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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 6 of 7  ·  127 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 SPACE EXPLORATION TECHN CORP 1,646.0 $281K 0.04% NEW $170.85
102 DFAS DIMENSIONAL ETF TRUST 3,335.0 $275K 0.04% $82.33 +0.8%
103 BAC BANK OF AMER CORP Financial Services 4,810.0 $274K 0.04% +116.0 +2.5% $56.98 +8.3%
104 CSX CSX CORP Industrials 5,601.0 $266K 0.04% +46.0 +0.8% $47.53 +8.5%
105 PLTR PALANTIR TECHNOLOGIES INC Technology 2,225.0 $260K 0.04% -73.0 -3.2% $116.67 +54.2%
106 CAT CATERPILLAR INC Industrials 241.0 $257K 0.04% -218.0 -47.5% $1064.90 -22.3%
107 GE GE AEROSPACE Industrials 685.0 $256K 0.04% NEW $373.89 -6.8%
108 IJR ISHARES TR 1,702.0 $252K 0.04% $148.31 -0.7%
109 AXP AMERICAN EXPRESS CO Financial Services 737.0 $249K 0.04% +23.0 +3.2% $338.42 -0.7%
110 DFLV DIMENSIONAL ETF TRUST 6,301.0 $249K 0.04% +249.0 +4.1% $39.54 +6.2%
111 VBR VANGUARD INDEX FDS 1,017.0 $247K 0.04% +6.0 +0.6% $243.10 +2.5%
112 FMDE FIDELITY COVINGTON TRUST 5,977.0 $243K 0.04% +50.0 +0.8% $40.58 +4.5%
113 EXPD EXPEDITORS INTL WASH INC Industrials 1,461.0 $238K 0.04% -14.0 -0.9% $162.98 +15.2%
114 DFEV DIMENSIONAL ETF TRUST 5,573.0 $238K 0.04% NEW $42.67 -1.7%
115 RTX RTX CORPORATION Industrials 1,204.0 $228K 0.04% -53.0 -4.2% $189.73 +10.6%
116 VXF VANGUARD INDEX FDS 925.0 $228K 0.04% NEW $246.21 -0.3%
117 CL COLGATE PALMOLIVE CO Consumer Defensive 2,467.0 $226K 0.04% -793.0 -24.3% $91.69 -0.7%
118 RSP INVESCO EXCHANGE TRADED FD T 1,059.0 $225K 0.04% -100.0 -8.6% $212.77 +4.2%
119 ASML ASML HLDG NV Technology 110.0 $219K 0.04% NEW $1989.44 -11.3%
120 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 310.0 $218K 0.04% NEW $704.36 -0.7%
Page 6 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%