Filed: 5/29/2026ACC: 0001566307-26-000030
📋 What this filing means
RAMIAH INVESTMENT GROUP filed this quarterly 13F‑HR report disclosing 84 equity positions with a total reported market value of $139.49M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
84
Positions
$139.49M
Total AUM (reported)
1.76M
Total Shares
Allocation by class
COM$33.72M24.2%
RUSSELL 2000 ETF$9.59M6.9%
U.S. BAS MTL ETF$9.14M6.6%
U.S. REAL ES ETF$8.96M6.4%
S&P SML 600 GWT$8.90M6.4%
UTSER1 S&PDCRP$8.84M6.3%
S&P MC 400VL ETF$8.62M6.2%
Portfolio Concentration
Top 3$27.69M19.9%
4–10$46.40M33.3%
11–25$32.65M23.4%
Rest$32.75M23.5%
Top 3 weight
19.9%
Top 10 weight
53.1%
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)
Sole84
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings84
Rows:
ISHARES TR
SOLEShares43.84K
TypeSH
Market value$9.59M
6.87%
Sole
0.00
Shared
0.00
None
43.84K
ISHARES TR
SOLEShares73.39K
TypeSH
Market value$9.14M
6.55%
Sole
0.00
Shared
0.00
None
73.39K
ISHARES TR
SOLEShares87.54K
TypeSH
Market value$8.96M
6.43%
Sole
0.00
Shared
0.00
None
87.54K
ISHARES TR
SOLEShares68.47K
TypeSH
Market value$8.90M
6.38%
Sole
0.00
Shared
0.00
None
68.47K
SPDR S&P MIDCAP 400 ETF TR
SOLEShares18.38K
TypeSH
Market value$8.84M
6.34%
Sole
0.00
Shared
0.00
None
18.38K
ISHARES TR
SOLEShares83.66K
TypeSH
Market value$8.62M
6.18%
Sole
0.00
Shared
0.00
None
83.66K
ISHARES TR
SOLEShares84.85K
TypeSH
Market value$8.54M
6.12%
Sole
0.00
Shared
0.00
None
84.85K
SPDR S&P 500 ETF TR
SOLEShares10.79K
TypeSH
Market value$4.63M
3.32%
Sole
0.00
Shared
0.00
None
10.79K
VANGUARD INDEX FDS
SOLEShares16.26K
TypeSH
Market value$3.61M
2.59%
Sole
0.00
Shared
0.00
None
16.26K
VANGUARD INDEX FDS
SOLEShares14.86K
TypeSH
Market value$3.25M
2.33%
Sole
0.00
Shared
0.00
None
14.86K
INVESCO EXCHANGE TRADED FD T
SOLEShares33.30K
TypeSH
Market value$2.98M
2.14%
Sole
0.00
Shared
0.00
None
33.30K
VANGUARD INTL EQUITY INDEX F
SOLEShares47.78K
TypeSH
Market value$2.91M
2.09%
Sole
0.00
Shared
0.00
None
47.78K
VANGUARD BD INDEX FDS
SOLEShares33.64K
TypeSH
Market value$2.87M
2.06%
Sole
0.00
Shared
0.00
None
33.64K
DEVON ENERGY CORP NEW
SOLEShares78.12K
TypeSH
Market value$2.77M
1.99%
Sole
0.00
Shared
0.00
None
78.12K
ISHARES TR
SOLEShares23.01K
TypeSH
Market value$2.64M
1.89%
Sole
0.00
Shared
0.00
None
23.01K
INVESCO QQQ TR
SOLEShares6.51K
TypeSH
Market value$2.33M
1.67%
Sole
0.00
Shared
0.00
None
6.51K
BATH & BODY WORKS INC
SOLEShares36.15K
TypeSH
Market value$2.28M
1.63%
Sole
0.00
Shared
0.00
None
36.15K
FORTINET INC
SOLEShares7.67K
TypeSH
Market value$2.24M
1.61%
Sole
0.00
Shared
0.00
None
7.67K
NUCOR CORP
SOLEShares21.52K
TypeSH
Market value$2.12M
1.52%
Sole
0.00
Shared
0.00
None
21.52K
MODERNA INC
SOLEShares4.52K
TypeSH
Market value$1.74M
1.25%
Sole
0.00
Shared
0.00
None
4.52K
ISHARES TR
SOLEShares19.47K
TypeSH
Market value$1.70M
1.22%
Sole
0.00
Shared
0.00
None
19.47K
CLOUDFLARE INC
SOLEShares14.48K
TypeSH
Market value$1.63M
1.17%
Sole
0.00
Shared
0.00
None
14.48K
BLACKSTONE INC
SOLEShares14K
TypeSH
Market value$1.63M
1.17%
Sole
0.00
Shared
0.00
None
14K
VANGUARD SCOTTSDALE FDS
SOLEShares15.89K
TypeSH
Market value$1.50M
1.08%
Sole
0.00
Shared
0.00
None
15.89K
PIMCO ETF TR
SOLEShares11.70K
TypeSH
Market value$1.29M
0.93%
Sole
0.00
Shared
0.00
None
11.70K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | RUSSELL 2000 ETF | 43.84K | SH | $9.59M 6.87% | 0.00 | 0.00 | 43.84K |
ISHARES TRSOLE | U.S. BAS MTL ETF | 73.39K | SH | $9.14M 6.55% | 0.00 | 0.00 | 73.39K |
ISHARES TRSOLE | U.S. REAL ES ETF | 87.54K | SH | $8.96M 6.43% | 0.00 | 0.00 | 87.54K |
ISHARES TRSOLE | S&P SML 600 GWT | 68.47K | SH | $8.90M 6.38% | 0.00 | 0.00 | 68.47K |
SPDR S&P MIDCAP 400 ETF TRSOLE | UTSER1 S&PDCRP | 18.38K | SH | $8.84M 6.34% | 0.00 | 0.00 | 18.38K |
ISHARES TRSOLE | S&P MC 400VL ETF | 83.66K | SH | $8.62M 6.18% | 0.00 | 0.00 | 83.66K |
ISHARES TRSOLE | SP SMCP600VL ETF | 84.85K | SH | $8.54M 6.12% | 0.00 | 0.00 | 84.85K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 10.79K | SH | $4.63M 3.32% | 0.00 | 0.00 | 10.79K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 16.26K | SH | $3.61M 2.59% | 0.00 | 0.00 | 16.26K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 14.86K | SH | $3.25M 2.33% | 0.00 | 0.00 | 14.86K |
INVESCO EXCHANGE TRADED FD TSOLE | DWA MOMENTUM | 33.30K | SH | $2.98M 2.14% | 0.00 | 0.00 | 33.30K |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 47.78K | SH | $2.91M 2.09% | 0.00 | 0.00 | 47.78K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 33.64K | SH | $2.87M 2.06% | 0.00 | 0.00 | 33.64K |
DEVON ENERGY CORP NEWSOLE | COM | 78.12K | SH | $2.77M 1.99% | 0.00 | 0.00 | 78.12K |
ISHARES TRSOLE | CORE US AGGBD ET | 23.01K | SH | $2.64M 1.89% | 0.00 | 0.00 | 23.01K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 6.51K | SH | $2.33M 1.67% | 0.00 | 0.00 | 6.51K |
BATH & BODY WORKS INCSOLE | COM | 36.15K | SH | $2.28M 1.63% | 0.00 | 0.00 | 36.15K |
FORTINET INCSOLE | COM | 7.67K | SH | $2.24M 1.61% | 0.00 | 0.00 | 7.67K |
NUCOR CORPSOLE | COM | 21.52K | SH | $2.12M 1.52% | 0.00 | 0.00 | 21.52K |
MODERNA INCSOLE | COM | 4.52K | SH | $1.74M 1.25% | 0.00 | 0.00 | 4.52K |
ISHARES TRSOLE | IBOXX HI YD ETF | 19.47K | SH | $1.70M 1.22% | 0.00 | 0.00 | 19.47K |
CLOUDFLARE INCSOLE | CL A COM | 14.48K | SH | $1.63M 1.17% | 0.00 | 0.00 | 14.48K |
BLACKSTONE INCSOLE | COM | 14K | SH | $1.63M 1.17% | 0.00 | 0.00 | 14K |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 15.89K | SH | $1.50M 1.08% | 0.00 | 0.00 | 15.89K |
PIMCO ETF TRSOLE | ACTIVE BD ETF | 11.70K | SH | $1.29M 0.93% | 0.00 | 0.00 | 11.70K |
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