RAM Investment Partners, LLC
CIK: 0001989672SEC EDGAR →
Portfolio Value
$553.0M
Holdings
117
As of
Q4 2025
New Positions
117
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 2,731,780 | $108.2M | 19.56% |
| 2 | DIMENSIONAL ETF TRUST | 1,857,465 | $70.8M | 12.80% |
| 3 | MICROSOFT CORP | 106,755 | $51.6M | 9.34% |
| 4 | PIMCO ETF TR | 470,404 | $46.0M | 8.32% |
| 5 | DIMENSIONAL ETF TRUST | 952,008 | $45.6M | 8.25% |
| 6 | DIMENSIONAL ETF TRUST | 1,288,728 | $42.0M | 7.59% |
| 7 | DIMENSIONAL ETF TRUST | 1,355,398 | $31.0M | 5.61% |
| 8 | DIMENSIONAL ETF TRUST | 509,229 | $24.5M | 4.44% |
| 9 | AMAZON COM INC | 48,450 | $11.2M | 2.02% |
| 10 | NVIDIA CORPORATION | 37,114 | $6.9M | 1.25% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (117)
$108.2M · 2.7M shares
$70.8M · 1.9M shares
$51.6M · 107K shares
$46.0M · 470K shares
$45.6M · 952K shares
$42.0M · 1.3M shares
$31.0M · 1.4M shares
$24.5M · 509K shares
$11.2M · 48K shares
$6.9M · 37K shares
$6.9M · 8K shares
$6.5M · 21K shares
$5.3M · 121K shares
$5.2M · 122K shares
$5.1M · 157K shares
$5.0M · 18K shares
$4.4M · 22K shares
$4.2M · 51K shares
$3.7M · 75K shares
$3.1M · 9K shares
$3.1M · 59K shares
$3.0M · 27K shares
$2.8M · 68K shares
$2.4M · 8K shares
$2.2M · 3K shares
$2.2M · 26K shares
$2.0M · 5K shares
$1.9M · 50K shares
$1.8M · 10K shares
$1.7M · 15K shares
$1.6M · 22K shares
$1.5M · 46K shares
$1.4M · 4K shares
$1.4M · 29K shares
$1.3M · 6K shares
$1.2M · 2K shares
$1.1M · 36K shares
$1.1M · 14K shares
$1.1M · 1K shares
$1.0M · 2K shares
$1.0M · 26K shares
$980K · 2K shares
$944K · 15K shares
$871K · 95K shares
$868K · 1K shares
$845K · 1K shares
$818K · 13K shares
$793K · 16K shares
$733K · 6K shares
$710K · 1K shares
$706K · 6K shares
$688K · 2K shares
$685K · 14K shares
$668K · 11K shares
$661K · 9K shares
$613K · 6K shares
$592K · 6K shares
$590K · 5K shares
$564K · 8K shares
$540K · 2K shares
$531K · 2K shares
$490K · 2K shares
$473K · 2K shares
$439K · 1K shares
$439K · 5K shares
$428K · 752 shares
$418K · 3K shares
$417K · 1K shares
$411K · 5K shares
$404K · 6K shares
$385K · 7K shares
$376K · 5K shares
$367K · 5K shares
$363K · 4K shares
$355K · 7K shares
$341K · 2K shares
$334K · 4K shares
$327K · 17K shares
$315K · 3K shares
$312K · 9K shares
$312K · 836 shares
$311K · 4K shares
$296K · 5K shares
$292K · 942 shares
$274K · 1K shares
$273K · 10K shares
$265K · 4K shares
$252K · 1K shares
$250K · 3K shares
$250K · 234 shares
$241K · 3K shares
$236K · 7K shares
$234K · 3K shares
$228K · 3K shares
$222K · 1K shares
$215K · 6K shares
$212K · 1K shares
$204K · 2K shares
$194K · 1K shares
$188K · 2K shares
$181K · 7K shares
$168K · 27K shares
$166K · 1K shares
$156K · 773 shares
$156K · 830 shares
$153K · 265 shares
$150K · 585 shares
$136K · 369 shares
$136K · 636 shares
$134K · 4K shares
$128K · 450 shares
$120K · 211 shares
$113K · 2K shares
$104K · 1K shares
$94K · 513 shares
$65K · 214 shares
$52K · 179 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 66 | $384.0M | 69.4% |
| Technology | 16 | $79.8M | 14.4% |
| Unknown | 6 | $49.2M | 8.9% |
| Consumer Cyclical | 5 | $14.7M | 2.7% |
| Communication Services | 6 | $11.8M | 2.1% |
| Consumer Defensive | 3 | $7.3M | 1.3% |
| Healthcare | 6 | $3.2M | 0.6% |
| Industrials | 8 | $2.7M | 0.5% |
| Energy | 1 | $166K | 0.0% |