Ram Investment Partners, LLC Top Holdings and 13F Report (2026)

About Ram Investment Partners, LLC

Investment Activity

Ram Investment Partners, LLC has $569.33 million in total holdings as of March 31, 2026.
Ram Investment Partners, LLC owns shares of 121 different stocks, but just 12 companies or ETFs make up 80% of its holdings.
Approximately 6.34% of the portfolio was purchased this quarter.
About 0.71% of the portfolio was sold this quarter.
This quarter, Ram Investment Partners, LLC has purchased 117 new stocks and bought additional shares in 73 stocks.
Ram Investment Partners, LLC sold shares of 21 stocks and completely divested from 8 stocks this quarter.

Largest Holdings

Dimensional U.S. Core Equity 2 ETF: $106,470,951
Dimensional International Core Equity Market ETF: $74,402,993
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund: $51,338,303
Dimensional Short-Duration Fixed Income ETF: $47,806,384
Dimensional Emerging Core Equity Market ETF: $44,880,143

Largest New Holdings this Quarter

235851102 - Danaher: $1,043,750 Holding
91324P102 - UnitedHealth Group: $645,591 Holding
949746101 - Wells Fargo & Company: $507,893 Holding
46429B747 - iShares 0-5 Year TIPS Bond ETF: $502,360 Holding
46436E718 - iShares 0-3 Month Treasury Bond ETF: $473,102 Holding

Largest Purchases this Quarter

PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund: 59,950 shares (about $5.80M)
Microsoft: 7,862 shares (about $2.91M)
iShares Core S&P 500 ETF: 3,994 shares (about $2.61M)
Dimensional Short-Duration Fixed Income ETF: 46,454 shares (about $2.22M)
Dimensional International Core Equity Market ETF: 52,263 shares (about $2.04M)

Largest Sales this Quarter

Costco Wholesale: 375 shares (about $373.64K)
Alphabet: 1,287 shares (about $370.04K)
Apple: 960 shares (about $243.64K)
Broadcom: 727 shares (about $225.01K)
Roblox: 3,699 shares (about $209.22K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
DFAC Dimensional U.S. Core Equity 2 ETF	$106,470,951	$313,989 â–²	0.3%	2,739,860	18.7%	ETF
DFAI Dimensional International Core Equity Market ETF	$74,402,993	$2,036,166 â–²	2.8%	1,909,728	13.1%	ETF
CORP PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund	$51,338,303	$5,803,164 â–²	12.7%	530,354	9.0%	ETF
DFSD Dimensional Short-Duration Fixed Income ETF	$47,806,384	$2,224,219 â–²	4.9%	998,462	8.4%	ETF
DFAE Dimensional Emerging Core Equity Market ETF	$44,880,143	$1,243,813 â–²	2.9%	1,325,462	7.9%	ETF
MSFT Microsoft	$42,427,730	$2,910,273 â–²	7.4%	114,617	7.5%	Computer and Technology
DFAR Dimensional US Real Estate ETF	$33,767,019	$1,711,858 â–²	5.3%	1,427,781	5.9%	ETF
DFNM Dimensional National Municipal Bond ETF	$24,752,586	$345,240 â–²	1.4%	516,432	4.3%	ETF
AMZN Amazon.com	$10,221,712	$131,002 â–²	1.3%	49,079	1.8%	Retail/Wholesale
NVDA NVIDIA	$8,289,238	$1,816,552 â–²	28.1%	47,530	1.5%	Computer and Technology
COST Costco Wholesale	$7,621,208	$373,637 â–¼	-4.7%	7,649	1.3%	Retail/Wholesale
GOOG Alphabet	$6,377,639	$432,290 â–²	7.3%	22,233	1.1%	Computer and Technology
DFSI Dimensional International Sustainability Core 1 ETF	$5,305,215	$135,383 â–²	2.6%	125,123	0.9%	ETF
DFSU Dimensional US Sustainability Core 1 ETF	$5,284,786	$308,627 â–²	6.2%	128,615	0.9%	ETF
DFAX Dimensional World ex U.S. Core Equity 2 ETF	$5,163,189	$180,007 â–¼	-3.4%	151,993	0.9%	ETF
AAPL Apple	$4,440,563	$243,638 â–¼	-5.2%	17,497	0.8%	Computer and Technology
VTIP Vanguard Short-Term Inflation-Protected Securities ETF	$3,876,282	$107,842 â–²	2.9%	77,603	0.7%	Manufacturing
IVV iShares Core S&P 500 ETF	$3,415,175	$2,609,068 â–²	323.7%	5,228	0.6%	ETF
ORCL Oracle	$3,375,880	$85,030 â–²	2.6%	22,948	0.6%	Computer and Technology
DFSB Dimensional Global Sustainability Fixed Income ETF	$3,249,293	$192,121 â–²	6.3%	62,797	0.6%	ETF
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF	$3,010,157	$135,625 â–²	4.7%	71,045	0.5%	ETF
AVUS Avantis U.S. Equity ETF	$2,969,618		0.0%	26,710	0.5%	ETF
DFSV Dimensional US Small Cap Value ETF	$2,830,086	$1,227,771 â–²	76.6%	80,767	0.5%	ETF
RBLX Roblox	$2,689,258	$209,215 â–¼	-7.2%	47,547	0.5%	Consumer Discretionary
DISV Dimensional International Small Cap Value ETF	$2,635,725	$669,925 â–²	34.1%	66,829	0.5%	ETF
DFUS Dimensional U.S. Equity ETF	$2,560,702	$1,012,737 â–²	65.4%	36,112	0.4%	ETF
AVGO Broadcom	$2,537,339	$225,012 â–¼	-8.1%	8,198	0.4%	Computer and Technology
LAM RESEARCH CORP	$2,355,691	$148,499 â–²	6.7%	11,025	0.4%	COM NEW
AVDE Avantis International Equity ETF	$2,244,188	$2,121 â–¼	-0.1%	26,452	0.4%	ETF
DUHP Dimensional US High Profitability ETF	$2,096,460	$1,125,996 â–²	116.0%	57,031	0.4%	ETF
META Meta Platforms	$2,047,597	$149,322 â–²	7.9%	3,579	0.4%	Computer and Technology
PCAR PACCAR	$1,816,388	$39,733 â–²	2.2%	15,726	0.3%	Auto/Tires/Trucks
GOOGL Alphabet	$1,803,911	$370,040 â–¼	-17.0%	6,274	0.3%	Computer and Technology
DIHP Dimensional International High Profitability ETF	$1,794,010	$646,656 â–²	56.4%	55,680	0.3%	ETF
TSLA Tesla	$1,759,712	$76,202 â–²	4.5%	4,734	0.3%	Auto/Tires/Trucks
VTI Vanguard Total Stock Market ETF	$1,366,166	$5,134 â–¼	-0.4%	4,258	0.2%	ETF
DFUV Dimensional US Marketwide Value ETF	$1,343,020	$62,998 â–¼	-4.5%	27,714	0.2%	ETF
ABBV AbbVie	$1,304,070	$82,429 â–²	6.7%	5,996	0.2%	Medical
SPY SPDR S&P 500 ETF Trust	$1,184,075	$187,267 â–²	18.8%	1,821	0.2%	Finance
AVEM Avantis Emerging Markets Equity ETF	$1,135,211	$5,882 â–¼	-0.5%	14,088	0.2%	ETF
VOO Vanguard S&P 500 ETF	$1,115,212	$8,367 â–¼	-0.7%	1,866	0.2%	ETF
DHR Danaher	$1,043,750	$1,043,750 â–²	New Holding	5,505	0.2%	Medical
VEA Vanguard FTSE Developed Markets ETF	$965,788	$2,755 â–¼	-0.3%	15,072	0.2%	ETF
BRK.B Berkshire Hathaway	$934,440	$958 â–¼	-0.1%	1,950	0.2%	Finance
QQQ Invesco QQQ	$883,456	$67,514 â–²	8.3%	1,531	0.2%	Finance
DFCA Dimensional California Municipal Bond ETF	$863,153	$73,429 â–²	9.3%	17,315	0.2%	ETF
VGT Vanguard Information Technology ETF	$852,642	$139,549 â–¼	-14.1%	1,222	0.1%	ETF
AMAT Applied Materials	$820,638	$113,133 â–²	16.0%	2,401	0.1%	Computer and Technology
V Visa	$742,134	$148,729 â–²	25.1%	2,455	0.1%	Business Services
DFIV Dimensional International Value ETF	$740,861	$15,834 â–²	2.2%	14,037	0.1%	ETF
JNJ Johnson & Johnson	$728,014	$168,436 â–²	30.1%	2,978	0.1%	Medical
SPMO Invesco S&P 500 Momentum ETF	$689,158		0.0%	6,147	0.1%	ETF
VXUS Vanguard Total International Stock ETF	$676,023		0.0%	8,767	0.1%	ETF
UNH UnitedHealth Group	$645,591	$645,591 â–²	New Holding	2,386	0.1%	Medical
DIMENSIONAL ETF TRUST	$641,151	$78,650 â–²	14.0%	8,690	0.1%	WORLD EQUITY ETF
VUG Vanguard Growth ETF	$636,403		0.0%	1,457	0.1%	ETF
PRCH Porch Group	$616,190	$68,474 â–¼	-10.0%	85,940	0.1%	Computer and Technology
MUB iShares National Muni Bond ETF	$608,664	$212 â–²	0.0%	5,734	0.1%	ETF
DFAT Dimensional U.S. Targeted Value ETF	$607,763	$93,300 â–¼	-13.3%	9,732	0.1%	ETF
ABT Abbott Laboratories	$601,852	$22,587 â–²	3.9%	5,862	0.1%	Medical
NFLX Netflix	$582,859	$131,725 â–²	29.2%	6,062	0.1%	Consumer Discretionary
NKE NIKE	$581,608	$96,926 â–¼	-14.3%	11,011	0.1%	Consumer Discretionary
NULG Nuveen ESG Large-Cap Growth ETF	$551,324		0.0%	6,062	0.1%	ETF
ESGV Vanguard ESG U.S. Stock ETF	$547,675		0.0%	4,878	0.1%	ETF
MA Mastercard	$535,491	$159,848 â–²	42.6%	1,072	0.1%	Business Services
WFC Wells Fargo & Company	$507,893	$507,893 â–²	New Holding	6,380	0.1%	Finance
STIP iShares 0-5 Year TIPS Bond ETF	$502,360	$502,360 â–²	New Holding	4,857	0.1%	ETF
SGOV iShares 0-3 Month Treasury Bond ETF	$473,102	$473,102 â–²	New Holding	4,700	0.1%	ETF
JPM JPMorgan Chase & Co.	$464,479	$16,179 â–²	3.6%	1,579	0.1%	Finance
VWOB Vanguard Emerging Markets Government Bond ETF	$452,397	$58,331 â–²	14.8%	6,887	0.1%	ETF
AMD Advanced Micro Devices	$417,100	$287,697 â–²	222.3%	2,050	0.1%	Computer and Technology
VO Vanguard Mid-Cap ETF	$413,770	$1,149 â–²	0.3%	1,441	0.1%	ETF
VT Vanguard Total World Stock ETF	$412,508	$1,937 â–²	0.5%	2,982	0.1%	ETF
GS The Goldman Sachs Group	$406,921	$406,921 â–²	New Holding	481	0.1%	Finance
SBUX Starbucks	$397,835	$10,481 â–²	2.7%	4,441	0.1%	Retail/Wholesale
CRM Salesforce	$396,065	$14,745 â–²	3.9%	2,122	0.1%	Computer and Technology
ROUS Hartford Multifactor US Equity ETF	$394,446		0.0%	6,681	0.1%	ETF
VCSH Vanguard Short-Term Corporate Bond ETF	$375,161	$1,030 â–²	0.3%	4,733	0.1%	ETF
HYG iShares iBoxx $ High Yield Corporate Bond ETF	$372,286	$64,766 â–²	21.1%	4,679	0.1%	ETF
WALMART INC	$369,603	$158,579 â–²	75.1%	2,974	0.1%	COM
BND Vanguard Total Bond Market ETF	$365,158	$221 â–²	0.1%	4,959	0.1%	ETF
MU Micron Technology	$363,213	$211,170 â–²	138.9%	1,075	0.1%	Computer and Technology
VWO Vanguard FTSE Emerging Markets ETF	$356,954	$378 â–¼	-0.1%	6,604	0.1%	ETF
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF	$354,281	$354,281 â–²	New Holding	4,100	0.1%	ETF
IXUS iShares Core MSCI Total International Stock ETF	$342,661		0.0%	3,955	0.1%	Manufacturing
MAR Marriott International	$341,461	$33,361 â–²	10.8%	1,044	0.1%	Consumer Discretionary
PALANTIR TECHNOLOGIES INC	$336,151	$54,270 â–²	19.3%	2,298	0.1%	CL A
SCHW Charles Schwab	$335,039	$37,686 â–²	12.7%	3,565	0.1%	Finance
CAT Caterpillar	$325,183	$175,698 â–²	117.5%	459	0.1%	Industrials
WM Waste Management	$311,825	$46,877 â–²	17.7%	1,357	0.1%	Business Services
T AT&T	$301,293	$89,260 â–²	42.1%	10,393	0.1%	Computer and Technology
IWB iShares Russell 1000 ETF	$298,084		0.0%	836	0.1%	ETF
VTV Vanguard Value ETF	$282,951	$589 â–²	0.2%	1,442	0.0%	ETF
EFA iShares MSCI EAFE ETF	$279,680	$26,715 â–²	10.6%	2,879	0.0%	Finance
IEMG iShares Core MSCI Emerging Markets ETF	$279,140	$3,488 â–²	1.3%	4,002	0.0%	ETF
CL Colgate-Palmolive	$277,880	$24,464 â–²	9.7%	3,260	0.0%	Consumer Staples
NRIX Nurix Therapeutics	$267,902		0.0%	17,284	0.0%	Medical
HEFA iShares Currency Hedged MSCI EAFE ETF	$266,444	$266,444 â–²	New Holding	6,270	0.0%	ETF
SCHX Schwab US Large-Cap ETF	$266,147	$5,923 â–²	2.3%	10,380	0.0%	ETF
CSCO Cisco Systems	$257,030	$152,216 â–²	145.2%	3,313	0.0%	Computer and Technology

Showing largest 100 holdings. View all holdings.

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Ram Investment Partners, LLC Top Holdings and 13F Report (2026)

About Ram Investment Partners, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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Ram Investment Partners, LLC Top Holdings and 13F Report (2026)

About Ram Investment Partners, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofRam Investment Partners, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools