Ramiah Investment Group

Q3 2026 13F-HR Holdings

Location
Brookfield, WI
Holdings as of
9/30/2026
Date filed
10/20/2026
Form type
13F-HR
Num holdings
76
Total value ($000)
$129,677
Net value change ($000)
-1,319 (-1.0%)
New positions
12
Sold out positions
15
Turnover %
14.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/16/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
BIL 10,443 560.5%
XLV 1,900 NEW
HACK 1,430 NEW
FLOT 923 NEW
VTI 605 4.5%
SLB 415 168.0%
BCI 273 16.7%
CRWD 271 NEW
PANW 271 NEW
FTNT 255 NEW
Top Reduces (Value $000, Stocks/ETFs)
PSI -2,374 -100.0%
SOXX -2,332 -100.0%
SPHB -2,139 -100.0%
ROUNDHILL ETF TRUST -1,944 -100.0%
IJS -1,107 -32.2%
SPY -996 -4.5%
EEM -761 -25.4%
EFA -750 -25.7%
QQQ -662 -6.4%
VGIT -541 -42.4%
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