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Livermore
Livermore
ZHEN

Ramiah Investment Group

SEC CIK
0001566307
Latest filing
Jul 16, 2026

The latest 13F from Ramiah Investment Group covers Q2 2026 (filed Jul 16, 2026): 79 long positions worth $131.0M. The top 10 holdings make up 61.7% of the portfolio, and the largest is SPDR S&P 500 ETF Trust (SPY) at 16.7%. Livermore has 34 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
28
Est. +$17.0M
Added
36
Est. +$41.7M
Reduced
15
Est. −$21.6M
Sold out
16
Est. −$26.2M

Top 5 holdings

Share of this quarter's portfolio value

  1. SPYSPDR S&P 500 ETF Trust
    16.7%$21.9MHistory
  2. Vanguard Morningstar Total Stock Market ETF922908769
    10.2%$13.4M
  3. Invesco QQQ Trust Series I46090E103
    7.9%$10.4M
  4. Vanguard Morningstar Small-Cap ETF922908751
    7.5%$9.81M
  5. Vanguard S&P 500 Value ETF921932703
    4.6%$6.08M

Share of portfolio

Top 5 holdings and the other 74 positions, by share of portfolio value

  1. SPY16.7%
  2. Vanguard Morningstar Total Stock Market ETF10.2%
  3. Invesco QQQ Trust Series I7.9%
  4. Vanguard Morningstar Small-Cap ETF7.5%
  5. Vanguard S&P 500 Value ETF4.6%
  6. Other 74 positions53.0%

Biggest buys

New and added positions, by estimated amount bought

  1. SPYSPDR S&P 500 ETF Trust
    +$21.1MAddedHistory
  2. Invesco QQQ Trust Series I46090E103
    +$9.66MAdded
  3. Invesco Exchange Traded FD T46137V647
    +$2.37MNew
  4. iShares Semiconductor ETF464287523
    +$2.33MNew
  5. iShares S&P Small-Cap 600 Value ETF464287879
    +$2.27MAdded

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. SPYSPDR S&P 500 ETF Trust
    +16.08 pp0.7% → 16.7%History
  2. Invesco QQQ Trust Series I46090E103
    +7.43 pp0.5% → 7.9%
  3. Invesco Exchange Traded FD T46137V647
    +1.81 pp0.0% → 1.8%
  4. iShares Semiconductor ETF464287523
    +1.78 pp0.0% → 1.8%
  5. iShares Tr464287234
    +1.75 pp0.5% → 2.3%

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663
    −$21.0MReduced
  2. Invesco Exchange Traded FD T46137V357
    −$14.5MSold out
  3. Direxion Shares ETF Trust25459Y207
    −$6.41MSold out
  4. CRMSalesforce, Inc.
    −$586.1KSold outHistory
  5. JNJJohnson & Johnson
    −$471.3KSold outHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663
    −18.57 pp20.0% → 1.4%
  2. Invesco Exchange Traded FD T46137V357
    −12.63 pp12.6% → 0.0%
  3. Direxion Shares ETF Trust25459Y207
    −5.60 pp5.6% → 0.0%
  4. CRMSalesforce, Inc.
    −0.51 pp0.5% → 0.0%History
  5. JNJJohnson & Johnson
    −0.41 pp0.4% → 0.0%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$131.0M
+$16.6M (+14.5%) vs. prior quarter
Positions
79
+12 vs. prior quarter
Top 10 concentration
61.7%
Top 10 as share of value
Turnover
38.9%
Q2 2026, one quarter
Average holding period
15.8 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $148.2M (Q4 2021)

Q1 2021: $133.0MQ2 2021: $139.7MQ3 2021: $139.5MQ4 2021: $148.2MQ1 2022: $144.4MQ2 2022: $122.6MQ3 2022: $47.7MQ4 2022: $52.0MQ1 2023: $110.3MQ2 2023: $102.5MQ3 2023: $96.3MQ4 2023: $106.2MQ1 2024: $106.3MQ2 2024: $102.4MQ3 2024: $106.2MQ4 2024: $109.8MQ1 2025: $104.4MQ2 2025: $92.9MQ3 2025: $112.9MQ4 2025: $115.3MQ1 2026: $114.4MQ2 2026: $131.0M
Q1 2021Q2 2026
13F filings of Ramiah Investment Group by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Jul 16, 202679$131.0MSPYVanguard Morningstar Total Stock Market ETFInvesco QQQ Trust Series Ivs. Q1 2026SEC
Q1 2026May 29, 2026Amended67$114.4MState Street SPDR Bloomberg 1-3 Month T-Bill ETFInvesco Exchange Traded FD TVanguard Morningstar Total Stock Market ETFvs. Q4 2025SECSEC
Q4 2025May 29, 2026Amended69$115.3MSPYVanguard Morningstar Total Stock Market ETFInvesco QQQ Trust Series Ivs. Q3 2025SECSEC
Q3 2025May 29, 2026Amended60$112.9MSPYVanguard Morningstar Total Stock Market ETFInvesco QQQ Trust Series Ivs. Q2 2025SECSEC
Q2 2025May 29, 202658$92.9MSPYState Street SPDR Bloomberg 1-3 Month T-Bill ETFiShares Trvs. Q1 2025SEC
Q1 2025May 29, 2026Amended50$104.4MVanEck ETF TrustSPYVanguard Morningstar Total Stock Market ETFvs. Q4 2024SECSEC
Q4 2024May 29, 202660$109.8MSPYInvesco QQQ Trust Series IVanguard Morningstar Total Stock Market ETFvs. Q3 2024SEC
Q3 2024May 29, 202664$106.2MInvesco QQQ Trust Series ISPYVanguard Morningstar Total Stock Market ETFvs. Q2 2024SEC
Q2 2024May 29, 202662$102.4MInvesco QQQ Trust Series ISPYVanguard Morningstar Total Stock Market ETFvs. Q1 2024SEC
Q1 2024May 29, 202661$106.3MInvesco Exchange Traded FD TInvesco QQQ Trust Series ISPYvs. Q4 2023SEC
Q4 2023May 29, 2026Amended61$106.2MInvesco Exchange Traded FD TInvesco QQQ Trust Series ISPYvs. Q3 2023SECSEC
Q3 2023May 29, 2026Amended64$96.3MSPYVanguard S&P 500 Value ETFInvesco Nasdaq 100 ETFvs. Q2 2023SECSEC
Q2 2023May 29, 2026Amended67$102.5MSPYVanguard S&P 500 Value ETFInvesco Nasdaq 100 ETFvs. Q1 2023SECSEC
Q1 2023May 29, 2026Amended65$110.3MInvesco QQQ Trust Series IiShares MSCI Eafe ETFiShares S&P 500 Value ETFvs. Q4 2022SECSEC
Q4 2022May 29, 2026Amended60$52.0MSPYVanguard Morningstar Total Stock Market ETFVanguard Morningstar Small-Cap ETFvs. Q3 2022SECSEC
Q3 2022May 29, 2026Amended67$47.7MSPYVanguard Morningstar Total Stock Market ETFVanguard Morningstar Small-Cap ETFvs. Q2 2022SECSEC
Q2 2022May 29, 2026Amended73$122.6MVanguard S&P 500 Value ETFiShares S&P Small-Cap 600 Value ETFVanguard Admiral FDS Incvs. Q1 2022SECSEC
Q1 2022May 29, 2026Amended72$144.4MiShares TrVanEck ETF TrustSPYvs. Q4 2021SECSEC
Q4 2021May 29, 202672$148.2MSPYInvesco QQQ Trust Series IiShares Russell 2000 ETFvs. Q3 2021SEC
Q3 2021May 29, 202684$139.5MiShares Russell 2000 ETFiShares TriShares Trvs. Q2 2021SEC
Q2 2021May 29, 202683$139.7MiShares Russell 2000 ETFiShares S&P Small-Cap 600 Value ETFMDYvs. Q1 2021SEC
Q1 2021May 29, 202686$133.0MiShares Russell 2000 ETFiShares S&P Small-Cap 600 Value ETFMDY–SEC