Ruggaard & Associates LLC Q1 2026 Filing

Filed May 26, 2026

Portfolio Value

$155.2B

Holdings

122

Report Date

Q1 2026

Filing Type

13F-HR

All Holdings (122 positions)

StockValue
AXPAMERICAN EXPRESS CO
$377K
NDQINVESCO QQQ TR
$377K
BRK/BBERKSHIRE HATHAWAY INC DEL
$376K
TRVTRAVELERS COMPANIES INC
$365K
PGRPROGRESSIVE CORP
$345K
ITOTISHARES TR
$342K
HDHOME DEPOT INC
$338K
ABTABBOTT LABORATORIES
$331K
NVMINOVA LTD
$329K
VXFVANGUARD INDEX FDS
$327K
MSIMOTOROLA SOLUTIONS INC
$325K
DGDOLLAR GEN CORP
$318K
CATCATERPILLAR INC
$313K
IWSISHARES TR
$300K
COFCAPITAL ONE FINL CORP
$292K
TJXTJX COS INC NEW
$285K
AMATAPPLIED MATLS INC
$274K
ROKROCKWELL AUTOMATION INC
$249K
DHID R HORTON INC
$241K
MMM3M CO
$232K
CHRDCHORD ENERGY CORPORATION
$220K
SPGIS&P GLOBAL INC
$211K
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