Ram-Investment-Partners

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ABT",
  "ABBV",
  null,
  "GOOGL",
  "T",
  "AVDE",
  "AVGO",
  null,
  "AVEM",
  null,
  null,
  null,
  "DAVA",
  "NRIX",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "AMAT",
  "MUB",
  "META",
  null,
  "LRCX",
  null,
  null,
  "MA",
  "MSFT",
  "TMUS",
  "PCAR",
  "ORCL",
  null,
  null,
  "PGR",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  null,
  "SCHX",
  "GLD",
  "SBUX",
  "VO",
  "SCHW",
  "VWO",
  null,
  null,
  null,
  null,
  "TSM",
  "GDRX",
  null,
  "AMZN",
  null,
  "VGT",
  "ESGV",
  "VUG",
  "VEA",
  null,
  null,
  "BND",
  "VT",
  "VOO",
  "VTV",
  "V",
  null,
  "MKL",
  "CRM",
  "IXUS",
  "BRK-B",
  "COST",
  null,
  null,
  null,
  "DFAX",
  "DFAC",
  "RSP",
  "IWB",
  "NKE",
  "QQQ",
  "GOOG",
  "XOM",
  "LLY",
  "TSLA",
  "NFLX",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-23
Total Holdings: 152
Total Value: 405052256
Accession Number: 0001989672-25-000003
Form Type: 13F-HR
CIK: ram-investment-partners
Manager Name: Ram-Investment-Partners

Data Enrichment

80% identified

122 identified30 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

152 positions • $405.1M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:3.1K

Value:$1.6M

% of Portfolio:0.4% ($1.6M/$405.1M)

PACCAR INC

PCAR|693718108

Shares:16.0K

Value:$1.6M

% of Portfolio:0.4% ($1.6M/$405.1M)

Endava plc

DAVA|29260V105

Shares:78.6K

Value:$1.5M

% of Portfolio:0.4% ($1.5M/$405.1M)

Alphabet Inc.

GOOGL|02079K305

Shares:9.2K

Value:$1.4M

% of Portfolio:0.3% ($1.4M/$405.1M)

Meta Platforms, Inc.

META|30303M102

Shares:2.4K

Value:$1.4M

% of Portfolio:0.3% ($1.4M/$405.1M)

25434V724

Shares:31.8K

Value:$1.3M

% of Portfolio:0.3% ($1.3M/$405.1M)

Tesla, Inc.

TSLA|88160R101

Shares:5.0K

Value:$1.3M

% of Portfolio:0.3% ($1.3M/$405.1M)

AbbVie Inc.

ABBV|00287Y109

Shares:5.9K

Value:$1.2M

% of Portfolio:0.3% ($1.2M/$405.1M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:2.3K

Value:$1.2M

% of Portfolio:0.3% ($1.2M/$405.1M)

922908769

VTI|922908769

Shares:4.5K

Value:$1.2M

% of Portfolio:0.3% ($1.2M/$405.1M)

NIKE, Inc.

NKE|654106103

Shares:17.8K

Value:$1.1M

% of Portfolio:0.3% ($1.1M/$405.1M)

LAM RESEARCH CORP

LRCX|512807306

Shares:11.9K

Value:$866.5K

% of Portfolio:0.2% ($866.5K/$405.1M)

ORACLE CORP

ORCL|68389X105

Shares:6.2K

Value:$860.0K

% of Portfolio:0.2% ($860.0K/$405.1M)

VISA INC.

V|92826C839

Shares:2.4K

Value:$855.6K

% of Portfolio:0.2% ($855.6K/$405.1M)

Broadcom Inc.

AVGO|11135F101

Shares:5.1K

Value:$852.3K

% of Portfolio:0.2% ($852.3K/$405.1M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:1.5K

Value:$814.8K

% of Portfolio:0.2% ($814.8K/$405.1M)

921943858

VEA|921943858

Shares:15.8K

Value:$804.3K

% of Portfolio:0.2% ($804.3K/$405.1M)

025072885

Shares:7.9K

Value:$726.6K

% of Portfolio:0.2% ($726.6K/$405.1M)

92204A702

VGT|92204A702

Shares:1.3K

Value:$714.3K

% of Portfolio:0.2% ($714.3K/$405.1M)

464287200

IVV|464287200

Shares:1.2K

Value:$693.5K

% of Portfolio:0.2% ($693.5K/$405.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	3.1K	QoQ NEW(+3.1K) YoY +672.83% (+2.7K)	All Managers (Combined)	$1.6M	0.4% ($1.6M/$405.1M)	QoQ NEW(+$1.6M) YoY +718.38% (+$1.4M)
PACCAR INC(PCARcusip693718108)	16.0K	QoQ +2.34% (-368) YoY -16.72% (-3.2K)	All Managers (Combined)	$1.6M	0.4% ($1.6M/$405.1M)	QoQ -4.19% (-$68.4K) YoY -34.55% (-$824.3K)
Endava plc(DAVAcusip29260V105)	78.6K	QoQ -15.25% (-14.2K) YoY -41.73% (-56.3K)	All Managers (Combined)	$1.5M	0.4% ($1.5M/$405.1M)	QoQ -46.49% (-$1.3M) YoY -70.11% (-$3.6M)
Alphabet Inc.(GOOGLcusip02079K305)	9.2K	QoQ +7.55% (-643) YoY +19.74% (+1.5K)	All Managers (Combined)	$1.4M	0.3% ($1.4M/$405.1M)	QoQ -12.14% (-$195.7K) YoY +22.70% (+$262.0K)
Meta Platforms, Inc.(METAcusip30303M102)	2.4K	QoQ -5.31% (-133) YoY +33.93% (+600)	All Managers (Combined)	$1.4M	0.3% ($1.4M/$405.1M)	QoQ -6.80% (-$99.7K) YoY +58.96% (+$506.3K)
(cusip25434V724)✕	31.8K	QoQ -2.00% (-650) YoY -7.20% (-2.5K)	All Managers (Combined)	$1.3M	0.3% ($1.3M/$405.1M)	QoQ -1.30% (-$17.4K) YoY -6.50% (-$91.3K)
Tesla, Inc.(TSLAcusip88160R101)	5.0K	QoQ -0.37% (-19) YoY +18.43% (+785)	All Managers (Combined)	$1.3M	0.3% ($1.3M/$405.1M)	QoQ -36.06% (-$737.2K) YoY +74.60% (+$558.4K)
AbbVie Inc.(ABBVcusip00287Y109)	5.9K	QoQ +11.96% (+631) YoY +14.43% (+745)	All Managers (Combined)	$1.2M	0.3% ($1.2M/$405.1M)	QoQ +32.01% (+$300.0K) YoY +31.66% (+$297.6K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	2.3K	QoQ -8.56% (-217) YoY -0.34% (-8)	All Managers (Combined)	$1.2M	0.3% ($1.2M/$405.1M)	QoQ +7.43% (-$85.3K) YoY +26.21% (-$256.2K)
(VTIcusip922908769)	4.5K	QoQ 0.00% (-0) YoY +5.08% (+216)	All Managers (Combined)	$1.2M	0.3% ($1.2M/$405.1M)	QoQ -5.16% (-$66.9K) YoY +11.12% (+$122.9K)
NIKE, Inc.(NKEcusip654106103)	17.8K	QoQ +11.18% (-1.8K) YoY NEW(+17.8K)	All Managers (Combined)	$1.1M	0.3% ($1.1M/$405.1M)	QoQ -6.72% (-$81.5K) YoY NEW(+$1.1M)
LAM RESEARCH CORP(LRCXcusip512807306)	11.9K	QoQ -15.75% (-2.2K) YoY NEW(+11.9K)	All Managers (Combined)	$866.5K	0.2% ($866.5K/$405.1M)	QoQ -15.20% (-$155.4K) YoY NEW(+$866.5K)
ORACLE CORP(ORCLcusip68389X105)	6.2K	QoQ +1.01% (-62) YoY -4.65% (-300)	All Managers (Combined)	$860.0K	0.2% ($860.0K/$405.1M)	QoQ -15.24% (-$154.7K) YoY +6.12% (-$49.7K)
VISA INC.(Vcusip92826C839)	2.4K	QoQ +19.30% (+395) YoY +9.80% (+218)	All Managers (Combined)	$855.6K	0.2% ($855.6K/$405.1M)	QoQ +32.29% (+$208.9K) YoY +37.88% (+$235.1K)
Broadcom Inc.(AVGOcusip11135F101)	5.1K	QoQ -3.81% (-202) YoY +2267.90% (+4.9K)	All Managers (Combined)	$852.3K	0.2% ($852.3K/$405.1M)	QoQ -30.53% (-$374.7K) YoY +199.46% (+$567.7K)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	1.5K	QoQ -1.01% (-15) YoY +16.37% (+205)	All Managers (Combined)	$814.8K	0.2% ($814.8K/$405.1M)	QoQ -5.52% (-$47.7K) YoY +24.46% (+$160.1K)
(VEAcusip921943858)	15.8K	QoQ -14.68% (-2.7K) YoY +80.52% (+7.1K)	All Managers (Combined)	$804.3K	0.2% ($804.3K/$405.1M)	QoQ -9.31% (-$82.6K) YoY +82.89% (+$364.5K)
(cusip025072885)✕	7.9K	QoQ +23.85% (+1.5K) YoY NEW(+7.9K)	All Managers (Combined)	$726.6K	0.2% ($726.6K/$405.1M)	QoQ +18.04% (+$111.1K) YoY NEW(+$726.6K)
(VGTcusip92204A702)	1.3K	QoQ -1.12% (-15) YoY +24.01% (+255)	All Managers (Combined)	$714.3K	0.2% ($714.3K/$405.1M)	QoQ -13.75% (-$113.9K) YoY +28.27% (+$157.5K)
(IVVcusip464287200)	1.2K	QoQ +1.98% (-24) YoY +10.27% (+115)	All Managers (Combined)	$693.5K	0.2% ($693.5K/$405.1M)	QoQ -2.65% (-$18.9K) YoY +17.89% (+$105.3K)