Ruggaard & Associates LLC
Ruggaard & Associates LLC reported 128 positions worth $278.7M as of June 30, 2026 (13F filed August 17, 2026). Largest holding: CGDV (5.9%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | CGDV | SH | $16.5M | 5.90% | 333,808 | — | — | |
| ▸ 2 | JPST | SH | $15.0M | 5.37% | 295,794 | — | — | |
| ▸ 3 | CGCP | SH | $13.7M | 4.91% | 613,503 | — | — | |
| ▸ 4 | SPHQ | SH | $12.5M | 4.47% | 138,254 | — | — | |
| ▸ 5 | VO | SH | $12.3M | 4.41% | 152,542 | — | — | |
| ▸ 6 | IBDU | SH | $12.2M | 4.39% | 528,717 | — | — | |
| ▸ 7 | IBHF | SH | $11.9M | 4.27% | 525,863 | — | — | |
| ▸ 8 | JBND | SH | $11.4M | 4.10% | 213,405 | — | — | |
| ▸ 9 | CGGO | SH | $11.3M | 4.04% | 266,143 | — | — | |
| ▸ 10 | QGRO | SH | $9.9M | 3.56% | 84,069 | — | — |
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Frequently Asked Questions
What stocks does Ruggaard & Associates LLC hold as of Q2 2026?
Ruggaard & Associates LLC reported 128 positions worth $278.7M in its Q2 2026 13F filing. Largest positions: CGDV (5.9%), JPST (5.4%), CGCP (4.9%), SPHQ (4.5%) and VO (4.4%).
What did Ruggaard & Associates LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Ruggaard & Associates LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.