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Portfolio (Quarterly) Guide ↗

Ramirez Asset Management, Inc.

· CIK 0001992110
13F Portfolio $960M AUM 360 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 27 New 81 Added 35 Reduced 16 Exited
Page 5 of 5  ·  81 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IEMG ISHARES CORE MSCI EMERGING 446.0 $37K 0.00% +398.0 +829.2% $82.77 -1.0%
Page 5 of 5  ·  81 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 32.9%
Financial Services 22.2%
Industrials 8.4%
Consumer Cyclical 7.7%
Healthcare 6.2%
Basic Materials 6.0%
Communication Services 5.8%
Utilities 4.2%
Energy 4.0%
Consumer Defensive 1.9%