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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
MUA icon
76
BlackRock MuniAssets Fund
MUA
$657M
$126K 0.1%
11,435
+812
+8% +$8.67K
NMZ icon
77
Nuveen Municipal High Income Opportunity Fund
NMZ
$2.04B
$125K 0.1%
11,782
+754
+7% +$7.75K
NAD icon
78
Nuveen Quality Municipal Income Fund
NAD
$2.54B
$124K 0.09%
+10,223
New +$121K
NUV icon
79
Nuveen Municipal Value Fund
NUV
$1.81B
$123K 0.09%
13,383
+906
+7% +$8.27K
ADBE icon
80
Adobe
ADBE
$104B
– –
-1,518
Closed -$369K
BKNG icon
81
Booking.com
BKNG
$132B
– –
-2,075
Closed -$349K
CRM icon
82
Salesforce
CRM
$212B
– –
-3,140
Closed -$586K
CSGP icon
83
CoStar Group
CSGP
$12.9B
– –
-7,217
Closed -$291K
EA
84
DELISTED
Electronic Arts
EA
– –
-2,110
Closed -$430K
EBAY icon
85
eBay
EBAY
$48.7B
– –
-4,590
Closed -$418K
EXEL icon
86
Exelixis
EXEL
$14.1B
– –
-5,238
Closed -$225K
INCY icon
87
Incyte
INCY
$25B
– –
-4,089
Closed -$385K
INTU icon
88
Intuit
INTU
$90.2B
– –
-852
Closed -$368K
JNJ icon
89
Johnson & Johnson
JNJ
$646B
– –
-1,928
Closed -$471K
PAYC icon
90
Paycom
PAYC
$10B
– –
-2,909
Closed -$354K
QQQE icon
91
Direxion NASDAQ-100 Equal Weighted Index ETF
QQQE
$1.41B
– –
-65,072
Closed -$6.41M
RSP icon
92
Invesco S&P 500 Equal Weight ETF
RSP
$98.9B
– –
-75,293
Closed -$14.5M
SNPS icon
93
Synopsys
SNPS
$74.3B
– –
-880
Closed -$349K
VRTX icon
94
Vertex Pharmaceuticals
VRTX
$132B
– –
-969
Closed -$433K
WDAY icon
95
Workday
WDAY
$46.9B
– –
-2,356
Closed -$306K
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
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PCOTEOTHU
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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.