CIK 1971230
Ruggaard & Associates LLC
Institutional 13F holdings & portfolio
Holdings
121
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 101–121 of 121
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| NVMI | NOVA LTD | 839 | $100K–$500K | SH |
| VTEB | VANGUARD MUN BD FDS | 5K | $100K–$500K | SH |
| SCHB | SCHWAB STRATEGIC TR | 10K | $100K–$500K | SH |
| ROK | ROCKWELL AUTOMATION INC | 691 | $100K–$500K | SH |
| DHI | D R HORTON INC | 2K | $100K–$500K | SH |
| IJR | ISHARES TR | 2K | $100K–$500K | SH |
| CAT | CATERPILLAR INC | 453 | $100K–$500K | SH |
| PEG | PUBLIC SVC ENTERPRISE GRP IN | 3K | $100K–$500K | SH |
| MMM | 3M CO | 2K | $100K–$500K | SH |
| SPGI | S&P GLOBAL INC | 475 | $100K–$500K | SH |
| MELI | MERCADOLIBRE INC | 112 | $100K–$500K | SH |
| AMAT | APPLIED MATLS INC | 873 | $100K–$500K | SH |
| ECF | ELLSWORTH GROWTH & INCOME FD | 19K | $100K–$500K | SH |
| ET | ENERGY TRANSFER L P | 13K | $100K–$500K | SH |
| COWZ | PACER FDS TR | 3K | $100K–$500K | SH |
| SYK | STRYKER CORPORATION | 479 | $100K–$500K | SH |
| KRP | KIMBELL RTY PARTNERS LP | 14K | $100K–$500K | SH |
| SD | SANDRIDGE ENERGY INC | 11K | $100K–$500K | SH |
| KMDA | KAMADA LTD | 13K | $50K–$100K | SH |
| ABEV | AMBEV SA | 10K | $15K–$50K | SH |
| — | SPDR S&P 500 ETF TR | 5 | <$1K | SH |