RAM Investment Partners, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing the firm's equity holdings as of the close of business on September 30, 2026. The filing reports that the firm held a total of 143 securities during this period.
The portfolio is heavily weighted toward large-cap technology and exchange-traded funds (ETFs). The top holding by reported shares is Microsoft Corporation, with 103,915 shares. Other significant positions include NVIDIA Corporation (44,953 shares), Broadcom Inc. (13,126 shares), and LAM Research Corporation (10,138 shares). Additionally, the firm holds substantial positions in Alphabet Inc. Class A (6,433 shares), Apple Inc. (19,662 shares), and Meta Platforms Inc. (3,082 shares).
A significant portion of the portfolio consists of ETFs, including Dimensional ETF Trust funds covering various global and domestic equity strategies, as well as Vanguard Index Funds tracking the S&P 500 and Morningstar strategies. Notable individual stock positions also include Costco Wholesale Corporation (6,809 shares), Eli Lilly & Co. (295 shares), and Taiwan Semiconductor Manufacturing Company (681 shares). The filing indicates that the firm holds both common stock and options, including a call option on Amazon.com, Inc. and a put option on Intel Corporation.
