Ramiah Investment Group

Q3 2020 13F-HR Holdings

Location
Brookfield, WI
Holdings as of
9/30/2020
Date filed
5/28/2026
Form type
13F-HR
Num holdings
75
Total value ($000)
$103,251
Net value change ($000)
+8,523 (9.0%)
New positions
11
Sold out positions
14
Turnover %
34.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/28/2026 Next filing: 5/28/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2020
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)
IJK 11,570 NEW
IVW 1,581 15.4%
SPY 1,571 12.0%
ABIOMED INC 1,539 211.4%
PYPL 1,491 NEW
BBWI 1,438 NEW
AMZN 1,379 NEW
AAPL 1,175 NEW
NVDA 782 61.1%
QQQ 728 5.6%
Top Reduces (Value $000, Stocks/ETFs)
DIA -3,629 -100.0%
IVE -3,134 -100.0%
IYR -2,945 -100.0%
REGN -1,253 -100.0%
VRTX -1,214 -100.0%
MKTX -1,145 -100.0%
FTNT -1,143 -100.0%
NEM -1,137 -100.0%
IYW -387 -100.0%
IYJ -333 -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