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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
+20.48%
1 Year Est. Return
+20.75%
3 Year Est. Return
+46.29%
5 Year Est. Return
+51.32%
10 Year Est. Return
–
AUM
$131M
AUM Growth
+$116M
(+775%)
Cap. Flow
+$110M
Cap. Flow
% of AUM
83.7%
Top 10 Holdings %
Top 10 Hldgs %
61.66%
Holding
93
New
58
Increased
13
Reduced
8
Closed
14
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$20.4M |
| 2 |
Vanguard Morningstar Total Stock Market ETF
VTI
|
+$12.9M |
| 3 |
Vanguard Morningstar Small-Cap ETF
VB
|
+$9.28M |
| 4 |
Invesco QQQ Trust
QQQ
|
+$9.03M |
| 5 |
Vanguard S&P 500 Value ETF
VOOV
|
+$5.99M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Salesforce
CRM
|
+$586K |
| 2 |
Johnson & Johnson
JNJ
|
+$471K |
| 3 |
Vertex Pharmaceuticals
VRTX
|
+$433K |
| 4 |
Electronic Arts
EA
|
+$430K |
| 5 |
eBay
EBAY
|
+$418K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 2.85% |
| 2 | Technology | 2.66% |
| 3 | Financials | 1.39% |
| 4 | Communication Services | 0.66% |
| 5 | Real Estate | 0.46% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Micron Technology
MU
$988B
| $420K | 0.32% |
+364
| New | +$273K |
|
52
Regions Financial
RF
$26.3B
| $417K | 0.32% |
+13,803
| New | +$387K |
|
|
SNDK
53
Sandisk
SNDK
$190B
| $407K | 0.31% |
+179
| New | +$256K |
|
54
Global Payments
GPN
$23.8B
| $395K | 0.3% |
+5,449
| New | +$375K |
|
55
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.83B
| $380K | 0.29% |
6,800
+670
| +11% | +$34.8K |
|
56
Gilead Sciences
GILD
$163B
| $380K | 0.29% |
+3,004
| New | +$396K |
|
57
UnitedHealth
UNH
$383B
| $367K | 0.28% |
+884
| New | +$328K |
|
58
Marvell Technology
MRVL
$165B
| $365K | 0.28% |
+1,226
| New | +$246K |
|
59
VICI Properties
VICI
$29B
| $361K | 0.28% |
+13,615
| New | +$381K |
|
60
Regeneron Pharmaceuticals
REGN
$77.4B
| $348K | 0.27% |
+558
| New | +$380K |
|
61
Vanguard Long-Term Treasury ETF
VGLT
$10.1B
| $333K | 0.25% |
6,042
+70
| +1% | +$3.84K |
|
62
Western Digital
WDC
$184B
| $310K | 0.24% |
+486
| New | +$236K |
|
63
Intel
INTC
$460B
| $298K | 0.23% |
+2,134
| New | +$216K |
|
64
Microsoft
MSFT
$3.35T
| $259K | 0.2% |
694
-751
| -52% | -$304K |
|
65
SLB Ltd
SLB
$72.6B
| $247K | 0.19% |
+5,304
| New | +$284K |
|
66
Alphabet (Google) Class A
GOOGL
$4.08T
| $246K | 0.19% |
+689
| New | +$248K |
|
67
Lamar Advertising Co
LAMR
$16.3B
| $246K | 0.19% |
+1,574
| New | +$228K |
|
68
BlackRock Core Bond Trust
BHK
$648M
| $238K | 0.18% |
+25,963
| New | +$236K |
|
69
Nuveen ESG Large-Cap Growth ETF
NULG
$2.67B
| $227K | 0.17% |
+1,941
| New | +$208K |
|
70
Arista Networks
ANET
$215B
| $227K | 0.17% |
+1,335
| New | +$210K |
|
71
Bristol-Myers Squibb
BMY
$132B
| $223K | 0.17% |
3,867
-141
| -4% | -$8.1K |
|
72
Altria Group
MO
$113B
| $222K | 0.17% |
3,091
-504
| -14% | -$35.2K |
|
73
Shopify
SHOP
$159B
| $214K | 0.16% |
+1,875
| New | +$214K |
|
74
TechnipFMC
FTI
$27.5B
| $205K | 0.16% |
+3,087
| New | +$219K |
|
75
Vodafone
VOD
$37.2B
| $190K | 0.15% |
+14,383
| New | +$218K |
|
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Ramiah Investment Group's Q2 2026 Portfolio in Review
As of Q2 2026, Ramiah Investment Group held 93 positions worth $131M, up 775% from $15M the previous quarter. Its ten largest holdings account for 62% of the portfolio.
Ramiah Investment Group deployed $110M of net new capital in Q2 2026, opening 58 new positions and adding to 13 existing holdings. Its largest new stake was Vanguard Morningstar Total Stock Market ETF: 36,185 shares worth $13.4M.
By sector, the portfolio is most concentrated in Healthcare at 2.9% of assets, down from 20% a quarter earlier, followed by Technology and Financials.
On the sell side, the largest reduction was Microsoft, an estimated $304K trimmed.
- Ramiah Investment Group's largest Q2 2026 buy was Vanguard Morningstar Total Stock Market ETF: 36,185 shares worth $13.4M.
- 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 Microsoft, cutting an estimated $304K.
- Ramiah Investment Group fully exited Salesforce in Q2 2026, selling an estimated $586K.
- Ramiah Investment Group's ten largest holdings make up 62% of its $131M portfolio in Q2 2026.
- Ramiah Investment Group opened 58 new positions and closed 14 in Q2 2026.
- Ramiah Investment Group's portfolio value rose 775% quarter-over-quarter to $131M.
Based on Ramiah Investment Group's 13F filing for Q2 2026, filed 16 Jul 2026.