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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 | |
|---|---|---|---|---|---|---|
76
BlackRock MuniAssets Fund
MUA
$512M
| $126K | 0.1% |
11,435
+812
| +8% | +$8.67K |
|
77
Nuveen Municipal High Income Opportunity Fund
NMZ
$2.19B
| $125K | 0.1% |
11,782
+754
| +7% | +$7.75K |
|
78
Nuveen Quality Municipal Income Fund
NAD
$2.73B
| $124K | 0.09% |
+10,223
| New | +$121K |
|
79
Nuveen Municipal Value Fund
NUV
$1.92B
| $123K | 0.09% |
13,383
+906
| +7% | +$8.27K |
|
80
Adobe
ADBE
$98.5B
| – | – |
-1,518
| Closed | -$369K |
|
81
Booking.com
BKNG
$150B
| – | – |
-2,075
| Closed | -$349K |
|
|
82
Salesforce
CRM
$148B
| – | – |
-3,140
| Closed | -$586K |
|
83
CoStar Group
CSGP
$12B
| – | – |
-7,217
| Closed | -$291K |
|
|
84
Electronic Arts
EA
$52.9B
| – | – |
-2,110
| Closed | -$430K |
|
|
85
eBay
EBAY
$50.4B
| – | – |
-4,590
| Closed | -$418K |
|
86
Exelixis
EXEL
$14.1B
| – | – |
-5,238
| Closed | -$225K |
|
87
Incyte
INCY
$24.9B
| – | – |
-4,089
| Closed | -$385K |
|
88
Intuit
INTU
$86.3B
| – | – |
-852
| Closed | -$368K |
|
|
89
Johnson & Johnson
JNJ
$617B
| – | – |
-1,928
| Closed | -$471K |
|
90
Paycom
PAYC
$7.53B
| – | – |
-2,909
| Closed | -$354K |
|
91
Synopsys
SNPS
$71.3B
| – | – |
-880
| Closed | -$349K |
|
|
92
Vertex Pharmaceuticals
VRTX
$122B
| – | – |
-969
| Closed | -$433K |
|
93
Workday
WDAY
$39B
| – | – |
-2,356
| Closed | -$306K |
|
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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.