Long-term investor
Ruggaard & Associates LLC @ruggaardassociatesllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001971230).
Record
- Tracked since 2025-06-30 (484 days), 47 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months +7.5% · 1 year +10.6% · all +10.6%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 14020W106 · 5.9% · long · since 2025-06-30
- 46641Q837 · 5.4% · long · since 2025-06-30
- 14020Y102 · 4.9% · long · since 2025-06-30
- 46137V241 · 4.5% · long · since 2025-06-30
- 922908629 · 4.4% · long · since 2025-06-30
- 46436E205 · 4.4% · long · since 2025-12-31
- 46436E528 · 4.3% · long · since 2025-06-30
- 46654Q716 · 4.1% · long · since 2025-06-30
- 14020X104 · 4.0% · long · since 2025-06-30
- 025072307 · 3.6% · long · since 2025-06-30
- 46137V357 · 3.2% · long · since 2025-06-30
- 05613H100 · 3.2% · long · since 2025-12-31