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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 15 of 18  ·  360 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 EQT Eqt Corp Com Energy 600.0 $32K 0.00% $53.17 -0.3%
282 MDT Medtronic plc Healthcare 400.0 $31K 0.00% $78.23 +15.8%
283 IWM iShares Russell 2000 ETF 100.0 $30K 0.00% $300.45 +1.2%
284 IJH iShares Core S&P Mid-Cap ETF 375.0 $29K 0.00% $77.11 +1.8%
285 TD Toronto Dominion Bank Financial Services 235.0 $29K 0.00% $121.43 +2.4%
286 ACM Aecom Com Industrials 400.0 $28K 0.00% $69.80 -10.9%
287 VTI Vanguard Total Stock Market ET 75.0 $28K 0.00% $370.04 +3.3%
288 MPLX MPLX LP Energy 450.0 $25K 0.00% $56.33 +4.9%
289 NOW ServiceNow Inc Technology 250.0 $25K 0.00% $99.28 +18.6%
290 INDA iShares MSCI India ETF 500.0 $25K 0.00% $49.39 +0.4%
291 WF WOORI FINANCIAL GROUP INC ADR Financial Services 424.0 $24K 0.00% -38.0 -8.2% $57.45 +24.4%
292 XYL Xylem Inc Industrials 200.0 $24K 0.00% $118.21 -0.6%
293 NEDBANK GROUP LTD ADR 1,420.0 $23K 0.00% -314K -99.5% $16.47
294 NTSK Netskope Inc Cl A Technology 2,000.0 $22K 0.00% $10.94 +39.4%
295 VEU VANGUARD INTL EQUITY INDEX FD 257.0 $22K 0.00% NEW $83.80 +2.4%
296 SCCO Southern Copper Corp Basic Materials 122.0 $21K 0.00% -64.0 -34.4% $174.57 +10.0%
297 AGRICULTURAL BK CHINA LTD ADR 1,172.0 $20K 0.00% -188K -99.4% $17.02
298 IBB Ishares Biotechnology Etf 100.0 $19K 0.00% -300.0 -75.0% $190.19 +6.2%
299 ICICI BANK LTD 637.0 $18K 0.00% $29.03
300 DUK Duke Energy Corp Utilities 144.0 $18K 0.00% $126.58 -2.4%
Page 15 of 18  ·  360 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%