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Portfolio (Quarterly) Guide ↗

RAM Investment Partners, LLC

· CIK 0001989672
13F Portfolio $569.3B AUM 121 positions Filed May 4, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 12 New 66 Added 16 Reduced 8 Exited
Page 2 of 4  ·  66 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 LRCX LAM RESEARCH CORP Technology 11,025.0 $2.4M 0.41% +695.0 +6.7% $213.67 +40.0%
22 DUHP DIMENSIONAL ETF TRUST 57,031.0 $2.1M 0.37% +31K +116.0% $36.76 +8.4%
23 META META PLATFORMS INC Communication Services 3,579.0 $2.0M 0.36% +261.0 +7.9% $572.11 +8.1%
24 PCAR PACCAR INC Industrials 15,726.0 $1.8M 0.32% +344.0 +2.2% $115.50 -2.5%
25 DIHP DIMENSIONAL ETF TRUST 55,680.0 $1.8M 0.32% +20K +56.4% $32.22 +4.0%
26 TSLA TESLA INC Consumer Cyclical 4,734.0 $1.8M 0.31% +205.0 +4.5% $371.72 +19.3%
27 ABBV ABBVIE INC Healthcare 5,996.0 $1.3M 0.23% +379.0 +6.8% $217.49 -3.3%
28 SPY STATE STR SPDR S&P 500 ETF T Financial Services 1,821.0 $1.2M 0.21% +288.0 +18.8% $650.23 +13.7%
29 QQQ INVESCO QQQ TR Financial Services 1,531.0 $883K 0.15% +117.0 +8.3% $577.05 +22.9%
30 DFCA DIMENSIONAL ETF TRUST 17,315.0 $863K 0.15% +1K +9.3% $49.85 -0.0%
31 AMAT APPLIED MATLS INC Technology 2,401.0 $821K 0.14% +331.0 +16.0% $341.79 +27.7%
32 V VISA INC Financial Services 2,455.0 $742K 0.13% +492.0 +25.1% $302.29 +6.7%
33 DFIV DIMENSIONAL ETF TRUST 14,037.0 $741K 0.13% +300.0 +2.2% $52.78 +3.9%
34 JNJ JOHNSON & JOHNSON Healthcare 2,978.0 $728K 0.13% +689.0 +30.1% $244.46 -5.6%
35 DFAW DIMENSIONAL ETF TRUST 8,690.0 $641K 0.11% +1K +14.0% $73.78 +9.6%
36 ABT ABBOTT LABORATORIES Healthcare 5,862.0 $602K 0.11% +220.0 +3.9% $102.67 -17.7%
37 NFLX NETFLIX INC. Communication Services 6,062.0 $583K 0.10% +1K +29.2% $96.15 -9.6%
38 MA MASTERCARD INCORPORATED Financial Services 1,072.0 $535K 0.09% +320.0 +42.5% $499.53 -1.9%
39 JPM JPMORGAN CHASE & CO Financial Services 1,579.0 $464K 0.08% +55.0 +3.6% $294.16 +2.0%
40 VWOB VANGUARD WHITEHALL FDS 6,887.0 $452K 0.08% +888.0 +14.8% $65.69 +0.7%
Page 2 of 4  ·  66 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 59.7%
Consumer Cyclical 11.4%
Communication Services 9.7%
Consumer Defensive 7.1%
Financial Services 4.7%
Healthcare 4.3%
Industrials 2.7%
Energy 0.4%