RAM Investment Partners, LLC

CIK 0001989672 · Q2 2026

13F Equity AUM

$625.3M

+9.8% QoQ

Positions

127

+6 QoQ

AUM Rank

#4,353

Top 35%

Skill Alpha (FF)

-2.3%/yr^ns

No Clear Edge

Rank #6,250 · Top 75%

vs S&P -6.9%/yr (unadj.)

Quarters Tracked

~3 years

Portfolio Concentration

Top 5: 56.9%Top 10: 77.5%Top 20: 85.9%

DFAC19.2%

DFAI12.8%

CORP8.7%

DFAE8.6%

DFSD7.7%

MSFT6.8%

DFAR6.1%

DFNM4.5%

AMZN1.7%

NVDA1.5%

Others (117)22.5%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services81.0%

Technology12.4%

Consumer Cyclical2.1%

Other4.6%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 127Median: 0.09%Avg: 0.79%

0–0.5%

102(11.4%)

0.5–1%

11(6.8%)

1–3%

6(7.5%)

3–5%

1(4.5%)

5%+

7(69.8%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 127vs 20 funds

0%Low

127

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New15Increased46Decreased53Exited9

New Positions

QUAL0.1%

+2K

ARM0.1%

+1K

CRWD0.1%

+452

TSM0.1%

+645

INTC0.1%

+2K

GE0.0%

+685

VXF0.0%

+925

DFEV0.0%

+6K

ASML0.0%

+110

SPACE EXPLORATION TE…0.0%

+2K

Increased

DFNM4.5%

+67K(+13%)

CORP8.7%

+31K(+6%)

DFAR6.1%

+29K(+2%)

DFAI12.8%

+24K(+1%)

DIHP0.4%

+18K(+33%)

DFSI1.0%

+17K(+13%)

DISV0.5%

+11K(+16%)

DFSV0.6%

+10K(+13%)

DFSD7.7%

+10K(+1%)

DFSU1.0%

+8K(+6%)

Decreased

DFAC19.2%

-29,842(-1%)

PRCH0.2%

-5,000(-6%)

AMZN1.7%

-4,094(-8%)

ORCL0.5%

-3,673(-16%)

WFC0.1%

-2,526(-40%)

ABT0.1%

-2,510(-43%)

NVDA1.5%

-1,898(-4%)

RBLX0.4%

-1,816(-4%)

AVUS0.5%

-1,811(-7%)

UNH0.1%

-1,674(-70%)

Exited

-11,011

-4,857

-4,700

-4,100

-10,393

-6,270

-1,198

-1,298

-1,136

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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