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $431,614 | 48,496 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $477,356 | 50,248 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $478,354 | 49,062 | Shares | Sole | 2026-05-29 | |
| 2025-03-31 | $491,837 | 51,340 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $645,291 | 65,779 | Shares | Sole | 2026-05-29 | |
| 2024-09-30 | $678,526 | 67,448 | Shares | Sole | 2026-05-29 | |
| 2024-06-30 | $595,770 | 61,483 | Shares | Sole | 2026-05-29 | |
| 2024-03-31 | $544,852 | 55,654 | Shares | Sole | 2026-05-29 | |
| 2023-12-31 | $513,840 | 54,490 | Shares | Sole | 2025-02-11 | |
| 2023-09-30 | $445,937 | 51,673 | Shares | Sole | 2025-02-11 | |
| 2023-06-30 | $425,136 | 47,661 | Shares | Sole | 2025-02-11 | |
| 2023-03-31 | $416,659 | 47,782 | Shares | Sole | 2025-02-11 | |
| 2022-12-31 | $398,858 | 45,636 | Shares | Sole | 2025-02-10 | |
| 2022-09-30 | $382,441 | 44,730 | Shares | Sole | 2025-02-10 | |
| 2022-06-30 | $421,988 | 44,280 | Shares | Sole | 2025-02-10 | |
| 2022-03-31 | $491,693 | 45,654 | Shares | Sole | 2025-02-10 | |
| 2021-12-31 | $505,767 | 40,986 | Shares | Sole | 2026-05-29 | |
| 2021-09-30 | $477,349 | 39,127 | Shares | Sole | 2026-05-29 | |
| 2021-06-30 | $417,882 | 33,919 | Shares | Sole | 2026-05-29 | |
| 2021-03-31 | $428,228 | 36,476 | Shares | Sole | 2026-05-29 | |
| 2020-12-31 | $435,322 | 38,086 | Shares | Sole | 2026-05-29 | |
| 2020-09-30 | $381,286 | 35,701 | Shares | Sole | 2026-05-29 | |
| 2020-06-30 | $361,319 | 35,528 | Shares | Sole | 2026-05-29 | |
| 2020-03-31 | $300,467 | 34,144 | Shares | Sole | 2026-05-29 | |
| No 13F history on record for this holder in this stock. | ||||||