RAMSEY QUANTITATIVE SYSTEMS — 13F Holdings & Portfolio

CIK 1132897 · latest 13F-HR filed 2026-07-10

RAMSEY QUANTITATIVE SYSTEMS manages $111.6M in 13F-reported U.S. long-equity assets across 60 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are SPY (85.02%), RC (1.96%), MUB (1.45%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 55 new positions, exited 9, added to 4, and trimmed 1.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
1515 ORMSBY STATION COURT
LOUISVILLE, KY 40223
Phone
(502) 245-6220
Filing Manager
RAMSEY QUANTITATIVE SYSTEMS
LOUISVILLE, KY
Signatory
Guy Ramsey
Controller
Loading holdings…
AUM

$111.6M

Long-equity book

Holdings

60

Distinct positions

Period

2026-06-30

Filed 2026-07-10

Q/Q Activity

+55 / −9 / ↑4 / ↓1

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • SPDR S&P 500 ETF$5.6M +6.2%
  • PROSHARES SHORT VIX ST FUTUR$350.4K +57.6%
  • -1X SHORT VIX FUTURES ETF$313.8K +49.2%
  • READY CAPITAL CORP$162.4K +8.0%
Show all 4

Top Trims

  • CITIGROUP INC-$86.9K -38.3%
Show all 1

New Positions

  • ISHARES NATIONAL MUNI BOND E$1.6M
  • ISHARES IBOXX USD HIGH YELD$1.2M
  • VANECK HIGH YIELD MUNI ETF$1.1M
  • NUVEEN AMT-FR QLTY MUNI INC$739.6K
  • NUVEEN DIV ADVNTG MUN FD 3$570.6K
Show all 55

Exited Positions

  • IPATH SERIES B S&P 500 VIX$1.2M
  • PROSHARES ULTRA VIX ST FUTUR$589.9K
  • ISHARES INC$460.7K
  • PROSHARES SHORT VIX ST FUTUR$447.9K
  • DIREXION DAILY S&P 500 BULL$369.8K
Show all 9
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 SPDR S&P 500 ETF SPY 78462F103 $94.9M 85.02% 127,043 SH
2 READY CAPITAL CORP RC 75574U101 $2.2M 1.96% 1,249,003 SH
3 ISHARES NATIONAL MUNI BOND E MUB 464288414 $1.6M 1.45% 15,000 SH
4 ISHARES IBOXX USD HIGH YELD HYG 464288513 $1.2M 1.07% 15,000 SH
5 VANECK HIGH YIELD MUNI ETF HYD 92189H409 $1.1M 0.97% 21,000 SH
6 PROSHARES SHORT VIX ST FUTUR SVXY 74347W130 $959.1K 0.86% 16,750 SH
7 -1X SHORT VIX FUTURES ETF SVIX 92891H101 $951.2K 0.85% 40,000 SH
8 NUVEEN AMT-FR QLTY MUNI INC NEA 670657105 $739.6K 0.66% 63,000 SH
9 NUVEEN DIV ADVNTG MUN FD 3 NZF 67070X101 $570.6K 0.51% 45,000 SH
10 NUVEEN QUALITY MUNICIPAL INC NAD 67066V101 $436.3K 0.39% 36,000 SH
11 PROSHARES ULTRASHORT S&P500 SDS 74350P667 $432.2K 0.39% 7,600 SH
12 NUVEEN AMT-FR MUNI CRDT NVG 67071L106 $345.6K 0.31% 27,000 SH
13 2X LONG VIX FUTURES ETF UVIX 92891H606 $333.7K 0.30% 108,000 SH
14 ISHARES BROAD USD HIGH YIELD USHY 46435U853 $333.2K 0.30% 9,000 SH
15 PROSHARES ULTRA VIX ST FUTUR UVXY 74347Y680 $280.8K 0.25% 11,280 SH
16 PROSH ULTRAPRO SHORT S&P 500 SPXU 74350P659 $270.6K 0.24% 7,300 SH
17 VIOMI TECHNOLOGY CO LTD-ADR VIOT 92762J103 $257.7K 0.23% 329,497 SH
18 STAR HOLDINGS STHO 85512G106 $217.4K 0.19% 23,810 SH
19 QFIN HOLDINGS INC-ADR QFIN 88557W101 $207.1K 0.19% 13,100 SH
20 LUFAX HOLDING LTD LU 54975P201 $199.3K 0.18% 150,979 SH
21 MAGAL SECURITY SYS MAGS 53656G498 $192.9K 0.17% 3,000 SH
22 ELI LILLY & CO LLY 532457108 $191.9K 0.17% 160 SH
23 FINVOLUTION GROUP-ADR FINV 31810T101 $185.9K 0.17% 38,800 SH
24 VISA INC-CLASS A SHARES V 92826C839 $171.5K 0.15% 500 SH
25 ZHIHU INC - ADR ZH 98955N207 $168.5K 0.15% 53,846 SH
26 YUANBAO INC -ADR YB 987910106 $159.9K 0.14% 10,489 SH
27 JSC KASPI.KZ ADR KSPI 48581R205 $159.4K 0.14% 1,840 SH
28 PROSHARES SHORT S&P500 SH 74349Y753 $158.5K 0.14% 4,800 SH
29 SS SPDR S&P BIOTECH ETF XBI 78464A870 $158.2K 0.14% 1,000 SH
30 BRASKEM S A BAK 105532105 $154.6K 0.14% 63,373 SH
31 GEOPARK LTD GPRK G38327105 $142.9K 0.13% 15,700 SH
32 OMS ENERGY TECHNOLOGIES INC OMSE G6755S105 $142.7K 0.13% 36,978 SH
33 CITIGROUP INC C 172967424 $140.0K 0.13% 1,000 SH
34 WESTERN UNION CO WU 959802109 $138.3K 0.12% 17,966 SH
35 X FINANCIAL-ADR XYF 98372W202 $134.7K 0.12% 27,838 SH
36 PETROLEO BRASIL PBR 71654V408 $134.7K 0.12% 9,200 SH
37 JIAYIN GROUP INC-ADR JFIN 47737C104 $118.4K 0.11% 41,390 SH
38 VIPSHOP HOLDINGS LTD - ADR VIPS 92763W103 $116.7K 0.10% 8,800 SH
39 MICROSOFT CORP MSFT 594918104 $111.9K 0.10% 300 SH
40 YIREN DIGITAL LTD - SPS ADR YRD 98585L100 $110.3K 0.10% 131,997 SH
41 PAYPAL HOLDINGS INC PYPL 70450Y103 $108.0K 0.10% 2,500 SH
42 NOAH HOLDINGS LTD-SPON ADS NOAH 65487X102 $104.9K 0.09% 10,500 SH
43 PROSHARES ULTRAPRO SHORT QQQ SQQQ 74350P675 $101.7K 0.09% 2,800 SH
44 BUMBLE INC-A BMBL 12047B105 $91.5K 0.08% 28,600 SH
45 GRAFTECH INTERNATIONAL LTD EAF 384313607 $68.5K 0.06% 11,599 SH
46 SASOL SSL 803866300 $67.8K 0.06% 6,900 SH
47 JOYY INC-ADR JOYY 46591M109 $63.4K 0.06% 960 SH
48 ECOPETROL SA EC 279158109 $58.4K 0.05% 4,100 SH
49 Vale (ADR) VALE 91912E105 $55.6K 0.05% 3,700 SH
50 PDD HOLDINGS INC PDD 722304102 $53.4K 0.05% 700 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-10 $111.6M 60 0001132897-26-000005
2026-03-31 2026-04-17 $96.6M 14 0001132897-26-000004
2025-12-31 2026-01-13 $109.9M 13 0001132897-26-000002