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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 3 of 4  ·  66 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 AMD ADVANCED MICRO DEVICES INC Technology 2,050.0 $417K 0.07% +1K +222.3% $203.46 +108.4%
42 SBUX STARBUCKS CORP Consumer Cyclical 4,441.0 $398K 0.07% +117.0 +2.7% $89.58 +18.8%
43 CRM SALESFORCE INC Technology 2,122.0 $396K 0.07% +79.0 +3.9% $186.65 -10.2%
44 HYG ISHARES TR 4,679.0 $372K 0.07% +814.0 +21.1% $79.57 -0.1%
45 WMT WALMART INC Consumer Defensive 2,974.0 $370K 0.07% +1K +75.2% $124.28 +6.6%
46 MU MICRON TECHNOLOGY INC Technology 1,075.0 $363K 0.06% +625.0 +138.9% $337.87 +129.7%
47 MAR MARRIOTT INTL INC NEW Consumer Cyclical 1,044.0 $341K 0.06% +102.0 +10.8% $327.07 +8.1%
48 PLTR PALANTIR TECHNOLOGIES INC Technology 2,298.0 $336K 0.06% +371.0 +19.2% $146.28 -8.6%
49 SCHW SCHWAB CHARLES CORP Financial Services 3,565.0 $335K 0.06% +401.0 +12.7% $93.98 -4.8%
50 CAT CATERPILLAR INC Industrials 459.0 $325K 0.06% +248.0 +117.5% $708.46 +25.4%
51 WM WASTE MGMT INC DEL Industrials 1,357.0 $312K 0.06% +204.0 +17.7% $229.79 -4.8%
52 T AT&T INC Communication Services 10,393.0 $301K 0.05% +3K +42.1% $28.99 -14.9%
53 EFA ISHARES TR 2,879.0 $280K 0.05% +275.0 +10.6% $97.14 +4.7%
54 IEMG ISHARES INC 4,002.0 $279K 0.05% +50.0 +1.3% $69.75 +14.0%
55 CL COLGATE PALMOLIVE CO Consumer Defensive 3,260.0 $278K 0.05% +287.0 +9.7% $85.24 +3.4%
56 SCHX SCHWAB STRATEGIC TR 10,380.0 $266K 0.05% +231.0 +2.3% $25.64 +13.3%
57 CSCO CISCO SYS INC Technology 3,313.0 $257K 0.04% +2K +145.2% $77.58 +48.9%
58 RTX RTX CORPORATION Industrials 1,257.0 $242K 0.04% +744.0 +145.0% $192.90 -8.9%
59 XOM EXXON MOBIL CORP Energy 1,427.0 $242K 0.04% +36.0 +2.6% $169.66 -9.9%
60 TMUS T-MOBILE US INC Communication Services 1,136.0 $239K 0.04% +363.0 +47.0% $210.03 -10.4%
Page 3 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%