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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
Page 4 of 7  ·  121 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 NFLX NETFLIX INC. Communication Services 6,062.0 $583K 0.10% +1K +29.2% $96.15 -7.0%
62 NKE NIKE INC Consumer Cyclical 11,011.0 $582K 0.10% -2K -14.3% $52.82 -19.7%
63 NULG NUSHARES ETF TR 6,062.0 $551K 0.10% $90.95 +19.7%
64 ESGV VANGUARD WORLD FD 4,878.0 $548K 0.10% $112.27 +15.3%
65 MA MASTERCARD INCORPORATED Financial Services 1,072.0 $535K 0.09% +320.0 +42.5% $499.53 +0.1%
66 WFC WELLS FARGO & CO Financial Services 6,380.0 $508K 0.09% NEW $79.61 -6.7%
67 STIP ISHARES TR 4,857.0 $502K 0.09% NEW $103.43 +0.1%
68 SGOV ISHARES TR 4,700.0 $473K 0.08% NEW $100.66 -0.1%
69 JPM JPMORGAN CHASE & CO Financial Services 1,579.0 $464K 0.08% +55.0 +3.6% $294.16 +1.8%
70 VWOB VANGUARD WHITEHALL FDS 6,887.0 $452K 0.08% +888.0 +14.8% $65.69 +0.5%
71 AMD ADVANCED MICRO DEVICES INC Technology 2,050.0 $417K 0.07% +1K +222.3% $203.46 +105.9%
72 VO VANGUARD INDEX FDS 1,441.0 $414K 0.07% $287.14 -73.4%
73 VT VANGUARD INTL EQUITY INDEX F 2,982.0 $413K 0.07% $138.33 +10.8%
74 GS GOLDMAN SACHS GROUP INC Financial Services 481.0 $407K 0.07% NEW $845.99 +12.1%
75 SBUX STARBUCKS CORP Consumer Cyclical 4,441.0 $398K 0.07% +117.0 +2.7% $89.58 +19.3%
76 CRM SALESFORCE INC Technology 2,122.0 $396K 0.07% +79.0 +3.9% $186.65 -4.3%
77 ROUS LATTICE STRATEGIES TR 6,681.0 $394K 0.07% $59.04 +8.5%
78 VCSH VANGUARD SCOTTSDALE FDS 4,733.0 $375K 0.07% $79.26 -0.6%
79 HYG ISHARES TR 4,679.0 $372K 0.07% +814.0 +21.1% $79.57 -0.0%
80 WMT WALMART INC Consumer Defensive 2,974.0 $370K 0.07% +1K +75.2% $124.28 +6.4%
Page 4 of 7  ·  121 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 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%