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RIG

Ramiah Investment Group Portfolio holdings

AUM $131M
1-Year Est. Return 20.75%
This Fund
S&P 500
This Quarter Est. Return
+20.48%
1 Year Est. Return
+20.75%
3 Year Est. Return
+46.29%
5 Year Est. Return
+51.32%
10 Year Est. Return
–
AUM
$131M
AUM Growth
+$116M
Cap. Flow
+$110M
Cap. Flow %
83.7%
Top 10 Hldgs %
61.66%
Holding
93
New
58
Increased
13
Reduced
8
Closed
14

Top Buys

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$20.4M
2
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$12.9M
3
VB icon
Vanguard Morningstar Small-Cap ETF
VB
+$9.28M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$9.03M
5
VOOV icon
Vanguard S&P 500 Value ETF
VOOV
+$5.99M

Top Sells

Rank Stock Value
1
CRM icon
Salesforce
CRM
+$586K
2
JNJ icon
Johnson & Johnson
JNJ
+$471K
3
VRTX icon
Vertex Pharmaceuticals
VRTX
+$433K
4
EA icon
Electronic Arts
EA
+$430K
5
EBAY icon
eBay
EBAY
+$418K

Sector Composition

Rank Sector Weight
1 Healthcare 2.85%
2 Technology 2.66%
3 Financials 1.39%
4 Communication Services 0.66%
5 Real Estate 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SGOV icon
26
iShares 0-3 Month Treasury Bond ETF
SGOV
$99.4B
$1.12M 0.86%
+11,142
New +$1.12M
VSGX icon
27
Vanguard ESG International Stock ETF
VSGX
$6.53B
$1.04M 0.79%
+12,615
New +$1M
BIV icon
28
Vanguard Intermediate-Term Bond ETF
BIV
$28.9B
$668K 0.51%
8,711
+45
+0.5% +$3.46K
DSL
29
DoubleLine Income Solutions Fund
DSL
$1.23B
$637K 0.49%
+57,562
New +$631K
HYLS icon
30
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
$1.61B
$606K 0.46%
+14,910
New +$610K
EWC icon
31
iShares MSCI Canada ETF
EWC
$6.17B
$596K 0.45%
+10,334
New +$598K
PDI icon
32
PIMCO Dynamic Income Fund
PDI
$7.44B
$556K 0.42%
+33,320
New +$566K
BSCR icon
33
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4.59B
$550K 0.42%
+28,015
New +$550K
MRK icon
34
Merck
MRK
$321B
$546K 0.42%
4,246
+422
+11% +$49.4K
BNDX icon
35
Vanguard Total International Bond ETF
BNDX
$82.1B
$539K 0.41%
+11,126
New +$535K
AMGN icon
36
Amgen
AMGN
$209B
$527K 0.4%
+1,454
New +$498K
GS icon
37
Goldman Sachs
GS
$302B
$521K 0.4%
+515
New +$502K
AAPL icon
38
Apple
AAPL
$4.9T
$520K 0.4%
1,798
+207
+13% +$59.2K
ABBV icon
39
AbbVie
ABBV
$455B
$469K 0.36%
1,865
-103
-5% -$22.2K
NVDA icon
40
NVIDIA
NVDA
$4.72T
$469K 0.36%
2,342
-73
-3% -$15K
VCLT icon
41
Vanguard Long-Term Corporate Bond ETF
VCLT
$8.83B
$466K 0.36%
6,189
-77
-1% -$5.77K
JPM icon
42
JPMorgan Chase
JPM
$933B
$462K 0.35%
+1,411
New +$438K
BIIB icon
43
Biogen
BIIB
$30.7B
$450K 0.34%
+2,085
New +$399K
BKT icon
44
BlackRock Income Trust
BKT
$331M
$446K 0.34%
+41,602
New +$440K
PGX icon
45
Invesco Preferred ETF
PGX
$3.81B
$441K 0.34%
+40,668
New +$449K
HYT icon
46
BlackRock Corporate High Yield Fund
HYT
$1.36B
$436K 0.33%
+50,911
New +$437K
BIT icon
47
BlackRock Multi-Sector Income Trust
BIT
$696M
$433K 0.33%
+34,588
New +$436K
META icon
48
Meta Platforms (Facebook)
META
$1.37T
$428K 0.33%
760
-42
-5% -$25.7K
EW icon
49
Edwards Lifesciences
EW
$50B
$426K 0.33%
4,709
-485
-9% -$40.6K
IBKR icon
50
Interactive Brokers
IBKR
$40.3B
$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 93 positions worth $131M, up 775% from $15M the previous quarter. Its ten largest holdings account for 62% of the portfolio.

Ramiah Investment Group deployed $110M of net new capital in Q2 2026, opening 58 new positions and adding to 13 existing holdings. Its largest new stake was Vanguard Morningstar Total Stock Market ETF: 36,185 shares worth $13.4M.

By sector, the portfolio is most concentrated in Healthcare at 2.9% of assets, down from 20% a quarter earlier, followed by Technology and Financials.

On the sell side, the largest reduction was Microsoft, an estimated $304K trimmed.

  • Ramiah Investment Group's largest Q2 2026 buy was Vanguard Morningstar Total Stock Market ETF: 36,185 shares worth $13.4M.
  • 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 Microsoft, cutting an estimated $304K.
  • Ramiah Investment Group fully exited Salesforce in Q2 2026, selling an estimated $586K.
  • Ramiah Investment Group's ten largest holdings make up 62% of its $131M portfolio in Q2 2026.
  • Ramiah Investment Group opened 58 new positions and closed 14 in Q2 2026.
  • Ramiah Investment Group's portfolio value rose 775% quarter-over-quarter to $131M.

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