Ruggiero Investments, Inc. Top Holdings and 13F Report (2026) About Ruggiero Investments, Inc.Investment ActivityRuggiero Investments, Inc. has $103.42 million in total holdings as of March 31, 2026.Ruggiero Investments, Inc. owns shares of 78 different stocks, but just 26 companies or ETFs make up 80% of its holdings.Approximately 10.89% of the portfolio was purchased this quarter.About 5.54% of the portfolio was sold this quarter.This quarter, Ruggiero Investments, Inc. has purchased 78 new stocks and bought additional shares in 24 stocks.Ruggiero Investments, Inc. sold shares of 28 stocks and completely divested from 11 stocks this quarter.Largest Holdings NVIDIA $11,234,189SPDR S&P 500 ETF Trust $8,400,938Invesco QQQ $7,161,088Apple $7,096,639Microsoft $4,791,350 Largest New Holdings this Quarter 78463X889 - SPDR Portfolio Developed World ex-US ETF $1,377,397 Holding46138J783 - Invesco BulletShares 2027 Corporate Bond ETF $1,008,019 Holding40440V303 - HPS CORPORATE LENDING FU $573,101 Holding316092808 - Fidelity MSCI Information Technology Index ETF $486,005 Holding78464A854 - SPDR Portfolio S&P 500 ETF $420,457 Holding Largest Purchases this Quarter Energy Select Sector SPDR Fund 29,512 shares (about $1.81M)SPDR S&P 500 ETF Trust 2,354 shares (about $1.53M)SPDR Portfolio Developed World ex-US ETF 30,173 shares (about $1.38M)SPDR Bloomberg 1-3 Month T-Bill ETF 14,928 shares (about $1.37M)Invesco BulletShares 2027 Corporate Bond ETF 51,364 shares (about $1.01M) Largest Sales this Quarter Apple 2,001 shares (about $507.83K)Amazon.com 1,677 shares (about $349.27K)Eli Lilly and Company 208 shares (about $191.31K)NVIDIA 965 shares (about $168.30K)FUNDSTRAT GRANNY SHOTS 6,759 shares (about $161.34K) Sector Allocation Over TimeMap of 500 Largest Holdings ofRuggiero Investments, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$11,234,189$168,297 â–¼-1.5%64,41610.9%Computer and TechnologySPYSPDR S&P 500 ETF Trust$8,400,938$1,530,872 â–²22.3%12,9188.1%FinanceQQQInvesco QQQ$7,161,088$53,101 â–²0.7%12,4076.9%FinanceAAPLApple$7,096,639$507,827 â–¼-6.7%27,9636.9%Computer and TechnologyMSFTMicrosoft$4,791,350$277,990 â–²6.2%12,9444.6%Computer and TechnologyJPMJPMorgan Chase & Co.$3,406,564$64,125 â–²1.9%11,5813.3%FinanceDIASPDR Dow Jones Industrial Average ETF Trust$3,373,215$135,707 â–²4.2%7,2833.3%FinanceAMZNAmazon.com$3,334,194$349,269 â–¼-9.5%16,0093.2%Retail/WholesaleWALMART INC$3,040,583$77,798 â–¼-2.5%24,4662.9%COMGOOGLAlphabet$3,011,799$123,934 â–¼-4.0%10,4742.9%Computer and TechnologyTSLATesla$2,518,235$68,030 â–²2.8%6,7742.4%Auto/Tires/TrucksCOSTCostco Wholesale$2,495,141$28,897 â–¼-1.1%2,5042.4%Retail/WholesaleXLEEnergy Select Sector SPDR Fund$2,324,148$1,807,909 â–²350.2%37,9392.2%ETFJEPIJPMorgan Equity Premium Income ETF$2,097,523$59,061 â–²2.9%37,0062.0%ETFFUNDSTRAT GRANNY SHOTS$1,857,492$161,337 â–¼-8.0%77,8171.8%UIETBILUS Treasury 3 Month Bill ETF$1,798,219$99,721 â–¼-5.3%36,0651.7%ETFSHYiShares 1-3 Year Treasury Bond ETF$1,762,539$422,758 â–²31.6%21,3461.7%ManufacturingXLFFinancial Select Sector SPDR Fund$1,669,938$57,565 â–²3.6%33,8251.6%ETFIWMiShares Russell 2000 ETF$1,641,097$59,027 â–¼-3.5%6,6171.6%FinanceBILSPDR Bloomberg 1-3 Month T-Bill ETF$1,625,210$1,367,981 â–²531.8%17,7351.6%ETFMETAMeta Platforms$1,601,754$81,232 â–¼-4.8%2,8001.5%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$1,533,676$34,421 â–¼-2.2%11,5401.5%ETFXOMExxonMobil$1,401,866$20,359 â–²1.5%8,2631.4%EnergySPDWSPDR Portfolio Developed World ex-US ETF$1,377,397$1,377,397 â–²New Holding30,1731.3%ETFXLIIndustrial Select Sector SPDR Fund$1,325,560$12,130 â–¼-0.9%8,1961.3%ETFQUALiShares MSCI USA Quality Factor ETF$1,324,064$575 â–²0.0%6,9031.3%ETFIWFiShares Russell 1000 Growth ETF$1,148,754$144,554 â–¼-11.2%2,6941.1%ETFJEPQJPMorgan Nasdaq Equity Premium Income ETF$1,045,831$21,986 â–²2.1%18,8371.0%ETFBSCRInvesco BulletShares 2027 Corporate Bond ETF$1,008,019$1,008,019 â–²New Holding51,3641.0%ETFIVViShares Core S&P 500 ETF$707,4260.0%1,0830.7%ETFPALANTIR TECHNOLOGIES IN$699,804$91,133 â–²15.0%4,7840.7%COMGOOGAlphabet$636,542$43,029 â–¼-6.3%2,2190.6%Computer and TechnologyEMHYiShares J.P. Morgan EM High Yield Bond ETF$612,3590.0%15,5500.6%ETFGLDSPDR Gold Shares$606,709$132,960 â–¼-18.0%1,4100.6%FinanceHPS CORPORATE LENDING FU$573,101$573,101 â–²New Holding22,9980.6%CEMSPYGSPDR Portfolio S&P 500 Growth ETF$539,907$19,485 â–¼-3.5%5,5140.5%ETFAVGOBroadcom$505,478$8,667 â–¼-1.7%1,6330.5%Computer and TechnologyFTECFidelity MSCI Information Technology Index ETF$486,005$486,005 â–²New Holding2,3360.5%ETFSHOPIFY INC F$474,4800.0%4,0000.5%FGCIQLTiShares MSCI Intl Quality Factor ETF$466,2760.0%10,0860.5%ETFXSDSPDR S&P Semiconductor ETF$448,741$14,023 â–¼-3.0%1,3760.4%ETFSPLGSPDR Portfolio S&P 500 ETF$420,457$420,457 â–²New Holding5,4930.4%ETFVOOVanguard S&P 500 ETF$405,565$12,543 â–²3.2%6790.4%ETFVRTVertiv$393,6610.0%1,5710.4%Computer and TechnologyFMBFirst Trust Managed Municipal ETF$385,129$3,445 â–²0.9%7,6020.4%ManufacturingSPYVSPDR Portfolio S&P 500 Value ETF$366,010$45,207 â–¼-11.0%6,4690.4%ETFVYMVanguard High Dividend Yield ETF$336,039$336,039 â–²New Holding2,2690.3%Financial ServicesGE VERNOVA INC$327,338$4,365 â–²1.4%3750.3%COMITOTiShares Core S&P Total U.S. Stock Market ETF$308,503$25,637 â–¼-7.7%2,1660.3%ETFVGTVanguard Information Technology ETF$308,392$11,861 â–¼-3.7%4420.3%ETFRSPInvesco S&P 500 Equal Weight ETF$302,272$12,091 â–¼-3.8%1,5750.3%ETFGVIPGoldman Sachs Hedge Industry VIP ETF$302,095$8,307 â–²2.8%2,0730.3%ETFVEUVanguard FTSE All-World ex-US ETF$300,4000.0%4,0000.3%ETFIEIiShares 3-7 Year Treasury Bond ETF$297,8050.0%2,5110.3%ETFXLSRSPDR SSGA US Sector Rotation ETF$292,395$52,659 â–²22.0%5,0640.3%ETFTHCTenet Healthcare$283,0650.0%1,5000.3%MedicalORCLOracle$279,803$4,560 â–¼-1.6%1,9020.3%Computer and TechnologyISHARES BITCOIN TRUST$269,363$53,942 â–¼-16.7%7,0110.3%UIEIBMInternational Business Machines$269,0530.0%1,1100.3%Computer and TechnologyXLUUtilities Select Sector SPDR Fund$268,001$23,450 â–²9.6%5,8400.3%ETFCATCaterpillar$267,089$72,263 â–¼-21.3%3770.3%IndustrialsBLACKROCK INC NEW$264,4700.0%2750.3%COMLLYEli Lilly and Company$262,134$191,312 â–¼-42.2%2850.3%MedicalMCKMcKesson$258,7250.0%2990.3%MedicalIAUiShares Gold Trust$258,1320.0%2,9280.2%FinanceBNDVanguard Total Bond Market ETF$256,341$256,341 â–²New Holding3,4810.2%ETFETEnergy Transfer$254,7600.0%13,2000.2%EnergySCHFSchwab International Equity ETF$249,7770.0%10,0920.2%ETFMCDMcDonald's$249,564$14,918 â–²6.4%8030.2%Retail/WholesaleXLVHealth Care Select Sector SPDR Fund$248,516$37,241 â–²17.6%1,6950.2%ETFMDYSPDR S&P MidCap 400 ETF Trust$242,387$40,089 â–¼-14.2%3930.2%ETFIYFiShares U.S. Financials ETF$235,3200.0%2,0000.2%ETFJNJJohnson & Johnson$231,729$231,729 â–²New Holding9480.2%MedicalTERTeradyne$222,049$222,049 â–²New Holding7490.2%Computer and TechnologyDUKDuke Energy$212,908$13,225 â–¼-5.8%1,6260.2%UtilitiesFNCLFidelity MSCI Financials Index ETF$212,846$212,846 â–²New Holding3,0320.2%ETFCORPPIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund$210,346$484 â–²0.2%2,1730.2%ETFNUBURU INC$3,574$3,574 â–²New Holding20,1560.0%COMISRGIntuitive Surgical$0$452,522 â–¼-100.0%00.0%MedicalSLViShares Silver Trust$0$395,474 â–¼-100.0%00.0%ETFUBERUber Technologies$0$382,648 â–¼-100.0%00.0%Computer and TechnologyMRKMerck & Co., Inc.$0$378,515 â–¼-100.0%00.0%MedicalBRK.BBerkshire Hathaway$0$305,109 â–¼-100.0%00.0%FinanceABTAbbott Laboratories$0$303,097 â–¼-100.0%00.0%MedicalUNHUnitedHealth Group$0$262,768 â–¼-100.0%00.0%MedicalAMDAdvanced Micro Devices$0$249,711 â–¼-100.0%00.0%Computer and TechnologyPANWPalo Alto Networks$0$240,197 â–¼-100.0%00.0%Computer and TechnologyGOLDMAN SACHS S P 500$0$204,050 â–¼-100.0%00.0%UIENUBURU INC EQUITY$0$16,012 â–¼-100.0%00.0%COMShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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