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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 7 of 7  ·  127 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 DON WISDOMTREE TR 3,851.0 $218K 0.04% $56.52 +3.1%
122 TMO THERMO FISHER SCIENTIFIC INC Healthcare 432.0 $217K 0.04% +17.0 +4.1% $501.42 +25.5%
123 MRK MERCK & CO INC Healthcare 1,640.0 $211K 0.03% NEW $128.50 +18.7%
124 WDC WESTERN DIGITAL CORP Technology 321.0 $205K 0.03% NEW $638.72 -28.1%
125 UNP UNION PAC CORP Industrials 738.0 $201K 0.03% NEW $272.00 +13.3%
126 KLAC KLA CORP Technology 292.0 $88K 0.01% NEW $301.91 -39.1%
127 DAVA ENDAVA PLC Technology 26,601.0 $75K 0.01% $2.83 +12.7%
Page 7 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%