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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 7,649.0 $7.6M 1.34% -375.0 -4.7% $996.37 +4.5%
2 DFAX DIMENSIONAL ETF TRUST 151,993.0 $5.2M 0.91% -5K -3.4% $33.97 +7.7%
3 AAPL APPLE INC Technology 17,497.0 $4.4M 0.78% -960.0 -5.2% $253.79 +18.3%
4 RBLX ROBLOX CORP Technology 47,547.0 $2.7M 0.47% -4K -7.2% $56.56 -22.7%
5 AVGO BROADCOM INC Technology 8,198.0 $2.5M 0.45% -727.0 -8.2% $309.51 +37.4%
6 GOOGL ALPHABET INC Communication Services 6,274.0 $1.8M 0.32% -1K -17.0% $287.52 +39.5%
7 DFUV DIMENSIONAL ETF TRUST 27,714.0 $1.3M 0.24% -1K -4.5% $48.46 +7.6%
8 AVEM AMERICAN CENTY ETF TR 14,088.0 $1.1M 0.20% -73.0 -0.5% $80.58 +14.0%
9 VOO VANGUARD INDEX FDS 1,866.0 $1.1M 0.20% -14.0 -0.7% $597.65 +13.7%
10 VGT VANGUARD WORLD FD 1,222.0 $853K 0.15% -200.0 -14.1% $697.74 -83.8%
11 PRCH PORCH GROUP INC Technology 85,940.0 $616K 0.11% -10K -10.0% $7.17 +45.5%
12 DFAT DIMENSIONAL ETF TRUST 9,732.0 $608K 0.11% -1K -13.3% $62.45 +4.6%
13 NKE NIKE INC Consumer Cyclical 11,011.0 $582K 0.10% -2K -14.3% $52.82 -20.4%
14 DFAS DIMENSIONAL ETF TRUST 3,330.0 $237K 0.04% -140.0 -4.0% $71.12 +6.4%
15 DFLV DIMENSIONAL ETF TRUST 6,052.0 $216K 0.04% -3K -33.9% $35.71 +6.6%
16 LLY ELI LILLY & CO Healthcare 229.0 $211K 0.04% -5.0 -2.1% $919.77 +9.5%

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%