Ramiah Investment Group

Q2 2023 13F-HR/A Holdings

Location
Brookfield, WI
Holdings as of
6/30/2023
Date filed
5/29/2026
Form type
13F-HR/A - NEW HOLDINGS
Num holdings
27
Total value ($000)
$13,954
Net value change ($000)
-4,833 (-25.7%)
New positions
6
Sold out positions
9
Turnover %
89.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/29/2026 Next filing: 5/29/2026 SEC filing

Snapshot: Change Analysis

Compared to Q1 2023
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)
JPM 1,028 NEW
PAYC 973 NEW
EL 709 NEW
MRNA 698 NEW
AAPL 444 NEW
VSGX 201 NEW
EXPE 141 14.8%
ADBE 78 6.9%
Top Reduces (Value $000, Stocks/ETFs)
VOOV -1,332 -100.0%
AKX -1,323 -100.0%
CDNS -1,241 -100.0%
NOW -1,142 -100.0%
PTC -1,004 -100.0%
EA -948 -100.0%
CAR -489 -100.0%
AIG -457 -100.0%
PFG -456 -100.0%
INTU -170 -15.1%
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