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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
-6.85%
1 Year Est. Return
+20.75%
3 Year Est. Return
+46.29%
5 Year Est. Return
+51.32%
10 Year Est. Return
–
AUM
$15M
AUM Growth
-$100M
Cap. Flow
-$99M
Cap. Flow %
-661.29%
Top 10 Hldgs %
44.54%
Holding
70
New
1
Increased
12
Reduced
22
Closed
35

Top Buys

Rank Stock Value
1
CRM icon
Salesforce
CRM
+$259K
2
EXEL icon
Exelixis
EXEL
+$225K
3
PAYC icon
Paycom
PAYC
+$106K
4
CSGP icon
CoStar Group
CSGP
+$91.4K
5
INTU icon
Intuit
INTU
+$79.2K

Top Sells

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$21.3M
2
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$10.7M
3
QQQ icon
Invesco QQQ Trust
QQQ
+$7.97M
4
VB icon
Vanguard Morningstar Small-Cap ETF
VB
+$7.83M
5
VOOV icon
Vanguard S&P 500 Value ETF
VOOV
+$5.03M

Sector Composition

Rank Sector Weight
1 Technology 24.66%
2 Healthcare 20.44%
3 Communication Services 5.94%
4 Consumer Discretionary 5.13%
5 Real Estate 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VGLT icon
26
Vanguard Long-Term Treasury ETF
VGLT
$10B
$331K 2.21%
5,972
-279
-4% -$15.7K
WDAY icon
27
Workday
WDAY
$39.6B
$306K 2.04%
2,356
+479
+26% +$76K
CSGP icon
28
CoStar Group
CSGP
$11.7B
$291K 1.94%
7,217
+1,755
+32% +$91.4K
ESML icon
29
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.86B
$288K 1.93%
6,130
-1,031
-14% -$50K
BMY icon
30
Bristol-Myers Squibb
BMY
$133B
$243K 1.62%
4,008
-202
-5% -$11.8K
MO icon
31
Altria Group
MO
$114B
$237K 1.58%
3,595
+99
+3% +$6.37K
EXEL icon
32
Exelixis
EXEL
$13.3B
$225K 1.5%
+5,238
New +$225K
NMZ icon
33
Nuveen Municipal High Income Opportunity Fund
NMZ
$2.19B
$114K 0.76%
11,028
+577
+6% +$6.03K
MUA icon
34
BlackRock MuniAssets Fund
MUA
$509M
$113K 0.75%
10,623
+571
+6% +$6.23K
NUV icon
35
Nuveen Municipal Value Fund
NUV
$1.92B
$112K 0.75%
12,477
-253
-2% -$2.31K
BCI icon
36
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
BCI
$2.94B
– –
-69,094
Closed -$1.35M
BHK icon
37
BlackRock Core Bond Trust
BHK
$643M
– –
-25,972
Closed -$249K
BIL icon
38
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.9B
– –
-14,604
Closed -$1.33M
BIT icon
39
BlackRock Multi-Sector Income Trust
BIT
$698M
– –
-34,650
Closed -$453K
BKT icon
40
BlackRock Income Trust
BKT
$330M
– –
-41,364
Closed -$457K
BND icon
41
Vanguard Total Bond Market
BND
$157B
– –
-47,745
Closed -$3.54M
BNDX icon
42
Vanguard Total International Bond ETF
BNDX
$82B
– –
-11,489
Closed -$555K
BOND icon
43
PIMCO Active Bond Exchange-Traded Fund
BOND
$8.43B
– –
-12,792
Closed -$1.19M
BSCR icon
44
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4.59B
– –
-29,477
Closed -$582K
DSL
45
DoubleLine Income Solutions Fund
DSL
$1.22B
– –
-59,344
Closed -$669K
EEM icon
46
iShares MSCI Emerging Markets ETF
EEM
$28.9B
– –
-57,392
Closed -$3.14M
EFA icon
47
iShares MSCI EAFE ETF
EFA
$78.4B
– –
-36,404
Closed -$3.5M
ESGU icon
48
iShares ESG Aware MSCI USA ETF
ESGU
$18B
– –
-12,365
Closed -$1.84M
EWC icon
49
iShares MSCI Canada ETF
EWC
$6.16B
– –
-12,449
Closed -$671K
GOOGL icon
50
Alphabet (Google) Class A
GOOGL
$4.36T
– –
-689
Closed -$216K
1
2
3

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Ramiah Investment Group's Q1 2026 Portfolio in Review

As of Q1 2026, Ramiah Investment Group held 70 positions worth $15M, down 87% from $115M the previous quarter. Its ten largest holdings account for 45% of the portfolio.

Ramiah Investment Group withdrew a net $99M in Q1 2026, closing 35 positions and reducing 22 holdings. Its most notable exit was Vanguard Morningstar Total Stock Market ETF, an estimated $10.7M position sold in full.

By sector, the portfolio is most concentrated in Technology at 25% of assets, up from 4.1% a quarter earlier, followed by Healthcare and Communication Services.

Against the trend, Ramiah Investment Group opened a new position in Exelixis worth $225K.

  • Ramiah Investment Group's largest Q1 2026 buy was Exelixis: 5,238 shares worth $225K.
  • Ramiah Investment Group added most to Salesforce in Q1 2026, an estimated $259K increase.
  • Ramiah Investment Group's biggest Q1 2026 reduction was State Street SPDR S&P 500 ETF Trust, cutting an estimated $21.3M.
  • Ramiah Investment Group fully exited Vanguard Morningstar Total Stock Market ETF in Q1 2026, selling an estimated $10.7M.
  • Ramiah Investment Group's ten largest holdings make up 45% of its $15M portfolio in Q1 2026.
  • Ramiah Investment Group opened 1 new position and closed 35 in Q1 2026.
  • Ramiah Investment Group's portfolio value fell 87% quarter-over-quarter to $15M.

Based on Ramiah Investment Group's 13F filing for Q1 2026, filed 21 Apr 2026.