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RIG

Ramiah Investment Group Portfolio holdings

AUM $131M
1-Year Est. Return 28.22%
This Fund
S&P 500
This Quarter Est. Return
+20.48%
1 Year Est. Return
+28.22%
3 Year Est. Return
+55.34%
5 Year Est. Return
+64.47%
10 Year Est. Return
–
AUM
$131M
AUM Growth
+$16.6M
Cap. Flow
+$6.76M
Cap. Flow %
5.16%
Top 10 Hldgs %
61.66%
Holding
95
New
28
Increased
36
Reduced
15
Closed
16

Top Buys

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$20.4M
2
QQQ icon
Invesco QQQ Trust
QQQ
+$9.03M
3
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.15M
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$2.14M
5
SPHB icon
Invesco S&P 500 High Beta ETF
SPHB
+$1.92M

Top Sells

Rank Stock Value
1
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$21M
2
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$14.5M
3
QQQE icon
Direxion NASDAQ-100 Equal Weighted Index ETF
QQQE
+$6.41M
4
CRM icon
Salesforce
CRM
+$586K
5
JNJ icon
Johnson & Johnson
JNJ
+$471K

Sector Composition

Rank Sector Weight
1 Miscellaneous 91.15%
2 Healthcare 2.85%
3 Technology 2.66%
4 Financials 1.39%
5 Communication Services 0.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MU icon
51
Micron Technology
MU
$1.04T
$420K 0.32%
+364
New +$273K
RF icon
52
Regions Financial
RF
$25.7B
$417K 0.32%
13,803
-1,012
-7% -$28.4K
SNDK
53
Sandisk
SNDK
$226B
$407K 0.31%
+179
New +$256K
GPN icon
54
Global Payments
GPN
$23.9B
$395K 0.3%
+5,449
New +$375K
ESML icon
55
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.82B
$380K 0.29%
6,800
+670
+11% +$34.8K
GILD icon
56
Gilead Sciences
GILD
$181B
$380K 0.29%
+3,004
New +$396K
UNH icon
57
UnitedHealth
UNH
$346B
$367K 0.28%
+884
New +$328K
MRVL icon
58
Marvell Technology
MRVL
$199B
$365K 0.28%
+1,226
New +$246K
VICI icon
59
VICI Properties
VICI
$27.6B
$361K 0.28%
13,615
-1,401
-9% -$39.3K
REGN icon
60
Regeneron Pharmaceuticals
REGN
$81.5B
$348K 0.27%
+558
New +$380K
VGLT icon
61
Vanguard Long-Term Treasury ETF
VGLT
$10.4B
$333K 0.25%
6,042
+70
+1% +$3.84K
WDC icon
62
Western Digital
WDC
$154B
$310K 0.24%
+486
New +$236K
INTC icon
63
Intel
INTC
$518B
$298K 0.23%
+2,134
New +$216K
MSFT icon
64
Microsoft
MSFT
$3.75T
$259K 0.2%
694
-751
-52% -$304K
SLB icon
65
SLB Ltd
SLB
$80.1B
$247K 0.19%
+5,304
New +$284K
GOOGL icon
66
Alphabet (Google) Class A
GOOGL
$4.23T
$246K 0.19%
+689
New +$248K
LAMR icon
67
Lamar Advertising Co
LAMR
$15.1B
$246K 0.19%
+1,574
New +$228K
BHK icon
68
BlackRock Core Bond Trust
BHK
$630M
$238K 0.18%
25,963
+683
+3% +$6.2K
NULG icon
69
Nuveen ESG Large-Cap Growth ETF
NULG
$2.94B
$227K 0.17%
+1,941
New +$208K
ANET icon
70
Arista Networks
ANET
$238B
$227K 0.17%
+1,335
New +$210K
BMY icon
71
Bristol-Myers Squibb
BMY
$131B
$223K 0.17%
3,867
-141
-4% -$8.1K
MO icon
72
Altria Group
MO
$118B
$222K 0.17%
3,091
-504
-14% -$35.2K
SHOP icon
73
Shopify
SHOP
$172B
$214K 0.16%
+1,875
New +$214K
FTI icon
74
TechnipFMC
FTI
$28.9B
$205K 0.16%
+3,087
New +$219K
VOD icon
75
Vodafone
VOD
$40.7B
$190K 0.15%
+14,383
New +$218K
1 2
3
4

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EWA
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ACM
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CAM
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FWA
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MWVC
Morgens Waterfall Vintiadis & Co New York $131M AUM 101.21% 1-Year Est. Return
PCOTEOTHU
Provident Company of the Employees of the Hebrew University Jerusalem, Israel $131M AUM 66.95% 1-Year Est. Return

Ramiah Investment Group's Q2 2026 Portfolio in Review

As of Q2 2026, Ramiah Investment Group held 95 positions worth $131M, up 14% from $114M the previous quarter. Its ten largest holdings account for 62% of the portfolio.

Ramiah Investment Group deployed $6.76M of net new capital in Q2 2026, opening 28 new positions and adding to 36 existing holdings. Its largest new stake was Invesco S&P 500 High Beta ETF: 13,747 shares worth $2.14M.

By sector, the portfolio is most concentrated in Miscellaneous at 91% of assets, down from 91% a quarter earlier, followed by Healthcare and Technology.

On the sell side, the largest reduction was State Street SPDR Bloomberg 1-3 Month T-Bill ETF, an estimated $21M trimmed.

  • Ramiah Investment Group's largest Q2 2026 buy was Invesco S&P 500 High Beta ETF: 13,747 shares worth $2.14M.
  • 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 State Street SPDR Bloomberg 1-3 Month T-Bill ETF, cutting an estimated $21M.
  • Ramiah Investment Group fully exited Invesco S&P 500 Equal Weight ETF in Q2 2026, selling an estimated $14.5M.
  • Ramiah Investment Group's ten largest holdings make up 62% of its $131M portfolio in Q2 2026.
  • Ramiah Investment Group opened 28 new positions and closed 16 in Q2 2026.
  • Ramiah Investment Group's portfolio value rose 14% quarter-over-quarter to $131M.

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