2026 Q3 Portfolio Activity
In 2026 Q3, Ramiah Investment Group maintained a portfolio of 91 distinct positions. The most significant new addition was SELECT SECTOR SPDR TR, now representing 1.47% of the total fund value. They heavily accumulated shares in SPDR SERIES TRUST, increasing the position by 560.6%. Conversely, Ramiah Investment Group completely exited their position in INVESCO EXCHANGE TRADED FD T.
Position History
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Ramiah Investment Group
AUM $109M
Total Positions
91
Quarter
2026 Q3
Top Holding
SPY (16.1%)
Top 10 Concentration
67.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 91
Ramiah Investment Group Full Holdings List — 2026 Q3
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
SPY
STATE STR SPDR ...
|
ETF | 16.13% | 16.73% |
#1
Prev: #1
|
6.5 |
—
|
-1,917 | -6.5% |
P
S
|
27,430 | $20,918,941 |
$615.66
+24.3%
|
2024 Q4 | 13F Filing | 2026-09-30 | 2026-10-20 | ||
|
VTI
VANGUARD INDEX ...
|
ETF | 10.79% | 10.22% |
#2
Prev: #2
|
6.0 |
—
|
1,211 | 3.3% |
P
S
|
37,396 | $13,995,079 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
BIL
SPDR SERIES TRU...
|
ETF | 9.49% | 1.42% |
#3
16
Prev: #19
|
7.8 |
—
|
113,954 | 560.6% |
P
S
|
134,282 | $12,305,602 | 2025 Q1 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 7.48% | 7.91% |
#4
1
Prev: #3
|
4.0 |
—
|
-959 | -6.8% |
P
S
|
13,107 | $9,696,165 | 2025 Q3 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
VB
VANGUARD INDEX ...
|
ETF | 7.16% | 7.49% |
#5
1
Prev: #4
|
3.9 |
—
|
264 | 0.8% |
P
S
|
32,643 | $9,286,607 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
VOOV
VANGUARD ADMIRA...
|
ETF | 4.72% | 4.64% |
#6
1
Prev: #5
|
2.4 |
—
|
4 | 0.0% |
P
S
|
27,755 | $6,115,537 | 2025 Q1 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
VEU
VANGUARD INTL E...
|
ETF | 4.43% | 4.33% |
#7
1
Prev: #6
|
2.3 |
—
|
1,496 | 2.2% |
P
S
|
69,294 | $5,749,323 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
BND
VANGUARD BD IND...
|
ETF | 3.21% | 3.20% |
#8
1
Prev: #7
|
1.8 |
—
|
2,351 | 4.1% |
P
S
|
59,421 | $4,168,402 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
IJS
ISHARES TR
|
ETF | 1.79% | 2.62% |
#9
1
Prev: #8
|
0.7 |
—
|
-6,960 | -27.7% |
P
S
|
18,160 | $2,326,296 | 2025 Q3 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
SCHH
SCHWAB STRATEGI...
|
ETF | 1.79% | 1.89% |
#10
1
Prev: #11
|
1.2 |
—
|
817 | 0.8% |
P
S
|
105,145 | $2,317,396 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
EEM
ISHARES TR
|
ETF | 1.72% | 2.29% |
#11
2
Prev: #9
|
0.7 |
—
|
-10,335 | -23.6% |
P
S
|
33,428 | $2,232,656 | 2025 Q3 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
EFA
ISHARES TR
|
ETF | 1.67% | 2.23% |
#12
2
Prev: #10
|
0.7 |
—
|
-7,222 | -25.7% |
P
S
|
20,877 | $2,168,912 | 2025 Q3 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
ESGU
ISHARES TR
|
ETF | 1.65% | 1.58% |
#13
4
Prev: #17
|
1.2 |
—
|
233 | 1.8% |
P
S
|
12,840 | $2,141,712 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
HYG
ISHARES TR
|
ETF | 1.65% | 1.65% |
#14
1
Prev: #15
|
1.2 |
—
|
632 | 2.3% |
P
S
|
27,632 | $2,133,490 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
BCI
ABRDN ETFS
|
ETF | 1.47% | 1.24% |
#15
6
Prev: #21
|
1.1 |
—
|
624 | 0.9% |
P
S
|
73,570 | $1,903,256 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
XLV
SELECT SECTOR S...
|
ETF | 1.47% | — |
#16
Prev: #—
|
4.1 |
—
|
11,282 | — |
NEW
|
11,282 | $1,900,114 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
VCIT
VANGUARD SCOTTS...
|
Bond/Debt | 1.34% | 1.74% |
#17
3
Prev: #14
|
1.0 |
—
|
-5,336 | -19.4% |
P
S
|
22,166 | $1,735,819 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
VCSH
VANGUARD SCOTTS...
|
ETF | 1.32% | 1.28% |
#18
2
Prev: #20
|
1.0 |
—
|
1,043 | 4.9% |
P
S
|
22,183 | $1,713,637 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
IVW
ISHARES TR
|
Warrant | 1.10% | 1.12% |
#19
4
Prev: #23
|
0.9 |
—
|
-560 | -5.3% |
P
S
|
10,066 | $1,431,989 | 2025 Q3 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
HACK
AMPLIFY ETF TR
|
ETF | 1.10% | — |
#20
Prev: #—
|
3.9 |
—
|
11,797 | — |
NEW
|
11,797 | $1,430,268 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
BOND
PIMCO ETF TR
|
ETF | 0.90% | 0.94% |
#21
4
Prev: #25
|
0.9 |
—
|
66 | 0.5% |
P
S
|
13,452 | $1,170,212 | 2025 Q1 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
IJJ
ISHARES TR
|
ETF | 0.81% | 1.17% |
#22
Prev: #22
|
0.3 |
—
|
-2,703 | -26.1% |
P
S
|
7,671 | $1,056,373 | 2025 Q3 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
SGOV
ISHARES TR
|
ETF | 0.80% | 0.86% |
#23
3
Prev: #26
|
0.8 |
—
|
-812 | -7.3% |
P
S
|
10,330 | $1,040,024 | 2025 Q3 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
VSGX
VANGUARD WORLD ...
|
Bond/Debt | 0.80% | 0.79% |
#24
3
Prev: #27
|
0.8 |
—
|
186 | 1.5% |
P
S
|
12,801 | $1,037,777 | 2025 Q3 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
FLOT
ISHARES TR
|
Bond/Debt | 0.71% | — |
#25
Prev: #—
|
3.8 |
—
|
18,088 | — |
NEW
|
18,088 | $923,392 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
VGIT
VANGUARD SCOTTS...
|
Bond/Debt | 0.57% | 0.97% |
#26
2
Prev: #24
|
0.2 |
—
|
-8,671 | -40.1% |
P
S
|
12,952 | $733,879 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
SLB
SLB LIMITED
|
Energy | 0.51% | 0.19% |
#27
38
Prev: #65
|
3.2 |
—
|
8,290 | 156.3% |
P
S
|
13,594 | $662,300 | 2026 Q2 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
AAPL
APPLE INC
|
Technology | 0.46% | 0.40% |
#28
10
Prev: #38
|
0.7 |
—
|
-8 | -0.4% |
P
S
|
1,790 | $596,106 | 2026 Q2 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
MRK
MERCK & CO INC
|
Healthcare | 0.46% | 0.42% |
#29
5
Prev: #34
|
0.7 |
—
|
-152 | -3.6% |
P
S
|
4,094 | $594,899 | 2026 Q2 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
BIV
VANGUARD BD IND...
|
Bond/Debt | 0.46% | 0.51% |
#30
2
Prev: #28
|
0.7 |
—
|
-571 | -6.6% |
P
S
|
8,140 | $593,099 | 2025 Q1 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
AMGN
AMGEN INC
|
Healthcare | 0.46% | 0.40% |
#31
5
Prev: #36
|
0.7 |
—
|
-52 | -3.6% |
P
S
|
1,402 | $590,957 | 2026 Q2 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
HYLS
FIRST TR EXCHAN...
|
ETF | 0.42% | 0.46% |
#32
2
Prev: #30
|
0.7 |
—
|
-897 | -6.0% |
P
S
|
14,013 | $550,425 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
DSL
DOUBLELINE INCO...
|
Financial Services | 0.42% | 0.49% |
#33
4
Prev: #29
|
0.7 |
—
|
-3,162 | -5.5% |
P
S
|
54,400 | $543,995 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 0.41% | 0.36% |
#34
6
Prev: #40
|
0.7 |
—
|
10 | 0.4% |
P
S
|
2,352 | $537,150 | 2026 Q2 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.41% | 0.35% |
#35
7
Prev: #42
|
2.2 |
—
|
198 | 14.0% |
P
S
|
1,609 | $532,305 | 2026 Q2 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.41% | 0.33% |
#36
12
Prev: #48
|
0.7 |
—
|
-28 | -3.7% |
P
S
|
732 | $530,832 | 2026 Q2 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
BSCR
INVESCO EXCH TR...
|
ETF | 0.39% | 0.42% |
#37
4
Prev: #33
|
0.7 |
—
|
-1,931 | -6.9% |
P
S
|
26,084 | $509,812 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
BNDX
VANGUARD CHARLO...
|
Bond/Debt | 0.38% | 0.41% |
#38
3
Prev: #35
|
0.7 |
—
|
-731 | -6.6% |
P
S
|
10,395 | $487,214 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
ABBV
ABBVIE INC
|
Healthcare | 0.36% | 0.36% |
#39
Prev: #39
|
0.6 |
—
|
-81 | -4.3% |
P
S
|
1,784 | $466,677 | 2026 Q2 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
BIIB
BIOGEN INC
|
Healthcare | 0.35% | 0.34% |
#40
3
Prev: #43
|
0.6 |
—
|
-91 | -4.4% |
P
S
|
1,994 | $450,405 | 2026 Q2 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
GS
GOLDMAN SACHS G...
|
Financial Services | 0.35% | 0.40% |
#41
4
Prev: #37
|
0.6 |
—
|
-15 | -2.9% |
P
S
|
500 | $450,180 | 2026 Q2 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
PDI
PIMCO DYNAMIC I...
|
Financial Services | 0.34% | 0.42% |
#42
10
Prev: #32
|
0.6 |
—
|
-1,466 | -4.4% |
P
S
|
31,854 | $446,912 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
EWC
ISHARES INC
|
ETF | 0.33% | 0.45% |
#43
12
Prev: #31
|
0.1 |
—
|
-2,981 | -28.8% |
P
S
|
7,353 | $429,268 | 2025 Q3 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
GILD
GILEAD SCIENCES...
|
Healthcare | 0.33% | 0.29% |
#44
12
Prev: #56
|
0.6 |
—
|
-131 | -4.4% |
P
S
|
2,873 | $428,221 | 2026 Q2 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
GPN
GLOBAL PMTS INC
|
Industrials | 0.33% | 0.30% |
#45
9
Prev: #54
|
0.6 |
—
|
-236 | -4.3% |
P
S
|
5,213 | $425,746 | 2026 Q2 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
REGN
REGENERON PHARM...
|
Healthcare | 0.31% | 0.27% |
#46
14
Prev: #60
|
0.6 |
—
|
-24 | -4.3% |
P
S
|
534 | $404,916 | 2026 Q2 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
IBKR
INTERACTIVE BRO...
|
Financial Services | 0.31% | 0.32% |
#47
3
Prev: #50
|
0.6 |
—
|
-213 | -4.4% |
P
S
|
4,657 | $397,801 | 2026 Q2 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
EW
EDWARDS LIFESCI...
|
Healthcare | 0.30% | 0.33% |
#48
1
Prev: #49
|
0.6 |
—
|
-205 | -4.4% |
P
S
|
4,504 | $388,785 | 2026 Q2 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
HYT
BLACKROCK CORPO...
|
Financial Services | 0.29% | 0.33% |
#49
3
Prev: #46
|
0.6 |
—
|
-2,930 | -5.8% |
P
S
|
47,981 | $376,172 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
BIT
BLACKROCK MULTI...
|
Financial Services | 0.28% | 0.33% |
#50
3
Prev: #47
|
0.6 |
—
|
-1,907 | -5.5% |
P
S
|
32,681 | $367,334 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-10-20 |
Showing 1-50 of 91 holdings