Ruggiero Investments, Inc. has filed its Form 13F-HR, disclosing the equity securities held by the firm as of September 30, 2026. The filing details a portfolio consisting of 100 distinct positions, with the largest holdings being technology giants and exchange-traded funds.
The top individual stock holding in the portfolio is Microsoft Corporation, for which the firm holds 13,645 shares. This is followed by NVIDIA Corporation with 62,931 shares and Apple Inc. with 26,926 shares. Other notable individual stock positions include Alphabet Inc. Class A (12,740 shares), Amazon.com Inc. (18,749 shares), and Meta Platforms Inc. Class A (2,346 shares).
The portfolio also features significant exposure to exchange-traded funds (ETFs). The top ETF holding is the Invesco Exchange Traded Fund Trust II Nasdaq 100 ETF, with 6,168 shares. Other major ETF positions include the SPDR S&P 500 ETF Trust (53,808 shares), the iShares Expanded Tech Sector ETF (3,343 shares), and the iShares Russell 2000 ETF (6,080 shares).
The filing lists Janet Messer as the compliance consultant for the firm, which is headquartered in West Palm Beach, Florida.
