Ramiah Investment Group

Q1 2021 13F-HR Holdings

Location
Brookfield, WI
Holdings as of
3/31/2021
Date filed
5/28/2026
Form type
13F-HR
Num holdings
86
Total value ($000)
$133,045
Net value change ($000)
+13,023 (10.9%)
New positions
22
Sold out positions
16
Turnover %
84.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/28/2026 Next filing: 5/28/2026 SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
IJS 13,210 NEW
MDY 12,480 NEW
IWM 12,273 1237.2%
IJT 12,219 NEW
IJJ 12,063 NEW
IVZ 1,843 NEW
TPR 1,824 NEW
WBD 1,316 NEW
BBWI 1,288 76.5%
SVB FINANCIAL GROUP 1,261 129.9%
Top Reduces (Value $000, Stocks/ETFs)
IJK -11,733 -100.0%
IYM -11,471 -100.0%
QQQ -10,961 -84.0%
IVW -10,855 -100.0%
SPY -10,291 -70.8%
ALGN -2,847 -100.0%
QCOM -1,698 -100.0%
FDX -1,439 -100.0%
PWR -1,201 -100.0%
GAP -1,070 -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