Ram Investment Partners, LLC Top Holdings and 13F Report (2025) About Ram Investment Partners, LLCInvestment ActivityRam Investment Partners, LLC has $406.87 million in total holdings as of December 31, 2024.Ram Investment Partners, LLC owns shares of 89 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 8.32% of the portfolio was purchased this quarter.About 0.96% of the portfolio was sold this quarter.This quarter, Ram Investment Partners, LLC has purchased 90 new stocks and bought additional shares in 53 stocks.Ram Investment Partners, LLC sold shares of 14 stocks and completely divested from 10 stocks this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $91,393,158Dimensional International Core Equity Market ETF $45,815,751Microsoft $37,501,385Dimensional Short-Duration Fixed Income ETF $30,237,302PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund $30,186,830 Largest New Holdings this Quarter Avantis International Equity ETF $1,375,854 HoldingNIKE $1,212,255 HoldingLAM RESEARCH CORP $1,021,877 HoldingAvantis U.S. Equity ETF $615,506 HoldingAvantis Emerging Markets Equity ETF $462,031 Holding Largest Purchases this Quarter Amazon.com 26,119 shares (about $5.73M)PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund 38,265 shares (about $3.64M)Dimensional Short-Duration Fixed Income ETF 60,405 shares (about $2.83M)Dimensional International Core Equity Market ETF 93,608 shares (about $2.73M)Dimensional U.S. Core Equity 2 ETF 69,269 shares (about $2.40M) Largest Sales this Quarter NVIDIA 1,082 shares (about $145.30K)JPMorgan Chase & Co. 310 shares (about $74.29K)Hartford Multifactor US Equity ETF 1,350 shares (about $68.70K)Dimensional US Marketwide Value ETF 1,523 shares (about $62.32K)Eli Lilly and Company 58 shares (about $44.73K) Sector Allocation Over TimeMap of 500 Largest Holdings ofRam Investment Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFACDimensional U.S. Core Equity 2 ETF$91,393,158$2,396,015 ▲2.7%2,642,18422.5%ETFDFAIDimensional International Core Equity Market ETF$45,815,751$2,733,353 ▲6.3%1,569,03311.3%ETFMSFTMicrosoft$37,501,385$2,073,364 ▲5.9%88,9719.2%Computer and TechnologyDFSDDimensional Short-Duration Fixed Income ETF$30,237,302$2,831,785 ▲10.3%644,9947.4%ETFCORPPIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund$30,186,830$3,639,001 ▲13.7%317,4227.4%ETFDFARDimensional US Real Estate ETF$28,006,611$152,791 ▲0.5%1,203,5506.9%ETFDFAEDimensional Emerging Core Equity Market ETF$26,011,689$2,271,630 ▲9.6%1,025,2936.4%ETFDFNMDimensional National Municipal Bond ETF$19,309,159$1,634,307 ▲9.2%404,2114.7%ETFAMZNAmazon.com$12,155,737$5,730,245 ▲89.2%55,4073.0%Retail/WholesaleCOSTCostco Wholesale$7,760,879$461,804 ▲6.3%8,4701.9%Retail/WholesaleNVDANVIDIA$7,064,898$145,303 ▼-2.0%52,6091.7%Computer and TechnologyDFAXDimensional World ex U.S. Core Equity 2 ETF$4,174,408$10,143 ▼-0.2%167,9171.0%ETFAAPLApple$4,114,294$232,133 ▲6.0%16,4301.0%Computer and TechnologyDFSUDimensional US Sustainability Core 1 ETF$3,899,261$147,810 ▲3.9%102,8831.0%ETFGOOGAlphabet$3,483,551$57,894 ▲1.7%18,2920.9%Computer and TechnologyVTIPVanguard Short-Term Inflation-Protected Securities ETF$3,362,569$45,127 ▲1.4%69,4460.8%ManufacturingDFSIDimensional International Sustainability Core 1 ETF$3,186,614$260,665 ▲8.9%97,0050.8%ETFDAVAEndava$2,866,840$1,947 ▲0.1%92,7780.7%Computer and TechnologyTSLATesla$2,044,073$385,232 ▲23.2%5,0620.5%Auto/Tires/TrucksDFSBDimensional Global Sustainability Fixed Income ETF$1,982,228$231,624 ▲13.2%38,9130.5%ETFDFSEDimensional Emerging Markets Sustainability Core 1 ETF$1,760,974$226,587 ▲14.8%53,1510.4%ETFPCARPACCAR$1,629,811$4,161 ▲0.3%15,6680.4%Auto/Tires/TrucksGOOGLAlphabet$1,611,823$114,535 ▲7.6%8,5140.4%Computer and TechnologyMETAMeta Platforms$1,464,606$34,551 ▲2.4%2,5010.4%Computer and TechnologySMARSmartsheet$1,423,946$277,909 ▲24.2%25,4140.3%Computer and TechnologyAVDEAvantis International Equity ETF$1,375,854$1,375,854 ▲New Holding22,4190.3%ETFDFUVDimensional US Marketwide Value ETF$1,329,245$62,321 ▼-4.5%32,4840.3%ETFVTIVanguard Total Stock Market ETF$1,294,581$22,315 ▲1.8%4,4670.3%ETFAVGOBroadcom$1,226,944$87,854 ▲7.7%5,2930.3%Computer and TechnologyNKENIKE$1,212,255$1,212,255 ▲New Holding16,0210.3%Consumer DiscretionaryVOOVanguard S&P 500 ETF$1,200,728$653,718 ▲119.5%2,2280.3%ETFBRK.BBerkshire Hathaway$1,148,387$14,049 ▲1.2%2,5340.3%FinanceLAM RESEARCH CORP$1,021,877$1,021,877 ▲New Holding14,1470.3%COM NEWORCLOracle$1,014,670$37,327 ▼-3.5%6,0890.2%Computer and TechnologyABBVAbbVie$937,191$711 ▼-0.1%5,2740.2%MedicalVEAVanguard FTSE Developed Markets ETF$886,898$200,792 ▲29.3%18,5470.2%ETFSPYSPDR S&P 500 ETF Trust$862,463$2,930 ▲0.3%1,4720.2%FinanceVGTVanguard Information Technology ETF$828,259$1,865 ▼-0.2%1,3320.2%ETFCRMSalesforce$769,541$46,467 ▲6.4%2,3020.2%Computer and TechnologyIVViShares Core S&P 500 ETF$712,476$5,888 ▲0.8%1,2100.2%ETFDFATDimensional U.S. Targeted Value ETF$658,2350.0%11,8260.2%ETFVVisa$646,760$44,888 ▲7.5%2,0460.2%Business ServicesMUBiShares National Muni Bond ETF$624,655$9,589 ▼-1.5%5,8630.2%ETFAVUSAvantis U.S. Equity ETF$615,506$615,506 ▲New Holding6,3500.2%ETFVUGVanguard Growth ETF$601,2950.0%1,4650.1%ETFQQQInvesco QQQ$596,601$10,225 ▲1.7%1,1670.1%FinanceSPMOInvesco S&P 500 Momentum ETF$584,0420.0%6,1470.1%ETFNULGNuveen ESG Large-Cap Growth ETF$520,4050.0%6,0620.1%ETFMAMastercard$517,466$4,738 ▲0.9%9830.1%Business ServicesESGVVanguard ESG US Stock ETF$511,6700.0%4,8780.1%ETFPGRProgressive$508,8520.0%2,1240.1%FinanceDFIVDimensional International Value ETF$491,035$56,767 ▲13.1%13,8400.1%ETFDISVDimensional International Small Cap Value ETF$490,507$29,439 ▲6.4%18,4610.1%ETFVOVanguard Mid-Cap ETF$477,409$219,814 ▲85.3%1,8070.1%ETFNFLXNetflix$467,050$8,022 ▼-1.7%5240.1%Consumer DiscretionaryAVEMAvantis Emerging Markets Equity ETF$462,031$462,031 ▲New Holding7,8590.1%ETFAMATApplied Materials$452,274$40,820 ▲9.9%2,7810.1%Computer and TechnologyABTAbbott Laboratories$440,450$7,126 ▲1.6%3,8940.1%MedicalTSMTaiwan Semiconductor Manufacturing$412,754$3,752 ▲0.9%2,0900.1%Computer and TechnologyTLTiShares 20+ Year Treasury Bond ETF$412,023$43,403 ▼-9.5%4,7180.1%ETFDFCADimensional California Municipal Bond ETF$407,607$63,814 ▲18.6%8,1440.1%ETFVWOVanguard FTSE Emerging Markets ETF$386,448$99,530 ▲34.7%8,7750.1%ETFTMUST-Mobile US$373,695$19,645 ▼-5.0%1,6930.1%Computer and TechnologyBNDVanguard Total Bond Market ETF$359,707$11,075 ▲3.2%5,0020.1%ETFJPMJPMorgan Chase & Co.$351,549$74,288 ▼-17.4%1,4670.1%FinanceVTVanguard Total World Stock ETF$348,1090.0%2,9630.1%ETFGLDSPDR Gold Shares$328,297$86,190 ▲35.6%1,3560.1%FinanceNRIXNurix Therapeutics$325,6310.0%17,2840.1%MedicalVWOBVanguard Emerging Markets Government Bond ETF$316,275$123,466 ▲64.0%5,0080.1%ETFSBUXStarbucks$302,823$112,589 ▲59.2%3,3190.1%Retail/WholesaleLLYEli Lilly and Company$301,534$44,729 ▼-12.9%3910.1%MedicalDIMENSIONAL ETF TRUST$300,047$39,786 ▲15.3%4,8040.1%WORLD EQUITY ETFDFSVDimensional US Small Cap Value ETF$287,825$32,658 ▲12.8%9,3510.1%ETFMARMarriott International$272,524$47,141 ▲20.9%9770.1%Consumer DiscretionaryIWBiShares Russell 1000 ETF$269,3260.0%8360.1%ETFDFLVDimensional US Large Cap Value ETF$265,105$265,105 ▲New Holding8,8280.1%ETFIXUSiShares Core MSCI Total International Stock ETF$261,5840.0%3,9550.1%ManufacturingMKLMarkel Group$260,661$6,905 ▲2.7%1510.1%Multi-Sector ConglomeratesHYGiShares iBoxx $ High Yield Corporate Bond ETF$256,400$256,400 ▲New Holding3,2600.1%ETFSCHWCharles Schwab$243,714$3,478 ▲1.4%3,2930.1%FinanceVTVVanguard Value ETF$241,104$241,104 ▲New Holding1,4240.1%ETFSCHXSchwab US Large-Cap ETF$235,257$156,838 ▲200.0%10,1490.1%ETFVCSHVanguard Short-Term Corporate Bond ETF$228,179$228,179 ▲New Holding2,9250.1%ETFXCEMColumbia EM Core ex-China ETF$224,9600.0%7,6000.1%ETFROUSHartford Multifactor US Equity ETF$223,916$68,702 ▼-23.5%4,4000.1%ETFRSPInvesco S&P 500 Equal Weight ETF$221,6660.0%1,2650.1%ETFDONWisdomTree U.S. MidCap Dividend Fund$219,222$2,854 ▲1.3%4,3010.1%FinanceIMCGiShares Morningstar Mid-Cap Growth ETF$216,3930.0%2,8650.1%ETFGDRXGoodRx$81,315$23 ▼0.0%17,4870.0%MedicalLRCXLam Research$0$1,137,172 ▼-100.0%00.0%Computer and TechnologyXOMExxon Mobil$0$329,848 ▼-100.0%00.0%Oils/EnergyJNJJohnson & Johnson$0$283,815 ▼-100.0%00.0%MedicalADPAutomatic Data Processing$0$266,209 ▼-100.0%00.0%Business ServicesUNHUnitedHealth Group$0$263,053 ▼-100.0%00.0%MedicalGEHCGE HealthCare Technologies$0$253,958 ▼-100.0%00.0%MedicalADBEAdobe$0$224,718 ▼-100.0%00.0%Computer and TechnologyCTASCintas$0$214,321 ▼-100.0%00.0%Business ServicesZTSZoetis$0$209,518 ▼-100.0%00.0%MedicalWMWaste Management$0$205,109 ▼-100.0%00.0%Business ServicesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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