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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 2 of 3  ·  48 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 PRCH PORCH GROUP INC Technology 80,940.0 $1.2M 0.20% -5K -5.8% $15.04 +13.6%
22 SPY STATE STR SPDR S&P 500 ETF T Financial Services 1,421.0 $1.1M 0.17% -400.0 -22.0% $746.81 +2.5%
23 AMD ADVANCED MICRO DEVICES INC Technology 1,536.0 $893K 0.14% -514.0 -25.1% $581.08 -18.6%
24 DFCA DIMENSIONAL ETF TRUST 17,040.0 $855K 0.14% -275.0 -1.6% $50.18 -1.5%
25 MU MICRON TECHNOLOGY INC Technology 696.0 $804K 0.13% -379.0 -35.3% $1154.46 -16.3%
26 QQQ INVESCO QQQ TR Financial Services 1,052.0 $775K 0.12% -479.0 -31.3% $736.42 -3.1%
27 JNJ JOHNSON & JOHNSON Healthcare 2,922.0 $742K 0.12% -56.0 -1.9% $254.00 +6.4%
28 MA MASTERCARD INCORPORATED Financial Services 1,059.0 $544K 0.09% -13.0 -1.2% $513.46 +13.1%
29 GS GOLDMAN SACHS GROUP INC Financial Services 449.0 $454K 0.07% -32.0 -6.7% $1011.37 +2.8%
30 VWOB VANGUARD WHITEHALL FDS 6,439.0 $433K 0.07% -448.0 -6.5% $67.24 -2.0%
31 SBUX STARBUCKS CORP Consumer Cyclical 4,100.0 $419K 0.07% -341.0 -7.7% $102.18 +4.8%
32 NFLX NETFLIX INC. Communication Services 5,824.0 $416K 0.07% -238.0 -3.9% $71.40 +11.5%
33 VT VANGUARD INTL EQUITY INDEX F 2,632.0 $413K 0.07% -350.0 -11.7% $156.94 +2.4%
34 BND VANGUARD BD INDEX FDS 4,759.0 $349K 0.06% -200.0 -4.0% $73.41 -1.6%
35 HYG ISHARES TR 4,357.0 $348K 0.06% -322.0 -6.9% $79.96 -0.4%
36 VWO VANGUARD INTL EQUITY INDEX F 5,812.0 $347K 0.06% -792.0 -12.0% $59.69 +1.3%
37 WFC WELLS FARGO & CO Financial Services 3,854.0 $318K 0.05% -3K -39.6% $82.64 +1.5%
38 ABT ABBOTT LABORATORIES Healthcare 3,352.0 $304K 0.05% -3K -42.8% $90.74 +28.5%
39 CRM SALESFORCE INC Technology 1,920.0 $301K 0.05% -202.0 -9.5% $156.64 +33.5%
40 SCHX SCHWAB STRATEGIC TR 10,149.0 $299K 0.05% -231.0 -2.2% $29.43 +2.6%
Page 2 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%