Ramiah Investment Group — 13F Holdings & Portfolio
CIK 1566307 · latest 13F-HR filed 2026-05-29
Ramiah Investment Group manages $17.7M in 13F-reported U.S. long-equity assets across 25 reported positions as of its 2022-03-31 13F-HR filing. Its largest disclosed positions are QQQ (19.76%), VRTX (6.31%), CDNS (6.00%). Quarter over quarter (versus its 2025-06-30 filing) the fund opened 18 new positions, exited 51, added to 5, and trimmed 2.
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.
$17.7M
Long-equity book
25
Distinct positions
2022-03-31
Filed 2026-05-29
+18 / −51 / ↑5 / ↓2
vs 2025-06-30
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- VERTEX PHARMACEUTICALS INC$717.6K +180.5%
- SYNOPSYS INC$543.6K +107.5%
- BOOKING HOLDINGS INC$427.9K +80.3%
- ADOBE SYSTEMS INCORPORATED$389.4K +82.7%
- ISHARES TR$29.5K +10.5%
New Positions
- CADENCE DESIGN SYSTEM INC$1.1M
- AMGEN INC$1.0M
- ISHARES TR$977.9K
- PTC INC$912.6K
- ANSYS INC$899.9K
Exited Positions
- SPDR S&P 500 ETF TR$13.1M
- SPDR SERIES TRUST$11.5M
- ISHARES TR$8.7M
- VANGUARD INDEX FDS$8.3M
- VANGUARD INDEX FDS$6.5M
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 | INVESCO QQQ TR | QQQ | 46090E103 | $3.5M | 19.76% | 9,627 | SH |
| 2 | VERTEX PHARMACEUTICALS INC | VRTX | 92532F100 | $1.1M | 6.31% | 4,273 | SH |
| 3 | CADENCE DESIGN SYSTEM INC | CDNS | 127387108 | $1.1M | 6.00% | 6,439 | SH |
| 4 | SYNOPSYS INC | SNPS | 871607107 | $1.0M | 5.94% | 3,148 | SH |
| 5 | AMGEN INC | AMGN | 031162100 | $1.0M | 5.92% | 4,322 | SH |
| 6 | ISHARES TR | ESGU | 46435G425 | $977.9K | 5.54% | 9,649 | SH |
| 7 | BOOKING HOLDINGS INC | BKNG | 09857L108 | $960.5K | 5.44% | 409 | SH |
| 8 | PTC INC | PTC | 69370C100 | $912.6K | 5.17% | 8,472 | SH |
| 9 | ANSYS INC | ANSS | 03662Q105 | $899.9K | 5.09% | 2,833 | SH |
| 10 | JPMORGAN CHASE & CO | JPM | 46625H100 | $897.9K | 5.08% | 6,587 | SH |
| 11 | PNC FINL SVCS GROUP INC | PNC | 693475105 | $892.0K | 5.05% | 4,836 | SH |
| 12 | ADOBE SYSTEMS INCORPORATED | ADBE | 00724F101 | $860.2K | 4.87% | 1,888 | SH |
| 13 | SVB FINANCIAL GROUP | — | 78486Q101 | $849.2K | 4.81% | 1,518 | SH |
| 14 | AUTODESK INC | ADSK | 052769106 | $848.2K | 4.80% | 3,957 | SH |
| 15 | VANGUARD INDEX FDS | VOO | 922908363 | $377.8K | 2.14% | 910 | SH |
| 16 | ISHARES TR | IWM | 464287655 | $328.2K | 1.86% | 1,599 | SH |
| 17 | ISHARES TR | ESML | 46435U663 | $312.1K | 1.77% | 8,205 | SH |
| 18 | INVESCO EXCH TRADED FD TR II | PGX | 46138E511 | $180.7K | 1.02% | 13,313 | SH |
| 19 | INVESCO EXCHANGE TRADED FD T | PGF | 46137V621 | $179.7K | 1.02% | 10,621 | SH |
| 20 | TEMPLETON GLOBAL INCOME FD | SABA | 880198106 | $92.2K | 0.52% | 18,331 | SH |
| 21 | WESTERN ASSET HIGH INCOME OP | HIO | 95766K109 | $86.2K | 0.49% | 19,287 | SH |
| 22 | MFS MULTIMARKET INCOME TR | MMT | 552737108 | $84.2K | 0.48% | 15,849 | SH |
| 23 | MORGAN STANLEY EMERGING MKTS | EDD | 617477104 | $83.0K | 0.47% | 16,635 | SH |
| 24 | GABELLI UTIL TR | GUT | 36240A101 | $79.3K | 0.45% | 11,106 | SH |
| 25 | GABELLI UTIL TR | GUT | 36240A176 | $2.2K | 0.01% | 11,102 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-21 | $99.5M | 32 | 0001566307-26-000003 |
| 2025-12-31 | 2026-01-28 | $102.1M | 36 | 0001566307-26-000002 |
| 2025-06-30 | 2026-05-29 | $92.9M | 58 | 0001566307-26-000042 |
| 2022-03-31 | 2026-05-29 | $17.7M | 25 | 0001566307-26-000047 |