Ruggiero Investments, Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 12, 2026, for the 2025 Q4 period, Ruggiero Investments, Inc. held in its portfolio 78 assets valued at $110,758,347 (i.e. $110.76M).
The most valuable assets in the portfolio included: NVIDIA CORP ($12.19M), APPLE INC ($8.15M), and INVSC QQQ TRUST SRS 1 ($7.57M).
The chart below shows the top 10 valuable assets, and the table below shows the top 78 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Ruggiero Investments, Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| NVIDIA CORP | 65381 | 12193633 | COM |
| APPLE INC | 29964 | 8146086 | COM |
| INVSC QQQ TRUST SRS 1 | 12315 | 7565068 | UIE |
| Invesco QQQ Trust, Series 1 | 12315 | 7565068 | ETF |
| SPDR S&P 500 ETF | 10564 | 7203516 | UIE |
| MICROSOFT CORP | 12193 | 5896977 | COM |
| ALPHABET INC | 13274 | 4156807 | COM |
| AMAZON.COM INC | 17686 | 4082283 | COM |
| JPMORGAN CHASE & CO | 11363 | 3661457 | COM |
| SPDR DOW JONES | 6990 | 3359363 | UIE |
| TESLA INC | 6591 | 2964105 | COM |
| WALMART INC | 25092 | 2795501 | COM |
| COSTCO WHSL CORP NEW | 2533 | 2184307 | COM |
| FUNDSTRAT GRANNY SHT US | 84576 | 2094102 | UIE |
| JPMORGAN EQUITY PREMIUM | 35964 | 2058598 | UIE |
| META PLATFORMS INC | 2942 | 1942309 | COM |
| US TREASURY 3 MONTH BILL | 38065 | 1898688 | UIE |
| STE STRT FINCL SLCT | 32659 | 1788720 | UIE |
| STATE STRET TEC SELECT | 11799 | 1698671 | UIE |
| ISHARES RUSSELL 2000 | 6855 | 1687502 | UIE |
| ISHARES RUSSELL 1000 | 3033 | 1435552 | UIE |
| ISHARES MSCI USA QLTY | 6900 | 1370478 | UIE |
| ISHARES 1-3 YEAR TREASRY | 16226 | 1343837 | UIE |
| STATE STRT INDSTL SLCT | 8271 | 1283016 | UIE |
| J P MORGAN NASDAQ EQT | 18441 | 1071791 | UIE |
| EXXON MOBIL CORP | 8143 | 979979 | COM |
| ISHARES CORE S&P 500 | 1083 | 741790 | UIE |
| PALANTIR TECHNOLOGIES IN | 4161 | 739618 | COM |
| SPDR GOLD SHARES ETF | 1719 | 681257 | UIE |
| SHOPIFY INC F | 4000 | 643880 | FGC |
| ISHARES JP MRGN EM HIGH | 15550 | 627754 | UIE |
| ST STRT SPDR PRTL S&P | 5713 | 609538 | UIE |
| BROADCOM INC | 1661 | 574919 | COM |
| ELI LILLY AND CO | 493 | 529817 | COM |
| ISHS MSCI INTL QUALITY | 10086 | 458409 | UIE |
| STATE SRT SPDR S&P | 1419 | 456206 | UIE |
| INTUITIVE SURGICAL INC | 799 | 452522 | COM |
| ISHARES BITCOIN ETF | 8415 | 417805 | UIE |
| VANGUARD S&P 500 ETF | 658 | 412918 | UIE |
| ST STRT SPDR PRTFL S&P | 7268 | 412909 | UIE |
| ISHARES SILVER TRUST | 6139 | 395474 | UIE |
| FIRST TRUST MANAGED | 7534 | 385249 | UIE |
| UBER TECHNOLOGIES INC | 4683 | 382648 | COM |
| MERCK & CO. INC. | 3596 | 378515 | COM |
| STATE STRET ENRGY SLECT | 8427 | 376771 | UIE |
| ORACLE CORP | 1933 | 376761 | COM |
| ISHARES TOTAL US STOCK | 2346 | 348827 | UIE |
| VANGUARD INFORMATION | 459 | 345985 | UIE |
| IBM CORP | 1110 | 328793 | COM |
| INVSC S P 500 EQUAL | 1638 | 313819 | UIE |
| GOLDMAN SACHS HEDGE | 2016 | 312278 | UIE |
| BERKSHIRE HATHAWAY | 607 | 305109 | COM |
| ABBOTT LABS | 2419 | 303097 | COM |
| ISHARES 3-7 YEAR TRERY | 2511 | 299688 | UIE |
| TENET HEALTHCARE CORP | 1500 | 298080 | COM |
| BLACKROCK INC NEW | 275 | 294344 | COM |
| VANGUARD FTSE ALL WORLD | 4000 | 294240 | UIE |
| SPDR S&P MIDCAP 400 ETF | 458 | 276302 | UIE |
| CATERPILLAR INC | 479 | 274405 | COM |
| UNITEDHEALTH GROUP INC | 796 | 262768 | COM |
| ST SRT US SECTOR | 4152 | 258711 | UIE |
| ISHARES US FINANCIALS | 2000 | 257860 | UIE |
| ST STERT SPDR BLMBG 1 3 | 2807 | 256504 | UIE |
| VERTIV HLDGS CO | 1571 | 254518 | COM |
| ADVANCED MICRO DEVIC | 1166 | 249711 | COM |
| MCKESSON CORP | 299 | 245250 | COM |
| SCHWAB INTERNATIONAL | 10092 | 242612 | UIE |
| GE VERNOVA INC | 370 | 241821 | COM |
| PALO ALTO NETWORKS INC | 1304 | 240197 | COM |
| ISHARES GOLD ETF | 2928 | 237666 | UIE |
| MCDONALDS CORP | 755 | 230751 | COM |
| STATE STRT UTLTES SLET | 5329 | 227479 | UIE |
| STATE STRT HLTH CRE SLT | 1441 | 223067 | UIE |
| ENERGY TRANSFER L P LP | 13200 | 217668 | MLP |
| PIMCO INVEST GRADE CORP | 2168 | 212139 | UIE |
| GOLDMAN SACHS S P 500 | 3865 | 204050 | UIE |
| DUKE ENERGY CORP NEW | 1727 | 202422 | COM |
| NUBURU INC EQUITY | 100580 | 16012 | COM |
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