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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
SGOV icon
26
iShares 0-3 Month Treasury Bond ETF
SGOV
$109B
$1.12M 0.86%
11,142
+53
+0.5% +$5.33K
VSGX icon
27
Vanguard ESG International Stock ETF
VSGX
$6.74B
$1.04M 0.79%
12,615
+1,115
+10% +$88.5K
BIV icon
28
Vanguard Intermediate-Term Bond ETF
BIV
$28.5B
$668K 0.51%
8,711
+45
+0.5% +$3.46K
DSL
29
DoubleLine Income Solutions Fund
DSL
$1.18B
$637K 0.49%
57,562
+10
+0% +$110
HYLS icon
30
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
$1.62B
$606K 0.46%
14,910
-214
-1% -$8.75K
EWC icon
31
iShares MSCI Canada ETF
EWC
$6.87B
$596K 0.45%
+10,334
New +$598K
PDI icon
32
PIMCO Dynamic Income Fund
PDI
$6.82B
$556K 0.42%
33,320
+2,300
+7% +$39.1K
BSCR icon
33
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4.58B
$550K 0.42%
28,015
-169
-0.6% -$3.32K
MRK icon
34
Merck
MRK
$359B
$546K 0.42%
4,246
+422
+11% +$49.4K
BNDX icon
35
Vanguard Total International Bond ETF
BNDX
$82.5B
$539K 0.41%
11,126
-81
-0.7% -$3.9K
AMGN icon
36
Amgen
AMGN
$206B
$527K 0.4%
+1,454
New +$498K
GS icon
37
Goldman Sachs
GS
$290B
$521K 0.4%
+515
New +$502K
AAPL icon
38
Apple
AAPL
$4.88T
$520K 0.4%
1,798
+207
+13% +$59.2K
ABBV icon
39
AbbVie
ABBV
$463B
$469K 0.36%
1,865
-103
-5% -$22.2K
NVDA icon
40
NVIDIA
NVDA
$5.12T
$469K 0.36%
2,342
-73
-3% -$15K
VCLT icon
41
Vanguard Long-Term Corporate Bond ETF
VCLT
$8.82B
$466K 0.36%
6,189
-77
-1% -$5.77K
JPM icon
42
JPMorgan Chase
JPM
$935B
$462K 0.35%
+1,411
New +$438K
BIIB icon
43
Biogen
BIIB
$32.2B
$450K 0.34%
+2,085
New +$399K
BKT icon
44
BlackRock Income Trust
BKT
$322M
$446K 0.34%
41,602
+1,281
+3% +$13.5K
PGX icon
45
Invesco Preferred ETF
PGX
$3.66B
$441K 0.34%
40,668
+666
+2% +$7.35K
HYT icon
46
BlackRock Corporate High Yield Fund
HYT
$1.58B
$436K 0.33%
50,911
+416
+0.8% +$3.57K
BIT icon
47
BlackRock Multi-Sector Income Trust
BIT
$665M
$433K 0.33%
34,588
+622
+2% +$7.83K
META icon
48
Meta Platforms (Facebook)
META
$1.68T
$428K 0.33%
760
-42
-5% -$25.7K
EW icon
49
Edwards Lifesciences
EW
$49.2B
$426K 0.33%
4,709
-485
-9% -$40.6K
IBKR icon
50
Interactive Brokers
IBKR
$40.7B
$424K 0.32%
+4,870
New +$405K
1
2
3 4

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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.