Ruggaard & Associates LLC
All 13F Filings
- Location
- Hudson, OH
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 278,689
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/17/2026 | 128 | 278,689 | 13F-HR | Ruggaard & Associates LLC |
| Q1 2026 | 5/26/2026 | 122 | 252,372 | 13F-HR | Ruggaard & Associates LLC |
| Q4 2025 | 2/20/2026 | 121 | 253,986 | 13F-HR | Ruggaard & Associates LLC |
| Q3 2025 | 11/14/2025 | 120 | 267,251 | 13F-HR | Ruggaard & Associates LLC |
| Q2 2025 | 8/14/2025 | 116 | 248,790 | 13F-HR | Ruggaard & Associates LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 89.99 K | 32.3% | 10.27 K | 0 | 10.27 K |
| ETFs | 164.6 K | 59.1% | 27.55 K | 0 | 27.55 K |
| Debt | 24.08 K | 8.6% | 0 | 11.51 K | -11.51 K |
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Fund Snapshot
Q2 2026
Latest filed
8/17/2026
Total value ($000)
278,689
Holdings
128
QoQ value change ($000)
26,317
(10.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.