Filed: 5/29/2026ACC: 0001566307-26-000024
📋 What this filing means
RAMIAH INVESTMENT GROUP filed this quarterly 13F‑HR report disclosing 79 equity positions with a total reported market value of $120.02M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
79
Positions
$120.02M
Total AUM (reported)
1.76M
Total Shares
Allocation by class
COM$26.11M21.8%
TR UNIT$14.54M12.1%
UNIT SER 1$13.06M10.9%
S&P MC 400GR ETF$11.73M9.8%
U.S. BAS MTL ETF$11.47M9.6%
S&P 500 GRWT ETF$10.86M9.0%
ALLWRLD EX US$2.73M2.3%
Portfolio Concentration
Top 3$39.33M32.8%
4–10$35.42M29.5%
11–25$22.42M18.7%
Rest$22.85M19.0%
Top 3 weight
32.8%
Top 10 weight
62.3%
Voting Authority Distribution
Total shares with voting rights: 1.76M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.76M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole79
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings79
Rows:
SPDR S&P 500 ETF TR
SOLEShares38.90K
TypeSH
Market value$14.54M
12.12%
Sole
0.00
Shared
0.00
None
38.90K
INVESCO QQQ TR
SOLEShares41.62K
TypeSH
Market value$13.06M
10.88%
Sole
0.00
Shared
0.00
None
41.62K
ISHARES TR
SOLEShares162.46K
TypeSH
Market value$11.73M
9.78%
Sole
0.00
Shared
0.00
None
162.46K
ISHARES TR
SOLEShares101.15K
TypeSH
Market value$11.47M
9.56%
Sole
0.00
Shared
0.00
None
101.15K
ISHARES TR
SOLEShares170.09K
TypeSH
Market value$10.86M
9.04%
Sole
0.00
Shared
0.00
None
170.09K
ALIGN TECHNOLOGY INC
SOLEShares5.33K
TypeSH
Market value$2.85M
2.37%
Sole
0.00
Shared
0.00
None
5.33K
VANGUARD INTL EQUITY INDEX F
SOLEShares46.79K
TypeSH
Market value$2.73M
2.28%
Sole
0.00
Shared
0.00
None
46.79K
INVESCO EXCHANGE TRADED FD T
SOLEShares30.71K
TypeSH
Market value$2.69M
2.25%
Sole
0.00
Shared
0.00
None
30.71K
VANGUARD BD INDEX FDS
SOLEShares27.73K
TypeSH
Market value$2.45M
2.04%
Sole
0.00
Shared
0.00
None
27.73K
ISHARES TR
SOLEShares27.23K
TypeSH
Market value$2.38M
1.98%
Sole
0.00
Shared
0.00
None
27.23K
FREEPORT-MCMORAN INC
SOLEShares90.01K
TypeSH
Market value$2.34M
1.95%
Sole
0.00
Shared
0.00
None
90.01K
VANGUARD INDEX FDS
SOLEShares11.32K
TypeSH
Market value$2.20M
1.84%
Sole
0.00
Shared
0.00
None
11.32K
ISHARES TR
SOLEShares17.64K
TypeSH
Market value$2.08M
1.74%
Sole
0.00
Shared
0.00
None
17.64K
VANGUARD INDEX FDS
SOLEShares9.30K
TypeSH
Market value$1.81M
1.51%
Sole
0.00
Shared
0.00
None
9.30K
QUALCOMM INC
SOLEShares11.14K
TypeSH
Market value$1.70M
1.41%
Sole
0.00
Shared
0.00
None
11.14K
L BRANDS INC
SOLEShares45.24K
TypeSH
Market value$1.68M
1.40%
Sole
0.00
Shared
0.00
None
45.24K
FEDEX CORP
SOLEShares5.54K
TypeSH
Market value$1.44M
1.20%
Sole
0.00
Shared
0.00
None
5.54K
VANGUARD SCOTTSDALE FDS
SOLEShares14.13K
TypeSH
Market value$1.37M
1.14%
Sole
0.00
Shared
0.00
None
14.13K
SCHWAB STRATEGIC TR
SOLEShares32.85K
TypeSH
Market value$1.25M
1.04%
Sole
0.00
Shared
0.00
None
32.85K
QUANTA SVCS INC
SOLEShares16.68K
TypeSH
Market value$1.20M
1.00%
Sole
0.00
Shared
0.00
None
16.68K
VANGUARD SCOTTSDALE FDS
SOLEShares13.91K
TypeSH
Market value$1.16M
0.96%
Sole
0.00
Shared
0.00
None
13.91K
PIMCO ETF TR
SOLEShares10.12K
TypeSH
Market value$1.14M
0.95%
Sole
0.00
Shared
0.00
None
10.12K
GAP INC
SOLEShares53K
TypeSH
Market value$1.07M
0.89%
Sole
0.00
Shared
0.00
None
53K
ISHARES TR
SOLEShares5.06K
TypeSH
Market value$991.7K
0.83%
Sole
0.00
Shared
0.00
None
5.06K
SVB FINANCIAL GROUP
SOLEShares2.50K
TypeSH
Market value$970.7K
0.81%
Sole
0.00
Shared
0.00
None
2.50K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR S&P 500 ETF TRSOLE | TR UNIT | 38.90K | SH | $14.54M 12.12% | 0.00 | 0.00 | 38.90K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 41.62K | SH | $13.06M 10.88% | 0.00 | 0.00 | 41.62K |
ISHARES TRSOLE | S&P MC 400GR ETF | 162.46K | SH | $11.73M 9.78% | 0.00 | 0.00 | 162.46K |
ISHARES TRSOLE | U.S. BAS MTL ETF | 101.15K | SH | $11.47M 9.56% | 0.00 | 0.00 | 101.15K |
ISHARES TRSOLE | S&P 500 GRWT ETF | 170.09K | SH | $10.86M 9.04% | 0.00 | 0.00 | 170.09K |
ALIGN TECHNOLOGY INCSOLE | COM | 5.33K | SH | $2.85M 2.37% | 0.00 | 0.00 | 5.33K |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 46.79K | SH | $2.73M 2.28% | 0.00 | 0.00 | 46.79K |
INVESCO EXCHANGE TRADED FD TSOLE | DWA MOMENTUM | 30.71K | SH | $2.69M 2.25% | 0.00 | 0.00 | 30.71K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 27.73K | SH | $2.45M 2.04% | 0.00 | 0.00 | 27.73K |
ISHARES TRSOLE | IBOXX HI YD ETF | 27.23K | SH | $2.38M 1.98% | 0.00 | 0.00 | 27.23K |
FREEPORT-MCMORAN INCSOLE | CL B | 90.01K | SH | $2.34M 1.95% | 0.00 | 0.00 | 90.01K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 11.32K | SH | $2.20M 1.84% | 0.00 | 0.00 | 11.32K |
ISHARES TRSOLE | CORE US AGGBD ET | 17.64K | SH | $2.08M 1.74% | 0.00 | 0.00 | 17.64K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 9.30K | SH | $1.81M 1.51% | 0.00 | 0.00 | 9.30K |
QUALCOMM INCSOLE | COM | 11.14K | SH | $1.70M 1.41% | 0.00 | 0.00 | 11.14K |
L BRANDS INCSOLE | COM | 45.24K | SH | $1.68M 1.40% | 0.00 | 0.00 | 45.24K |
FEDEX CORPSOLE | COM | 5.54K | SH | $1.44M 1.20% | 0.00 | 0.00 | 5.54K |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 14.13K | SH | $1.37M 1.14% | 0.00 | 0.00 | 14.13K |
SCHWAB STRATEGIC TRSOLE | US REIT ETF | 32.85K | SH | $1.25M 1.04% | 0.00 | 0.00 | 32.85K |
QUANTA SVCS INCSOLE | COM | 16.68K | SH | $1.20M 1.00% | 0.00 | 0.00 | 16.68K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 13.91K | SH | $1.16M 0.96% | 0.00 | 0.00 | 13.91K |
PIMCO ETF TRSOLE | ACTIVE BD ETF | 10.12K | SH | $1.14M 0.95% | 0.00 | 0.00 | 10.12K |
GAP INCSOLE | COM | 53K | SH | $1.07M 0.89% | 0.00 | 0.00 | 53K |
ISHARES TRSOLE | RUSSELL 2000 ETF | 5.06K | SH | $991.7K 0.83% | 0.00 | 0.00 | 5.06K |
SVB FINANCIAL GROUPSOLE | COM | 2.50K | SH | $970.7K 0.81% | 0.00 | 0.00 | 2.50K |
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