Ruggaard & Associates LLC Q4 2025 Filing

Filed February 20, 2026

Portfolio Value

$254.0M

Holdings

121

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (121 positions)

#StockSharesValue% PortfolioType
101
NVMINOVA LTD
839$275K0.11%
102
VTEBVANGUARD MUN BD FDS
5,440$273K0.11%
103
SCHBSCHWAB STRATEGIC TR
10,262$269K0.11%
104
ROKROCKWELL AUTOMATION INC
691$268K0.11%
105
DHID R HORTON INC
1,807$260K0.10%
106
CATCATERPILLAR INC
453$259K0.10%
107
PEGPUBLIC SVC ENTERPRISE GRP IN
3,233$259K0.10%
108
IJRISHARES TR
2,162$259K0.10%
109
MMM3M CO
1,600$256K0.10%
110
SPGIS&P GLOBAL INC
475$248K0.10%
111
MLB1MERCADOLIBRE INC
112$225K0.09%
112
AMATAPPLIED MATLS INC
873$224K0.09%
113
ECFELLSWORTH GROWTH & INCOME FD
18,772$218K0.09%
114
ETENERGY TRANSFER L P
12,987$214K0.08%
115
COWZPACER FDS TR
3,470$208K0.08%
116
SYKSTRYKER CORPORATION
579$203K0.08%
117
KRPKIMBELL RTY PARTNERS LP
14,015$164K0.06%
118
SA2DSANDRIDGE ENERGY INC
10,667$153K0.06%
119
KMDAKAMADA LTD
12,524$88K0.03%
120
ABEVAMBEV SA
10,000$24K0.01%
121
SPYSPDR S&P 500 ETF TR
5$00.00%
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