SEC Form 13F · Q2 2026

Ruggaard & Associates LLC

Institutional Holdings Report

13F-HROH
$278.7M
Portfolio Value
147
Holdings
Q2 2026
Reporting Period
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Filing Details

Manager
Ruggaard & Associates LLC
CIK
1971230
Accession No.
0001971230-26-000003
Location
HUDSON, OH
Form Type
13F-HR
Portfolio Value
$278.7M
Holdings Reported
147
Reporting Period
Q2 2026
Filed
August 17, 2026

About this Filing

Ruggaard & Associates LLC is an institutional investment manager based in HUDSON, OH reporting approximately $278.7M in 13(f) securities across 147 positions as of Q2 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.