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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
+6.01%
1 Year Est. Return
+20.75%
3 Year Est. Return
+46.29%
5 Year Est. Return
+51.32%
10 Year Est. Return
–
AUM
$113M
AUM Growth
+$20M
Cap. Flow
+$14.8M
Cap. Flow %
13.14%
Top 10 Hldgs %
62.91%
Holding
61
New
3
Increased
37
Reduced
20
Closed
1

Top Buys

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$7.48M
2
QQQ icon
Invesco QQQ Trust
QQQ
+$2.79M
3
EFA icon
iShares MSCI EAFE ETF
EFA
+$2.47M
4
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$2.32M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.3M

Top Sells

Rank Stock Value
1
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$7.68M
2
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$7.37M
3
MHI
Pioneer Municipal High Income Fund
MHI
+$112K
4
META icon
Meta Platforms (Facebook)
META
+$106K
5
INTU icon
Intuit
INTU
+$79.3K

Sector Composition

Rank Sector Weight
1 Technology 3.42%
2 Healthcare 2.67%
3 Communication Services 1.07%
4 Consumer Discretionary 0.89%
5 Real Estate 0.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MSFT icon
26
Microsoft
MSFT
$3.62T
$685K 0.61%
1,322
-138
-9% -$70.4K
DSL
27
DoubleLine Income Solutions Fund
DSL
$1.22B
$684K 0.61%
55,684
-1,464
-3% -$18K
EA icon
28
Electronic Arts
EA
$53B
$621K 0.55%
3,080
+71
+2% +$11.8K
HYLS icon
29
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
$1.63B
$610K 0.54%
14,509
+643
+5% +$27K
JNJ icon
30
Johnson & Johnson
JNJ
$613B
$604K 0.53%
3,257
+152
+5% +$26K
META icon
31
Meta Platforms (Facebook)
META
$1.5T
$582K 0.52%
793
-143
-15% -$106K
CRM icon
32
Salesforce
CRM
$152B
$570K 0.51%
2,407
+628
+35% +$158K
INCY icon
33
Incyte
INCY
$24B
$553K 0.49%
6,515
-895
-12% -$70.7K
ABBV icon
34
AbbVie
ABBV
$433B
$544K 0.48%
2,351
+67
+3% +$13.6K
EBAY icon
35
eBay
EBAY
$47.6B
$528K 0.47%
5,805
-405
-7% -$35.8K
RF icon
36
Regions Financial
RF
$26.9B
$521K 0.46%
19,773
-2,732
-12% -$71K
PDI icon
37
PIMCO Dynamic Income Fund
PDI
$7.35B
$520K 0.46%
26,266
-1,258
-5% -$24.4K
PGX icon
38
Invesco Preferred ETF
PGX
$3.8B
$492K 0.44%
42,415
-1,720
-4% -$19.7K
BKNG icon
39
Booking.com
BKNG
$149B
$481K 0.43%
2,225
-75
-3% -$16.7K
HYT icon
40
BlackRock Corporate High Yield Fund
HYT
$1.36B
$477K 0.42%
50,248
+1,186
+2% +$11.4K
INTU icon
41
Intuit
INTU
$87.1B
$475K 0.42%
695
-110
-14% -$79.3K
WDAY icon
42
Workday
WDAY
$40.8B
$471K 0.42%
1,955
+182
+10% +$42.1K
EW icon
43
Edwards Lifesciences
EW
$51.1B
$467K 0.41%
6,009
+20
+0.3% +$1.56K
BIT icon
44
BlackRock Multi-Sector Income Trust
BIT
$698M
$464K 0.41%
34,674
+1,541
+5% +$21.8K
MRK icon
45
Merck
MRK
$316B
$463K 0.41%
5,517
+246
+5% +$20.3K
ADBE icon
46
Adobe
ADBE
$99.9B
$453K 0.4%
1,285
+68
+6% +$24.4K
CSGP icon
47
CoStar Group
CSGP
$12.2B
$452K 0.4%
5,357
+216
+4% +$19.1K
VICI icon
48
VICI Properties
VICI
$29.2B
$449K 0.4%
13,759
+569
+4% +$18.8K
PAYC icon
49
Paycom
PAYC
$7.86B
$419K 0.37%
2,015
+66
+3% +$14.9K
SNPS icon
50
Synopsys
SNPS
$75.1B
$419K 0.37%
850
-136
-14% -$76.9K
1
2
3

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Ramiah Investment Group's Q3 2025 Portfolio in Review

As of Q3 2025, Ramiah Investment Group held 61 positions worth $113M, up 22% from $92.9M the previous quarter. Its ten largest holdings account for 63% of the portfolio.

Ramiah Investment Group deployed $14.8M of net new capital in Q3 2025, opening 3 new positions and adding to 37 existing holdings. Its largest new stake was Vanguard ESG International Stock ETF: 10,405 shares worth $722K.

By sector, the portfolio is most concentrated in Technology at 3.4% of assets, down from 4.4% a quarter earlier, followed by Healthcare and Communication Services.

On the sell side, the largest reduction was State Street SPDR Bloomberg 1-3 Month T-Bill ETF, an estimated $7.68M trimmed.

  • Ramiah Investment Group's largest Q3 2025 buy was Vanguard ESG International Stock ETF: 10,405 shares worth $722K.
  • Ramiah Investment Group added most to State Street SPDR S&P 500 ETF Trust in Q3 2025, an estimated $7.48M increase.
  • Ramiah Investment Group's biggest Q3 2025 reduction was State Street SPDR Bloomberg 1-3 Month T-Bill ETF, cutting an estimated $7.68M.
  • Ramiah Investment Group fully exited Pioneer Municipal High Income Fund in Q3 2025, selling an estimated $112K.
  • Ramiah Investment Group's ten largest holdings make up 63% of its $113M portfolio in Q3 2025.
  • Ramiah Investment Group opened 3 new positions and closed 1 in Q3 2025.
  • Ramiah Investment Group's portfolio value rose 22% quarter-over-quarter to $113M.

Based on Ramiah Investment Group's 13F filing for Q3 2025, filed 23 Oct 2025.