Institutional Fund
Ruggiero Investments, Inc.
West Palm Beach, FLCIK 21106772 filings on record
Portfolio Value
$103.42M
Q1 2026
Holdings
78
Reported positions
New Buys
11
Opened this quarter
QoQ Change
-6.6%
from $110.76M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Nvidia Corporation10.9%
- Spdr S&P 500 ETF Tr8.1%
- Invesco Qqq Tr6.9%
- Apple Inc6.9%
- Microsoft Corp4.6%
- Jpmorgan Chase & Co.3.3%
- Other59.3%
Portfolio Holdings
78 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | 64.4K | $11.23M | 10.9% | −965 | Reduced |
| 2 | Spdr S&P 500 ETF Tr | 12.9K | $8.40M | 8.1% | +2.4K | Added |
| 3 | Invesco Qqq Tr | 12.4K | $7.16M | 6.9% | −12.2K | Reduced |
| 4 | Apple Inc | 28.0K | $7.10M | 6.9% | −2.0K | Reduced |
| 5 | Microsoft Corp | 12.9K | $4.79M | 4.6% | +751 | Added |
| 6 | Jpmorgan Chase & Co. | 11.6K | $3.41M | 3.3% | +218 | Added |
| 7 | Spdr Dow Jones Indl Average | 7.3K | $3.37M | 3.3% | +293 | Added |
| 8 | Amazon Com Inc | 16.0K | $3.33M | 3.2% | −1.7K | Reduced |
| 9 | Walmart Inc | 24.5K | $3.04M | 2.9% | −626 | Reduced |
| 10 | Alphabet Inc | 10.5K | $3.01M | 2.9% | −431 | Reduced |
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