Filed: 5/29/2026ACC: 0001566307-26-000028
📋 What this filing means
RAMIAH INVESTMENT GROUP filed this quarterly 13F‑HR report disclosing 83 equity positions with a total reported market value of $139.67M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
83
Positions
$139.67M
Total AUM (reported)
1.95M
Total Shares
Allocation by class
COM$33.48M24.0%
RUSSELL 2000 ETF$13.61M9.7%
SP SMCP600VL ETF$13.10M9.4%
UTSER1 S&PDCRP$12.54M9.0%
S&P SML 600 GWT$12.32M8.8%
S&P MC 400VL ETF$12.16M8.7%
TR UNIT$4.42M3.2%
Portfolio Concentration
Top 3$39.24M28.1%
4–10$41.47M29.7%
11–25$29.96M21.5%
Rest$28.99M20.8%
Top 3 weight
28.1%
Top 10 weight
57.8%
Voting Authority Distribution
Total shares with voting rights: 1.95M
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
1.95M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole83
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings83
Rows:
ISHARES TR
SOLEShares59.33K
TypeSH
Market value$13.61M
9.74%
Sole
0.00
Shared
0.00
None
59.33K
ISHARES TR
SOLEShares124.21K
TypeSH
Market value$13.10M
9.38%
Sole
0.00
Shared
0.00
None
124.21K
SPDR S&P MIDCAP 400 ETF TR
SOLEShares25.53K
TypeSH
Market value$12.54M
8.98%
Sole
0.00
Shared
0.00
None
25.53K
ISHARES TR
SOLEShares92.87K
TypeSH
Market value$12.32M
8.82%
Sole
0.00
Shared
0.00
None
92.87K
ISHARES TR
SOLEShares115.41K
TypeSH
Market value$12.16M
8.70%
Sole
0.00
Shared
0.00
None
115.41K
SPDR S&P 500 ETF TR
SOLEShares10.32K
TypeSH
Market value$4.42M
3.16%
Sole
0.00
Shared
0.00
None
10.32K
VANGUARD INDEX FDS
SOLEShares16.15K
TypeSH
Market value$3.60M
2.58%
Sole
0.00
Shared
0.00
None
16.15K
VANGUARD INDEX FDS
SOLEShares14.14K
TypeSH
Market value$3.19M
2.28%
Sole
0.00
Shared
0.00
None
14.14K
INVESCO EXCHANGE TRADED FD T
SOLEShares32.69K
TypeSH
Market value$2.93M
2.10%
Sole
0.00
Shared
0.00
None
32.69K
VANGUARD INTL EQUITY INDEX F
SOLEShares45.16K
TypeSH
Market value$2.86M
2.05%
Sole
0.00
Shared
0.00
None
45.16K
VANGUARD BD INDEX FDS
SOLEShares30.97K
TypeSH
Market value$2.66M
1.90%
Sole
0.00
Shared
0.00
None
30.97K
L BRANDS INC
SOLEShares36.80K
TypeSH
Market value$2.65M
1.90%
Sole
0.00
Shared
0.00
None
36.80K
FREEPORT-MCMORAN INC
SOLEShares64K
TypeSH
Market value$2.38M
1.70%
Sole
0.00
Shared
0.00
None
64K
ISHARES TR
SOLEShares20.56K
TypeSH
Market value$2.37M
1.70%
Sole
0.00
Shared
0.00
None
20.56K
INVESCO QQQ TR
SOLEShares6.58K
TypeSH
Market value$2.33M
1.67%
Sole
0.00
Shared
0.00
None
6.58K
MARATHON OIL CORP
SOLEShares168.88K
TypeSH
Market value$2.30M
1.65%
Sole
0.00
Shared
0.00
None
168.88K
DEVON ENERGY CORP NEW
SOLEShares76.98K
TypeSH
Market value$2.25M
1.61%
Sole
0.00
Shared
0.00
None
76.98K
TAPESTRY INC
SOLEShares50.38K
TypeSH
Market value$2.19M
1.57%
Sole
0.00
Shared
0.00
None
50.38K
CAPITAL ONE FINL CORP
SOLEShares13.87K
TypeSH
Market value$2.15M
1.54%
Sole
0.00
Shared
0.00
None
13.87K
NUCOR CORP
SOLEShares21.22K
TypeSH
Market value$2.04M
1.46%
Sole
0.00
Shared
0.00
None
21.22K
ISHARES TR
SOLEShares18.75K
TypeSH
Market value$1.65M
1.18%
Sole
0.00
Shared
0.00
None
18.75K
VANGUARD SCOTTSDALE FDS
SOLEShares15.26K
TypeSH
Market value$1.45M
1.04%
Sole
0.00
Shared
0.00
None
15.26K
VANGUARD SCOTTSDALE FDS
SOLEShares14.79K
TypeSH
Market value$1.22M
0.88%
Sole
0.00
Shared
0.00
None
14.79K
PIMCO ETF TR
SOLEShares10.73K
TypeSH
Market value$1.19M
0.85%
Sole
0.00
Shared
0.00
None
10.73K
ETFS TR
SOLEShares43.26K
TypeSH
Market value$1.14M
0.82%
Sole
0.00
Shared
0.00
None
43.26K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | RUSSELL 2000 ETF | 59.33K | SH | $13.61M 9.74% | 0.00 | 0.00 | 59.33K |
ISHARES TRSOLE | SP SMCP600VL ETF | 124.21K | SH | $13.10M 9.38% | 0.00 | 0.00 | 124.21K |
SPDR S&P MIDCAP 400 ETF TRSOLE | UTSER1 S&PDCRP | 25.53K | SH | $12.54M 8.98% | 0.00 | 0.00 | 25.53K |
ISHARES TRSOLE | S&P SML 600 GWT | 92.87K | SH | $12.32M 8.82% | 0.00 | 0.00 | 92.87K |
ISHARES TRSOLE | S&P MC 400VL ETF | 115.41K | SH | $12.16M 8.70% | 0.00 | 0.00 | 115.41K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 10.32K | SH | $4.42M 3.16% | 0.00 | 0.00 | 10.32K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 16.15K | SH | $3.60M 2.58% | 0.00 | 0.00 | 16.15K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 14.14K | SH | $3.19M 2.28% | 0.00 | 0.00 | 14.14K |
INVESCO EXCHANGE TRADED FD TSOLE | DWA MOMENTUM | 32.69K | SH | $2.93M 2.10% | 0.00 | 0.00 | 32.69K |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 45.16K | SH | $2.86M 2.05% | 0.00 | 0.00 | 45.16K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 30.97K | SH | $2.66M 1.90% | 0.00 | 0.00 | 30.97K |
L BRANDS INCSOLE | COM | 36.80K | SH | $2.65M 1.90% | 0.00 | 0.00 | 36.80K |
FREEPORT-MCMORAN INCSOLE | CL B | 64K | SH | $2.38M 1.70% | 0.00 | 0.00 | 64K |
ISHARES TRSOLE | CORE US AGGBD ET | 20.56K | SH | $2.37M 1.70% | 0.00 | 0.00 | 20.56K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 6.58K | SH | $2.33M 1.67% | 0.00 | 0.00 | 6.58K |
MARATHON OIL CORPSOLE | COM | 168.88K | SH | $2.30M 1.65% | 0.00 | 0.00 | 168.88K |
DEVON ENERGY CORP NEWSOLE | COM | 76.98K | SH | $2.25M 1.61% | 0.00 | 0.00 | 76.98K |
TAPESTRY INCSOLE | COM | 50.38K | SH | $2.19M 1.57% | 0.00 | 0.00 | 50.38K |
CAPITAL ONE FINL CORPSOLE | COM | 13.87K | SH | $2.15M 1.54% | 0.00 | 0.00 | 13.87K |
NUCOR CORPSOLE | COM | 21.22K | SH | $2.04M 1.46% | 0.00 | 0.00 | 21.22K |
ISHARES TRSOLE | IBOXX HI YD ETF | 18.75K | SH | $1.65M 1.18% | 0.00 | 0.00 | 18.75K |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 15.26K | SH | $1.45M 1.04% | 0.00 | 0.00 | 15.26K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 14.79K | SH | $1.22M 0.88% | 0.00 | 0.00 | 14.79K |
PIMCO ETF TRSOLE | ACTIVE BD ETF | 10.73K | SH | $1.19M 0.85% | 0.00 | 0.00 | 10.73K |
ETFS TRSOLE | BBRG ALL COMD K1 | 43.26K | SH | $1.14M 0.82% | 0.00 | 0.00 | 43.26K |
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