Ramiah Investment Group

Q2 2021 13F-HR Holdings

Location
Brookfield, WI
Holdings as of
6/30/2021
Date filed
5/28/2026
Form type
13F-HR
Num holdings
83
Total value ($000)
$139,668
Net value change ($000)
+6,623 (5.0%)
New positions
6
Sold out positions
8
Turnover %
10.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/28/2026 Next filing: 5/28/2026 SEC filing

Snapshot: Change Analysis

Compared to Q1 2021
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)
MARATHON OIL CORP 2,300 NEW
DVN 2,247 NEW
COF 2,145 NEW
NUE 2,036 NEW
VTI 1,285 55.6%
VB 1,041 48.5%
BIV 454 165.7%
BNDX 414 152.8%
TPR 367 20.1%
BCI 350 44.2%
Top Reduces (Value $000, Stocks/ETFs)
IVZ -1,843 -100.0%
SVB FINANCIAL GROUP -1,321 -59.2%
WBD -1,316 -100.0%
PARAV -1,118 -100.0%
SCHH -695 -48.5%
FCX -620 -20.7%
HYG -582 -26.1%
CWB -521 -100.0%
BBWI -319 -10.7%
FTSL -209 -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