Ramiah Investment Group
Long book
$114.4M
Q1 2026
Positions
67
Top-10 weight
71%
concentration
Last quarter
+8.4%
SPY +14.8%
Turnover
11%
of book per quarter
Strategy in plain words
auto-generated from filingsRamiah Investment Group is a wealth-management firm allocating client money, running a $114.4M US long book across 67 positions.
The portfolio is concentrated: the top 10 names carry 71% of the portfolio. Turnover is modest: positions are typically held for years. Current anchor positions: SS SPDR BB 1-3M T-BILL ETF, INVESCO S&P 500 EQUAL WEIGHT, VANGUARD TOTAL STOCK MKT ETF, VANGUARD SMALL-CAP ETF, DIRX NASDAQ-100EQ WI ETF-USD.
Over the last 9 quarters its long book ran on average 2pp per quarter behind the S&P 500, beating the index in 2 of 9 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+0.8%
Q2 2024
+4.9%
Q3 2024
-1.3%
Q4 2024
-0.2%
Q1 2025
+4.3%
Q2 2025
+5.0%
Q3 2025
+2.1%
Q4 2025
-2.0%
Q1 2026
+8.4%
Sector allocation
Technology 49%
Healthcare 33%
Services media 8%
Financials 4%
Industrials 4%
Consumer staples 3%
Long book by quarter
What does Ramiah Investment own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| CRM SALESFORCE INC | Technology | 3.1K | $586K | 0.5% | +66.3% |
| MSFT MICROSOFT CORP | Technology | 1.4K | $535K | 0.5% | +2.2% |
| JNJ JOHNSON & JOHNSON | Healthcare | 1.9K | $471K | 0.4% | -34.3% |
| MRK MERCK & CO. INC. | Healthcare | 3.8K | $460K | 0.4% | -25.2% |
| META META PLATFORMS INC-CLASS A | Technology | 802 | $459K | 0.4% | +6.5% |
| VRTX VERTEX PHARMACEUTICALS INC | Healthcare | 969 | $433K | 0.4% | -7.2% |
| EA ELECTRONIC ARTS INC | Technology | 2.1K | $430K | 0.4% | -14.6% |
| ABBV ABBVIE INC | Healthcare | 2.0K | $428K | 0.4% | -3.1% |
| NVDA NVIDIA CORP | Technology | 2.4K | $421K | 0.4% | +10.4% |
| EBAY EBAY INC | Services media | 4.6K | $418K | 0.4% | -10.5% |
| EW EDWARDS LIFESCIENCES CORP | Healthcare | 5.2K | $416K | 0.4% | -10.9% |
| AAPL APPLE INC | Technology | 1.6K | $404K | 0.4% | +7.3% |
| RF REGIONS FINANCIAL CORP | Financials | 14.8K | $387K | 0.3% | -25.5% |
| INCY INCYTE CORP | Healthcare | 4.1K | $385K | 0.3% | -25.3% |
| ADBE ADOBE INC | Technology | 1.5K | $369K | 0.3% | -18.1% |
| INTU INTUIT INC | Technology | 852 | $368K | 0.3% | +24.2% |
| PAYC PAYCOM SOFTWARE INC | Technology | 2.9K | $354K | 0.3% | +37.2% |
| BKNG BOOKING HOLDINGS INC | Industrials | 83 | $349K | 0.3% | -6.7% |
| SNPS SYNOPSYS INC | Technology | 880 | $349K | 0.3% | -3.2% |
| WDAY WORKDAY INC-CLASS A | Technology | 2.4K | $306K | 0.3% | +25.5% |
| CSGP COSTAR GROUP INC | Services media | 7.2K | $291K | 0.3% | +32.1% |
| BMY BRISTOL-MYERS SQUIBB CO | Healthcare | 4.0K | $243K | 0.2% | -4.8% |
| MO ALTRIA GROUP INC | Consumer staples | 3.6K | $237K | 0.2% | +2.8% |
| EXEL EXELIXIS INC | Healthcare | 5.2K | $225K | 0.2% | New |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR/ANEW HOLDINGS | May 29, 2026 | 35 | $15.0M | canonical | SEC ↗ |
| Q1 2026 | 13F-HR | Apr 21, 2026 | 32 | $99.5M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR/ANEW HOLDINGS | May 29, 2026 | 33 | $13.1M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Jan 28, 2026 | 36 | $102.1M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR/ANEW HOLDINGS | May 29, 2026 | 26 | $11.8M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Oct 23, 2025 | 34 | $101.1M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | May 29, 2026 | 58 | $92.9M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR/ANEW HOLDINGS | May 29, 2026 | 23 | $12.7M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | Apr 30, 2025 | 27 | $91.7M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | May 29, 2026 | 60 | $109.8M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | May 29, 2026 | 64 | $106.2M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | May 29, 2026 | 62 | $102.4M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 29, 2026 | 61 | $106.3M | canonical | SEC ↗ |