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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 5 of 7  ·  121 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 BND VANGUARD BD INDEX FDS 4,959.0 $365K 0.06% $73.64 -1.3%
82 MU MICRON TECHNOLOGY INC Technology 1,075.0 $363K 0.06% +625.0 +138.9% $337.87 +114.5%
83 VWO VANGUARD INTL EQUITY INDEX F 6,604.0 $357K 0.06% $54.05 +8.2%
84 REGL PROSHARES TR 4,100.0 $354K 0.06% NEW $86.41 +1.9%
85 IXUS ISHARES TR 3,955.0 $343K 0.06% $86.64 +8.4%
86 MAR MARRIOTT INTL INC NEW Consumer Cyclical 1,044.0 $341K 0.06% +102.0 +10.8% $327.07 +8.0%
87 PLTR PALANTIR TECHNOLOGIES INC Technology 2,298.0 $336K 0.06% +371.0 +19.2% $146.28 -8.4%
88 SCHW SCHWAB CHARLES CORP Financial Services 3,565.0 $335K 0.06% +401.0 +12.7% $93.98 -3.3%
89 CAT CATERPILLAR INC Industrials 459.0 $325K 0.06% +248.0 +117.5% $708.46 +21.9%
90 WM WASTE MGMT INC DEL Industrials 1,357.0 $312K 0.06% +204.0 +17.7% $229.79 -4.3%
91 T AT&T INC Communication Services 10,393.0 $301K 0.05% +3K +42.1% $28.99 -17.1%
92 IWB ISHARES TR 836.0 $298K 0.05% $356.56 +12.8%
93 VTV VANGUARD INDEX FDS 1,442.0 $283K 0.05% $196.22 +5.7%
94 EFA ISHARES TR 2,879.0 $280K 0.05% +275.0 +10.6% $97.14 +5.7%
95 IEMG ISHARES INC 4,002.0 $279K 0.05% +50.0 +1.3% $69.75 +13.8%
96 CL COLGATE PALMOLIVE CO Consumer Defensive 3,260.0 $278K 0.05% +287.0 +9.7% $85.24 +5.5%
97 NRIX NURIX THERAPEUTICS INC Healthcare 17,284.0 $268K 0.05% $15.50 +2.3%
98 HEFA ISHARES TR 6,270.0 $266K 0.05% NEW $42.50 +5.1%
99 SCHX SCHWAB STRATEGIC TR 10,380.0 $266K 0.05% +231.0 +2.3% $25.64 +13.2%
100 CSCO CISCO SYS INC Technology 3,313.0 $257K 0.04% +2K +145.2% $77.58 +52.4%
Page 5 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%