Ruggiero Investments, Inc.
•CIK: 2110677•Filing: Q4 2025
**Ruggiero Investments, Inc.** manages $111M across a diversified portfolio of 78 positions. The fund exhibits significant concentration in technology and growth names, with top holdings including NDQ at $15.1M and NVDA at $12.2M. Further notable allocations include AAPL ($8.1M), SPY ($7.2M), and MSFT ($5.9M). This structure suggests a tactical, large-cap growth mandate with clear overweighting toward semiconductor and mega-cap tech exposure.
Total AUM
$110.8M
QoQ Performance
N/A
Positions
77
Top 10 Concentration
59.6%
Latest Filing
Q4 2025
Top Holdings Allocation
NDQ
NVDA
AAPL
SPY
MSFT
NDQ13.7%
NVDA11.0%
AAPL7.4%
SPY6.5%
MSFT5.3%
AMZN3.7%
JPM3.3%
GOOGL3.1%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other44.0%
Technology30.6%
Consumer11.4%
ETF7.5%
Financial3.8%
Healthcare1.3%
Energy0.9%
Industrial0.2%