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Janet Messer

Ruggiero Investments, Inc.

Assets Managed
$103.42M
Holdings
78
Last Quarter
2026 - Q1
Filed Date
1mo 21d ago
Growth Rate
-6.62%(2Q avg: -3.31%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Ruggiero Investments, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 78 positions.

Assets under management

The assets under management (AUM) of Ruggiero Investments, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 103.42M in assets, with a quarterly growth rate of -6.62% and a 2-quarter average growth rate of -3.31%. The portfolio is managed by Janet Messer, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
NVDA
Nvidia Corp
Recent Activity
Decreased -1.47%
10.87%
$11.234M
64,416 shares@ $174.41 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 22.29%
8.13%
$8.401M
12,918 shares@ $650.33 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -49.62%
6.93%
$7.161M
12,407 shares@ $577.19 avg price
AAPL
Apple Inc
Recent Activity
Decreased -6.67%
6.87%
$7.097M
27,963 shares@ $253.79 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 6.16%
4.64%
$4.791M
12,944 shares@ $370.16 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Increased 1.92%
3.3%
$3.407M
11,581 shares@ $294.16 avg price
DIA
Spdr Djia Trust
Recent Activity
Increased 4.2%
3.27%
$3.373M
7,283 shares@ $463.17 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -9.48%
3.23%
$3.334M
16,009 shares@ $208.27 avg price
WMT
Walmart Inc
Recent Activity
Decreased -2.49%
2.95%
$3.041M
24,466 shares@ $124.28 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -3.95%
2.92%
$3.012M
10,474 shares@ $287.56 avg price

1-10 of 78