Ruggaard & Associates LLC Q3 2025 Filing

Filed November 14, 2025

Portfolio Value

$267.3B

Holdings

120

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (120 positions)

#StockSharesValue% PortfolioType
101
VTEBVANGUARD MUN BD FDS
5,440$272.4M0.10%
102
PEGPUBLIC SVC ENTERPRISE GRP IN
3,233$269.8M0.10%
103
NVMINOVA LTD
839$268.2M0.10%
104
IJRISHARES TR
2,248$267.1M0.10%
105
CIVICIVITAS RESOURCES INC
8,185$266.0M0.10%
106
SCHBSCHWAB STRATEGIC TR
10,262$263.8M0.10%
107
MLB1MERCADOLIBRE INC
112$261.7M0.10%
108
NVONOVO-NORDISK A S
4,688$260.1M0.10%
109
GQ9SPDR GOLD TR
702$249.5M0.09%
110
MMM3M CO
1,600$248.3M0.09%
111
ROKROCKWELL AUTOMATION INC
688$240.5M0.09%
112
SPGIS&P GLOBAL INC
472$229.7M0.09%
113
TAT&T INC
7,944$224.3M0.08%
114
ETENERGY TRANSFER L P
12,987$222.9M0.08%
115
ECFELLSWORTH GROWTH & INCOME FD
18,772$217.8M0.08%
116
CATCATERPILLAR INC
456$217.7M0.08%
117
AFGAMERICAN FINL GROUP INC OHIO
1,400$204.0M0.08%
118
KRPKIMBELL RTY PARTNERS LP
12,815$172.9M0.06%
119
KMDAKAMADA LTD
12,524$86.9M0.03%
120
ABEVAMBEV SA
10,000$22.3M0.01%
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