Ruggiero Investments, Inc.

All 13F Filings

Location
West Palm Beach, FL
Most recent 13F
Q2 2026
Holdings value ($000)
118,699
Description
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Website
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Founded
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Chairman
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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
Q2 2026 8/14/2026 89 118,699 13F-HR Ruggiero Investments, Inc.
Q1 2026 5/12/2026 78 103,420 13F-HR Ruggiero Investments, Inc.
Q4 2025 2/12/2026 79 110,758 13F-HR Ruggiero Investments, Inc.
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000): 972 (0.8% of total reported value) · QoQ Δ: +972
Type Value ($000) Share % Inflow Outflow Net
Stocks 58.97 K 50.1% 0 7.31 K -7.31 K
ETFs 58.76 K 49.9% 21.62 K 0 21.62 K
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Fund Snapshot

Q2 2026
Latest filed
8/14/2026
Total value ($000)
118,699
Holdings
89
QoQ value change ($000)
15,279 (14.8%)
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.