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RIG

Ramiah Investment Group Portfolio holdings

AUM $131M
1-Year Est. Return 28.22%
This Fund
S&P 500
This Quarter Est. Return
+20.48%
1 Year Est. Return
+28.22%
3 Year Est. Return
+55.34%
5 Year Est. Return
+64.47%
10 Year Est. Return
–
AUM
$131M
AUM Growth
+$16.6M
Cap. Flow
+$6.76M
Cap. Flow %
5.16%
Top 10 Hldgs %
61.66%
Holding
95
New
28
Increased
36
Reduced
15
Closed
16

Top Buys

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$20.4M
2
QQQ icon
Invesco QQQ Trust
QQQ
+$9.03M
3
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.15M
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$2.14M
5
SPHB icon
Invesco S&P 500 High Beta ETF
SPHB
+$1.92M

Top Sells

Rank Stock Value
1
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$21M
2
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$14.5M
3
QQQE icon
Direxion NASDAQ-100 Equal Weighted Index ETF
QQQE
+$6.41M
4
CRM icon
Salesforce
CRM
+$586K
5
JNJ icon
Johnson & Johnson
JNJ
+$471K

Sector Composition

Rank Sector Weight
1 Miscellaneous 91.15%
2 Healthcare 2.85%
3 Technology 2.66%
4 Financials 1.39%
5 Communication Services 0.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPY icon
1
State Street SPDR S&P 500 ETF Trust
SPY
$803B
$21.9M 16.73%
29,347
+28,201
+2,461% +$20.4M
VTI icon
2
Vanguard Morningstar Total Stock Market ETF
VTI
$684B
$13.4M 10.22%
36,185
+1,902
+6% +$680K
QQQ icon
3
Invesco QQQ Trust
QQQ
$477B
$10.4M 7.91%
14,066
+13,121
+1,388% +$9.03M
VB icon
4
Vanguard Morningstar Small-Cap ETF
VB
$78.9B
$9.81M 7.49%
32,379
+781
+2% +$224K
VOOV icon
5
Vanguard S&P 500 Value ETF
VOOV
$6.74B
$6.08M 4.64%
27,751
+1,856
+7% +$400K
VEU icon
6
Vanguard FTSE All-World ex-US ETF
VEU
$69.5B
$5.68M 4.33%
67,798
+3,925
+6% +$321K
BND icon
7
Vanguard Total Bond Market
BND
$161B
$4.19M 3.2%
57,070
+9,986
+21% +$733K
IJS icon
8
iShares S&P Small-Cap 600 Value ETF
IJS
$8.09B
$3.43M 2.62%
25,120
+16,599
+195% +$2.14M
EEM icon
9
iShares MSCI Emerging Markets ETF
EEM
$30.8B
$2.99M 2.29%
43,763
+32,960
+305% +$2.15M
EFA icon
10
iShares MSCI EAFE ETF
EFA
$78.3B
$2.92M 2.23%
28,099
+17,244
+159% +$1.77M
SCHH icon
11
Schwab US REIT ETF
SCHH
$11.1B
$2.47M 1.89%
104,328
+817
+0.8% +$19K
PSI icon
12
Invesco Semiconductors ETF
PSI
$2.48B
$2.37M 1.81%
+12,639
New +$1.82M
SOXX icon
13
iShares Semiconductor ETF
SOXX
$42.8B
$2.33M 1.78%
+3,640
New +$1.85M
VCIT icon
14
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$68.8B
$2.27M 1.74%
27,502
+2,112
+8% +$175K
HYG icon
15
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$15.2B
$2.16M 1.65%
27,000
+1,763
+7% +$141K
SPHB icon
16
Invesco S&P 500 High Beta ETF
SPHB
$880M
$2.14M 1.63%
+13,747
New +$1.92M
ESGU icon
17
iShares ESG Aware MSCI USA ETF
ESGU
$18B
$2.06M 1.58%
12,607
+1,081
+9% +$171K
DRAM
18
Roundhill Memory ETF
DRAM
$25.9B
$1.94M 1.48%
+26,321
New +$1.37M
BIL icon
19
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$47B
$1.86M 1.42%
20,328
-229,332
-92% -$21M
VCSH icon
20
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.4B
$1.67M 1.28%
21,140
+1,896
+10% +$150K
BCI icon
21
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
BCI
$3.48B
$1.63M 1.24%
72,946
-2,808
-4% -$68.1K
IJJ icon
22
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.65B
$1.53M 1.17%
10,374
+2,729
+36% +$386K
IVW icon
23
iShares S&P 500 Growth ETF
IVW
$76.1B
$1.46M 1.12%
10,626
+5,099
+92% +$673K
VGIT icon
24
Vanguard Intermediate-Term Treasury ETF
VGIT
$39.3B
$1.28M 0.97%
21,623
+1,301
+6% +$76.9K
BOND icon
25
PIMCO Active Bond Exchange-Traded Fund
BOND
$8.56B
$1.23M 0.94%
13,386
+753
+6% +$69.3K
1
2 3 4

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ACM
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CAM
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Ramiah Investment Group's Q2 2026 Portfolio in Review

As of Q2 2026, Ramiah Investment Group held 95 positions worth $131M, up 14% from $114M the previous quarter. Its ten largest holdings account for 62% of the portfolio.

Ramiah Investment Group deployed $6.76M of net new capital in Q2 2026, opening 28 new positions and adding to 36 existing holdings. Its largest new stake was Invesco S&P 500 High Beta ETF: 13,747 shares worth $2.14M.

By sector, the portfolio is most concentrated in Miscellaneous at 91% of assets, down from 91% a quarter earlier, followed by Healthcare and Technology.

On the sell side, the largest reduction was State Street SPDR Bloomberg 1-3 Month T-Bill ETF, an estimated $21M trimmed.

  • Ramiah Investment Group's largest Q2 2026 buy was Invesco S&P 500 High Beta ETF: 13,747 shares worth $2.14M.
  • Ramiah Investment Group added most to State Street SPDR S&P 500 ETF Trust in Q2 2026, an estimated $20.4M increase.
  • Ramiah Investment Group's biggest Q2 2026 reduction was State Street SPDR Bloomberg 1-3 Month T-Bill ETF, cutting an estimated $21M.
  • Ramiah Investment Group fully exited Invesco S&P 500 Equal Weight ETF in Q2 2026, selling an estimated $14.5M.
  • Ramiah Investment Group's ten largest holdings make up 62% of its $131M portfolio in Q2 2026.
  • Ramiah Investment Group opened 28 new positions and closed 16 in Q2 2026.
  • Ramiah Investment Group's portfolio value rose 14% quarter-over-quarter to $131M.

Based on Ramiah Investment Group's 13F filing for Q2 2026, filed 16 Jul 2026.