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Portfolio (Quarterly) Guide ↗

RAM Investment Partners, LLC

· CIK 0001989672
13F Portfolio $625M AUM 127 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 15 New 37 Added 48 Reduced 9 Exited
Page 1 of 3  ·  48 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 DFAC DIMENSIONAL ETF TRUST 2,710,018.0 $120.2M 19.23% -30K -1.1% $44.36 +2.8%
2 MSFT MICROSOFT CORP Technology 113,075.0 $42.2M 6.75% -2K -1.4% $373.02 +29.5%
3 AMZN AMAZON COM INC Consumer Cyclical 44,985.0 $10.7M 1.72% -4K -8.3% $238.34 +8.5%
4 NVDA NVIDIA CORPORATION Technology 45,632.0 $9.1M 1.46% -2K -4.0% $200.09 +7.3%
5 GOOG ALPHABET INC 20,675.0 $7.3M 1.17% -2K -7.0% $353.33
6 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 7,210.0 $6.7M 1.08% -439.0 -5.7% $935.51 +1.3%
7 DFAX DIMENSIONAL ETF TRUST 150,533.0 $5.5M 0.89% -1K -1.0% $36.84 +3.6%
8 AAPL APPLE INC Technology 17,397.0 $5.0M 0.81% -100.0 -0.6% $289.35 +6.9%
9 LRCX LAM RESEARCH CORP Technology 9,905.0 $4.3M 0.69% -1K -10.2% $433.35 -27.5%
10 VTIP VANGUARD MALVERN FDS 76,809.0 $3.9M 0.62% -794.0 -1.0% $50.23 -0.9%
11 IVV ISHARES TR 4,651.0 $3.5M 0.56% -577.0 -11.0% $748.94 +2.7%
12 DFSB DIMENSIONAL ETF TRUST 62,167.0 $3.2M 0.52% -630.0 -1.0% $52.11 -2.7%
13 AVUS AMERICAN CENTY ETF TR 24,899.0 $3.2M 0.51% -2K -6.8% $128.08 +2.0%
14 ORCL ORACLE CORP Technology 19,275.0 $2.8M 0.45% -4K -16.0% $146.55 -0.1%
15 RBLX ROBLOX CORP Technology 45,731.0 $2.5M 0.40% -2K -3.8% $54.38 -29.4%
16 AVDE AMERICAN CENTY ETF TR 25,502.0 $2.3M 0.36% -950.0 -3.6% $89.20 +5.7%
17 META META PLATFORMS INC Communication Services 3,533.0 $2.0M 0.32% -46.0 -1.3% $563.32 -2.4%
18 AMAT APPLIED MATLS INC Technology 2,268.0 $1.6M 0.26% -133.0 -5.5% $723.00 -31.9%
19 VTI VANGUARD INDEX FDS 4,212.0 $1.6M 0.25% -46.0 -1.1% $370.08 +2.2%
20 TSLA TESLA INC Consumer Cyclical 3,646.0 $1.5M 0.24% -1K -23.0% $420.55 -13.7%
Page 1 of 3  ·  48 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 66.0%
Consumer Cyclical 11.1%
Consumer Defensive 6.2%
Financial Services 4.8%
Healthcare 4.3%
Communication Services 4.0%
Industrials 3.1%
Energy 0.4%