Ruggaard & Associates LLC
Sector Allocation
- Other70.5%$196.4M
- Financials14.6%$40.7M
- Technology6.5%$18.1M
- Energy2.4%$6.6M
- Healthcare1.6%$4.3M
- Consumer Staples1.2%$3.4M
- Materials1.2%$3.3M
- Industrials0.9%$2.4M
- Consumer Discretionary0.8%$2.3M
- Utilities0.2%$616,088
AUM History
13fpro.ai/research/fund/ruggaard-and-associates-llc-1971230
Conviction and streaks
Diversifying · top 10 = 45.4%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
- CAPITAL$16.5M
- J$15.0M
- CAPITAL$13.7M
IVZ
$12.5M- VANGUARD$12.3M
- ISHARES$12.2M
- ISHARES$11.9M
- J$11.4M
- CAPITAL$11.3M
- AMERICAN$9.9M
- $9.0M
- BNY$8.8M
- DBX$8.5M
WT
$8.4M- DIMENSIONAL$8.4M
- ISHARES$8.4M
AAPL
$7.5M- VANGUARD$7.4M
- VANGUARD$5.8M
- ISHARES$4.8M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/ruggaard-and-associates-llc-1971230
Ruggaard & Associates LLC 13F holdings — Q2 2026
$278.7M portfolio (+10.4% QoQ) · 128 holdings · Q2 2026 13F · top 10 are 45% of the stock portfolio
- 1
CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT
$16.5M
5.9% of stocks
-0.7%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF
$15.0M
5.4% of stocks
+0.7%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
CAPITAL GRP FIXED INCM ETF T - CORE PLUS INCM
$13.7M
4.9% of stocks
-3%This quarter—Since filed—HeldAIQuality—Est. buy— $12.5M
4.5% of stocks
-1%This quarter-12.4%Since filed7+ qtrsHeld- 5
VANGUARD INDEX FDS - MID CAP ETF
$12.3M
4.4% of stocks
+297%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
ISHARES TR - IBONDS DEC 29
$12.2M
4.4% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
ISHARES TR - IBON 2026 TE ETF
$11.9M
4.3% of stocks
-0.5%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
J P MORGAN EXCHANGE TRADED F - ACTIVE BOND ETF
$11.4M
4.1% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
CAPITAL GROUP GBL GROWTH EQT - SHS CREAT UNIT
$11.3M
4.0% of stocks
+4%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
AMERICAN CENTY ETF TR - US QUALITY GROW
$9.9M
3.6% of stocks
+4%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT | $16.5M | 5.9% | -0.7% | — | — | — | — | |
| 2 | J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF | $15.0M | 5.4% | +0.7% | — | — | — | — | |
| 3 | CAPITAL GRP FIXED INCM ETF T - CORE PLUS INCM | $13.7M | 4.9% | -3% | — | — | — | — | |
| 4 | $12.5M | 4.5% | -1% | -12.4% | 7+ qtrsTrimmed 3 qtrs in a row | — | Estimated buy price is Pro: unlock with a free trial | ||
| 5 | VANGUARD INDEX FDS - MID CAP ETF | $12.3M | 4.4% | +297% | — | — | — | — | |
| 6 | ISHARES TR - IBONDS DEC 29 | $12.2M | 4.4% | +3% | — | — | — | — | |
| 7 | ISHARES TR - IBON 2026 TE ETF | $11.9M | 4.3% | -0.5% | — | — | — | — | |
| 8 | J P MORGAN EXCHANGE TRADED F - ACTIVE BOND ETF | $11.4M | 4.1% | +2% | — | — | — | — | |
| 9 | CAPITAL GROUP GBL GROWTH EQT - SHS CREAT UNIT | $11.3M | 4.0% | +4% | — | — | — | — | |
| 10 | AMERICAN CENTY ETF TR - US QUALITY GROW | $9.9M | 3.6% | +4% | — | — | — | — |
All holdings — Ruggaard & Associates LLC (Q2 2026)
128 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | Invesco Ltd. | Financials | $9.0M | 3.2% | 42K | -7% | 7+ qtrsTrimmed 3 qtrs in a row | — | 13F | |
| 12 | — | BNY MELLON ETF TRUST II - DYNAMIC VALUEetf/fund | — | $8.8M | 3.2% | 264K | -0.1% | — | — | 13F |
| 13 | — | DBX ETF TR - XTRACK MSCI EAFEetf/fund | — | $8.5M | 3.0% | 156K | +4% | — | — | 13F |
| 14 | WisdomTree, Inc. | Financials | $8.4M | 3.0% | 83K | +4% | 7+ qtrsAdded 2 qtrs in a row | 61.4 | 13F | |
| 15 | — | DIMENSIONAL ETF TRUST - US SMALL CAP ETFetf/fund | — | $8.4M | 3.0% | 102K | -2% | — | — | 13F |
| 16 | — | ISHARES TR - RUS 1000 GRW ETFetf/fund | — | $8.4M | 3.0% | 68K | +283% | — | — | 13F |
| 17 | Apple Inc. | Technology | $7.5M | 2.7% | 26K | -5% | 7+ qtrs | 75.7 | 13F | |
| 18 | — | VANGUARD INDEX FDS - SMALL CP ETFetf/fund | — | $7.4M | 2.7% | 24K | -2% | — | — | 13F |
| 19 | — | VANGUARD STAR FDS - VG TL INTL STK Fetf/fund | — | $5.8M | 2.1% | 68K | +14% | — | — | 13F |
| 20 | — | ISHARES TR - CORE S&P500 ETFetf/fund | — | $4.8M | 1.7% | 6,406 | +11% | — | — | 13F |
| 21 | — | ISHARES TR - CORE DIV GRWTHetf/fund | — | $2.6M | 0.9% | 34K | +12% | — | — | 13F |
| 22 | — | PIMCO ETF TR - ENHAN SHRT MA ACetf/fund | — | $2.6M | 0.9% | 25K | +8% | — | — | 13F |
| 23 | AGNICO EAGLE MINES LTD | Materials | $2.2M | 0.8% | 14K | -2% | 7+ qtrsTrimmed 2 qtrs in a row | — | 13F | |
| 24 | — | J P MORGAN EXCHANGE TRADED F - SMALL & MID CAP | — | $2.1M | 0.7% | 26K | -3% | — | — | 13F |
| 25 | MICROSOFT CORP | Technology | $2.0M | 0.7% | 5,326 | -0.6% | 7+ qtrs | 79.8 | 13F | |
| 26 | — | AMERICAN CENTY ETF TR - US LARGE CAP VLU | — | $1.9M | 0.7% | 20K | +0.5% | |||
| 27 | $WT | WisdomTree, Inc. | Financials | $1.7M | 0.6% | 18K | +4% | |||
| 28 | — | COLUMBIA ETF TR I - RESH ENHNC VLU | — | $1.7M | 0.6% | 53K | +2% | |||
| 29 | $TXN | TEXAS INSTRUMENTS INC | Technology | $1.7M | 0.6% | 5,539 | +2% | |||
| 30 | — | VANGUARD INDEX FDS - GROWTH ETF | — | $1.6M | 0.6% | 19K | +514% | |||
| 31 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $1.5M | 0.6% | 3,214 | -0.0% | |||
| 32 | $AMZN | AMAZON COM INC | Consumer Discretionary | $1.5M | 0.6% | 6,412 | +13% | |||
| 33 | $FIGR | Figure Technology Solutions, Inc. | Financials | $1.5M | 0.5% | 49K | New | |||
| 34 | — | ISHARES TR - S&P SML 600 GWT | — | $1.5M | 0.5% | 8,212 | — | |||
| 35 | — | J P MORGAN EXCHANGE TRADED F - INTRNL RES EQT | — | $1.4M | 0.5% | 17K | +14% | |||
| 36 | $COP | CONOCOPHILLIPS | Energy | $1.3M | 0.5% | 13K | -3% | |||
| 37 | — | PIMCO ETF TR - MULTISECTOR BD | — | $1.3M | 0.5% | 49K | +18% | |||
| 38 | — | JANUS DETROIT STR TR - HENDRSON AAA CL | — | $1.3M | 0.5% | 26K | +23% | |||
| 39 | $NVS | NOVARTIS AG | Healthcare | $1.2M | 0.4% | 7,643 | +1% | |||
| 40 | $NVDA | NVIDIA CORP | Technology | $1.0M | 0.4% | 5,227 | +2% | |||
| 41 | — | ISHARES TR - S&P MC 400GR ETF | — | $1.0M | 0.4% | 8,598 | -2% | |||
| 42 | $VLO | VALERO ENERGY CORP/TX | Energy | $964K | 0.3% | 3,703 | -8% | |||
| 43 | $JPM | JPMORGAN CHASE & CO | Financials | $952K | 0.3% | 2,908 | — | |||
| 44 | $RY | ROYAL BANK OF CANADA | Financials | $936K | 0.3% | 4,520 | — | |||
| 45 | $AFL | AFLAC INC | Financials | $932K | 0.3% | 7,949 | — | |||
| 46 | $GOOGL | Alphabet Inc. | Technology | $930K | 0.3% | 2,601 | -11% | |||
| 47 | $WMT | Walmart Inc. | Consumer Staples | $883K | 0.3% | 7,795 | -2% | |||
| 48 | $ORI | OLD REPUBLIC INTERNATIONAL CORP | Financials | $862K | 0.3% | 21K | +0.1% | |||
| 49 | $CSCO | CISCO SYSTEMS, INC. | Technology | $861K | 0.3% | 7,332 | — | |||
| 50 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | — | $857K | 0.3% | 25K | — | |||
| 51 | — | VANGUARD INDEX FDS - TOTAL STK MKT | — | $810K | 0.3% | 2,189 | -10% | |||
| 52 | $CVX | CHEVRON CORP | Energy | $793K | 0.3% | 4,783 | +2% | |||
| 53 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $789K | 0.3% | 5,774 | — | |||
| 54 | — | ISHARES TR - RUS MD CP GR ETF | — | $761K | 0.3% | 5,200 | — | |||
| 55 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHT MUNCPL | — | $758K | 0.3% | 15K | +16% | |||
| 56 | — | ISHARES TR - CORE S&P MCP ETF | — | $754K | 0.3% | 9,783 | — | |||
| 57 | $BNS | BANK OF NOVA SCOTIA | Financials | $741K | 0.3% | 8,530 | -2% | |||
| 58 | $JNJ | JOHNSON & JOHNSON | Healthcare | $713K | 0.3% | 2,807 | — | |||
| 59 | $SU | SUNCOR ENERGY INC | Energy | $710K | 0.3% | 13K | +1% | |||
| 60 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $707K | 0.3% | 756 | — | |||
| 61 | — | SCHWAB STRATEGIC TR - US MID-CAP ETF | — | $701K | 0.3% | 19K | — | |||
| 62 | $SPY | SPDR S&P 500 ETF TRUST | — | $681K | 0.2% | 912 | — | |||
| 63 | $ELV | Elevance Health, Inc. | Healthcare | $636K | 0.2% | 1,644 | — | |||
| 64 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $618K | 0.2% | 3,246 | — | |||
| 65 | $INGR | Ingredion Inc | Consumer Staples | $602K | 0.2% | 6,357 | +5% | |||
| 66 | $TSEM | TOWER SEMICONDUCTOR LTD | Technology | $585K | 0.2% | 2,245 | -0.9% | |||
| 67 | $EXP | EAGLE MATERIALS INC | Materials | $577K | 0.2% | 2,563 | -6% | |||
| 68 | $V | VISA INC. | Financials | $570K | 0.2% | 1,662 | -7% | |||
| 69 | — | ISHARES TR - RUS 1000 ETF | — | $560K | 0.2% | 1,368 | — | |||
| 70 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $548K | 0.2% | 758 | -5% | |||
| 71 | — | SCHWAB STRATEGIC TR - US SML CAP ETF | — | $531K | 0.2% | 15K | — | |||
| 72 | $LLY | ELI LILLY & Co | Healthcare | $524K | 0.2% | 437 | — | |||
| 73 | $CNI | CANADIAN NATIONAL RAILWAY CO | Industrials | $513K | 0.2% | 4,302 | +10% | |||
| 74 | $TRV | TRAVELERS COMPANIES, INC. | Financials | $507K | 0.2% | 1,536 | +23% | |||
| 75 | $DE | DEERE & CO | Industrials | $499K | 0.2% | 786 | -8% | |||
| 76 | $CNQ | CANADIAN NATURAL RESOURCES Ltd | Energy | $496K | 0.2% | 13K | +6% | |||
| 77 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $482K | 0.2% | 654 | — | |||
| 78 | — | ISHARES TR - MSCI ACWI ETF | — | $456K | 0.2% | 2,903 | — | |||
| 79 | $LADR | Ladder Capital Corp | Real Estate | $455K | 0.2% | 46K | +6% | |||
| 80 | $GATX | GATX CORP | Industrials | $448K | 0.2% | 2,530 | -3% | |||
| 81 | $MDY | SPDR S&P MIDCAP 400 ETF TRUST | — | $431K | 0.1% | 613 | -6% | |||
| 82 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $425K | 0.1% | 2,897 | — | |||
| 83 | — | ISHARES TR - IBONDS 29 TR HI | — | $420K | 0.1% | 18K | +31% | |||
| 84 | $NVMI | NOVA LTD. | Technology | $411K | 0.1% | 757 | — | |||
| 85 | $AXP | AMERICAN EXPRESS CO | Financials | $409K | 0.1% | 1,210 | -3% | |||
| 86 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $398K | 0.1% | 796 | +1% | |||
| 87 | $AVGO | Broadcom Inc. | Technology | $395K | 0.1% | 1,046 | -34% | |||
| 88 | — | VANGUARD INDEX FDS - EXTEND MKT ETF | — | $390K | 0.1% | 1,584 | -0.4% | |||
| 89 | — | ISHARES TR - CORE S&P TTL STK | — | $389K | 0.1% | 2,367 | -1% | |||
| 90 | $SYK | STRYKER CORP | Healthcare | $387K | 0.1% | 1,230 | New | |||
| 91 | $PEP | PEPSICO INC | Consumer Staples | $386K | 0.1% | 2,849 | +1.0% | |||
| 92 | $PSX | Phillips 66 | Energy | $381K | 0.1% | 2,254 | -11% | |||
| 93 | $PGR | PROGRESSIVE CORP/OH/ | Financials | $380K | 0.1% | 1,739 | — | |||
| 94 | $GLD | SPDR GOLD TRUST | Financials | $358K | 0.1% | 973 | — | |||
| 95 | $BKH | BLACK HILLS CORP /SD/ | Utilities | $354K | 0.1% | 4,754 | +5% | |||
| 96 | $CAT | CATERPILLAR INC | Industrials | $350K | 0.1% | 329 | -25% | |||
| 97 | $ROK | ROCKWELL AUTOMATION, INC | Industrials | $343K | 0.1% | 693 | — | |||
| 98 | $DG | DOLLAR GENERAL CORP | Consumer Staples | $341K | 0.1% | 2,959 | +10% | |||
| 99 | $NTR | Nutrien Ltd. | Materials | $331K | 0.1% | 5,255 | +3% | |||
| 100 | $COF | CAPITAL ONE FINANCIAL CORP | Financials | $321K | 0.1% | 1,600 | — | |||
| 101 | — | ISHARES TR - RUS MDCP VAL ETF | — | $312K | 0.1% | 1,894 | -8% | |||
| 102 | $MSI | Motorola Solutions, Inc. | Technology | $312K | 0.1% | 750 | +0.1% | |||
| 103 | $MCD | MCDONALDS CORP | Consumer Discretionary | $297K | 0.1% | 1,099 | -14% | |||
| 104 | $ENB | ENBRIDGE INC | Energy | $293K | 0.1% | 5,405 | New | |||
| 105 | — | SCHWAB STRATEGIC TR - US BRD MKT ETF | — | $286K | 0.1% | 9,885 | -0.0% | |||
| 106 | — | VANGUARD MUN BD FDS - TAX EXEMPT BD | — | $275K | 0.1% | 5,440 | — | |||
| 107 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $271K | 0.1% | 769 | -25% | |||
| 108 | $ALC | ALCON INC | Healthcare | $271K | 0.1% | 4,041 | — | |||
| 109 | $PEG | PUBLIC SERVICE ENTERPRISE GROUP INC | Utilities | $262K | 0.1% | 3,233 | — | |||
| 110 | $MMM | 3M CO | Healthcare | $259K | 0.1% | 1,600 | — | |||
| 111 | $ET | Energy Transfer LP | Energy | $248K | 0.1% | 13K | — | |||
| 112 | $ECF | ELLSWORTH GROWTH & INCOME FUND LTD | Other | $248K | 0.1% | 19K | — | |||
| 113 | $KRP | Kimbell Royalty Partners, LP | Energy | $242K | 0.1% | 17K | +19% | |||
| 114 | $LMT | LOCKHEED MARTIN CORP | Industrials | $238K | 0.1% | 467 | New | |||
| 115 | $MBWM | MERCANTILE BANK CORP | Financials | $228K | 0.1% | 3,970 | New | |||
| 116 | $ABT | ABBOTT LABORATORIES | Healthcare | $226K | 0.1% | 2,489 | -23% | |||
| 117 | $SM | SM Energy Co | Energy | $225K | 0.1% | 8,610 | +2% | |||
| 118 | $GOOG | Alphabet Inc. | Technology | $222K | 0.1% | 627 | New | |||
| 119 | — | ISHARES TR - ISHARES SEMICDTR | — | $221K | 0.1% | 345 | New | |||
| 120 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $220K | 0.1% | 1,455 | -18% | |||
| 121 | — | PACER FDS TR - US CASH COWS 100 | — | $216K | 0.1% | 3,470 | — | |||
| 122 | $DRS | Leonardo DRS, Inc. | Technology | $213K | 0.1% | 4,991 | +5% | |||
| 123 | $FCX | FREEPORT-MCMORAN INC | Materials | $202K | 0.1% | 3,205 | New | |||
| 124 | $SD | SANDRIDGE ENERGY INC | Energy | $172K | 0.1% | 13K | +0.1% | |||
| 125 | $KMDA | KAMADA LTD | Healthcare | $92K | 0.0% | 13K | — | |||
| 126 | $BAER | Bridger Aerospace Group Holdings, Inc. | Industrials | $58K | 0.0% | 30K | New | |||
| 127 | $ABEV | AMBEV S.A. | Consumer Staples | $31K | 0.0% | 10K | — | |||
| 128 | $ZVIA | Zevia PBC | Consumer Staples | $28K | 0.0% | 17K | New |
What changed in Q2 2026
Against the previous quarter's 13F: 9 new, 44 added to, 39 trimmed, 4 sold out. Share-count changes; largest moves by dollar size first.
New positions (9)
$FIGRFigure Technology Solutions, Inc.$1.5M
first bought this quarter
$SYKSTRYKER CORP$387K
first bought this quarter
$ENBENBRIDGE INC$293K
first bought this quarter
$LMTLOCKHEED MARTIN CORP$238K
first bought this quarter
$MBWMMERCANTILE BANK CORP$228K
first bought this quarter
- ISHARES TR - ISHARES SEMICDTR$221K
first bought this quarter
+3 more in the Excel export
Added to (44)
- VANGUARD INDEX FDS - MID CAP ETF+297%
now $12.3M
- ISHARES TR - RUS 1000 GRW ETF+283%
now $8.4M
- VANGUARD INDEX FDS - GROWTH ETF+514%
now $1.6M
- VANGUARD STAR FDS - VG TL INTL STK F+14%
now $5.8M
- ISHARES TR - CORE S&P500 ETF+11%
now $4.8M
- CAPITAL GROUP GBL GROWTH EQT - SHS CREAT UNIT+4%
now $11.3M
+38 more in the Excel export
Trimmed (39)
- CAPITAL GRP FIXED INCM ETF T - CORE PLUS INCM-3%
now $13.7M
now $7.5M · held 7+ qtrs
$AVGOBroadcom Inc.-34%
now $395K · held 7+ qtrs, 2 trims in a row
now $12.5M · held 7+ qtrs, 3 trims in a row
- DIMENSIONAL ETF TRUST - US SMALL CAP ETF-2%
now $8.4M
$CATCATERPILLAR INC-25%
now $350K · held 4 qtrs, 2 trims in a row
+33 more in the Excel export
Holdings by quarter
Every 13F Ruggaard & Associates LLC has filed, 13 earlier quarters. Pick one to see what it held then.
Is it too late to follow Ruggaard & Associates?
Q2 2026 13F filed with the SEC on Aug 17, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Ruggaard & Associates's top 20 holdings: 70/100 (our AI quality score, weighted by position size; 16 of the 20 are scored)
Top 10 since filing
-5.8%
Value-weighted move of the 10 largest stock positions
Turnover
2%
Last quarter; 14% over the last 4
Top 10 weight
45%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
94%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Ruggaard & Associates LLC disclosed 128 positions worth $278.7M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 9 new positions and exited 4 — including a new stake in $FIGR and a full exit from $TMO. The portfolio is most concentrated in Other (70.5% of disclosed assets). All figures are sourced directly from Ruggaard & Associates LLC’s Form 13F-HR filing with the SEC under CIK 1971230.
Funds like this
managers whose biggest positions overlap Ruggaard & Associates'sBrowse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
to search all 8,700+ institutional filers.
AI-Powered Hedge Fund Analysis: Ruggaard & Associates LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Ruggaard & Associates LLC (SEC CIK: 1971230), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Ruggaard & Associates LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.