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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
HYG icon
51
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$16.6B
– –
-25,213
Closed -$2.03M
HYLS icon
52
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
$1.63B
– –
-15,411
Closed -$645K
HYT icon
53
BlackRock Corporate High Yield Fund
HYT
$1.37B
– –
-48,496
Closed -$432K
LRCX icon
54
Lam Research
LRCX
$385B
– –
-1,211
Closed -$207K
MPLX icon
55
MPLX
MPLX
$60.1B
– –
-3,867
Closed -$206K
PDI icon
56
PIMCO Dynamic Income Fund
PDI
$7.39B
– –
-32,417
Closed -$574K
PGX icon
57
Invesco Preferred ETF
PGX
$3.8B
– –
-41,588
Closed -$467K
RF icon
58
Regions Financial
RF
$27.2B
– –
-19,881
Closed -$539K
SCHH icon
59
Schwab US REIT ETF
SCHH
$11.4B
– –
-95,490
Closed -$1.99M
SGOV icon
60
iShares 0-3 Month Treasury Bond ETF
SGOV
$100B
– –
-12,790
Closed -$1.28M
VB icon
61
Vanguard Morningstar Small-Cap ETF
VB
$81.7B
– –
-30,355
Closed -$7.83M
VCIT icon
62
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.4B
– –
-25,276
Closed -$2.12M
VCSH icon
63
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.7B
– –
-18,995
Closed -$1.51M
VEU icon
64
Vanguard FTSE All-World ex-US ETF
VEU
$68B
– –
-61,007
Closed -$4.49M
VGIT icon
65
Vanguard Intermediate-Term Treasury ETF
VGIT
$41.7B
– –
-20,572
Closed -$1.23M
VICI icon
66
VICI Properties
VICI
$29.1B
– –
-14,283
Closed -$402K
VOOV icon
67
Vanguard S&P 500 Value ETF
VOOV
$6.69B
– –
-24,547
Closed -$5.03M
VSGX icon
68
Vanguard ESG International Stock ETF
VSGX
$6.69B
– –
-12,934
Closed -$926K
VTI icon
69
Vanguard Morningstar Total Stock Market ETF
VTI
$680B
– –
-31,903
Closed -$10.7M
WDC icon
70
Western Digital
WDC
$179B
– –
-1,239
Closed -$213K
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.