Ramiah Investment Group
Sector Allocation
- Other90.3%$117.1M
- Technology3.4%$4.3M
- Healthcare3.0%$3.9M
- Financials2.1%$2.7M
- Energy0.5%$662,300
- Consumer Staples0.4%$462,908
- Real Estate0.2%$299,345
- Industrials0.2%$203,980
AUM History
13fpro.ai/research/fund/ramiah-investment-group-1566307
Conviction and streaks
Concentrating · top 10 = 67.0%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
SPY
$20.9M- VANGUARD$14.0M
- SPDR$12.3M
QQQ
$9.7M- VANGUARD$9.3M
- VANGUARD$6.1M
- VANGUARD$5.7M
- VANGUARD$4.2M
- ISHARES$2.3M
- SCHWAB$2.3M
- ISHARES$2.2M
- ISHARES$2.2M
- ISHARES$2.1M
- ISHARES$2.1M
- ABRDN$1.9M
- SELECT$1.9M
- VANGUARD$1.7M
- VANGUARD$1.7M
- ISHARES$1.4M
- AMPLIFY$1.4M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/ramiah-investment-group-1566307
Ramiah Investment Group 13F holdings — Q3 2026
$129.7M portfolio (-1.0% QoQ) · 76 holdings · Q3 2026 13F · top 10 are 67% of the stock portfolio
$20.9M
16.1% of stocks
-7%This quarter-0.5%Since filed2 qtrsHeld- 2
VANGUARD INDEX FDS - MRNGSTR TTL STK
$14.0M
10.8% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
SPDR SERIES TRUST - ST STR BLO 1 ETF
$12.3M
9.5% of stocks
+561%This quarter—Since filed—HeldAIQuality—Est. buy— $9.7M
7.5% of stocks
-7%This quarter-0.8%Since filed2 qtrsHeld- 5
VANGUARD INDEX FDS - MRNGSTR SML CAP
$9.3M
7.2% of stocks
+0.8%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
VANGUARD ADMIRAL FDS INC - 500 VAL IDX FD
$6.1M
4.7% of stocks
+0.0%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US
$5.7M
4.4% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
VANGUARD BD INDEX FDS - TOTAL BND MRKT
$4.2M
3.2% of stocks
+4%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
ISHARES TR - SP SMCP600VL ETF
$2.3M
1.8% of stocks
-28%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
SCHWAB STRATEGIC TR - US REIT ETF
$2.3M
1.8% of stocks
+0.8%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | $20.9M | 16.1% | -7% | -0.5% | 2 qtrs | — | Estimated buy price is Pro: unlock with a free trial | ||
| 2 | VANGUARD INDEX FDS - MRNGSTR TTL STK | $14.0M | 10.8% | +3% | — | — | — | — | |
| 3 | SPDR SERIES TRUST - ST STR BLO 1 ETF | $12.3M | 9.5% | +561% | — | — | — | — | |
| 4 | $9.7M | 7.5% | -7% | -0.8% | 2 qtrs | — | Estimated buy price is Pro: unlock with a free trial | ||
| 5 | VANGUARD INDEX FDS - MRNGSTR SML CAP | $9.3M | 7.2% | +0.8% | — | — | — | — | |
| 6 | VANGUARD ADMIRAL FDS INC - 500 VAL IDX FD | $6.1M | 4.7% | +0.0% | — | — | — | — | |
| 7 | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | $5.7M | 4.4% | +2% | — | — | — | — | |
| 8 | VANGUARD BD INDEX FDS - TOTAL BND MRKT | $4.2M | 3.2% | +4% | — | — | — | — | |
| 9 | ISHARES TR - SP SMCP600VL ETF | $2.3M | 1.8% | -28% | — | — | — | — | |
| 10 | SCHWAB STRATEGIC TR - US REIT ETF | $2.3M | 1.8% | +0.8% | — | — | — | — |
All holdings — Ramiah Investment Group (Q3 2026)
76 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | ISHARES TR - MSCI EMG MKT ETFetf/fund | — | $2.2M | 1.7% | 33K | -24% | — | — | 13F |
| 12 | — | ISHARES TR - MSCI EAFE ETFetf/fund | — | $2.2M | 1.7% | 21K | -26% | — | — | 13F |
| 13 | — | ISHARES TR - ESG AWR MSCI USAetf/fund | — | $2.1M | 1.6% | 13K | +2% | — | — | 13F |
| 14 | — | ISHARES TR - IBOXX HI YD ETFetf/fund | — | $2.1M | 1.6% | 28K | +2% | — | — | 13F |
| 15 | — | ABRDN ETFS - BBRG ALL COMD K1 | — | $1.9M | 1.5% | 74K | +0.9% | — | — | 13F |
| 16 | — | SELECT SECTOR SPDR TR - ST STR CARE ETFetf/fund | — | $1.9M | 1.5% | 11K | New | — | — | 13F |
| 17 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORPetf/fund | — | $1.7M | 1.3% | 22K | -19% | — | — | 13F |
| 18 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BDetf/fund | — | $1.7M | 1.3% | 22K | +5% | — | — | 13F |
| 19 | — | ISHARES TR - S&P 500 GRWT ETFetf/fund | — | $1.4M | 1.1% | 10K | -5% | — | — | 13F |
| 20 | — | AMPLIFY ETF TR - AMPLIFY CYBERSECetf/fund | — | $1.4M | 1.1% | 12K | New | — | — | 13F |
| 21 | — | PIMCO ETF TR - ACTIVE BD ETFetf/fund | — | $1.2M | 0.9% | 13K | +0.5% | — | — | 13F |
| 22 | — | ISHARES TR - S&P MC 400VL ETFetf/fund | — | $1.1M | 0.8% | 7,671 | -26% | — | — | 13F |
| 23 | — | ISHARES TR - 0-3 MTH TREASURYetf/fund | — | $1.0M | 0.8% | 10K | -7% | — | — | 13F |
| 24 | — | VANGUARD WORLD FD - ESG INTL STK ETFetf/fund | — | $1.0M | 0.8% | 13K | +1% | — | — | 13F |
| 25 | — | ISHARES TR - FLTG RATE NT ETFetf/fund | — | $923K | 0.7% | 18K | New | — | — | 13F |
| 26 | — | VANGUARD SCOTTSDALE FDS - INTER TERM TREAS | — | $734K | 0.6% | 13K | -40% | |||
| 27 | $SLB | SLB LIMITED/NV | Energy | $662K | 0.5% | 14K | +156% | |||
| 28 | $AAPL | Apple Inc. | Technology | $596K | 0.5% | 1,790 | -0.4% | |||
| 29 | $MRK | Merck & Co., Inc. | Healthcare | $595K | 0.5% | 4,094 | -4% | |||
| 30 | — | VANGUARD BD INDEX FDS - INTERMED TERM | — | $593K | 0.5% | 8,140 | -7% | |||
| 31 | $AMGN | AMGEN INC | Healthcare | $591K | 0.5% | 1,402 | -4% | |||
| 32 | — | FIRST TR EXCHANGE-TRADED FD - FIRST TR TA HIYL | — | $550K | 0.4% | 14K | -6% | |||
| 33 | $DSL | DoubleLine Income Solutions Fund | Other | $544K | 0.4% | 54K | -5% | |||
| 34 | $NVDA | NVIDIA CORP | Technology | $537K | 0.4% | 2,352 | +0.4% | |||
| 35 | $JPM | JPMORGAN CHASE & CO | Financials | $532K | 0.4% | 1,609 | +14% | |||
| 36 | $META | Meta Platforms, Inc. | Technology | $531K | 0.4% | 732 | -4% | |||
| 37 | $IVZ | Invesco Ltd. | Financials | $510K | 0.4% | 26K | -7% | |||
| 38 | — | VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF | — | $487K | 0.4% | 10K | -7% | |||
| 39 | $ABBV | AbbVie Inc. | Healthcare | $467K | 0.4% | 1,784 | -4% | |||
| 40 | $BIIB | BIOGEN INC. | Healthcare | $450K | 0.3% | 1,994 | -4% | |||
| 41 | $GS | GOLDMAN SACHS GROUP INC | Financials | $450K | 0.3% | 500 | -3% | |||
| 42 | $PDI | PIMCO Dynamic Income Fund | Other | $447K | 0.3% | 32K | -4% | |||
| 43 | — | ISHARES INC - MSCI CDA ETF | — | $429K | 0.3% | 7,353 | -29% | |||
| 44 | $GILD | GILEAD SCIENCES, INC. | Healthcare | $428K | 0.3% | 2,873 | -4% | |||
| 45 | $GPN | GLOBAL PAYMENTS INC | Financials | $426K | 0.3% | 5,213 | -4% | |||
| 46 | $REGN | REGENERON PHARMACEUTICALS, INC. | Healthcare | $405K | 0.3% | 534 | -4% | |||
| 47 | $IBKR | Interactive Brokers Group, Inc. | Financials | $398K | 0.3% | 4,657 | -4% | |||
| 48 | $EW | Edwards Lifesciences Corp | Healthcare | $389K | 0.3% | 4,504 | -4% | |||
| 49 | $HYT | BLACKROCK CORPORATE HIGH YIELD FUND, INC. | Other | $376K | 0.3% | 48K | -6% | |||
| 50 | $BIT | BlackRock Multi-Sector Income Trust | — | $367K | 0.3% | 33K | -6% | |||
| 51 | — | ISHARES TR - ESG AWARE MSCI | — | $356K | 0.3% | 6,854 | +0.8% | |||
| 52 | $RF | REGIONS FINANCIAL CORP | Financials | $355K | 0.3% | 13K | -4% | |||
| 53 | $MRVL | Marvell Technology, Inc. | Technology | $321K | 0.3% | 1,215 | -0.9% | |||
| 54 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $311K | 0.2% | 847 | -4% | |||
| 55 | $MU | MICRON TECHNOLOGY INC | Technology | $302K | 0.2% | 284 | -22% | |||
| 56 | $VICI | VICI PROPERTIES INC. | Real Estate | $299K | 0.2% | 13K | -4% | |||
| 57 | $SHOP | SHOPIFY INC. | Technology | $292K | 0.2% | 1,968 | +5% | |||
| 58 | — | VANGUARD SCOTTSDALE FDS - LONG TERM TREAS | — | $284K | 0.2% | 5,667 | -6% | |||
| 59 | $PANW | Palo Alto Networks Inc | Technology | $271K | 0.2% | 683 | New | |||
| 60 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $271K | 0.2% | 1,024 | New | |||
| 61 | $ANET | Arista Networks, Inc. | Technology | $259K | 0.2% | 1,274 | -5% | |||
| 62 | $FTNT | Fortinet, Inc. | Technology | $255K | 0.2% | 1,428 | New | |||
| 63 | $EXEL | EXELIXIS, INC. | Healthcare | $251K | 0.2% | 4,290 | New | |||
| 64 | $MSFT | MICROSOFT CORP | Technology | $238K | 0.2% | 464 | -33% | |||
| 65 | $GOOGL | Alphabet Inc. | Technology | $237K | 0.2% | 689 | — | |||
| 66 | $DELL | Dell Technologies Inc. | Technology | $235K | 0.2% | 437 | New | |||
| 67 | $KR | KROGER CO | Consumer Staples | $234K | 0.2% | 3,991 | New | |||
| 68 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $229K | 0.2% | 3,400 | +10% | |||
| 69 | — | NUSHARES ETF TR - NUVEEN ESG LRGCP | — | $220K | 0.2% | 1,936 | -0.3% | |||
| 70 | — | NUSHARES ETF TR - NUVEEN ESG LRGVL | — | $205K | 0.2% | 3,892 | New | |||
| 71 | $UPS | UNITED PARCEL SERVICE INC | Industrials | $204K | 0.2% | 2,183 | New | |||
| 72 | — | VANGUARD STAR FDS - VG TL INTL STK F | — | $200K | 0.1% | 2,356 | New | |||
| 73 | $NUV | NUVEEN MUNICIPAL VALUE FUND INC | Other | $116K | 0.1% | 14K | +5% | |||
| 74 | $MUA | BLACKROCK MUNIASSETS FUND, INC. | Other | $115K | 0.1% | 12K | +5% | |||
| 75 | $NMZ | NUVEEN MUNICIPAL HIGH INCOME OPPORTUNITY FUND | Other | $111K | 0.1% | 12K | +5% | |||
| 76 | $NAD | Nuveen Quality Municipal Income Fund | Other | $109K | 0.1% | 11K | +6% |
What changed in Q3 2026
Against the previous quarter's 13F: 12 new, 23 added to, 40 trimmed, 12 sold out. Share-count changes; largest moves by dollar size first.
New positions (12)
- SELECT SECTOR SPDR TR - ST STR CARE ETF$1.9M
first bought this quarter
- AMPLIFY ETF TR - AMPLIFY CYBERSEC$1.4M
first bought this quarter
- ISHARES TR - FLTG RATE NT ETF$923K
first bought this quarter
$PANWPalo Alto Networks Inc$271K
first bought this quarter
$CRWDCrowdStrike Holdings, Inc.$271K
first bought this quarter
$FTNTFortinet, Inc.$255K
first bought this quarter
+6 more in the Excel export
Added to (23)
- SPDR SERIES TRUST - ST STR BLO 1 ETF+561%
now $12.3M
- VANGUARD INDEX FDS - MRNGSTR TTL STK+3%
now $14.0M
$SLBSLB LIMITED/NV+156%
now $662K · held 2 qtrs, 2 adds in a row
- VANGUARD BD INDEX FDS - TOTAL BND MRKT+4%
now $4.2M
- VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US+2%
now $5.7M
- VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD+5%
now $1.7M
+17 more in the Excel export
Trimmed (40)
now $20.9M · held 2 qtrs
- ISHARES TR - SP SMCP600VL ETF-28%
now $2.3M
- ISHARES TR - MSCI EAFE ETF-26%
now $2.2M
now $9.7M · held 2 qtrs
- ISHARES TR - MSCI EMG MKT ETF-24%
now $2.2M
- VANGUARD SCOTTSDALE FDS - INTER TERM TREAS-40%
now $734K
+34 more in the Excel export
Holdings by quarter
Every 13F Ramiah Investment Group has filed, 27 earlier quarters. Pick one to see what it held then.
Is it too late to follow Ramiah Investment Group?
Q3 2026 13F filed with the SEC on Oct 20, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Ramiah Investment Group's top 20 holdings: 69/100 (our AI quality score, weighted by position size; 15 of the 20 are scored)
Top 10 since filing
-0.6%
Value-weighted move of the 10 largest stock positions
Turnover
12%
Last quarter; 82% over the last 4
Top 10 weight
67%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
6%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Ramiah Investment Group disclosed 76 positions worth $129.7M in its Form 13F-HR for Q3 2026, led by $SPY (SPDR S&P 500 ETF TRUST) at 16.1% of the equity portfolio. During the quarter the fund opened 12 new positions and exited 12. The portfolio is most concentrated in Other (90.3% of disclosed assets). All figures are sourced directly from Ramiah Investment Group’s Form 13F-HR filing with the SEC under CIK 1566307.
Funds like this
managers whose biggest positions overlap Ramiah Investment Group'sBrowse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
to search all 8,700+ institutional filers.
AI-Powered Hedge Fund Analysis: Ramiah Investment Group
13F Pro is an AI hedge fund tracker and stock research platform. For Ramiah Investment Group (SEC CIK: 1566307), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Ramiah Investment Group's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.