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RAM Investment Partners

Latest statistics and disclosures from RAM Investment Partners's latest quarterly 13F-HR filing:

Top 5 stock holdings are DFAC, DFAI, MSFT, CORP, DFSD, and represent 58.27% of RAM Investment Partners's stock portfolio.
Added to shares of these 10 stocks: DFNM, CORP, DFAI, DFAE, ORCL, DFSD, DFAR, PRCH, DFUS, DFSV.
Started 18 new stock positions in CAT, AMD, MU, RTX, CSCO, MAR, GE, PRCH, TMO, CTAS. BAC, EXPD, FDVV, IJR, ADP, IBM, CSX, AXP.
Reduced shares in these 10 stocks: NVDA, GOOG, AAPL, RBLX, GOOGL, MSFT, AMZN, TSM, META, AVGO.
Sold out of its positions in HD, EMXC, TSM, DON.
RAM Investment Partners was a net buyer of stock by $18M.
RAM Investment Partners has $553M in assets under management (AUM), dropping by 3.74%.
Central Index Key (CIK): 0001989672

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Portfolio Holdings for RAM Investment Partners

RAM Investment Partners holds 117 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC)	19.6	$108M		2.7M	39.59	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	12.8	$71M	+5%	1.9M	38.11	View chart
Microsoft Corporation (MSFT)	9.3	$52M		107k	483.62	View chart
Pimco Etf Tr Inv Grd Crp Bd (CORP)	8.3	$46M	+10%	470k	97.85	View chart
Dimensional Etf Trust Short Duration F (DFSD)	8.3	$46M	+5%	952k	47.95	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	7.6	$42M	+8%	1.3M	32.57	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	5.6	$31M	+3%	1.4M	22.90	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	4.4	$25M	+22%	509k	48.17	View chart
Amazon (AMZN)	2.0	$11M	-5%	49k	230.82	View chart
NVIDIA Corporation (NVDA)	1.3	$6.9M	-23%	37k	186.50	View chart
Costco Wholesale Corporation (COST)	1.3	$6.9M	+7%	8.0k	862.34	View chart
Alphabet Cap Stk Cl C (GOOG)	1.2	$6.5M	-16%	21k	313.80	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	1.0	$5.3M	+2%	121k	43.43	View chart
Dimensional Etf Trust International (DFSI)	0.9	$5.2M	+3%	122k	42.84	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.9	$5.1M		157k	32.73	View chart
Apple (AAPL)	0.9	$5.0M	-19%	19k	271.86	View chart
Oracle Corporation (ORCL)	0.8	$4.4M	+220%	22k	194.91	View chart
Roblox Corp Cl A (RBLX)	0.8	$4.2M	-17%	51k	81.03	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.7	$3.7M		75k	49.46	View chart
Broadcom (AVGO)	0.6	$3.1M	-12%	8.9k	346.10	View chart
Dimensional Etf Trust Global Sustaina (DFSB)	0.6	$3.1M	+14%	59k	51.80	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.5	$3.0M		27k	111.78	View chart
Dimensional Etf Trust Emerging Markets (DFSE)	0.5	$2.8M	+3%	68k	41.48	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$2.4M	-24%	7.6k	313.00	View chart
Meta Platforms Cl A (META)	0.4	$2.2M	-19%	3.3k	660.09	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.4	$2.2M		27k	82.32	View chart
Tesla Motors (TSLA)	0.4	$2.0M	+3%	4.5k	449.72	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.3	$1.9M	+39%	50k	38.00	View chart
Lam Research Corp Com New (LRCX)	0.3	$1.8M	-6%	10k	171.18	View chart
Paccar (PCAR)	0.3	$1.7M	-4%	15k	109.50	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.3	$1.6M	+96%	22k	74.17	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.3	$1.5M	+75%	46k	32.89	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$1.4M	-4%	4.3k	335.27	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.2	$1.4M	-5%	29k	46.59	View chart
Abbvie (ABBV)	0.2	$1.3M	-13%	5.6k	228.49	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$1.2M	+12%	1.9k	626.98	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.2	$1.1M	+80%	36k	31.66	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.2	$1.1M		14k	77.02	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$1.1M		1.4k	753.80	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$1.0M		1.5k	681.96	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.2	$1.0M	+149%	26k	38.03	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$981k	-23%	2.0k	502.65	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$944k	-11%	15k	62.47	View chart
Porch Group (PRCH)	0.2	$872k	NEW	96k	9.13	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$868k	+3%	1.4k	614.18	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$845k		1.2k	685.10	View chart
Nike CL B (NKE)	0.1	$818k	-3%	13k	63.71	View chart
Dimensional Etf Trust Calif Mun Bd Etf (DFCA)	0.1	$793k	+69%	16k	50.08	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.1	$734k		6.1k	119.32	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$711k		1.5k	487.86	View chart
Abbott Laboratories (ABT)	0.1	$707k	-12%	5.6k	125.29	View chart
Visa Com Cl A (V)	0.1	$688k	-26%	2.0k	350.71	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$686k		14k	49.90	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.1	$668k	-5%	11k	59.54	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$661k		8.8k	75.44	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$614k	+7%	5.7k	107.11	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.1	$593k		6.1k	97.81	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.1	$590k		4.9k	120.96	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	0.1	$564k	+6%	7.6k	73.98	View chart
salesforce (CRM)	0.1	$541k	-10%	2.0k	264.91	View chart
Applied Materials (AMAT)	0.1	$532k	-12%	2.1k	256.99	View chart
JPMorgan Chase & Co. (JPM)	0.1	$491k	-43%	1.5k	322.22	View chart
Johnson & Johnson (JNJ)	0.1	$474k	-26%	2.3k	206.95	View chart
Netflix (NFLX)	0.1	$440k	+711%	4.7k	93.76	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$440k		1.1k	396.28	View chart
Mastercard Incorporated Cl A (MA)	0.1	$429k	-35%	752.00	570.88	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$419k		3.0k	141.08	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$417k		1.4k	290.23	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$411k	-2%	4.7k	87.16	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.1	$405k		6.0k	67.43	View chart
Lattice Strategies Tr Hartford Us Eqty (ROUS)	0.1	$386k		6.7k	57.71	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$376k		4.7k	79.73	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$367k	+13%	5.0k	74.07	View chart
Starbucks Corporation (SBUX)	0.1	$364k	+28%	4.3k	84.21	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$355k	-2%	6.6k	53.76	View chart
Palantir Technologies Cl A (PLTR)	0.1	$343k	-23%	1.9k	177.75	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$335k		4.0k	84.64	View chart
Nurix Therapeutics (NRIX)	0.1	$328k		17k	18.97	View chart
Charles Schwab Corporation (SCHW)	0.1	$316k	-12%	3.2k	99.91	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.1	$313k	+4%	9.1k	34.21	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$312k		836.00	373.44	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.1	$312k	+6%	3.9k	80.63	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.1	$297k	NEW	5.2k	56.69	View chart
Marriott Intl Cl A (MAR)	0.1	$292k	NEW	942.00	310.24	View chart
Vanguard Index Fds Value Etf (VTV)	0.0	$275k		1.4k	191.00	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$273k		10k	26.91	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$266k		4.0k	67.22	View chart
Waste Management (WM)	0.0	$253k	-12%	1.2k	219.71	View chart
Eli Lilly & Co. (LLY)	0.0	$252k	-47%	234.00	1074.68	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$250k	+19%	2.6k	96.04	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.0	$242k		3.5k	69.66	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.0	$236k		7.2k	32.94	View chart
Colgate-Palmolive Company (CL)	0.0	$235k	-7%	3.0k	79.03	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.0	$229k		2.9k	79.84	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$222k	+7%	1.2k	191.56	View chart
Fidelity Covington Trust Enhanced Mid (FMDE)	0.0	$216k		5.9k	36.38	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$213k	-8%	1.0k	211.88	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.0	$205k	NEW	1.7k	120.18	View chart
Expeditors International of Washington (EXPD)	0.0	$194k	NEW	1.3k	149.01	View chart
Wal-Mart Stores (WMT)	0.0	$189k	-21%	1.7k	111.41	View chart
At&t (T)	0.0	$182k	-38%	7.3k	24.84	View chart
Endava Ads (DAVA)	0.0	$168k	-9%	27k	6.32	View chart
Exxon Mobil Corporation (XOM)	0.0	$167k	-35%	1.4k	120.34	View chart
Metropcs Communications (TMUS)	0.0	$157k	-53%	773.00	203.04	View chart
Cintas Corporation (CTAS)	0.0	$156k	NEW	830.00	188.07	View chart
Thermo Fisher Scientific (TMO)	0.0	$154k	NEW	265.00	579.45	View chart
Automatic Data Processing (ADP)	0.0	$151k	NEW	585.00	257.42	View chart
American Express Company (AXP)	0.0	$137k	NEW	369.00	369.95	View chart
Advanced Micro Devices (AMD)	0.0	$136k	NEW	636.00	214.27	View chart
CSX Corporation (CSX)	0.0	$134k	NEW	3.7k	36.25	View chart
Micron Technology (MU)	0.0	$128k	NEW	450.00	285.41	View chart
Caterpillar (CAT)	0.0	$121k	NEW	211.00	572.87	View chart
Bank of America Corporation (BAC)	0.0	$113k	NEW	2.1k	55.00	View chart
Cisco Systems (CSCO)	0.0	$104k	NEW	1.4k	77.03	View chart
Raytheon Technologies Corp (RTX)	0.0	$94k	NEW	513.00	183.40	View chart
Ge Aerospace Com New (GE)	0.0	$66k	NEW	214.00	308.03	View chart
International Business Machines (IBM)	0.0	$53k	NEW	179.00	296.07	View chart

Past Filings by RAM Investment Partners

SEC 13F filings are viewable for RAM Investment Partners going back to 2023

RAM Investment Partners 2025 Q4 filed Feb. 12, 2026
RAM Investment Partners 2025 Q3 filed Nov. 3, 2025
RAM Investment Partners 2025 Q2 filed Aug. 8, 2025
RAM Investment Partners 2025 Q1 filed April 23, 2025
RAM Investment Partners 2024 Q4 filed Jan. 28, 2025
RAM Investment Partners 2024 Q3 filed Oct. 22, 2024
RAM Investment Partners 2024 Q2 filed July 29, 2024
RAM Investment Partners 2024 Q1 filed April 29, 2024
RAM Investment Partners 2023 Q4 filed Jan. 8, 2024
RAM Investment Partners 2023 Q3 filed Oct. 13, 2023
RAM Investment Partners 2022 Q4 filed Aug. 14, 2023
RAM Investment Partners 2023 Q1 filed Aug. 14, 2023
RAM Investment Partners 2023 Q2 filed Aug. 14, 2023

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