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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
+1.5%
1 Year Est. Return
+20.75%
3 Year Est. Return
+46.29%
5 Year Est. Return
+51.32%
10 Year Est. Return
–
AUM
$115M
AUM Growth
+$2.36M
Cap. Flow
+$991K
Cap. Flow %
0.86%
Top 10 Hldgs %
62.71%
Holding
73
New
13
Increased
27
Reduced
28
Closed
4

Top Buys

Rank Stock Value
1
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$1.83M
2
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$567K
3
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$560K
4
VB icon
Vanguard Morningstar Small-Cap ETF
VB
+$533K
5
BKT icon
BlackRock Income Trust
BKT
+$460K

Top Sells

Rank Stock Value
1
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$2.43M
2
USXF icon
iShares ESG Advanced MSCI USA ETF
USXF
+$1.44M
3
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$483K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$423K
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$400K

Sector Composition

Rank Sector Weight
1 Technology 4.07%
2 Healthcare 2.9%
3 Communication Services 1.06%
4 Consumer Discretionary 0.8%
5 Real Estate 0.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EWC icon
26
iShares MSCI Canada ETF
EWC
$6.16B
$671K 0.58%
12,449
-1,944
-14% -$101K
DSL
27
DoubleLine Income Solutions Fund
DSL
$1.22B
$669K 0.58%
59,344
+3,660
+7% +$42.3K
ADBE icon
28
Adobe
ADBE
$99.9B
$649K 0.56%
1,854
+569
+44% +$194K
HYLS icon
29
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
$1.63B
$645K 0.56%
15,411
+902
+6% +$37.7K
JNJ icon
30
Johnson & Johnson
JNJ
$613B
$607K 0.53%
2,935
-322
-10% -$63.7K
BSCR icon
31
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4.59B
$582K 0.5%
29,477
+12,748
+76% +$252K
PDI icon
32
PIMCO Dynamic Income Fund
PDI
$7.35B
$574K 0.5%
32,417
+6,151
+23% +$113K
BNDX icon
33
Vanguard Total International Bond ETF
BNDX
$82B
$555K 0.48%
+11,489
New +$567K
INCY icon
34
Incyte
INCY
$24B
$541K 0.47%
5,474
-1,041
-16% -$101K
RF icon
35
Regions Financial
RF
$26.9B
$539K 0.47%
19,881
+108
+0.5% +$2.76K
MRK icon
36
Merck
MRK
$316B
$538K 0.47%
5,111
-406
-7% -$38.1K
EA icon
37
Electronic Arts
EA
$53B
$505K 0.44%
2,471
-609
-20% -$123K
CRM icon
38
Salesforce
CRM
$152B
$500K 0.43%
1,888
-519
-22% -$129K
META icon
39
Meta Platforms (Facebook)
META
$1.5T
$497K 0.43%
753
-40
-5% -$26.7K
EW icon
40
Edwards Lifesciences
EW
$51.1B
$497K 0.43%
5,830
-179
-3% -$14.7K
VCLT icon
41
Vanguard Long-Term Corporate Bond ETF
VCLT
$8.81B
$489K 0.42%
6,442
+1,649
+34% +$127K
BKNG icon
42
Booking.com
BKNG
$149B
$477K 0.41%
2,225
– –
VRTX icon
43
Vertex Pharmaceuticals
VRTX
$119B
$473K 0.41%
1,044
+74
+8% +$31.9K
PGX icon
44
Invesco Preferred ETF
PGX
$3.8B
$467K 0.41%
41,588
-827
-2% -$9.43K
ABBV icon
45
AbbVie
ABBV
$433B
$464K 0.4%
2,031
-320
-14% -$72.9K
BKT icon
46
BlackRock Income Trust
BKT
$334M
$457K 0.4%
+41,364
New +$460K
INTU icon
47
Intuit
INTU
$87.1B
$454K 0.39%
686
-9
-1% -$5.95K
BIT icon
48
BlackRock Multi-Sector Income Trust
BIT
$698M
$453K 0.39%
34,650
-24
-0.1% -$317
EBAY icon
49
eBay
EBAY
$47.6B
$447K 0.39%
5,127
-678
-12% -$58.7K
HYT icon
50
BlackRock Corporate High Yield Fund
HYT
$1.36B
$432K 0.37%
48,496
-1,752
-3% -$16.4K
1
2
3

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Ramiah Investment Group's Q4 2025 Portfolio in Review

As of Q4 2025, Ramiah Investment Group held 73 positions worth $115M, up 2.1% from $113M the previous quarter. Its ten largest holdings account for 63% of the portfolio.

Ramiah Investment Group's Q4 2025 filing shows 13 new, 27 increased, 28 reduced and 4 closed positions. Its largest new stake was iShares ESG Aware MSCI USA ETF: 12,365 shares worth $1.84M. The largest sale was State Street SPDR Bloomberg 1-3 Month T-Bill ETF, an estimated $2.43M.

By sector, the portfolio is most concentrated in Technology at 4.1% of assets, up from 3.4% a quarter earlier, followed by Healthcare and Communication Services.

  • Ramiah Investment Group's largest Q4 2025 buy was iShares ESG Aware MSCI USA ETF: 12,365 shares worth $1.84M.
  • Ramiah Investment Group added most to Vanguard Morningstar Total Stock Market ETF in Q4 2025, an estimated $560K increase.
  • Ramiah Investment Group's biggest Q4 2025 reduction was State Street SPDR Bloomberg 1-3 Month T-Bill ETF, cutting an estimated $2.43M.
  • Ramiah Investment Group fully exited iShares ESG Advanced MSCI USA ETF in Q4 2025, selling an estimated $1.44M.
  • Ramiah Investment Group's ten largest holdings make up 63% of its $115M portfolio in Q4 2025.
  • Ramiah Investment Group opened 13 new positions and closed 4 in Q4 2025.
  • Ramiah Investment Group's portfolio value rose 2.1% quarter-over-quarter to $115M.

Based on Ramiah Investment Group's 13F filing for Q4 2025, filed 28 Jan 2026.