RAM Investment Partners, LLC
CIK 1989672
13F filing for Q2 2026・No. 3,417
- Holdings
- US$625.27M
- Quarter change
- +US$55.94M
- Entries
- 127
- Net bought (estimate)
- +US$4.04M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 15
- Sold out 9
- Cut 53
- Added 45
- Corporate actions 0
- Unchanged 14
Largest holdings
127 stocks worth US$625.27M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| DIMENSIONAL ETF TRUSTUS COR EQU 2 ETF | Cut | 2,710,018 | US$120.22M | 19.23% |
| DIMENSIONAL ETF TRUSTINTL CORE EQT MK | Added | 1,934,044 | US$79.78M | 12.76% |
| PIMCO ETF TRINV GRD CRP BD | Added | 561,746 | US$54.43M | 8.71% |
| DIMENSIONAL ETF TRUSTEMGR CRE EQT MNG | Added | 1,329,439 | US$53.46M | 8.55% |
| DIMENSIONAL ETF TRUSTSHOR DUR FIX ETF | Added | 1,008,448 | US$48.15M | 7.70% |
| MSFTMicrosoftCOM | Cut | 113,075 | US$42.18M | 6.75% |
| DIMENSIONAL ETF TRUSTUS REAL ESTA ETF | Added | 1,456,821 | US$38.11M | 6.10% |
| DIMENSIONAL ETF TRUSTNATL MUN BD ETF | Added | 583,595 | US$28.21M | 4.51% |
| AMZNAmazonCOM | Cut | 44,985 | US$10.72M | 1.71% |
| NVDANvidiaCOM | Cut | 45,632 | US$9.13M | 1.46% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 29, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.