RAM Investment Partners, LLC
RAM Investment Partners, LLC reported 127 holdings worth US$625M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 29, 2026
RAM Investment Partners, LLC reported 127 holdings worth US$625M as of Jun 30, 2026. Largest: Microsoft Corp., Amazon.com, Inc. and Alphabet Inc (google) Class C. Filed Jul 29, 2026 (Form 13F).
- Holdings
- 127
- Value as reported
- US$625M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Microsoft Corp. | 113K | US$42.2M | 6.7% |
| Amazon.com, Inc. | 44,985 | US$10.7M | 1.7% |
| Alphabet Inc (google) Class C | 26,934 | US$9.63M | 1.5% |
| Nvidia Corporation | 45,632 | US$9.13M | 1.5% |
| Costco Wholesale Corporation | 7,210 | US$6.74M | 1.1% |
| Apple Inc | 17,397 | US$5.03M | 0.81% |
| Lam Research Corporation | 9,905 | US$4.29M | 0.69% |
| Broadcom Inc. | 8,620 | US$3.26M | 0.52% |
| Oracle Corporation | 19,275 | US$2.82M | 0.45% |
| Roblox Corporation | 45,731 | US$2.49M | 0.40% |
| Meta Platforms, Inc. | 3,533 | US$1.99M | 0.32% |
| Paccar Inc. | 15,658 | US$1.88M | 0.30% |
| Applied Materials, Inc. | 2,268 | US$1.64M | 0.26% |
| Tesla, Inc. | 3,646 | US$1.53M | 0.25% |
| Abbvie Inc. | 5,980 | US$1.5M | 0.24% |
| Porch Group, Inc. | 80,940 | US$1.22M | 0.19% |
| Danaher Corporation | 5,496 | US$1.05M | 0.17% |
| Berkshire Hathaway Inc. | 2,010 | US$1.01M | 0.16% |
| Advanced Micro Devices Inc | 1,536 | US$893K | 0.14% |
| Visa Inc. | 2,529 | US$868K | 0.14% |
| Micron Technology, Inc. | 696 | US$804K | 0.13% |
| Johnson & Johnson | 2,922 | US$742K | 0.12% |
| Dell Technologies Inc. | 1,470 | US$634K | 0.10% |
| Jp Morgan Chase & Co. | 1,743 | US$570K | 0.09% |
| Mastercard Incorporated | 1,059 | US$544K | 0.09% |
| Goldman Sachs Group, Inc. (the) | 449 | US$454K | 0.07% |
| Exxon Mobil Corporation | 3,090 | US$422K | 0.07% |
| Nurix Therapeutics, Inc. | 17,284 | US$419K | 0.07% |
| Starbucks Corporation | 4,100 | US$419K | 0.07% |
| Netflix, Inc. | 5,824 | US$416K | 0.07% |
| Cisco Systems, Inc. | 3,334 | US$392K | 0.06% |
| Marriott International | 1,045 | US$387K | 0.06% |
| Crowdstrike Holdings, Inc. | 452 | US$345K | 0.06% |
| Eli Lilly And Company | 282 | US$338K | 0.05% |
| Walmart Inc. | 2,975 | US$337K | 0.05% |
| Charles Schwab Corporation (the) | 3,550 | US$328K | 0.05% |
| Wells Fargo & Company | 3,854 | US$318K | 0.05% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 645 | US$308K | 0.05% |
| Abbott Laboratories | 3,352 | US$304K | 0.05% |
| Intel Corporation | 2,162 | US$302K | 0.05% |
| Salesforce, Inc. | 1,920 | US$301K | 0.05% |
| Unitedhealth Group Incorporated | 712 | US$296K | 0.05% |
| Waste Management, Inc. | 1,319 | US$294K | 0.05% |
| Space Exploration Technologies Corp | 1,646 | US$281K | 0.04% |
| Bank Of America Corporation | 4,810 | US$274K | 0.04% |
| Csx Corporation | 5,601 | US$266K | 0.04% |
| Palantir Technologies Inc. | 2,225 | US$260K | 0.04% |
| Caterpillar, Inc. | 241 | US$257K | 0.04% |
| Ge Aerospace | 685 | US$256K | 0.04% |
| American Express Company | 737 | US$249K | 0.04% |
| Expeditors International Of Washington, Inc. | 1,461 | US$238K | 0.04% |
| Rtx Corporation | 1,204 | US$228K | 0.04% |
| Colgate-palmolive Company | 2,467 | US$226K | 0.04% |
| Asml Holding Nv | 110 | US$219K | 0.03% |
| Thermo Fisher Scientific Inc | 432 | US$217K | 0.03% |
| Merck & Company, Inc. | 1,640 | US$211K | 0.03% |
| Western Digital Corporation | 321 | US$205K | 0.03% |
| Union Pacific Corporation | 738 | US$201K | 0.03% |
| Kla Corporation | 292 | US$88,159 | 0.01% |
| Chevron Corporation | 0 | US$0 | 0.00% |
| Nike, Inc. | 0 | US$0 | 0.00% |
| T-mobile Us, Inc. | 0 | US$0 | 0.00% |
| At&t Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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