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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 6 of 7  ·  121 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 CVX CHEVRON CORPORATION Energy 1,198.0 $248K 0.04% NEW $206.83 -9.8%
102 RTX RTX CORPORATION Industrials 1,257.0 $242K 0.04% +744.0 +145.0% $192.90 -8.9%
103 XOM EXXON MOBIL CORP Energy 1,427.0 $242K 0.04% +36.0 +2.6% $169.66 -9.9%
104 DELL DELL TECHNOLOGIES INC Technology 1,469.0 $241K 0.04% NEW $164.13 +51.0%
105 TMUS T-MOBILE US INC Communication Services 1,136.0 $239K 0.04% +363.0 +47.0% $210.03 -10.4%
106 DFAS DIMENSIONAL ETF TRUST 3,330.0 $237K 0.04% -140.0 -4.0% $71.12 +6.4%
107 BAC BANK AMERICA CORP Financial Services 4,694.0 $229K 0.04% +3K +127.9% $48.75 +2.1%
108 IYM ISHARES TR 1,298.0 $228K 0.04% NEW $175.98 +2.4%
109 CSX CSX CORP Industrials 5,555.0 $228K 0.04% +2K +50.0% $41.05 +11.9%
110 IMCG ISHARES TR 2,865.0 $226K 0.04% $78.77 +13.4%
111 RSP INVESCO EXCHANGE TRADED FD T 1,159.0 $222K 0.04% $191.92 +5.0%
112 VBR VANGUARD INDEX FDS 1,011.0 $220K 0.04% +7.0 +0.7% $217.34 +4.6%
113 DFLV DIMENSIONAL ETF TRUST 6,052.0 $216K 0.04% -3K -33.9% $35.71 +6.6%
114 AXP AMERICAN EXPRESS CO Financial Services 714.0 $216K 0.04% +345.0 +93.5% $302.64 +3.6%
115 FMDE FIDELITY COVINGTON TRUST 5,927.0 $213K 0.04% $35.96 +6.7%
116 IJR ISHARES TR 1,702.0 $212K 0.04% $124.31 +7.7%
117 EXPD EXPEDITORS INTL WASH INC Industrials 1,475.0 $211K 0.04% +171.0 +13.1% $143.23 +7.2%
118 LLY ELI LILLY & CO Healthcare 229.0 $211K 0.04% -5.0 -2.1% $919.77 +9.5%
119 TMO THERMO FISHER SCIENTIFIC INC Healthcare 415.0 $204K 0.04% +150.0 +56.6% $491.59 -8.8%
120 DON WISDOMTREE TR 3,851.0 $202K 0.04% NEW $52.54 +2.8%
Page 6 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%