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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
(+2.1%)
Cap. Flow
+$991K
Cap. Flow
% of AUM
0.86%
Top 10 Holdings %
Top 10 Hldgs %
62.71%
Holding
73
New
13
Increased
27
Reduced
28
Closed
4
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares ESG Aware MSCI USA ETF
ESGU
|
+$1.83M |
| 2 |
Vanguard Total International Bond ETF
BNDX
|
+$567K |
| 3 |
Vanguard Morningstar Total Stock Market ETF
VTI
|
+$560K |
| 4 |
Vanguard Morningstar Small-Cap ETF
VB
|
+$533K |
| 5 |
BlackRock Income Trust
BKT
|
+$460K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$2.43M |
| 2 |
iShares ESG Advanced MSCI USA ETF
USXF
|
+$1.44M |
| 3 |
iShares MSCI Emerging Markets ETF
EEM
|
+$483K |
| 4 |
iShares S&P 500 Growth ETF
IVW
|
+$423K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
51
Synopsys
SNPS
$77B
| $427K | 0.37% |
909
+59
| +7% | +$26.2K |
|
52
NVIDIA
NVDA
$5.29T
| $408K | 0.35% |
2,188
+204
| +10% | +$38K |
|
53
Apple
AAPL
$4.53T
| $403K | 0.35% |
+1,483
| New | +$398K |
|
54
Workday
WDAY
$42.5B
| $403K | 0.35% |
1,877
-78
| -4% | -$17.7K |
|
55
VICI Properties
VICI
$29.2B
| $402K | 0.35% |
14,283
+524
| +4% | +$15.6K |
|
56
CoStar Group
CSGP
$12.2B
| $367K | 0.32% |
5,462
+105
| +2% | +$7.44K |
|
57
Vanguard Long-Term Treasury ETF
VGLT
$10.1B
| $349K | 0.3% |
6,251
-293
| -4% | -$16.7K |
|
58
Paycom
PAYC
$8.18B
| $338K | 0.29% |
2,120
+105
| +5% | +$18.6K |
|
59
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.92B
| $329K | 0.29% |
7,161
+1,393
| +24% | +$63.5K |
|
60
BlackRock Core Bond Trust
BHK
$649M
| $249K | 0.22% |
25,972
-304
| -1% | -$2.95K |
|
61
Bristol-Myers Squibb
BMY
$130B
| $227K | 0.2% |
+4,210
| New | +$203K |
|
62
Alphabet (Google) Class A
GOOGL
$4.67T
| $216K | 0.19% |
+689
| New | +$197K |
|
63
Western Digital
WDC
$189B
| $213K | 0.19% |
+1,239
| New | +$188K |
|
64
Lam Research
LRCX
$383B
| $207K | 0.18% |
+1,211
| New | +$188K |
|
65
MPLX
MPLX
$60.9B
| $206K | 0.18% |
+3,867
| New | +$202K |
|
66
Altria Group
MO
$113B
| $202K | 0.17% |
+3,496
| New | +$211K |
|
67
Nuveen Municipal Value Fund
NUV
$1.91B
| $115K | 0.1% |
+12,730
| New | +$115K |
|
68
BlackRock MuniAssets Fund
MUA
$514M
| $108K | 0.09% |
+10,052
| New | +$109K |
|
69
Nuveen Municipal High Income Opportunity Fund
NMZ
$2.19B
| $106K | 0.09% |
+10,451
| New | +$110K |
|
|
EIM
70
Eaton Vance Municipal Bond Fund
EIM
$493M
| – | – |
-10,057
| Closed | -$100K |
|
71
JetBlue
JBLU
$2.41B
| – | – |
-30,911
| Closed | -$152K |
|
|
72
iShares ESG Advanced MSCI USA ETF
USXF
$1.47B
| – | – |
-25,205
| Closed | -$1.44M |
|
73
Visa
V
$688B
| – | – |
-722
| Closed | -$246K |
|
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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.