Ruggaard & Associates LLC - Portfolio Stock Holdings
Ruggaard & Associates LLC disclosed 131 stock positions in a recent SEC 13F filing. $277,898,559 of stock holdings were filed, with the largest holdings including CGDV, JPST, and CGCP. This filing represented positions held on June 30, 2026, and was filed today.We estimate the fund has a total AUM of $368,561,588 and has 10 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from individuals.
Report Period:
June 30, 2026No. of Stocks:
131Est. Stock Holding Value:
$277,898,559Top Stock Holdings By Sector
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Portfolio Stock Holdings - Ruggaard & Associates LLC
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