SEC Form 13F · Q1 2026

Ruggaard & Associates LLC

Institutional Holdings Report

13F-HROH
$252.4M
Portfolio Value
139
Holdings
Q1 2026
Reporting Period
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Filing Details

Manager
Ruggaard & Associates LLC
CIK
1971230
Accession No.
0001971230-26-000002
Location
HUDSON, OH
Form Type
13F-HR
Portfolio Value
$252.4M
Holdings Reported
139
Reporting Period
Q1 2026
Filed
May 26, 2026

About this Filing

Ruggaard & Associates LLC is an institutional investment manager based in HUDSON, OH reporting approximately $252.4M in 13(f) securities across 139 positions as of Q1 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.