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Portfolio (Quarterly) Guide ↗

Ramirez Asset Management, Inc.

· CIK 0001992110
13F Portfolio $758M AUM Filed Feb 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 384 New
Page 20 of 20  ·  384 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 EDU NEW ORIENTAL ED & TECH GRP INC Consumer Defensive 2.0 $85.0 NEW $42.50 +8.9%
382 SUZUKI MTR CORP ADR 1.0 $74.0 NEW $74.00
383 MMC NORILSK NICKEL PJSC ADR 93.0 NEW
384 PJSC LUKOIL ADR 311.0 NEW
Page 20 of 20  ·  384 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
Financial Services 27.9%
Technology 23.4%
Industrials 9.1%
Basic Materials 8.2%
Communication Services 7.5%
Consumer Cyclical 6.7%
Energy 5.6%
Consumer Defensive 3.6%
Utilities 3.5%
Healthcare 3.4%