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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 4 of 7  ·  127 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ESGV VANGUARD WORLD FD 4,878.0 $645K 0.10% $132.25 +2.7%
62 DELL DELL TECHNOLOGIES INC Technology 1,470.0 $634K 0.10% $431.46 +2.4%
63 MUB ISHARES TR 5,732.0 $617K 0.10% $107.62 -2.1%
64 JPM JPMORGAN CHASE & CO Financial Services 1,743.0 $570K 0.09% +164.0 +10.4% $327.25 +7.4%
65 MA MASTERCARD INCORPORATED Financial Services 1,059.0 $544K 0.09% -13.0 -1.2% $513.46 +13.1%
66 VO VANGUARD INDEX FDS 5,779.0 $466K 0.07% +4K +301.0% $80.57 +3.0%
67 GS GOLDMAN SACHS GROUP INC Financial Services 449.0 $454K 0.07% -32.0 -6.7% $1011.37 +2.8%
68 ROUS LATTICE STRATEGIES TR 6,681.0 $450K 0.07% $67.40 +1.0%
69 VWOB VANGUARD WHITEHALL FDS 6,439.0 $433K 0.07% -448.0 -6.5% $67.24 -2.0%
70 XOM EXXON MOBIL CORP Energy 3,090.0 $422K 0.07% +2K +116.5% $136.72 +20.8%
71 NRIX NURIX THERAPEUTICS INC Healthcare 17,284.0 $419K 0.07% $24.26 +10.1%
72 SBUX STARBUCKS CORP Consumer Cyclical 4,100.0 $419K 0.07% -341.0 -7.7% $102.18 +4.8%
73 NFLX NETFLIX INC. Communication Services 5,824.0 $416K 0.07% -238.0 -3.9% $71.40 +11.5%
74 VT VANGUARD INTL EQUITY INDEX F 2,632.0 $413K 0.07% -350.0 -11.7% $156.94 +2.4%
75 ARM ARM HOLDINGS PLC Technology 1,117.0 $396K 0.06% NEW $354.57 -31.4%
76 CSCO CISCO SYS INC Technology 3,334.0 $392K 0.06% +21.0 +0.6% $117.45 -5.5%
77 MAR MARRIOTT INTL INC NEW Consumer Cyclical 1,045.0 $387K 0.06% $370.59 -3.8%
78 IXUS ISHARES TR 3,955.0 $377K 0.06% $95.44 +2.6%
79 VCSH VANGUARD SCOTTSDALE FDS 4,753.0 $376K 0.06% $79.03 -0.6%
80 QUAL ISHARES TR 1,602.0 $352K 0.06% NEW $219.43 +1.7%
Page 4 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%