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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 7  ·  127 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VOO VANGUARD INDEX FDS 1,869.0 $1.3M 0.20% $686.68 +2.5%
42 PRCH PORCH GROUP INC Technology 80,940.0 $1.2M 0.20% -5K -5.8% $15.04 +13.6%
43 VEA VANGUARD TAX-MANAGED FDS 16,804.0 $1.2M 0.19% +2K +11.5% $71.25 +3.0%
44 VGT VANGUARD WORLD FD 9,066.0 $1.1M 0.17% +8K +641.9% $119.52 -0.9%
45 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%
46 DHR DANAHER CORP DEL Healthcare 5,496.0 $1.0M 0.17% $190.48 +14.9%
47 BERKSHIRE HATHAWAY INC DEL 2,010.0 $1.0M 0.16% +60.0 +3.1% $500.27
48 SPMO INVESCO EXCH TRADED FD TR II 6,147.0 $993K 0.16% $161.54 -7.9%
49 AMD ADVANCED MICRO DEVICES INC Technology 1,536.0 $893K 0.14% -514.0 -25.1% $581.08 -18.6%
50 V VISA INC Financial Services 2,529.0 $868K 0.14% +74.0 +3.0% $343.15 +8.1%
51 DFCA DIMENSIONAL ETF TRUST 17,040.0 $855K 0.14% -275.0 -1.6% $50.18 -1.5%
52 MU MICRON TECHNOLOGY INC Technology 696.0 $804K 0.13% -379.0 -35.3% $1154.46 -16.3%
53 QQQ INVESCO QQQ TR Financial Services 1,052.0 $775K 0.12% -479.0 -31.3% $736.42 -3.1%
54 DFIV DIMENSIONAL ETF TRUST 14,226.0 $768K 0.12% +189.0 +1.4% $54.02 +7.9%
55 VUG VANGUARD INDEX FDS 8,742.0 $753K 0.12% +7K +500.0% $86.14 +1.6%
56 VXUS VANGUARD STAR FDS 8,767.0 $749K 0.12% $85.49 +2.6%
57 DFAW DIMENSIONAL ETF TRUST 9,023.0 $747K 0.12% +333.0 +3.8% $82.79 +3.1%
58 JNJ JOHNSON & JOHNSON Healthcare 2,922.0 $742K 0.12% -56.0 -1.9% $254.00 +6.4%
59 NULG NUSHARES ETF TR 6,062.0 $710K 0.11% $117.07 -2.1%
60 DFAT DIMENSIONAL ETF TRUST 9,732.0 $680K 0.11% $69.90 +2.5%
Page 3 of 7  ·  127 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%