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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 Total Stock Market ETF
VTI
+$10.7M
3
QQQ icon
Invesco QQQ Trust
QQQ
+$7.97M
4
VB icon
Vanguard 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
IJJ icon
1
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.85B
$1.01M 6.77%
7,645
-16,556
-68% -$2.27M
IJS icon
2
iShares S&P Small-Cap 600 Value ETF
IJS
$8.11B
$1.01M 6.74%
8,521
-19,842
-70% -$2.4M
SPY icon
3
State Street SPDR S&P 500 ETF Trust
SPY
$778B
$745K 4.98%
1,146
-31,333
-96% -$21.3M
BIV icon
4
Vanguard Intermediate-Term Bond ETF
BIV
$28.8B
$669K 4.47%
8,666
-339
-4% -$26.4K
IVW icon
5
iShares S&P 500 Growth ETF
IVW
$72.5B
$625K 4.18%
5,527
-20,466
-79% -$2.46M
CRM icon
6
Salesforce
CRM
$134B
$586K 3.92%
3,140
+1,252
+66% +$259K
QQQ icon
7
Invesco QQQ Trust
QQQ
$455B
$545K 3.64%
945
-13,121
-93% -$7.97M
MSFT icon
8
Microsoft
MSFT
$2.84T
$535K 3.57%
1,445
+31
+2% +$13K
JNJ icon
9
Johnson & Johnson
JNJ
$635B
$471K 3.15%
1,928
-1,007
-34% -$235K
VCLT icon
10
Vanguard Long-Term Corporate Bond ETF
VCLT
$8.83B
$468K 3.13%
6,266
-176
-3% -$13.4K
MRK icon
11
Merck
MRK
$324B
$460K 3.07%
3,824
-1,287
-25% -$149K
META icon
12
Meta Platforms (Facebook)
META
$1.51T
$459K 3.07%
802
+49
+7% +$31.4K
VRTX icon
13
Vertex Pharmaceuticals
VRTX
$121B
$433K 2.89%
969
-75
-7% -$35K
EA icon
14
Electronic Arts
EA
$52.4B
$430K 2.87%
2,110
-361
-15% -$72.9K
ABBV icon
15
AbbVie
ABBV
$458B
$428K 2.86%
1,968
-63
-3% -$14K
NVDA icon
16
NVIDIA
NVDA
$5.01T
$421K 2.81%
2,415
+227
+10% +$41.6K
EBAY icon
17
eBay
EBAY
$48.6B
$418K 2.79%
4,590
-537
-10% -$48.2K
EW icon
18
Edwards Lifesciences
EW
$47.6B
$416K 2.78%
5,194
-636
-11% -$52.4K
AAPL icon
19
Apple
AAPL
$4.89T
$404K 2.7%
1,591
+108
+7% +$28.1K
INCY icon
20
Incyte
INCY
$23.5B
$385K 2.57%
4,089
-1,385
-25% -$138K
ADBE icon
21
Adobe
ADBE
$89.5B
$369K 2.46%
1,518
-336
-18% -$93.1K
INTU icon
22
Intuit
INTU
$81.1B
$368K 2.46%
852
+166
+24% +$79.2K
PAYC icon
23
Paycom
PAYC
$6.78B
$354K 2.36%
2,909
+789
+37% +$106K
BKNG icon
24
Booking.com
BKNG
$138B
$349K 2.33%
2,075
-150
-7% -$27.6K
SNPS icon
25
Synopsys
SNPS
$71.5B
$349K 2.33%
880
-29
-3% -$13.1K
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 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 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.