Ruggaard & Associates LLC
All 13F Filings
- Location
- Hudson, OH
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 253,986
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| 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 | 158.8 K | 62.5% | 0 | 2.365 K | -2.365 K |
| ETFs | 60.2 K | 23.7% | 0 | 6.457 K | -6.457 K |
| Debt | 35.04 K | 13.8% | 0 | 4.437 K | -4.437 K |
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Fund Snapshot
Q4 2025
Latest filed
2/20/2026
Total value ($000)
253,986
Holdings
121
QoQ value change ($000)
-13,265
(-5.0%)
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.