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Portfolio (Quarterly) Guide ↗

Ruggiero Investments, Inc.

· CIK 0002110677
13F Portfolio $111M AUM 79 positions Filed Feb 12, 2026 EDGAR ↗ ← All Funds
Q4 2025 · All 78 New
Page 2 of 4  ·  78 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 QUAL ISHARES MSCI USA QLTY 6,900.0 $1.4M 1.24% NEW $198.62 +5.6%
22 SHY ISHARES 1-3 YEAR TREASRY 16,226.0 $1.3M 1.21% NEW $82.82 -0.9%
23 XLI STATE STRT INDSTL SLCT 8,271.0 $1.3M 1.16% NEW $155.12 +8.7%
24 JEPQ J P MORGAN NASDAQ EQT 18,441.0 $1.1M 0.97% NEW $58.12 +2.7%
25 XOM EXXON MOBIL CORP Energy 8,143.0 $980K 0.89% NEW $120.35 +35.7%
26 GOOG ALPHABET INC Communication Services 2,369.0 $743K 0.67% NEW $313.80 +24.2%
27 IVV ISHARES CORE S&P 500 1,083.0 $742K 0.67% NEW $684.94 +7.9%
28 PLTR PALANTIR TECHNOLOGIES IN Technology 4,161.0 $740K 0.67% NEW $177.75 -25.2%
29 GLD SPDR GOLD SHARES ETF Financial Services 1,719.0 $681K 0.61% NEW $396.31 +4.0%
30 SHOP SHOPIFY INC F Technology 4,000.0 $644K 0.58% NEW $160.97 -38.2%
31 EMHY ISHARES JP MRGN EM HIGH 15,550.0 $628K 0.57% NEW $40.37 -1.1%
32 SPYG ST STRT SPDR PRTL S&P 5,713.0 $610K 0.55% NEW $106.69 +9.5%
33 AVGO BROADCOM INC Technology 1,661.0 $575K 0.52% NEW $346.13 +20.4%
34 LLY ELI LILLY AND CO Healthcare 493.0 $530K 0.48% NEW $1074.68 -3.7%
35 ISHS MSCI INTL QUALITY 10,086.0 $458K 0.41% NEW $45.45
36 XSD STATE SRT SPDR S&P 1,419.0 $456K 0.41% NEW $321.50 +70.6%
37 ISRG INTUITIVE SURGICAL INC Healthcare 799.0 $453K 0.41% NEW $566.36 -23.1%
38 IBIT ISHARES BITCOIN ETF Financial Services 8,415.0 $418K 0.38% NEW $49.65 -12.0%
39 VOO VANGUARD S&P 500 ETF 658.0 $413K 0.37% NEW $627.53 +7.8%
40 SPYV ST STRT SPDR PRTFL S&P 7,268.0 $413K 0.37% NEW $56.81 +5.7%
Page 2 of 4  ·  78 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 37.5%
Technology 35.3%
Consumer Cyclical 8.6%
Communication Services 7.2%
Consumer Defensive 5.9%
Healthcare 2.9%
Energy 1.4%
Industrials 0.6%
Utilities 0.5%