RAM Investment Partners, LLC holds a focused book of 127 stocks worth $625.3M as of Q2 2026 (disclosed Jul 29, 2026, a ~45-day 13F lag). This quarter they opened Arm Holdings PLC-ADR and trimmed Dimensional US Core Equity 2. Their largest long position is Dimensional US Core Equity 2 at 19% of the equity book. Cloning the disclosed picks since 2025 would be +6% (+8.8%/yr). That is a simulation of the disclosed long book, not audited returns.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1989672/holdings"
Use Arkolith to show RAM Investment Partners, LLC's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 2.4 points over this window.
Growth of $10,000 cloning RAM Investment Partners, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
20% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as RAM Investment Partners, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| JPMORGAN CHASE & CO | 80 / 80 | $524.5B |
| OSAIC HOLDINGS, INC. | 80 / 80 | $17.8B |
| Allworth Financial LP | 80 / 80 | $7.4B |
| Farther Finance Advisors, LLC | 80 / 80 | $3.6B |
| LPL Financial LLC | 79 / 80 | $85.6B |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 79 / 80 | $17.9B |
| MORGAN STANLEY | 78 / 80 | $568.5B |
| ROYAL BANK OF CANADA | 78 / 80 | $160.0B |
Ranked by how many of RAM Investment Partners, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust US COR EQU 2 ETF | $120.2M | 2.71M | 19.2% | ▼−1.1% Reduced · −30K sh | |
| 2 | Dimensional ETF Trust INTL CORE EQT MK | $79.8M | 1.93M | 12.8% | ▲+1.3% Added · +24K sh | |
| 3 | Pimco ETF TR INV GRD CRP BD | $54.4M | 561.7K | 8.7% | ▲+5.9% Added · +31K sh | |
| 4 | Dimensional ETF Trust EMGR CRE EQT MNG | $53.5M | 1.33M | 8.5% | ▲+0.3% Added · +4K sh | |
| 5 | Dimensional ETF Trust SHOR DUR FIX ETF | $48.2M | 1.01M | 7.7% | ▲+1.0% Added · +10K sh | |
| 6 | Microsoft Corp COM | $42.2M | 113.1K | 6.7% | ▼−1.3% Reduced · −2K sh | |
| 7 | Dimensional ETF Trust US REAL ESTA ETF | $38.1M | 1.46M | 6.1% | ▲+2.0% Added · +29K sh | |
| 8 | Dimensional ETF Trust NATL MUN BD ETF | $28.2M | 583.6K | 4.5% | ▲+13% Added · +67K sh | |
| 9 | Amazon Com Inc COM | $10.7M | 45.0K | 1.7% | ▼−8.3% Reduced · −4K sh | |
| 10 | Nvidia Corporation COM | $9.1M | 45.6K | 1.5% | ▼−4.0% Reduced · −2K sh | |
| 11 | Alphabet Inc CAP STK CL C | $7.3M | 20.7K | 1.2% | ▼−7.0% Reduced · −2K sh | |
| 12 | Costco Wholesale Corporation COM | $6.7M | 7.2K | 1.1% | ▼−5.7% Reduced · −439 sh | |
| 13 | Dimensional ETF Trust INTERNATIONAL | $6.4M | 141.7K | 1.0% | ▲+13% Added · +17K sh | |
| 14 | Dimensional ETF Trust US SUSTAINABILTY | $6.4M | 136.6K | 1.0% | ▲+6.2% Added · +8K sh | |
| 15 | Dimensional ETF Trust WORLD EX US CORE | $5.5M | 150.5K | 0.9% | ▼−1.0% Reduced · −1K sh | |
| 16 | Apple Inc COM | $5.0M | 17.4K | 0.8% | ▼−0.6% Reduced · −100 sh | |
| 17 | Lam Research Corp COM NEW | $4.3M | 9.9K | 0.7% | ▼−10% Reduced · −1K sh | |
| 18 | Vanguard Malvern FDS STRM INFPROIDX | $3.9M | 76.8K | 0.6% | ▼−1.0% Reduced · −794 sh | |
| 19 | Dimensional ETF Trust EMER MARK SU ETF | $3.8M | 78.5K | 0.6% | ▲+11% Added · +8K sh | |
| 20 | Dimensional ETF Trust US EQUI MARK ETF | $3.5M | 43.3K | 0.6% | ▲+20% Added · +7K sh | |
| 21 | Dimensional ETF Trust US SMALL CAP ETF | $3.5M | 90.9K | 0.6% | ▲+13% Added · +10K sh | |
| 22 | Ishares TR CORE S&P500 ETF | $3.5M | 4.7K | 0.6% | ▼−11% Reduced · −577 sh | |
| 23 | Broadcom Inc COM | $3.3M | 8.6K | 0.5% | ▲+5.1% Added · +422 sh | |
| 24 | Dimensional ETF Trust GLOBAL SUSTAINA | $3.2M | 62.2K | 0.5% | ▼−1.0% Reduced · −630 sh | |
| 25 | American Centy ETF TR US EQT ETF | $3.2M | 24.9K | 0.5% | ▼−6.8% Reduced · −2K sh | |
| 26 | Dimensional ETF Trust INTL SMALL CAP V | $3.1M | 77.8K | 0.5% | ▲+16% Added · +11K sh | |
| 27 | Oracle Corp COM | $2.8M | 19.3K | 0.5% | ▼−16% Reduced · −4K sh | |
| 28 | Dimensional ETF Trust US HIGH PROF ETF | $2.6M | 62.8K | 0.4% | ▲+10% Added · +6K sh | |
| 29 | Dimensional ETF Trust INTL HIGH PROFIT | $2.5M | 73.8K | 0.4% | ▲+33% Added · +18K sh | |
| 30 | Roblox Corp CL A | $2.5M | 45.7K | 0.4% | ▼−3.8% Reduced · −2K sh | |
| 31 | Alphabet Inc CAP STK CL A | $2.3M | 6.5K | 0.4% | ▲+3.5% Added · +219 sh | |
| 32 | American Centy ETF TR INTL EQT ETF | $2.3M | 25.5K | 0.4% | ▼−3.6% Reduced · −950 sh | |
| 33 | Meta Platforms Inc CL A | $2.0M | 3.5K | 0.3% | ▼−1.3% Reduced · −46 sh | |
| 34 | Paccar Inc COM | $1.9M | 15.7K | 0.3% | ▼−0.4% Reduced · −68 sh | |
| 35 | Dimensional ETF Trust US MKTWIDE VALUE | $1.6M | 29.9K | 0.3% | ▲+7.8% Added · +2K sh | |
| 36 | Applied Matls Inc COM | $1.6M | 2.3K | 0.3% | ▼−5.5% Reduced · −133 sh | |
| 37 | Vanguard Index FDS TOTAL STK MKT | $1.6M | 4.2K | 0.2% | ▼−1.1% Reduced · −46 sh | |
| 38 | Tesla Inc COM | $1.5M | 3.6K | 0.2% | ▼−23% Reduced · −1K sh | |
| 39 | Abbvie Inc COM | $1.5M | 6.0K | 0.2% | ▼−0.3% Reduced · −16 sh | |
| 40 | American Centy ETF TR AVANTIS EMGMKT | $1.4M | 14.1K | 0.2% | ▲+0.4% Added · +55 sh | |
| 41 | Vanguard Index FDS S&P 500 ETF SHS | $1.3M | 1.9K | 0.2% | ▲+0.2% Added · +3 sh | |
| 42 | Porch Group Inc COM | $1.2M | 80.9K | 0.2% | ▼−5.8% Reduced · −5K sh | |
| 43 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $1.2M | 16.8K | 0.2% | ▲+11% Added · +2K sh | |
| 44 | Vanguard World FD INF TECH ETF | $1.1M | 9.1K | 0.2% | ▲+642% Added · +8K sh | |
| 45 | State STR SPDR S&P 500 ETF T TR UNIT | $1.1M | 1.4K | 0.2% | ▼−22% Reduced · −400 sh | |
| 46 | Danaher Corp Del COM | $1.0M | 5.5K | 0.2% | ▼−0.2% Reduced · −9 sh | |
| 47 | Berkshire Hathaway Inc Del CL B NEW | $1.0M | 2.0K | 0.2% | ▲+3.1% Added · +60 sh | |
| 48 | Invesco Exch Traded FD TR II S&P 500 MOMNTM | $993K | 6.1K | 0.2% | —Held | |
| 49 | Advanced Micro Devices Inc COM | $893K | 1.5K | 0.1% | ▼−25% Reduced · −514 sh | |
| 50 | Visa Inc COM CL A | $868K | 2.5K | 0.1% | ▲+3.0% Added · +74 sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.