Ramiah Investment Group

Q4 2020 13F-HR Holdings

Location
Brookfield, WI
Holdings as of
12/31/2020
Date filed
5/28/2026
Form type
13F-HR
Num holdings
79
Total value ($000)
$120,022
Net value change ($000)
+16,771 (16.2%)
New positions
9
Sold out positions
5
Turnover %
22.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/28/2026 Next filing: 5/28/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
IYM 11,471 NEW
FCX 2,342 NEW
ALGN 2,184 329.4%
QCOM 1,698 NEW
FDX 1,439 NEW
PWR 1,201 NEW
GAP 1,070 NEW
VEU 418 18.1%
PDP 399 17.4%
VB 392 27.6%
Top Reduces (Value $000, Stocks/ETFs)
NVDA -2,062 -100.0%
PYPL -1,491 -100.0%
AMZN -1,379 -100.0%
ABIOMED INC -1,338 -59.0%
AMD -1,218 -100.0%
AAPL -1,175 -100.0%
IVW -970 -8.2%
QQQ -732 -5.3%
SPY -127 -0.9%
CRM -55 -7.5%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type