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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
Cap. Flow
+$110M
Cap. Flow %
83.7%
Top 10 Hldgs %
61.66%
Holding
93
New
58
Increased
13
Reduced
8
Closed
14

Top Buys

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$20.4M
2
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$12.9M
3
VB icon
Vanguard Morningstar Small-Cap ETF
VB
+$9.28M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$9.03M
5
VOOV icon
Vanguard S&P 500 Value ETF
VOOV
+$5.99M

Top Sells

Rank Stock Value
1
CRM icon
Salesforce
CRM
+$586K
2
JNJ icon
Johnson & Johnson
JNJ
+$471K
3
VRTX icon
Vertex Pharmaceuticals
VRTX
+$433K
4
EA icon
Electronic Arts
EA
+$430K
5
EBAY icon
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%

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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.