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Ramiah Investment Group Portfolio
$129.7M across 76 positions as of 2026-09-30, with 67% of it in the ten largest. 4 quarters on file.
How the reported portfolio did
Each 13F's long stock positions, held to the next quarter's end, against the S&P 500. Yearly rates, on closes without dividends.
1 year
+5.9%
-8.6% a year vs the S&P 500
3 years
—
a quarter missing or too little priced
5 years
—
a quarter missing or too little priced
Quarters ahead
4 of 21
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | -0.9% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +7.3% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | -2.0% | -4.6% |
| Sep 30, 2025 to Dec 31, 2025 | +1.7% | +2.4% |
| Jun 30, 2025 to Sep 30, 2025 | +4.5% | +7.8% |
| Mar 31, 2025 to Jun 30, 2025 | +2.8% | +10.5% |
| Dec 31, 2024 to Mar 31, 2025 | -1.8% | -4.6% |
| Sep 30, 2024 to Dec 31, 2024 | -0.7% | +2.1% |
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| SPYState Street SPDR S&P 500 ETF Trust | $20.9M | 16.1% | 27,430 |
| VTIVanguard Total Stock Market ETF | $14M | 10.8% | 37,396 |
| BILState Street SPDR Bloomberg 1-3 Month T-Bill ETF | $12.3M | 9.5% | 134,282 |
| QQQInvesco QQQ Trust, Series 1 | $9.7M | 7.5% | 13,107 |
| VBVanguard Small-Cap ETF | $9.3M | 7.2% | 32,643 |
| VOOVVanguard S&P 500 Value ETF | $6.1M | 4.7% | 27,755 |
| VEUVanguard FTSE All World Ex US ETF | $5.7M | 4.4% | 69,294 |
| BNDVanguard Total Bond Market ETF | $4.2M | 3.2% | 59,421 |
| IJSiShares S&P SmallCap 600 Value ETF | $2.3M | 1.8% | 18,160 |
| SCHHSchwab U.S. REIT ETF | $2.3M | 1.8% | 105,145 |
| EEMiShares MSCI Emerging Index Fund | $2.2M | 1.7% | 33,428 |
| EFAiShares MSCI EAFE ETF | $2.2M | 1.7% | 20,877 |
| ESGUiShares ESG Aware MSCI USA ETF | $2.1M | 1.7% | 12,840 |
| HYGiShares iBoxx $ High Yield Corporate Bond ETF | $2.1M | 1.6% | 27,632 |
| ABRDN ETFS | $1.9M | 1.5% | 73,570 |
| XLVState Street Health Care Select Sector SPDR ETF | $1.9M | 1.5% | 11,282 |
| VCITVanguard Intermediate-Term Corporate Bond ETF | $1.7M | 1.3% | 22,166 |
| VCSHVanguard Short-Term Corporate Bond ETF | $1.7M | 1.3% | 22,183 |
| IVWiShares S&P 500 Growth ETF | $1.4M | 1.1% | 10,066 |
| HACKETFMG Prime Cyber Security ETF | $1.4M | 1.1% | 11,797 |
| BONDPIMCO Active Bond Exchange-Traded Fund Exchange- Traded Fund | $1.2M | 0.9% | 13,452 |
| IJJiShares S&P Mid-Cap 400 Value ETF | $1.1M | 0.8% | 7,671 |
| SGOViShares 0-3 Month Treasury Bond ETF | $1M | 0.8% | 10,330 |
| VSGXVanguard ESG International Stock ETF | $1M | 0.8% | 12,801 |
| FLOTiShares Floating Rate Bond ETF | $923.4K | 0.7% | 18,088 |
| VGITVanguard Scottsdale Intermediate Term Treasury | $733.9K | 0.6% | 12,952 |
| SLBSLB NV | $662.3K | 0.5% | 13,594 |
| AAPLApple Inc | $596.1K | 0.5% | 1,790 |
| MRKMerck & Co Inc | $594.9K | 0.5% | 4,094 |
| BIVVanguard Intermediate-Term Bond ETF | $593.1K | 0.5% | 8,140 |
| AMGNAmgen Inc | $591K | 0.5% | 1,402 |
| FIRST TR EXCHANGE-TRADED FD | $550.4K | 0.4% | 14,013 |
| DOUBLELINE INCOME SOLUTIONS | $544K | 0.4% | 54,400 |
| NVDANVIDIA Corp | $537.2K | 0.4% | 2,352 |
| JPMJPMorgan Chase & Co | $532.3K | 0.4% | 1,609 |
| METAMeta Platforms Inc | $530.8K | 0.4% | 732 |
| INVESCO EXCH TRD SLF IDX FD | $509.8K | 0.4% | 26,084 |
| BNDXVanguard Total International Bond ETF | $487.2K | 0.4% | 10,395 |
| ABBVAbbVie Inc | $466.7K | 0.4% | 1,784 |
| BIIBBiogen Inc | $450.4K | 0.3% | 1,994 |
| GSGoldman Sachs Group Inc | $450.2K | 0.3% | 500 |
| PIMCO DYNAMIC INCOME FD | $446.9K | 0.3% | 31,854 |
| EWCiShares MSCI Canada Index Fund | $429.3K | 0.3% | 7,353 |
| GILDGilead Sciences, Inc | $428.2K | 0.3% | 2,873 |
| GPNGlobal Payments Inc | $425.7K | 0.3% | 5,213 |
| REGNRegeneron Pharmaceuticals Inc | $404.9K | 0.3% | 534 |
| IBKRInteractive Brokers Group Inc | $397.8K | 0.3% | 4,657 |
| EWEdwards Lifesciences Corp | $388.8K | 0.3% | 4,504 |
| BLACKROCK CORPOR HI YLD FD I | $376.2K | 0.3% | 47,981 |
| BLACKROCK MULTI SECTOR INC T | $367.3K | 0.3% | 32,681 |
| ESMLiShares ESG Aware MSCI USA Small-Cap ETF | $356.4K | 0.3% | 6,854 |
| RFRegions Financial Corp | $354.9K | 0.3% | 13,204 |
| MRVLMarvell Technology Inc | $321K | 0.2% | 1,215 |
| UNHUnitedHealth Group Inc | $310.9K | 0.2% | 847 |
| MUMicron Technology Inc | $302.5K | 0.2% | 284 |
| VICIVICI Properties Inc | $299.3K | 0.2% | 13,032 |
| SHOPShopify Inc | $291.9K | 0.2% | 1,968 |
| VGLTVanguard Long-Term Treasury ETF | $284.1K | 0.2% | 5,667 |
| PANWPalo Alto Networks Inc | $271.4K | 0.2% | 683 |
| CRWDCrowdStrike Holdings Inc | $271.1K | 0.2% | 1,024 |
| ANETArista Networks Inc | $259.4K | 0.2% | 1,274 |
| FTNTFortinet Inc | $255.3K | 0.2% | 1,428 |
| EXELExelixis Inc | $250.6K | 0.2% | 4,290 |
| MSFTMicrosoft Corp | $238K | 0.2% | 464 |
| GOOGLAlphabet Inc | $237.1K | 0.2% | 689 |
| DELLDell Technologies Inc | $235.1K | 0.2% | 437 |
| KRKroger Co | $234K | 0.2% | 3,991 |
| MOAltria Group Inc | $229K | 0.2% | 3,400 |
| NULGNuveen ESG Large-Cap Growth ETF | $220.1K | 0.2% | 1,936 |
| NUSHARES ETF TR | $204.9K | 0.2% | 3,892 |
| UPSUnited Parcel Service Inc | $204K | 0.2% | 2,183 |
| VXUSVanguard Total International Stock ETF | $200.2K | 0.2% | 2,356 |
| NUVEEN MUN VALUE FD INC | $116.1K | 0.1% | 14,009 |
| MUABlackRock MuniAssets Fund Inc | $115K | 0.1% | 12,041 |
| NUVEEN MUN HIGH INCOME OPPOR | $111.3K | 0.1% | 12,419 |
| NUVEEN QUALITY MUNCP INCOME | $109.4K | 0.1% | 10,810 |
Quarter ending 2026-09-30.
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