Loading…
CIK 0002110677 • 3 13F filings • Feb 12, 2026 – Aug 14, 2026
Import this data to Google Sheets with:
=jivedata("ruggiero-investments-inc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBOTT LABS | COM | $303K | 0.3% | 2,419 SH | New |
| ADVANCED MICRO DEVIC | COM | $250K | 0.2% | 1,166 SH | New |
| ALPHABET INC | COM | $4.2M | 3.8% | 13,274 SH | New |
| AMAZON.COM INC | COM | $4.1M | 3.7% | 17,686 SH | New |
| APPLE INC | COM | $8.1M | 7.4%Prev: 6.7% | 29,964 SH | Increased+2,873 SH |
| BERKSHIRE HATHAWAY | COM | $305K | 0.3% | 607 SH | New |
| BLACKROCK INC NEW | COM | $294K | 0.3% | 275 SH | New |
| BROADCOM INC | COM | $575K | 0.5%Prev: 0.6% | 1,661 SH | Decreased-253 SH |
| CATERPILLAR INC | COM | $274K | 0.2%Prev: 0.3% | 479 SH | Decreased+111 SH |
| COSTCO WHSL CORP NEW | COM | $2.2M | 2.0% | 2,533 SH | New |
| DUKE ENERGY CORP NEW | COM | $202K | 0.2% | 1,727 SH | New |
| ELI LILLY AND CO | COM | $530K | 0.5% | 493 SH | New |
| ENERGY TRANSFER L P LP | MLP | $218K | 0.2% | 13,200 SH | New |
| EXXON MOBIL CORP | COM | $980K | 0.9%Prev: 0.9% | 8,143 SH | Decreased+603 SH |
| FIRST TRUST MANAGED | UIE | $385K | 0.3% | 7,534 SH | New |
| FUNDSTRAT GRANNY SHT US | UIE | $2.1M | 1.9% | 84,576 SH | New |
| GE VERNOVA INC | COM | $242K | 0.2%Prev: 0.4% | 370 SH | Decreased-23 SH |
| GOLDMAN SACHS HEDGE | UIE | $312K | 0.3% | 2,016 SH | New |
| GOLDMAN SACHS S P 500 | UIE | $204K | 0.2% | 3,865 SH | New |
| IBM CORP | COM | $329K | 0.3% | 1,110 SH | New |
| INTUITIVE SURGICAL INC | COM | $453K | 0.4% | 799 SH | New |
| Invesco QQQ Trust, Series 1 | ETF | $7.6M | 6.8% | 12,315 SH | New |
| INVSC QQQ TRUST SRS 1 | UIE | $7.6M | 6.8% | 12,315 SH | New |
| INVSC S P 500 EQUAL | UIE | $314K | 0.3% | 1,638 SH | New |
| ISHARES 1-3 YEAR TREASRY | UIE | $1.3M | 1.2% | 16,226 SH | New |
| ISHARES 3-7 YEAR TRERY | UIE | $300K | 0.3% | 2,511 SH | New |
| ISHARES BITCOIN ETF | UIE | $418K | 0.4% | 8,415 SH | New |
| ISHARES CORE S&P 500 | UIE | $742K | 0.7% | 1,083 SH | New |
| ISHARES GOLD ETF | UIE | $238K | 0.2% | 2,928 SH | New |
| ISHARES JP MRGN EM HIGH | UIE | $628K | 0.6% | 15,550 SH | New |
| ISHARES MSCI USA QLTY | UIE | $1.4M | 1.2% | 6,900 SH | New |
| ISHARES RUSSELL 1000 | UIE | $1.4M | 1.3% | 3,033 SH | New |
| ISHARES RUSSELL 2000 | UIE | $1.7M | 1.5% | 6,855 SH | New |
| ISHARES SILVER TRUST | UIE | $395K | 0.4% | 6,139 SH | New |
| ISHARES TOTAL US STOCK | UIE | $349K | 0.3% | 2,346 SH | New |
| ISHARES US FINANCIALS | UIE | $258K | 0.2% | 2,000 SH | New |
| ISHS MSCI INTL QUALITY | UIE | $458K | 0.4% | 10,086 SH | New |
| J P MORGAN NASDAQ EQT | UIE | $1.1M | 1.0% | 18,441 SH | New |
| JPMORGAN CHASE & CO | COM | $3.7M | 3.3%Prev: 2.2% | 11,363 SH | Increased+3,305 SH |
| JPMORGAN EQUITY PREMIUM | UIE | $2.1M | 1.9% | 35,964 SH | New |
| MCDONALDS CORP | COM | $231K | 0.2%Prev: 0.2% | 755 SH | Increased+1 SH |
| MCKESSON CORP | COM | $245K | 0.2%Prev: 0.2% | 299 SH | Increased |
| MERCK & CO. INC. | COM | $379K | 0.3% | 3,596 SH | New |
| META PLATFORMS INC | COM | $1.9M | 1.8% | 2,942 SH | New |
| MICROSOFT CORP | COM | $5.9M | 5.3%Prev: 4.2% | 12,193 SH | Increased-953 SH |
| NUBURU INC EQUITY | COM | $16K | 0.0% | 100,580 SH | New |
| NVIDIA CORP | COM | $12.2M | 11.0% | 65,381 SH | New |
| ORACLE CORP | COM | $377K | 0.3%Prev: 0.2% | 1,933 SH | Increased+26 SH |
| PALANTIR TECHNOLOGIES IN | COM | $740K | 0.7% | 4,161 SH | New |
| PALO ALTO NETWORKS INC | COM | $240K | 0.2%Prev: 0.4% | 1,304 SH | Decreased+33 SH |
| PIMCO INVEST GRADE CORP | UIE | $212K | 0.2% | 2,168 SH | New |
| SCHWAB INTERNATIONAL | UIE | $243K | 0.2% | 10,092 SH | New |
| SHOPIFY INC F | FGC | $644K | 0.6% | 4,000 SH | New |
| SPDR DOW JONES | UIE | $3.4M | 3.0% | 6,990 SH | New |
| SPDR GOLD SHARES ETF | UIE | $681K | 0.6% | 1,719 SH | New |
| SPDR S&P 500 ETF | UIE | $7.2M | 6.5% | 10,564 SH | New |
| SPDR S&P MIDCAP 400 ETF | UIE | $276K | 0.2% | 458 SH | New |
| ST SRT US SECTOR | UIE | $259K | 0.2% | 4,152 SH | New |
| ST STERT SPDR BLMBG 1 3 | UIE | $257K | 0.2% | 2,807 SH | New |
| ST STRT SPDR PRTFL S&P | UIE | $413K | 0.4% | 7,268 SH | New |
| ST STRT SPDR PRTL S&P | UIE | $610K | 0.6% | 5,713 SH | New |
| STATE SRT SPDR S&P | UIE | $456K | 0.4% | 1,419 SH | New |
| STATE STRET ENRGY SLECT | UIE | $377K | 0.3% | 8,427 SH | New |
| STATE STRET TEC SELECT | UIE | $1.7M | 1.5% | 11,799 SH | New |
| STATE STRT HLTH CRE SLT | UIE | $223K | 0.2% | 1,441 SH | New |
| STATE STRT INDSTL SLCT | UIE | $1.3M | 1.2% | 8,271 SH | New |
| STATE STRT UTLTES SLET | UIE | $227K | 0.2% | 5,329 SH | New |
| STE STRT FINCL SLCT | UIE | $1.8M | 1.6% | 32,659 SH | New |
| TENET HEALTHCARE CORP | COM | $298K | 0.3% | 1,500 SH | New |
| TESLA INC | COM | $3.0M | 2.7%Prev: 2.4% | 6,591 SH | Increased-163 SH |
| UBER TECHNOLOGIES INC | COM | $383K | 0.3% | 4,683 SH | New |
| UNITEDHEALTH GROUP INC | COM | $263K | 0.2% | 796 SH | New |
| US TREASURY 3 MONTH BILL | UIE | $1.9M | 1.7% | 38,065 SH | New |
| VANGUARD FTSE ALL WORLD | UIE | $294K | 0.3% | 4,000 SH | New |
| VANGUARD INFORMATION | UIE | $346K | 0.3% | 459 SH | New |
| VANGUARD S&P 500 ETF | UIE | $413K | 0.4% | 658 SH | New |
| VERTIV HLDGS CO | COM | $255K | 0.2% | 1,571 SH | New |
| WALMART INC | COM | $2.8M | 2.5%Prev: 2.2% | 25,092 SH | Increased+2,666 SH |
| 13F-HR |
| 0002110677-26-000002 |
| $103.4M |
| View |