Arkolith/Funds/Ramirez Asset Management, Inc.

Ramirez Asset Management, Inc.

CIK 1992110
Holdings as of Jun 30, 2026·disclosed Aug 13, 2026·~44-day 13F lag·13F-HR
Active Filer

Ramirez Asset Management, Inc. holds a diversified book of 360 stocks worth $959.9M as of Q2 2026 (disclosed Aug 13, 2026, a ~44-day 13F lag). This quarter they opened Fujitsu Ltd - Unspon ADR and trimmed Ase Technology Holding -ADR. Their largest long position is Taiwan Semiconductor-SP ADR at 8% of the equity book. Cloning the disclosed picks since 2024 would be +53% (+27.0%/yr). That is a simulation of the disclosed long book, not audited returns.

Opened
205
bought for the first time
Added to
82
already held, bought more
Trimmed
81
sold some, still holds it
Sold out
16
exited the position entirely

Growth of $10,000: cloning the disclosed book

If you'd copied them
+52.8%
+27.0%/yr · since Nov '24
Their reported book
+46.9%
held from quarter-end
S&P 500
+30.6%
same window
$8K$10K$12K$14K$15KNov '24Mar '25Aug '25Dec '25Apr '26Aug '26
Ramirez Asset Management, Inc. (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 5.9 points over this window.

Growth of $10,000 cloning Ramirez Asset Management, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~44 days for the latest filing, with 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.

Concentration

Top-heavy: diversified book

Top 5 holdings
18%
Top 10 holdings
27%
Top 20 holdings
40%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

75% mapped to company sectors

ETF / fund or unclassified
25%
Information Technology
22%
Financials
14%
Industrials
10%
Materials
9%
Utilities
4%
Health Care
4%
Communication Services
3%

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.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Ramirez Asset Management, Inc.

Manager / fundShared namesTheir $ in those
PNC FINANCIAL SERVICES GROUP, INC.79 / 80$70.9B
GAMMA Investing LLC79 / 80$731.1M
RHUMBLINE ADVISERS78 / 80$36.1B
IMA Advisory Services, Inc.60 / 80$76.7M
Salomon & Ludwin, LLC59 / 80$64.3M
BlackRock, Inc.57 / 80$1.7T
MORGAN STANLEY57 / 80$374.8B
JPMORGAN CHASE & CO57 / 80$349.3B

Ranked by how many of Ramirez Asset Management, Inc.'s top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

360 positions
#SecurityValueShares% PortLast moveHistory
1Taiwan Semiconductor MFG ADR
ADR
$75.7M158.5K
7.9%
+8.0%
Added · +12K sh
2JBS N.V. Com SHS CL A
CL A SHS
$28.5M2.41M
3.0%
+44%
Added · +735K sh
3KB Financial Group Inc ADR
ADR
$26.1M248.3K
2.7%
+5.0%
Added · +12K sh
4Engie Sa ADR
ADR
$20.5M651.4K
2.1%
+5.9%
Added · +36K sh
5Itau Unibanco Hldg Pref ADR
ADR
$19.5M2.39M
2.0%
+1.4%
Added · +32K sh
6Eli Lilly & Co
COM
$18.6M15.5K
1.9%
11×
Added · +14K sh
7Shinhan Financial Group ADR
ADR
$17.6M277.7K
1.8%
+15%
Added · +36K sh
8AXA ADR
ADR
$16.7M333.0K
1.7%
+17%
Added · +48K sh
9Ase Technology Holding Co Ads
ADS
$15.7M348.5K
1.6%
−22%
Reduced · −99K sh
10Sap AG ADR
SPONS ADR
$15.7M101.6K
1.6%
+185%
Added · +66K sh
11Smurfit Westrock Plc
COM
$14.4M312.3K
1.5%
−0.9%
Reduced · −3K sh
12Anglogold Ashanti Plc Com
COM
$14.4M177.4K
1.5%
+147%
Added · +106K sh
13Mizuho Financial Group Inc Sp
ADR
$13.4M1.40M
1.4%
+10%
Added · +133K sh
14Panasonic Hldgs Corp Unsponsor
ADR
$13.0M470.4K
1.4%
+9.6%
Added · +41K sh
15Axia Energia
SPON ADR PFD B
$12.8M1.22M
1.3%
+188%
Added · +793K sh
16Standard Chartered PLC Ads
ADR
$12.8M236.1K
1.3%
+11%
Added · +24K sh
17Grupo Financiero Banorte Sa Ad
ADR
$12.7M239.6K
1.3%
−14%
Reduced · −38K sh
18Deutsche Telekom AG ADR
ADR
$12.6M462.2K
1.3%
+48%
Added · +150K sh
19Linde plc
ADR
$11.7M22.6K
1.2%
−2.8%
Reduced · −652 sh
20Tencent Hldgs Ltd ADR
ADR
$11.3M204.7K
1.2%
+22%
Added · +37K sh
21Sandoz Group AG Ads
ADR
$11.0M121.2K
1.1%
+11%
Added · +12K sh
22Silicon Motion Technology Corp
ADR
$10.8M32.5K
1.1%
+0.4%
Added · +143 sh
23Caterpillar Inc
COM
$10.8M10.1K
1.1%
Held
24Veolia Environment ADR
ADR
$10.6M510.8K
1.1%
+9.7%
Added · +45K sh
25Sumitomo Mitsui Finl Group ADR
ADR
$10.5M446.8K
1.1%
+11%
Added · +44K sh
26Ferrari NV ADR
COM
$10.4M28.0K
1.1%
+14%
Added · +3K sh
27Fujifilm Hldgs Corp ADR
ADR
$10.0M937.9K
1.0%
+100%
Added · +469K sh
28Grab Holdings Limited Class A
CLASS A ORD
$10.0M2.64M
1.0%
+8.9%
Added · +215K sh
29Sea Ltd Ads
SPONS ADR
$9.9M103.8K
1.0%
+12%
Added · +11K sh
30Broadcom Inc
COM
$9.6M25.3K
1.0%
+15%
Added · +3K sh
31Fujitsu Limited ADR
ADR
$9.3M465.0K
1.0%
New
New position
32Nvidia Corporation
COM
$9.2M46.0K
1.0%
~0%
Reduced · −21 sh
33Intesa Sanpaolo SPA ADR
ADR
$9.0M218.0K
0.9%
+11%
Added · +21K sh
34Schneider Electric Sa ADR
ADR
$8.9M136.9K
0.9%
+9.2%
Added · +12K sh
35Coupang Inc Cl A
ADR
$8.7M503.6K
0.9%
+9.7%
Added · +45K sh
36Embraer Sa ADR
ADS
$8.4M132.2K
0.9%
+1.5%
Added · +2K sh
37Spotify Technology S A SHS
SHS
$8.4M18.3K
0.9%
+14%
Added · +2K sh
38Vinci Sa ADR
ADR
$8.4M229.6K
0.9%
+2.7%
Added · +6K sh
39Microsoft Corp
COM
$8.3M22.3K
0.9%
+36%
Added · +6K sh
40Sony Corp ADR
SPONS ADR
$8.1M404.3K
0.8%
+19%
Added · +65K sh
41Brookfield Infrast Partners LP
LP INT UNIT
$8.1M221.1K
0.8%
New
New position
42Rheinmetall AG ADR
ADR
$7.9M34.9K
0.8%
+14%
Added · +4K sh
43Wheaton Precious Metals Corp
COM
$7.8M69.7K
0.8%
13×
Added · +64K sh
44Sse PLC Sponsored ADR
ADR
$7.6M233.8K
0.8%
+10%
Added · +22K sh
45JPMorgan Chase & Co
COM
$7.4M22.7K
0.8%
~0%
Reduced · −4 sh
46Telefonica Brasil Sa New ADR
SPONS ADR
$7.3M555.9K
0.8%
+18%
Added · +84K sh
47Mitsubishi Elec Corp ADR
ADR
$7.3M101.0K
0.8%
+9.0%
Added · +8K sh
48Suzano Sa Ads
ADS
$7.3M939.5K
0.8%
+1.6%
Added · +15K sh
49Marubeni Corp ADR
ADR
$7.0M228.2K
0.7%
+602%
Added · +196K sh
50Hitachi Ltd ADR
ADR
$6.8M245.5K
0.7%
+9.9%
Added · +22K sh
Showing 50 of 360 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 13, 2026360$959.9M13F-HR
Q1 2026Mar 31, 2026May 12, 2026349$831.7M13F-HR
Q4 2025Dec 31, 2025Feb 11, 2026384$758.2M13F-HR
Q3 2025Sep 30, 2025Nov 12, 2025357$720.1M13F-HR
Q2 2025Jun 30, 2025Jul 24, 2025344$661.2M13F-HR
Q1 2025Mar 31, 2025May 7, 2025378$480.7M13F-HR
Q4 2024Dec 31, 2024Feb 12, 2025384$495.6M13F-HR
Q3 2024Sep 30, 2024Nov 12, 2024391$521.2M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 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.