Notify me when Ruggaard & Associates LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 121 | $253,985,837 | +$21,533,049 | -$37,898,766 | -$16,365,717 | QGRO, CGDV, JPST, CGCP, IBHF | 13F-HR | 20 Feb 2026, 12:29 |
| Q3 2025 | 120 | $267,250,992 | +$7,259,778 | -$1,254,945 | +$6,004,833 | QGRO, JPST, CGDV, CGCP, IBHF | 13F-HR | 14 Nov 2025, 12:03 |
| Q2 2025 | 116 | $248,789,813 | +$29,091,502 | -$20,194,711 | +$8,896,791 | QGRO, CGCP, JPST, CGDV, IBDQ | 13F-HR | 14 Aug 2025, 13:45 |
| Q1 2025 | 115 | $228,288,289 | +$13,948,832 | -$8,760,478 | +$5,188,354 | JPST, CGCP, CGDV, IBHF, IBDQ | 13F-HR | 15 May 2025, 14:07 |
| Q4 2024 | 110 | $228,021,418 | +$6,122,678 | -$5,318,208 | +$804,470 | JPST, CGCP, CGDV, IBHF, VO | 13F-HR | 13 Feb 2025, 08:50 |
| Q3 2024 | 116 | $229,729,857 | +$16,920,342 | -$15,951,727 | +$968,615 | CGCP, JPST, CGDV, IBHF, VO | 13F-HR | 14 Nov 2024, 12:55 |
| Q2 2024 | 116 | $216,223,719 | +$21,955,498 | -$15,993,461 | +$5,962,037 | JPST, CGCP, IBHF, CGDV, VO | 13F-HR | 13 Aug 2024, 14:35 |
| Q1 2024 | 115 | $210,294,639 | +$28,005,757 | -$14,098,211 | +$13,907,546 | JPST, CGCP, IBHF, VO, CGDV | 13F-HR | 14 May 2024, 11:48 |
| Q4 2023 | 115 | $188,963,581 | +$23,647,891 | -$15,228,832 | +$8,419,059 | JPST, CGCP, IBHF, VCSH, IBDP | 13F-HR | 15 Feb 2024, 12:24 |
| Q3 2023 | 107 | $167,929,811 | +$22,448,768 | -$20,405,968 | +$2,042,800 | JPST, CGCP, IBDO, VCSH, IBDP | 13F-HR | 09 Nov 2023, 15:03 |
| Q2 2023 | 109 | $170,814,714 | +$6,181,250 | -$3,084,821 | +$3,096,429 | JPST, CGCP, IBDO, VCSH, AGG | 13F-HR | 10 Aug 2023, 11:11 |
| Q1 2023 | 106 | $161,972,203 | $0 | $0 | $0 | IBDO, CGCP, JPST, VCSH, AGG | 13F-HR | 15 May 2023, 13:27 |