Ransom Advisory, Ltd
CIK 2065136 · Holdings on Jun 30, 2025 · First reported Jul 8, 2025
Top ten holdings
Q2 2025- MSFT11.11%
- AAPL9.19%
- NVDA5.43%
- GOOGL4.85%
- JPM4.37%
- BRK.B2.78%
- GOOG2.61%
- GS2.13%
- ETN2.09%
- AMZN1.88%
Share classes counted separately46.44%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- MSFTWeight increased · +2.07 pp9.04% → 11.11%Shares -1.34K (-2.75%)
- NVDAWeight increased · +1.35 pp4.08% → 5.43%Shares -3.36K (-4.40%)
- AAPLWeight decreased · -1.03 pp10.22% → 9.19%Shares +1.90K (+2.04%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | MSFTMICROSOFT CORPMSFT View history and evidence | $23.57M | 11.11% | 47.39K shares | 9.04% → 11.11%+2.07 pp -1.34K (-2.75%) | Reduced | ↗▾ |
| 02 | AAPLAPPLE INCAAPL View history and evidence | $19.50M | 9.19% | 95.06K shares | 10.22% → 9.19%-1.03 pp +1.90K (+2.04%) | Added | ↗▾ |
| 03 | NVDANVIDIA CORPNVDA View history and evidence | $11.52M | 5.43% | 72.92K shares | 4.08% → 5.43%+1.35 pp -3.36K (-4.40%) | Reduced | ↗▾ |
| 04 | GOOGLALPHABET INC-CL AGOOGL View history and evidence | $10.29M | 4.85% | 58.39K shares | 4.50% → 4.85%+0.35 pp -466 (-0.79%) | Reduced | ↗▾ |
| 05 | JPMJPMORGAN CHASE & COJPM View history and evidence | $9.27M | 4.37% | 31.96K shares | 3.92% → 4.37%+0.45 pp -410 (-1.27%) | Reduced | ↗▾ |
| 06 | BRK.BBERKSHIRE HATHAWAY INC-CL BBRKB View history and evidence | $5.89M | 2.78% | 12.13K shares | 3.24% → 2.78%-0.46 pp -180 (-1.46%) | Reduced | ↗▾ |
| 07 | GOOGALPHABET INC-CL CGOOG View history and evidence | $5.53M | 2.61% | 31.18K shares | 2.42% → 2.61%+0.19 pp -150 (-0.48%) | Reduced | ↗▾ |
| 08 | GSGOLDMAN SACHS GROUP INCGS View history and evidence | $4.52M | 2.13% | 6.39K shares | 1.76% → 2.13%+0.37 pp -125 (-1.92%) | Reduced | ↗▾ |
| 09 | ETNEATON CORP PLCETN View history and evidence | $4.44M | 2.09% | 12.44K shares | 1.67% → 2.09%+0.42 pp -30 (-0.24%) | Reduced | ↗▾ |
| 10 | AMZNAMAZON.COM INCAMZN View history and evidence | $3.99M | 1.88% | 18.17K shares | 1.71% → 1.88%+0.17 pp +25 (+0.14%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 22
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| SPY SS SPDR S&P 500 ETF TRUST-US | Non-derivative | -3,539 | -$1.98M | SEC filing ↗ | SEC filing ↗ |
| PXMAX PUTNAM MA TAX EXEMPT INC-A | Non-derivative | -89,537 | -$793.30K | SEC filing ↗ | SEC filing ↗ |
| GBTC GRAYSCALE BITCOIN TRUST ETF | Non-derivative | -3,300 | -$215.06K | SEC filing ↗ | SEC filing ↗ |
3 / 22 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 2065136 · Period 2025-06-30
Data loaded 2026-09-23 · First reported 2025-07-08
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 212120859
}Research all 322 reported holdings.
This page includes 30 of 322 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
- Download CSV
- Earlier quarters
- Advanced screening & filtering
- API & AI access
＋ New accounts get free API credits to explore data beyond ownership filings.
For AI agents & developers
The initial HTML of this page carries its exact data as script#portfolio-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 30 of 322 current positions (options included); totals and weights use the complete filing.
Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP.
MCP https://api.akkrudata.ai/mcp
get_institutional_portfolio
{"cik":"2065136","quarter":"2025Q2","page_size":100}
get_institutional_manager_history
{"cik":"2065136","page_size":100}Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.
- MCP endpoint
- https://api.akkrudata.ai/mcp
- API / MCP documentation
- /documents
- llms.txt
- /llms.txt
Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.