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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
+6.16%
1 Year Est. Return
+20.75%
3 Year Est. Return
+46.29%
5 Year Est. Return
+51.32%
10 Year Est. Return
–
AUM
$92.9M
AUM Growth
-$11.5M
Cap. Flow
-$16.1M
Cap. Flow %
-17.33%
Top 10 Hldgs %
67.75%
Holding
67
New
17
Increased
18
Reduced
23
Closed
9

Top Buys

Rank Stock Value
1
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$8.69M
2
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$8.54M
3
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$2.95M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.19M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.13M

Top Sells

Rank Stock Value
1
FLTR icon
VanEck IG Floating Rate ETF
FLTR
+$44.6M
2
AMGN icon
Amgen
AMGN
+$555K
3
PANW icon
Palo Alto Networks
PANW
+$489K
4
MTB icon
M&T Bank
MTB
+$458K
5
EXPE icon
Expedia Group
EXPE
+$457K

Sector Composition

Rank Sector Weight
1 Technology 4.35%
2 Healthcare 2.89%
3 Communication Services 1.26%
4 Consumer Discretionary 1.07%
5 Real Estate 0.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
META icon
26
Meta Platforms (Facebook)
META
$1.42T
$691K 0.74%
936
+12
+1% +$7.42K
INTU icon
27
Intuit
INTU
$86.5B
$634K 0.68%
805
-18
-2% -$12.2K
HYLS icon
28
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
$1.61B
$580K 0.62%
13,866
-670
-5% -$27.6K
BKNG icon
29
Booking.com
BKNG
$149B
$533K 0.57%
2,300
-150
-6% -$30.7K
RF icon
30
Regions Financial
RF
$26.4B
$529K 0.57%
22,505
+1,809
+9% +$38.3K
PDI icon
31
PIMCO Dynamic Income Fund
PDI
$7.39B
$522K 0.56%
27,524
+432
+2% +$8.04K
SNPS icon
32
Synopsys
SNPS
$74.4B
$506K 0.54%
+986
New +$459K
INCY icon
33
Incyte
INCY
$24.2B
$505K 0.54%
7,410
+704
+10% +$44.6K
PGX icon
34
Invesco Preferred ETF
PGX
$3.81B
$491K 0.53%
44,135
+330
+0.8% +$3.64K
CRM icon
35
Salesforce
CRM
$151B
$485K 0.52%
1,779
+101
+6% +$27K
BIT icon
36
BlackRock Multi-Sector Income Trust
BIT
$698M
$484K 0.52%
33,133
-1,141
-3% -$16.1K
EA icon
37
Electronic Arts
EA
$53B
$481K 0.52%
3,009
-406
-12% -$60K
HYT icon
38
BlackRock Corporate High Yield Fund
HYT
$1.36B
$478K 0.51%
49,062
-2,278
-4% -$21.6K
JNJ icon
39
Johnson & Johnson
JNJ
$618B
$474K 0.51%
+3,105
New +$477K
ADBE icon
40
Adobe
ADBE
$99.5B
$471K 0.51%
+1,217
New +$469K
EW icon
41
Edwards Lifesciences
EW
$49.6B
$468K 0.5%
5,989
-524
-8% -$39.1K
EBAY icon
42
eBay
EBAY
$50.6B
$462K 0.5%
+6,210
New +$440K
PAYC icon
43
Paycom
PAYC
$7.64B
$451K 0.49%
1,949
-382
-16% -$90.6K
VICI icon
44
VICI Properties
VICI
$29B
$430K 0.46%
13,190
-3,555
-21% -$113K
WDAY icon
45
Workday
WDAY
$39.6B
$426K 0.46%
+1,773
New +$432K
ABBV icon
46
AbbVie
ABBV
$443B
$424K 0.46%
+2,284
New +$424K
MRK icon
47
Merck
MRK
$322B
$417K 0.45%
5,271
+691
+15% +$54.9K
CSGP icon
48
CoStar Group
CSGP
$11.7B
$413K 0.44%
+5,141
New +$400K
VRTX icon
49
Vertex Pharmaceuticals
VRTX
$121B
$398K 0.43%
893
-254
-22% -$117K
VCLT icon
50
Vanguard Long-Term Corporate Bond ETF
VCLT
$8.81B
$373K 0.4%
4,914
-150
-3% -$11.1K
1
2
3

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CIP
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Ramiah Investment Group's Q2 2025 Portfolio in Review

As of Q2 2025, Ramiah Investment Group held 67 positions worth $92.9M, down 11% from $104M the previous quarter. Its ten largest holdings account for 68% of the portfolio.

Ramiah Investment Group withdrew a net $16.1M in Q2 2025, closing 9 positions and reducing 23 holdings. Its most notable exit was VanEck IG Floating Rate ETF, an estimated $44.6M position sold in full.

By sector, the portfolio is most concentrated in Technology at 4.4% of assets, up from 1.9% a quarter earlier, followed by Healthcare and Communication Services.

Against the trend, Ramiah Investment Group opened a new position in iShares 0-3 Month Treasury Bond ETF worth $8.71M.

  • Ramiah Investment Group's largest Q2 2025 buy was iShares 0-3 Month Treasury Bond ETF: 86,481 shares worth $8.71M.
  • Ramiah Investment Group added most to State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2025, an estimated $8.54M increase.
  • Ramiah Investment Group's biggest Q2 2025 reduction was Vertex Pharmaceuticals, cutting an estimated $117K.
  • Ramiah Investment Group fully exited VanEck IG Floating Rate ETF in Q2 2025, selling an estimated $44.6M.
  • Ramiah Investment Group's ten largest holdings make up 68% of its $92.9M portfolio in Q2 2025.
  • Ramiah Investment Group opened 17 new positions and closed 9 in Q2 2025.
  • Ramiah Investment Group's portfolio value fell 11% quarter-over-quarter to $92.9M.

Based on Ramiah Investment Group's 13F filing for Q2 2025, filed 29 May 2026.