Ramiah Investment Group

Q3 2025 13F-HR Holdings

Location
Brookfield, WI
Holdings as of
9/30/2025
Date filed
10/23/2025
Form type
13F-HR
Num holdings
34
Total value ($000)
$101,150
Net value change ($000)
+8,234 (8.9%)
New positions
1
Sold out positions
25
Turnover %
11.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/28/2026 Next filing: 1/28/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SPY 8,801 67.1%
QQQ 3,388 64.4%
EFA 2,588 219.5%
EEM 2,556 260.0%
IVW 2,472 228.3%
IJS 2,462 230.1%
IJJ 2,404 224.3%
BND 1,894 99.6%
VEU 1,690 72.7%
VTI 1,627 19.6%
Top Reduces (Value $000, Stocks/ETFs)
BIL -7,691 -67.1%
SGOV -7,377 -84.7%
BIV -740 -100.0%
MSFT -726 -100.0%
META -691 -100.0%
INTU -634 -100.0%
BKNG -533 -100.0%
SNPS -506 -100.0%
INCY -505 -100.0%
CRM -485 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type