Ramiah Investment Group

Q1 2023 13F-HR/A Holdings

Location
Brookfield, WI
Holdings as of
3/31/2023
Date filed
5/29/2026
Form type
13F-HR/A - NEW HOLDINGS
Num holdings
30
Total value ($000)
$18,787
Net value change ($000)
+219 (1.2%)
New positions
4
Sold out positions
6
Turnover %
40.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/29/2026 Next filing: 5/29/2026 SEC filing

Snapshot: Change Analysis

Compared to Q4 2022
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)
EA 948 NEW
CAR 489 NEW
AKX 485 57.9%
AIG 457 NEW
PFG 456 NEW
NOW 398 53.5%
INTU 353 45.7%
ADSK 304 41.4%
CDNS 300 31.9%
ADBE 256 29.3%
Top Reduces (Value $000, Stocks/ETFs)
QQQ -2,585 -100.0%
SVB FINANCIAL GROUP -839 -100.0%
FRCB -760 -100.0%
SBNY -628 -100.0%
ESML -303 -100.0%
PGF -145 -100.0%
VOOV -15 -1.1%
PGX -10 -6.9%
FMN -1 -0.6%
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