1y return+12.0%S&P 500 +20.9%
3y return+39.0%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2022: $155 against $195 in the S&P 500.2
RAM Investment Partners, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| Dimensional Etf TrustCUSIP 25434V708 | $120.2M | 19.2% | −1.1% |
| DFAIDimensional Etf Trust | $79.8M | 12.8% | +1.3% |
| CORPPimco Etf Tr | $54.4M | 8.7% | +5.9% |
| DFAEDimensional Etf Trust | $53.5M | 8.5% | |
| DFSDDimensional Etf Trust | $48.2M | 7.7% | +1.0% |
| MSFTMicrosoft Corp | $42.2M | 6.7% | −1.3% |
| Dimensional Etf TrustCUSIP 25434V823 | $38.1M | 6.1% | +2.0% |
| DFNMDimensional Etf Trust | $28.2M | 4.5% | +13.0% |
| AMZNAmazon Com Inc | $10.7M | 1.7% | −8.3% |
| NVDANvidia Corporation | $9.1M | 1.5% | −4.0% |
| GOOGAlphabet Inc | $7.3M | 1.2% | −7.0% |
| COSTCostco Wholesale Corporation | $6.7M | 1.1% | −5.7% |
| DFSIDimensional Etf Trust | $6.4M | 1.0% | +13.2% |
| DFSUDimensional Etf Trust | $6.4M | 1.0% | +6.2% |
| DFAXDimensional Etf Trust | $5.5M | 0.9% | |
| AAPLApple Inc | $5.0M | 0.8% | |
| LRCXLam Research Corp | $4.3M | 0.7% | −10.2% |
| VTIPVanguard Malvern Fds | $3.9M | 0.6% | −1.0% |
| DFSEDimensional Etf Trust | $3.8M | 0.6% | +10.6% |
| DFUSDimensional Etf Trust | $3.5M | 0.6% | +19.9% |
| Dimensional Etf TrustCUSIP 25434V815 | $3.5M | 0.6% | +12.6% |
| IVVIshares Tr | $3.5M | 0.6% | −11.0% |
| AVGOBroadcom Inc | $3.3M | 0.5% | +5.1% |
| DFSBDimensional Etf Trust | $3.2M | 0.5% | −1.0% |
| AVUSAmerican Centy Etf Tr | $3.2M | 0.5% | −6.8% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | December 31, 2022 | +1269.2% | $9.1M |
| LRCXLam Research Corp | December 31, 2024 | +499.9% | $4.3M |
| AMATApplied Matls Inc | September 30, 2023 | +422.2% | $1.6M |
| GOOGLAlphabet Inc | December 31, 2022 | +305.0% | $2.3M |
| GOOGAlphabet Inc | December 31, 2022 | +298.2% | $7.3M |
| TSLATesla Inc | December 31, 2022 | +241.5% | $1.5M |
| AVGOBroadcom Inc | December 31, 2023 | +238.4% | $3.3M |
| AMZNAmazon Com Inc | December 31, 2022 | +183.7% | $10.7M |
| METAMeta Platforms Inc | March 31, 2023 | +165.8% | $2.0M |
| AAPLApple Inc | December 31, 2022 | +122.7% | $5.0M |
Sold off last quarter
- NKENike Inc was $582K
- STIPIshares Tr was $502K
- SGOVIshares Tr was $473K
- REGLProshares Tr was $354K
- TAt&t Inc was $301K
- HEFAIshares Tr was $266K
- CVXChevron Corporation was $248K
- TMUST-mobile Us Inc was $239K
- IYMIshares Tr was $228K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +8.9% | +14.8% |
| March 31, 2026 | −2.9% | −4.6% |
| December 31, 2025 | +0.4% | +2.4% |
| September 30, 2025 | +5.4% | +7.8% |
| June 30, 2025 | +9.0% | +10.5% |
| March 31, 2025 | −2.3% | −4.6% |
| December 31, 2024 | −1.9% | +2.1% |
| September 30, 2024 | +4.8% | +5.4% |
| June 30, 2024 | +1.4% | +4.0% |
| March 31, 2024 | +3.7% | +10.0% |
| December 31, 2023 | +11.3% | +11.2% |
| September 30, 2023 | −3.2% | −3.6% |
| June 30, 2023 | +4.7% | +8.3% |
| March 31, 2023 | +6.3% | +7.0% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: RAM Investment Partners, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1989672&type=13F-HR&dateb=&owner=include&count=40CIK 1989672
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1989672/000198967226000004/Filed July 29, 2026 · accession 0001989672-26-000004