Filed: 5/29/2026ACC: 0001566307-26-000026
📋 What this filing means
RAMIAH INVESTMENT GROUP filed this quarterly 13F‑HR report disclosing 86 equity positions with a total reported market value of $133.04M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
86
Positions
$133.04M
Total AUM (reported)
1.86M
Total Shares
Allocation by class
COM$25.17M18.9%
RUSSELL 2000 ETF$13.26M10.0%
SP SMCP600VL ETF$13.21M9.9%
UTSER1 S&PDCRP$12.48M9.4%
S&P SML 600 GWT$12.22M9.2%
S&P MC 400VL ETF$12.06M9.1%
TR UNIT$4.25M3.2%
Portfolio Concentration
Top 3$38.95M29.3%
4–10$40.29M30.3%
11–25$26.80M20.1%
Rest$27.00M20.3%
Top 3 weight
29.3%
Top 10 weight
59.6%
Voting Authority Distribution
Total shares with voting rights: 1.86M
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
1.86M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole86
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings86
Rows:
ISHARES TR
SOLEShares60.04K
TypeSH
Market value$13.26M
9.97%
Sole
0.00
Shared
0.00
None
60.04K
ISHARES TR
SOLEShares131.13K
TypeSH
Market value$13.21M
9.93%
Sole
0.00
Shared
0.00
None
131.13K
SPDR S&P MIDCAP 400 ETF TR
SOLEShares26.21K
TypeSH
Market value$12.48M
9.38%
Sole
0.00
Shared
0.00
None
26.21K
ISHARES TR
SOLEShares95.29K
TypeSH
Market value$12.22M
9.18%
Sole
0.00
Shared
0.00
None
95.29K
ISHARES TR
SOLEShares118.34K
TypeSH
Market value$12.06M
9.07%
Sole
0.00
Shared
0.00
None
118.34K
SPDR S&P 500 ETF TR
SOLEShares10.72K
TypeSH
Market value$4.25M
3.19%
Sole
0.00
Shared
0.00
None
10.72K
VANGUARD INTL EQUITY INDEX F
SOLEShares49.82K
TypeSH
Market value$3.02M
2.27%
Sole
0.00
Shared
0.00
None
49.82K
FREEPORT-MCMORAN INC
SOLEShares90.95K
TypeSH
Market value$2.99M
2.25%
Sole
0.00
Shared
0.00
None
90.95K
L BRANDS INC
SOLEShares48.02K
TypeSH
Market value$2.97M
2.23%
Sole
0.00
Shared
0.00
None
48.02K
INVESCO EXCHANGE TRADED FD T
SOLEShares32.55K
TypeSH
Market value$2.77M
2.08%
Sole
0.00
Shared
0.00
None
32.55K
VANGUARD BD INDEX FDS
SOLEShares29.06K
TypeSH
Market value$2.46M
1.85%
Sole
0.00
Shared
0.00
None
29.06K
VANGUARD INDEX FDS
SOLEShares11.19K
TypeSH
Market value$2.31M
1.74%
Sole
0.00
Shared
0.00
None
11.19K
ISHARES TR
SOLEShares20.25K
TypeSH
Market value$2.31M
1.73%
Sole
0.00
Shared
0.00
None
20.25K
SVB FINANCIAL GROUP
SOLEShares4.52K
TypeSH
Market value$2.23M
1.68%
Sole
0.00
Shared
0.00
None
4.52K
ISHARES TR
SOLEShares25.60K
TypeSH
Market value$2.23M
1.68%
Sole
0.00
Shared
0.00
None
25.60K
VANGUARD INDEX FDS
SOLEShares10.02K
TypeSH
Market value$2.14M
1.61%
Sole
0.00
Shared
0.00
None
10.02K
INVESCO QQQ TR
SOLEShares6.57K
TypeSH
Market value$2.10M
1.57%
Sole
0.00
Shared
0.00
None
6.57K
INVESCO LTD
SOLEShares73.06K
TypeSH
Market value$1.84M
1.38%
Sole
0.00
Shared
0.00
None
73.06K
TAPESTRY INC
SOLEShares44.27K
TypeSH
Market value$1.82M
1.37%
Sole
0.00
Shared
0.00
None
44.27K
SCHWAB STRATEGIC TR
SOLEShares34.90K
TypeSH
Market value$1.43M
1.08%
Sole
0.00
Shared
0.00
None
34.90K
DISCOVERY INC
SOLEShares30.28K
TypeSH
Market value$1.32M
0.99%
Sole
0.00
Shared
0.00
None
30.28K
VANGUARD SCOTTSDALE FDS
SOLEShares13.64K
TypeSH
Market value$1.27M
0.95%
Sole
0.00
Shared
0.00
None
13.64K
VANGUARD SCOTTSDALE FDS
SOLEShares13.57K
TypeSH
Market value$1.12M
0.84%
Sole
0.00
Shared
0.00
None
13.57K
VIACOMCBS INC
SOLEShares24.79K
TypeSH
Market value$1.12M
0.84%
Sole
0.00
Shared
0.00
None
24.79K
PIMCO ETF TR
SOLEShares9.98K
TypeSH
Market value$1.09M
0.82%
Sole
0.00
Shared
0.00
None
9.98K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | RUSSELL 2000 ETF | 60.04K | SH | $13.26M 9.97% | 0.00 | 0.00 | 60.04K |
ISHARES TRSOLE | SP SMCP600VL ETF | 131.13K | SH | $13.21M 9.93% | 0.00 | 0.00 | 131.13K |
SPDR S&P MIDCAP 400 ETF TRSOLE | UTSER1 S&PDCRP | 26.21K | SH | $12.48M 9.38% | 0.00 | 0.00 | 26.21K |
ISHARES TRSOLE | S&P SML 600 GWT | 95.29K | SH | $12.22M 9.18% | 0.00 | 0.00 | 95.29K |
ISHARES TRSOLE | S&P MC 400VL ETF | 118.34K | SH | $12.06M 9.07% | 0.00 | 0.00 | 118.34K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 10.72K | SH | $4.25M 3.19% | 0.00 | 0.00 | 10.72K |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 49.82K | SH | $3.02M 2.27% | 0.00 | 0.00 | 49.82K |
FREEPORT-MCMORAN INCSOLE | CL B | 90.95K | SH | $2.99M 2.25% | 0.00 | 0.00 | 90.95K |
L BRANDS INCSOLE | COM | 48.02K | SH | $2.97M 2.23% | 0.00 | 0.00 | 48.02K |
INVESCO EXCHANGE TRADED FD TSOLE | DWA MOMENTUM | 32.55K | SH | $2.77M 2.08% | 0.00 | 0.00 | 32.55K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 29.06K | SH | $2.46M 1.85% | 0.00 | 0.00 | 29.06K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 11.19K | SH | $2.31M 1.74% | 0.00 | 0.00 | 11.19K |
ISHARES TRSOLE | CORE US AGGBD ET | 20.25K | SH | $2.31M 1.73% | 0.00 | 0.00 | 20.25K |
SVB FINANCIAL GROUPSOLE | COM | 4.52K | SH | $2.23M 1.68% | 0.00 | 0.00 | 4.52K |
ISHARES TRSOLE | IBOXX HI YD ETF | 25.60K | SH | $2.23M 1.68% | 0.00 | 0.00 | 25.60K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 10.02K | SH | $2.14M 1.61% | 0.00 | 0.00 | 10.02K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 6.57K | SH | $2.10M 1.57% | 0.00 | 0.00 | 6.57K |
INVESCO LTDSOLE | SHS | 73.06K | SH | $1.84M 1.38% | 0.00 | 0.00 | 73.06K |
TAPESTRY INCSOLE | COM | 44.27K | SH | $1.82M 1.37% | 0.00 | 0.00 | 44.27K |
SCHWAB STRATEGIC TRSOLE | US REIT ETF | 34.90K | SH | $1.43M 1.08% | 0.00 | 0.00 | 34.90K |
DISCOVERY INCSOLE | COM SER A | 30.28K | SH | $1.32M 0.99% | 0.00 | 0.00 | 30.28K |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 13.64K | SH | $1.27M 0.95% | 0.00 | 0.00 | 13.64K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 13.57K | SH | $1.12M 0.84% | 0.00 | 0.00 | 13.57K |
VIACOMCBS INCSOLE | CL B | 24.79K | SH | $1.12M 0.84% | 0.00 | 0.00 | 24.79K |
PIMCO ETF TRSOLE | ACTIVE BD ETF | 9.98K | SH | $1.09M 0.82% | 0.00 | 0.00 | 9.98K |
Page 1 of 4