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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 3 of 4  ·  78 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SLV ISHARES SILVER TRUST Financial Services 6,139.0 $395K 0.36% NEW $64.42 +5.2%
42 FMB FIRST TRUST MANAGED 7,534.0 $385K 0.35% NEW $51.13 -0.9%
43 UBER UBER TECHNOLOGIES INC Technology 4,683.0 $383K 0.34% NEW $81.71 -11.0%
44 MRK MERCK & CO. INC. Healthcare 3,596.0 $379K 0.34% NEW $105.26 +8.8%
45 XLE STATE STRET ENRGY SLECT 8,427.0 $377K 0.34% NEW $44.71 +37.9%
46 ORCL ORACLE CORP Technology 1,933.0 $377K 0.34% NEW $194.91 -7.5%
47 ITOT ISHARES TOTAL US STOCK 2,346.0 $349K 0.32% NEW $148.69 +7.8%
48 VGT VANGUARD INFORMATION 459.0 $346K 0.31% NEW $753.78 -85.1%
49 IBM IBM CORP Technology 1,110.0 $329K 0.30% NEW $296.21 -26.7%
50 RSP INVSC S P 500 EQUAL 1,638.0 $314K 0.28% NEW $191.59 +4.8%
51 GVIP GOLDMAN SACHS HEDGE 2,016.0 $312K 0.28% NEW $154.90 +9.7%
52 BERKSHIRE HATHAWAY 607.0 $305K 0.28% NEW $502.65
53 ABT ABBOTT LABS Healthcare 2,419.0 $303K 0.27% NEW $125.30 -30.4%
54 IEI ISHARES 3-7 YEAR TRERY 2,511.0 $300K 0.27% NEW $119.35 -2.2%
55 THC TENET HEALTHCARE CORP Healthcare 1,500.0 $298K 0.27% NEW $198.72 -5.2%
56 BLK BLACKROCK INC NEW Financial Services 275.0 $294K 0.27% NEW $1070.34 -3.7%
57 VEU VANGUARD FTSE ALL WORLD 4,000.0 $294K 0.27% NEW $73.56 +10.1%
58 MDY SPDR S&P MIDCAP 400 ETF Financial Services 458.0 $276K 0.25% NEW $603.28 +8.3%
59 CAT CATERPILLAR INC Industrials 479.0 $274K 0.25% NEW $572.87 +50.7%
60 UNH UNITEDHEALTH GROUP INC Healthcare 796.0 $263K 0.24% NEW $330.11 +17.9%
Page 3 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%