Ruggaard & Associates LLC

13F Filings History

Latest 13F report
Q3 2025 - Nov 14, 2025
Value $
$267M
Signature - Title
Ryan P Ruggaard - Director of Research & Chief Compliance Officer
Location
Hudson, OH
Summary
This page shows a list of all the recent 13F filings made by Ruggaard & Associates LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Ruggaard & Associates LLC reported 120 stock holdings with total value $267M as of Q3 2025. Top holdings included QGRO, JPST, CGDV, CGCP, and IBHF.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2025 120 $267M +$7.26M -$1.25M +$6M QGRO, JPST, CGDV, CGCP, IBHF 13F-HR 11/14/2025, 12:03 PM
Q2 2025 116 $249M +$29.1M -$20.2M +$8.9M QGRO, CGCP, JPST, CGDV, IBDQ 13F-HR 8/14/2025, 01:45 PM
Q1 2025 115 $228M +$13.9M -$8.76M +$5.19M JPST, CGCP, CGDV, IBHF, IBDQ 13F-HR 5/15/2025, 02:07 PM
Q4 2024 110 $228M +$6.12M -$5.32M +$804K JPST, CGCP, CGDV, IBHF, VO 13F-HR 2/13/2025, 08:50 AM
Q3 2024 116 $230M +$16.9M -$16M +$969K CGCP, JPST, CGDV, IBHF, VO 13F-HR 11/14/2024, 12:55 PM
Q2 2024 116 $216M +$22M -$16M +$5.96M JPST, CGCP, IBHF, CGDV, VO 13F-HR 8/13/2024, 02:35 PM
Q1 2024 115 $210M +$28M -$14.1M +$13.9M JPST, CGCP, IBHF, VO, CGDV 13F-HR 5/14/2024, 11:48 AM
Q4 2023 115 $189M +$23.6M -$15.2M +$8.42M JPST, CGCP, IBHF, VCSH, IBDP 13F-HR 2/15/2024, 12:24 PM
Q3 2023 107 $168M +$22.4M -$20.4M +$2.04M JPST, CGCP, IBDO, VCSH, IBDP 13F-HR 11/9/2023, 03:03 PM
Q2 2023 109 $171M +$6.18M -$3.08M +$3.1M JPST, CGCP, IBDO, VCSH, AGG 13F-HR 8/10/2023, 11:11 AM
Q1 2023 106 $162M $0 $0 IBDO, CGCP, JPST, VCSH, AGG 13F-HR 5/15/2023, 01:27 PM