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Portfolio (Quarterly) Guide ↗

Ramirez Asset Management, Inc.

· CIK 0001992110
13F Portfolio $832M AUM 349 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 15 New 82 Added 121 Reduced 50 Exited
Page 3 of 3  ·  50 positions
# Ticker Company Sector Shares Value ↓ % Port Status
41 SPB Spectrum Brands Holdings Inc Consumer Defensive 200 $12K 0.00% SOLD
42 James Hardie Industries Plc 517 $11K 0.00% SOLD
43 PENG Penguin Solutions Inc Technology 500 $10K 0.00% SOLD
44 YMM FULL TRUCK ALLIANCE CO LTD ADS Technology 590 $6K 0.00% SOLD
45 Ralliant Corp 100 $5K 0.00% SOLD
46 RDY DR REDDY'S LABORATORIES LTD Healthcare 254 $4K SOLD
47 VTRS Viatris Inc Healthcare 200 $2K SOLD
48 BANCO DO BRASIL SA SPON ADR 178 $712.0 SOLD
49 VIST VISTA ENERGY S.A.B. DE C.V. Energy 13 $642.0 SOLD
50 EDU NEW ORIENTAL ED & TECH GRP INC Consumer Defensive 2 $85.0 SOLD
Page 3 of 3  ·  50 positions
Sector Allocation
Technology 25.7%
Financial Services 23.4%
Basic Materials 8.6%
Industrials 8.1%
Consumer Cyclical 8.0%
Communication Services 7.9%
Energy 6.9%
Consumer Defensive 3.7%
Healthcare 3.6%
Utilities 3.5%