Ramiah Investment Group

Q4 2021 13F-HR Holdings

Location
Brookfield, WI
Holdings as of
12/31/2021
Date filed
5/28/2026
Form type
13F-HR
Num holdings
72
Total value ($000)
$148,215
Net value change ($000)
+8,720 (6.3%)
New positions
11
Sold out positions
23
Turnover %
57.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/28/2026 Next filing: 5/28/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
SPY 27,683 597.8%
QQQ 26,693 1146.1%
IWM 17,783 185.4%
CERNER Corp 1,123 NEW
AKX 980 NEW
CFG 919 NEW
PNC 893 NEW
PTC 891 NEW
JPM 878 NEW
RF 839 NEW
Top Reduces (Value $000, Stocks/ETFs)
IYM -9,141 -100.0%
IYR -8,964 -100.0%
IJT -8,904 -100.0%
MDY -8,840 -100.0%
IJJ -8,621 -100.0%
IJS -8,542 -100.0%
DVN -2,774 -100.0%
BBWI -2,279 -100.0%
FTNT -2,239 -100.0%
NUE -2,120 -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