Ramiah Investment Group

Q2 2026 13F-HR Holdings

Location
Brookfield, WI
Holdings as of
6/30/2026
Date filed
7/16/2026
Form type
13F-HR
Num holdings
79
Total value ($000)
$130,996
Net value change ($000)
+31,521 (31.7%)
New positions
49
Sold out positions
2
Turnover %
62.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/21/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 21,915 NEW
QQQ 10,358 NEW
IJS 3,433 NEW
VTI 2,392 21.7%
EEM 2,380 387.6%
PSI 2,374 NEW
SOXX 2,332 NEW
SPHB 2,139 NEW
ROUNDHILL ETF TRUST 1,944 NEW
EFA 1,865 176.9%
Top Reduces (Value $000, Stocks/ETFs)
BIL -21,016 -91.9%
RSP -14,450 -100.0%
QQQE -6,412 -100.0%
BCI -210 -11.4%
VICI -49 -12.0%
HYLS -8 -1.3%
BSCR -3 -0.5%
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