Ramiah Investment Group

Q3 2021 13F-HR Holdings

Location
Brookfield, WI
Holdings as of
9/30/2021
Date filed
5/28/2026
Form type
13F-HR
Num holdings
84
Total value ($000)
$139,495
Net value change ($000)
-173 (-0.1%)
New positions
17
Sold out positions
16
Turnover %
31.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/28/2026 Next filing: 5/28/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
IYM 9,141 NEW
IYR 8,964 NEW
BBWI 2,279 NEW
FTNT 2,239 NEW
MRNA 1,741 NEW
NET 1,631 NEW
BX 1,629 NEW
VSCO 665 NEW
DVN 527 23.5%
AGG 272 11.5%
Top Reduces (Value $000, Stocks/ETFs)
IJS -4,554 -34.8%
IWM -4,019 -29.5%
MDY -3,696 -29.5%
IJJ -3,537 -29.1%
IJT -3,414 -27.7%
BBWI -2,652 -100.0%
FCX -2,375 -100.0%
MARATHON OIL CORP -2,300 -100.0%
TPR -2,191 -100.0%
COF -2,145 -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