Institutional Fund
Ramiah Investment Group
Brookfield, WICIK 156630730 filings on record
Portfolio Value
$14.97M
Q1 2026
Holdings
35
Reported positions
New Buys
6
Opened this quarter
QoQ Change
+13.9%
from $13.15M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr6.8%
- Ishares Tr6.7%
- Spdr S&P 500 ETF Tr5.0%
- Vanguard Bd Index Fds4.5%
- Ishares Tr4.2%
- Salesforce Inc3.9%
- Other69.0%
Portfolio Holdings
35 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 7.6K | $1.01M | 6.8% | +7.6K | New |
| 2 | Ishares Tr | 8.5K | $1.01M | 6.7% | +8.5K | New |
| 3 | Spdr S&P 500 ETF Tr | 1.1K | $745.3K | 5.0% | +1.1K | New |
| 4 | Vanguard Bd Index Fds | 8.7K | $668.9K | 4.5% | −339 | Reduced |
| 5 | Ishares Tr | 5.5K | $625.2K | 4.2% | +5.5K | New |
| 6 | Salesforce Inc | 3.1K | $586.1K | 3.9% | +1.3K | Added |
| 7 | Invesco Qqq Tr | 945 | $545.4K | 3.6% | +945 | New |
| 8 | Microsoft Corp | 1.4K | $534.9K | 3.6% | +31 | Added |
| 9 | Johnson & Johnson | 1.9K | $471.3K | 3.1% | −1.0K | Reduced |
| 10 | Vanguard Scottsdale Fds | 6.3K | $468.2K | 3.1% | −176 | Reduced |
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