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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 3 of 3  ·  48 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 UNH UNITEDHEALTH GROUP INC Healthcare 712.0 $296K 0.05% -2K -70.2% $415.58 -6.1%
42 WM WASTE MGMT INC DEL Industrials 1,319.0 $294K 0.05% -38.0 -2.8% $222.88 +0.5%
43 PLTR PALANTIR TECHNOLOGIES INC Technology 2,225.0 $260K 0.04% -73.0 -3.2% $116.67 +54.2%
44 CAT CATERPILLAR INC Industrials 241.0 $257K 0.04% -218.0 -47.5% $1064.90 -22.3%
45 EXPD EXPEDITORS INTL WASH INC Industrials 1,461.0 $238K 0.04% -14.0 -0.9% $162.98 +15.2%
46 RTX RTX CORPORATION Industrials 1,204.0 $228K 0.04% -53.0 -4.2% $189.73 +10.6%
47 CL COLGATE PALMOLIVE CO Consumer Defensive 2,467.0 $226K 0.04% -793.0 -24.3% $91.69 -0.7%
48 RSP INVESCO EXCHANGE TRADED FD T 1,059.0 $225K 0.04% -100.0 -8.6% $212.77 +4.2%
Page 3 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%