Ruggiero Investments, Inc.

CIK 0002110677 · WEST PALM BEACH, FL · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source

Ruggiero Investments, Inc. reported 89 positions worth $118.7M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: NVDA (10.3%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$118.7M
2026 Q2
Positions
89
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
53.4%
Est. Net Flow (Q)
2026 Q2
10 / 89 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1NVDANVIDIA CORPORATIONSH$12.3M10.32%61,230
2SPYSTATE STR SPDR S&P 500 ETF TSH$10.6M8.93%14,192
3QQQINVESCO QQQ TRSH$9.3M7.82%12,610
4AAPLAPPLE INCSH$7.8M6.60%27,091
5MSFTMICROSOFT CORPSH$4.9M4.13%13,146
6BILSPDR SERIES TRUSTSH$4.2M3.53%45,763
7AMZNAMAZON COM INCSH$4.1M3.43%17,103
8GOOGLALPHABET INCSH$3.8M3.17%10,522
9DIASTATE STR SPDR DOW JONES INDSH$3.7M3.10%7,047
10TSLATESLA INCSH$2.8M2.39%6,754

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Ruggiero Investments, Inc. hold as of Q2 2026?

Ruggiero Investments, Inc. reported 89 positions worth $118.7M in its Q2 2026 13F filing. Largest positions: NVDA (10.3%), SPY (8.9%), QQQ (7.8%), AAPL (6.6%) and MSFT (4.1%).

What did Ruggiero Investments, Inc. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Ruggiero Investments, Inc. 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.