RAM Investment Partners, LLC

13F filer · CIK 0001989672

Reported Jul 29, 2026

13F portfolio value$625MU.S. long equity reported on 13F

Positions66Not reported new · Not reported closed

Net flow last quarterNot reportedBuys minus sells

Top 10 positions weight15.5%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 29, 202666 positions
MSFTMicrosoft Corp	$42.2M	6.75%	0.00%	-1.4%	Q4 2022
AMZNAmazon Com Inc	$10.7M	1.71%	0.00%	-8.3%	Q4 2022
NVDANvidia Corp	$9.13M	1.46%	0.00%	-4.0%	Q4 2022
GOOGAlphabet Inc.	$7.31M	1.17%	Not reported	-7.0%	Q4 2022
COSTCostco Wholesale Corp	$6.74M	1.08%	0.00%	-5.7%	Q4 2022
DFAXGulf Resources, Inc.	$5.55M	0.89%	Not reported	-1.0%	Q4 2022
AAPLApple Inc.	$5.03M	0.81%	0.00%	-0.6%	Q4 2022
LRCXLam Research Corp	$4.29M	0.69%	0.00%	-10.2%	Q4 2022
AVGOBroadcom Inc.	$3.26M	0.52%	0.00%	+5.2%	Q4 2023
ORCLOracle Corp	$2.82M	0.45%	0.00%	-16.0%	Q4 2022
RBLXRoblox Corp	$2.49M	0.40%	0.01%	-3.8%	Q3 2025
GOOGLAlphabet Inc.	$2.32M	0.37%	0.00%	+3.5%	Q4 2022
METAMeta Platforms, Inc.	$1.99M	0.32%	Not reported	-1.3%	Q1 2023
PCARPaccar Inc	$1.88M	0.30%	0.00%	-0.4%	Q4 2022
AMATApplied Materials Inc	$1.64M	0.26%	0.00%	-5.5%	Q3 2023
TSLATesla, Inc.	$1.53M	0.25%	0.00%	-23.0%	Q4 2022
ABBVAbbVie Inc.	$1.5M	0.24%	0.00%	-0.3%	Q4 2022
PRCHPorch Group, Inc.	$1.22M	0.19%	0.06%	-5.8%	Q4 2025
SPYSPDR S&P 500 ETF Trust	$1.06M	0.17%	Not reported	-22.0%	Q4 2022
DHRDanaher Corp	$1.05M	0.17%	0.00%	-0.2%	Q1 2026
BRK.BBerkshire Hathaway Inc	$1.01M	0.16%	Not reported	+3.1%	Q4 2022
AMDAdvanced Micro Devices Inc	$893K	0.14%	0.00%	-25.1%	Q4 2025
VVisa Inc.	$868K	0.14%	0.00%	+3.0%	Q4 2022
MUMicron Technology Inc	$804K	0.13%	0.00%	-35.3%	Q4 2025
QQQInvesco QQQ Trust, Series 1	$775K	0.12%	Not reported	-31.3%	Q1 2024
JNJJohnson & Johnson	$742K	0.12%	0.00%	-1.9%	Q4 2022
DELLDell Technologies Inc.	$634K	0.10%	0.00%	+0.1%	Q1 2026
JPMJPMorgan Chase & Co	$570K	0.09%	0.00%	+10.4%	Q4 2023
MAMastercard Inc	$544K	0.09%	0.00%	-1.2%	Q1 2024
GSGoldman Sachs Group Inc	$454K	0.07%	0.00%	-6.7%	Q1 2026
XOMExxonMobil Holdings Corp	$422K	0.07%	0.00%	+116.5%	Q4 2022
NRIXNurix Therapeutics, Inc.	$419K	0.07%	0.02%	Not reported	Q2 2024
SBUXStarbucks Corp	$419K	0.07%	0.00%	-7.7%	Q4 2022
NFLXNetflix Inc	$416K	0.07%	0.00%	-3.9%	Q4 2023
ARMArm Holdings PLC	$396K	0.06%	0.00%	New	Q2 2026
CSCOCisco Systems, Inc.	$392K	0.06%	0.00%	+0.6%	Q4 2025
MARMarriott International Inc	$387K	0.06%	0.00%	+0.1%	Q1 2024
CRWDCrowdStrike Holdings, Inc.	$345K	0.06%	0.00%	New	Q2 2026
LLYELI LILLY & Co	$338K	0.05%	0.00%	+23.1%	Q1 2024
WMTWalmart Inc.	$337K	0.05%	0.00%	0.0%	Q2 2025
SCHWSchwab Charles Corp	$328K	0.05%	0.00%	-0.4%	Q1 2024
WFCWells Fargo & Company	$318K	0.05%	0.00%	-39.6%	Q1 2026
TSMTaiwan Semiconductor Manufacturing Co Ltd	$308K	0.05%	0.00%	Not reported	Q1 2024
ABTAbbott Laboratories	$304K	0.05%	0.00%	-42.8%	Q4 2022
INTCIntel Corp	$302K	0.05%	0.00%	Not reported	Q4 2022
CRMSalesforce, Inc.	$301K	0.05%	0.00%	-9.5%	Q4 2022
UNHUnitedhealth Group Inc	$296K	0.05%	0.00%	-70.2%	Q4 2022
WMWaste Management Inc	$294K	0.05%	0.00%	-2.8%	Q1 2024
SPCXSpace Exploration Technologies Corp	$281K	0.04%	Not reported	New	Q2 2026
BACBank of America Corp	$274K	0.04%	0.00%	+2.5%	Q4 2025

Q1 2026Reported May 4, 202658 positions
MSFTMicrosoft Corp	$42.4M	7.45%	0.00%	+7.4%	Q4 2022
AMZNAmazon Com Inc	$10.2M	1.80%	0.00%	+1.3%	Q4 2022
NVDANvidia Corp	$8.29M	1.46%	0.00%	+28.1%	Q4 2022
COSTCostco Wholesale Corp	$7.62M	1.34%	0.00%	-4.7%	Q4 2022
GOOGAlphabet Inc.	$6.38M	1.12%	Not reported	+7.3%	Q4 2022
DFAXGulf Resources, Inc.	$5.16M	0.91%	Not reported	-3.4%	Q4 2022
AAPLApple Inc.	$4.44M	0.78%	0.00%	-5.2%	Q4 2022
ORCLOracle Corp	$3.38M	0.59%	0.00%	+2.6%	Q4 2022
RBLXRoblox Corp	$2.69M	0.47%	0.01%	-7.2%	Q3 2025
AVGOBroadcom Inc.	$2.54M	0.45%	0.00%	-8.2%	Q4 2023
LRCXLam Research Corp	$2.36M	0.41%	0.00%	+6.7%	Q4 2022
METAMeta Platforms, Inc.	$2.05M	0.36%	Not reported	+7.9%	Q1 2023
PCARPaccar Inc	$1.82M	0.32%	0.00%	+2.2%	Q4 2022
GOOGLAlphabet Inc.	$1.8M	0.32%	0.00%	-17.0%	Q4 2022
TSLATesla, Inc.	$1.76M	0.31%	0.00%	+4.5%	Q4 2022
ABBVAbbVie Inc.	$1.3M	0.23%	0.00%	+6.8%	Q4 2022
SPYSPDR S&P 500 ETF Trust	$1.18M	0.21%	Not reported	+18.8%	Q4 2022
DHRDanaher Corp	$1.04M	0.18%	0.00%	New	Q1 2026
BRK.BBerkshire Hathaway Inc	$934K	0.16%	Not reported	-0.1%	Q4 2022
QQQInvesco QQQ Trust, Series 1	$883K	0.16%	Not reported	+8.3%	Q1 2024
AMATApplied Materials Inc	$821K	0.14%	0.00%	+16.0%	Q3 2023
VVisa Inc.	$742K	0.13%	0.00%	+25.1%	Q4 2022
JNJJohnson & Johnson	$728K	0.13%	0.00%	+30.1%	Q4 2022
UNHUnitedhealth Group Inc	$646K	0.11%	0.00%	Not reported	Q4 2022
PRCHPorch Group, Inc.	$616K	0.11%	0.07%	-10.0%	Q4 2025
ABTAbbott Laboratories	$602K	0.11%	0.00%	+3.9%	Q4 2022
NFLXNetflix Inc	$583K	0.10%	0.00%	+29.2%	Q4 2023
NKENIKE, Inc.	$582K	0.10%	0.00%	-14.3%	Q4 2024
MAMastercard Inc	$535K	0.09%	0.00%	+42.6%	Q1 2024
WFCWells Fargo & Company	$508K	0.09%	0.00%	New	Q1 2026
JPMJPMorgan Chase & Co	$464K	0.08%	0.00%	+3.6%	Q4 2023
AMDAdvanced Micro Devices Inc	$417K	0.07%	0.00%	+222.3%	Q4 2025
GSGoldman Sachs Group Inc	$407K	0.07%	0.00%	New	Q1 2026
SBUXStarbucks Corp	$398K	0.07%	0.00%	+2.7%	Q4 2022
CRMSalesforce, Inc.	$396K	0.07%	0.00%	+3.9%	Q4 2022
WMTWalmart Inc.	$370K	0.06%	0.00%	+75.2%	Q2 2025
MUMicron Technology Inc	$363K	0.06%	0.00%	+138.9%	Q4 2025
MARMarriott International Inc	$341K	0.06%	0.00%	+10.8%	Q1 2024
PLTRPalantir Technologies Inc.	$336K	0.06%	0.00%	+19.3%	Q2 2025
SCHWSchwab Charles Corp	$335K	0.06%	0.00%	+12.7%	Q1 2024
CATCaterpillar Inc	$325K	0.06%	0.00%	+117.5%	Q4 2025
WMWaste Management Inc	$312K	0.05%	0.00%	+17.7%	Q1 2024
TAt&T Inc.	$301K	0.05%	0.00%	+42.1%	Q1 2023
CLColgate Palmolive Co	$278K	0.05%	0.00%	+9.7%	Q2 2025
NRIXNurix Therapeutics, Inc.	$268K	0.05%	0.02%	Not reported	Q2 2024
CSCOCisco Systems, Inc.	$257K	0.05%	0.00%	+145.2%	Q4 2025
CVXChevron Corp	$248K	0.04%	0.00%	Not reported	Q4 2022
RTXRTX Corp	$242K	0.04%	0.00%	+145.0%	Q4 2025
XOMExxonMobil Holdings Corp	$242K	0.04%	0.00%	+2.6%	Q4 2022
DELLDell Technologies Inc.	$241K	0.04%	0.00%	New	Q1 2026

Q4 2025Reported Feb 12, 202657 positions
MSFTMicrosoft Corp	$51.6M	9.34%	0.00%	-1.4%	Q4 2022
AMZNAmazon Com Inc	$11.2M	2.02%	0.00%	-5.3%	Q4 2022
NVDANvidia Corp	$6.92M	1.25%	0.00%	-23.7%	Q4 2022
COSTCostco Wholesale Corp	$6.92M	1.25%	0.00%	+7.1%	Q4 2022
GOOGAlphabet Inc.	$6.5M	1.18%	Not reported	-16.8%	Q4 2022
DFAXGulf Resources, Inc.	$5.15M	0.93%	Not reported	-1.0%	Q4 2022
AAPLApple Inc.	$5.02M	0.91%	0.00%	-19.2%	Q4 2022
ORCLOracle Corp	$4.36M	0.79%	0.00%	+220.2%	Q4 2022
RBLXRoblox Corp	$4.15M	0.75%	0.01%	-18.0%	Q3 2025
AVGOBroadcom Inc.	$3.09M	0.56%	0.00%	-12.1%	Q4 2023
GOOGLAlphabet Inc.	$2.37M	0.43%	0.00%	-24.4%	Q4 2022
METAMeta Platforms, Inc.	$2.19M	0.40%	Not reported	-19.9%	Q1 2023
TSLATesla, Inc.	$2.04M	0.37%	0.00%	+3.0%	Q4 2022
LRCXLam Research Corp	$1.77M	0.32%	0.00%	-6.5%	Q4 2022
PCARPaccar Inc	$1.68M	0.30%	0.00%	-4.0%	Q4 2022
ABBVAbbVie Inc.	$1.28M	0.23%	0.00%	-13.4%	Q4 2022
SPYSPDR S&P 500 ETF Trust	$1.05M	0.19%	Not reported	-0.5%	Q4 2022
BRK.BBerkshire Hathaway Inc	$981K	0.18%	Not reported	-23.2%	Q4 2022
PRCHPorch Group, Inc.	$872K	0.16%	0.08%	New	Q4 2025
QQQInvesco QQQ Trust, Series 1	$868K	0.16%	Not reported	+3.9%	Q1 2024
NKENIKE, Inc.	$818K	0.15%	0.00%	-3.7%	Q4 2024
ABTAbbott Laboratories	$707K	0.13%	0.00%	-12.1%	Q4 2022
VVisa Inc.	$688K	0.12%	0.00%	-26.5%	Q4 2022
CRMSalesforce, Inc.	$541K	0.10%	0.00%	-11.0%	Q4 2022
AMATApplied Materials Inc	$532K	0.10%	0.00%	-12.2%	Q3 2023
JPMJPMorgan Chase & Co	$491K	0.09%	0.00%	-43.0%	Q4 2023
JNJJohnson & Johnson	$474K	0.09%	0.00%	-26.4%	Q4 2022
NFLXNetflix Inc	$440K	0.08%	0.00%	-18.8%	Q4 2023
GLDSPDR Gold Trust	$439K	0.08%	0.00%	+1.4%	Q1 2023
MAMastercard Inc	$429K	0.08%	0.00%	-35.8%	Q1 2024
SBUXStarbucks Corp	$364K	0.07%	0.00%	+28.1%	Q4 2022
PLTRPalantir Technologies Inc.	$343K	0.06%	0.00%	-23.6%	Q2 2025
NRIXNurix Therapeutics, Inc.	$328K	0.06%	0.02%	Not reported	Q2 2024
SCHWSchwab Charles Corp	$316K	0.06%	0.00%	-12.9%	Q1 2024
MARMarriott International Inc	$292K	0.05%	0.00%	Not reported	Q1 2024
WMWaste Management Inc	$253K	0.05%	0.00%	-12.9%	Q1 2024
LLYELI LILLY & Co	$251K	0.05%	0.00%	-47.7%	Q1 2024
CLColgate Palmolive Co	$235K	0.04%	0.00%	-7.2%	Q2 2025
EXPDExpeditors International of Washington Inc	$194K	0.04%	0.00%	New	Q4 2025
WMTWalmart Inc.	$189K	0.03%	0.00%	-21.3%	Q2 2025
TAt&T Inc.	$182K	0.03%	0.00%	-38.7%	Q1 2023
DAVAEndava plc	$168K	0.03%	0.05%	-9.4%	Q4 2022
XOMExxonMobil Holdings Corp	$167K	0.03%	0.00%	-35.2%	Q4 2022
TMUST-Mobile US, Inc.	$157K	0.03%	0.00%	-53.4%	Q4 2023
CTASCintas Corp	$156K	0.03%	0.00%	Not reported	Q1 2024
TMOThermo Fisher Scientific Inc.	$154K	0.03%	0.00%	New	Q4 2025
ADPAutomatic Data Processing Inc	$151K	0.03%	0.00%	Not reported	Q4 2022
AXPAmerican Express Co	$137K	0.02%	0.00%	Not reported	Q1 2024
AMDAdvanced Micro Devices Inc	$136K	0.02%	0.00%	New	Q4 2025
CSXCSX Corp	$134K	0.02%	0.00%	New	Q4 2025

Q3 2025Reported Nov 3, 202544 positions
MSFTMicrosoft Corp	$56.1M	10.52%	0.00%	-3.1%	Q4 2022
AMZNAmazon Com Inc	$11.2M	2.11%	0.00%	+1.0%	Q4 2022
NVDANvidia Corp	$9.08M	1.70%	0.00%	-4.1%	Q4 2022
RBLXRoblox Corp	$8.66M	1.62%	0.01%	New	Q3 2025
COSTCostco Wholesale Corp	$6.94M	1.30%	0.00%	-5.4%	Q4 2022
GOOGAlphabet Inc.	$6.07M	1.14%	Not reported	+59.1%	Q4 2022
AAPLApple Inc.	$5.82M	1.09%	0.00%	+6.1%	Q4 2022
DFAXGulf Resources, Inc.	$4.99M	0.94%	Not reported	-1.1%	Q4 2022
AVGOBroadcom Inc.	$3.35M	0.63%	0.00%	+85.7%	Q4 2023
METAMeta Platforms, Inc.	$3.04M	0.57%	Not reported	+56.2%	Q1 2023
GOOGLAlphabet Inc.	$2.43M	0.46%	0.00%	+4.2%	Q4 2022
ORCLOracle Corp	$1.97M	0.37%	0.00%	+8.8%	Q4 2022
TSLATesla, Inc.	$1.96M	0.37%	0.00%	-3.1%	Q4 2022
PCARPaccar Inc	$1.58M	0.30%	0.00%	+0.5%	Q4 2022
ABBVAbbVie Inc.	$1.5M	0.28%	0.00%	+2.1%	Q4 2022
LRCXLam Research Corp	$1.48M	0.28%	0.00%	-0.9%	Q4 2022
BRK.BBerkshire Hathaway Inc	$1.28M	0.24%	Not reported	+2.5%	Q4 2022
SPYSPDR S&P 500 ETF Trust	$1.03M	0.19%	Not reported	+8.2%	Q4 2022
NKENIKE, Inc.	$930K	0.17%	0.00%	+12.7%	Q4 2024
VVisa Inc.	$912K	0.17%	0.00%	+2.2%	Q4 2022
ABTAbbott Laboratories	$860K	0.16%	0.00%	+1.2%	Q4 2022
JPMJPMorgan Chase & Co	$844K	0.16%	0.00%	+4.7%	Q4 2023
QQQInvesco QQQ Trust, Series 1	$817K	0.15%	Not reported	-3.7%	Q1 2024
NFLXNetflix Inc	$693K	0.13%	0.00%	+2.7%	Q4 2023
MAMastercard Inc	$666K	0.13%	0.00%	+4.0%	Q1 2024
JNJJohnson & Johnson	$576K	0.11%	0.00%	+1.9%	Q4 2022
TSMTaiwan Semiconductor Manufacturing Co Ltd	$546K	0.10%	0.00%	Not reported	Q1 2024
CRMSalesforce, Inc.	$544K	0.10%	0.00%	+1.0%	Q4 2022
AMATApplied Materials Inc	$483K	0.09%	0.00%	-7.4%	Q3 2023
PLTRPalantir Technologies Inc.	$460K	0.09%	0.00%	+5.2%	Q2 2025
TMUST-Mobile US, Inc.	$397K	0.07%	0.00%	+3.6%	Q4 2023
GLDSPDR Gold Trust	$389K	0.07%	0.00%	-19.3%	Q1 2023
SCHWSchwab Charles Corp	$347K	0.07%	0.00%	+2.8%	Q1 2024
LLYELI LILLY & Co	$341K	0.06%	0.00%	+4.9%	Q1 2024
TAt&T Inc.	$337K	0.06%	0.00%	+3.2%	Q1 2023
WMWaste Management Inc	$292K	0.05%	0.00%	-0.2%	Q1 2024
SBUXStarbucks Corp	$285K	0.05%	0.00%	-5.3%	Q4 2022
DAVAEndava plc	$267K	0.05%	0.05%	Not reported	Q4 2022
CLColgate Palmolive Co	$256K	0.05%	0.00%	-1.1%	Q2 2025
XOMExxonMobil Holdings Corp	$242K	0.05%	0.00%	+10.3%	Q4 2022
EMXCEmax Holdings Corp	$229K	0.04%	Not reported	+1.2%	Q2 2025
WMTWalmart Inc.	$222K	0.04%	0.00%	+3.6%	Q2 2025
HDHome Depot, Inc.	$207K	0.04%	0.00%	New	Q3 2025
NRIXNurix Therapeutics, Inc.	$160K	0.03%	0.02%	Not reported	Q2 2024

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