Ramirez Asset Management, Inc.

All Holdings — 2025 Q4

Portfolio Concentration Analytics: 7.6
Risk-based ENB:
Total Positions
402
Quarter
2025 Q4
Top Holding
TSM (5.3%)
Top 10 Concentration
22.7%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 402
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
TSM
TAIWAN SEMICOND...
Technology 5.34% 5.26% #1
Prev: #1
2.1 -2,465 -1.8%
P
S
133,107 $40,450,040 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
KB
KB Financial Gr...
Financial Services 2.50% 2.54% #2
Prev: #2
1.0 -270 -0.1%
P
S
219,902 $18,920,371 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
JBS N.V. COM SH...
Unknown 2.46% 2.46% #3
Prev: #3
3.0 108,143 9.1%
P
S
1,292,547 $18,638,531 13F Filing 2025-12-31 2026-02-14 (Est.)
ITUB
ITAU UNIBANCO H...
Financial Services 2.10% 2.19% #4
Prev: #4
2.9 77,679 3.6%
P
S
2,223,601 $15,920,987 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ENGIY
Engie SA ADR
Utilities 1.87% 1.54% #5 6
Prev: #11
2.8 21,008 4.1%
P
S
539,261 $14,193,076 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SMFG
Sumitomo Mitsui...
Financial Services 1.81% 1.60% #6 2
Prev: #8
2.7 24,383 3.6%
P
S
710,653 $13,736,925 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
GBOOY
Grupo Financier...
Financial Services 1.75% 1.99% #7 2
Prev: #5
2.7 1,592 0.6%
P
S
286,548 $13,295,026 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
KOF
COCA COLA FEMSA...
Consumer Defensive 1.70% 1.59% #8 1
Prev: #9
0.7 -1,656 -1.2%
P
S
136,301 $12,909,106 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MARUY
Marubeni Corp A...
Industrials 1.59% 1.48% #9 3
Prev: #12
2.6 955 2.2%
P
S
43,431 $12,061,231 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SHG
SHINHAN FINANCI...
Financial Services 1.58% 1.56% #10
Prev: #10
0.6 -584 -0.3%
P
S
222,752 $11,946,201 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CX
CEMEX SA ADR
Basic Materials 1.54% 1.27% #11 5
Prev: #16
0.6 -2,212 -0.2%
P
S
1,016,705 $11,681,929 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
TLK
PT TELEKOM INDO...
Communication Services 1.51% 1.40% #12 1
Prev: #13
2.6 9,577 1.8%
P
S
545,405 $11,480,778 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CCJ
Cameco Corp
Energy 1.49% 1.38% #13 1
Prev: #14
2.6 5,579 4.7%
P
S
123,674 $11,314,965 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
TCEHY
TENCENT HLDGS L...
Communication Services 1.45% 1.80% #14 8
Prev: #6
0.6 -8,912 -5.9%
P
S
143,368 $11,010,594 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
RNMBY
RHEINMETALL AG ...
Industrials 1.27% 1.60% #15 8
Prev: #7
2.5 1,562 6.3%
P
S
26,196 $9,605,072 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SCBFY
STANDARD CHARTE...
Financial Services 1.22% 0.97% #16 13
Prev: #29
2.5 7,116 3.9%
P
S
188,343 $9,231,308 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
NVDA
Nvidia Corporat...
Technology 1.21% 1.28% #17 2
Prev: #15
0.5 no change no change
P
S
49,294 $9,193,331 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
DTEGY
DEUTSCHE TELEKO...
Communication Services 1.12% 1.25% #18 1
Prev: #17
0.5 -2,131 -0.8%
P
S
261,346 $8,489,934 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AXAHY
AXA ADR
Financial Services 1.12% 1.13% #19 1
Prev: #20
2.5 4,814 2.8%
P
S
175,959 $8,464,626 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ERJ
EMBRAER SA ADR
Unknown 1.09% 1.13% #20 1
Prev: #21
0.5 -6,716 -5.0%
P
S
128,129 $8,247,637 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MFG
Mizuho Financia...
Financial Services 1.09% 1.01% #21 6
Prev: #27
2.4 41,986 3.9%
P
S
1,124,276 $8,229,699 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MSFT
Microsoft Corp
Technology 1.07% 1.20% #22 4
Prev: #18
2.4 83 0.5%
P
S
16,740 $8,095,799 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SUZ
Suzano SA ADS
Basic Materials 1.05% 0.89% #23 10
Prev: #33
2.5 168,044 24.6%
P
S
850,261 $7,941,436 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AVGO
Broadcom Inc
Technology 1.04% 1.04% #24 1
Prev: #23
0.4 no change no change
P
S
22,769 $7,880,351 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
JPM
JPMorgan Chase ...
Financial Services 1.01% 1.04% #25 1
Prev: #24
0.4 no change no change
P
S
23,765 $7,657,558 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
LNSTY
LONDON STOCK EX...
Financial Services 0.00% 0.74%
Sold All 😨
(Was: #43)
0.3 -185,003 -100.0%
CLOSED
$— 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ASHTY
ASHTEAD GROUP P...
Industrials 0.00% 0.36%
Sold All 😨
(Was: #94)
0.3 -9,715 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
EXR
Extra Space Sto...
Real Estate 0.00% 0.03%
Sold All 😨
(Was: #203)
0.3 -1,483 -100.0%
CLOSED
$— 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PPG
PPG Industries ...
Basic Materials 0.00% 0.03%
Sold All 😨
(Was: #205)
0.3 -1,902 -100.0%
CLOSED
$— 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
EPI
Wisdomtree Indi...
ETF 0.00% 0.02%
Sold All 😨
(Was: #220)
0.3 -3,200 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
HUBS
Hubspot Inc
Technology 0.00% 0.02%
Sold All 😨
(Was: #223)
0.3 -300 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
NVS
Novartis AG ADR
Healthcare 0.00% 0.02%
Sold All 😨
(Was: #237)
0.3 -900 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
DIS
Walt Disney Co
Communication Services 0.00% 0.01%
Sold All 😨
(Was: #244)
0.3 -900 -100.0%
CLOSED
$— 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ACN
Accenture plc I...
Technology 0.00% 0.01%
Sold All 😨
(Was: #246)
0.3 -400 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
COIN
Coinbase Global...
Financial Services 0.00% 0.01%
Sold All 😨
(Was: #258)
0.3 -239 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ICLR
Icon plc
Healthcare 0.00% 0.01%
Sold All 😨
(Was: #273)
0.3 -400 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
STZ
Constellation B...
Consumer Defensive 0.00% 0.01%
Sold All 😨
(Was: #275)
0.3 -500 -100.0%
CLOSED
$— 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
WMG
Warner Music Gr...
Communication Services 0.00% 0.01%
Sold All 😨
(Was: #285)
0.3 -1,500 -100.0%
CLOSED
$— 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CFLT
Confluent Inc C...
Technology 0.00% 0.01%
Sold All 😨
(Was: #299)
0.3 -2,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
GTLB
Gitlab Inc Clas...
Technology 0.00% 0.01%
Sold All 😨
(Was: #308)
0.3 -800 -100.0%
CLOSED
$— 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ZBH
Zimmer Biomet H...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #310)
0.3 -350 -100.0%
CLOSED
$— 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
EIX
Edison Intl
Utilities 0.00% 0.00%
Sold All 😨
(Was: #314)
0.3 -500 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
CMG
Chipotle Mexica...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #335)
0.3 -300 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ZIMV
Zimvie Inc
Unknown 0.00% 0.00%
Sold All 😨
(Was: #351)
0.3 -25 -100.0%
CLOSED
$— 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MAURY
MARUI GROUP CO ...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #353)
0.3 -3 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
Showing 1-25 of 402 holdings

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