Kathleen Chapman

Ridge Creek Global, Inc

Assets Managed

$117.914M

Holdings

Last Quarter

2026 - Q1

Filed Date

1mo 18d ago

Growth Rate

-1.06%(2Q avg: -0.53%)

Sustained Growth

0 quarters

Portfolio positions

This chart displays the top 10 holdings in Ridge Creek Global, Inc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 85 positions.

Assets under management

The assets under management (AUM) of Ridge Creek Global, 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 117.914M in assets, with a quarterly growth rate of -1.06% and a 2-quarter average growth rate of -0.53%. The portfolio is managed by Kathleen Chapman, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
VTI Vanguard Total Stock Mkt Etf Recent Activity Increased 0.11%	15.64%	$18.437M 57,470 shares@ $320.82 avg price	Increased 0.11%
VGT Vanguard Info Tech Etf Recent Activity Decreased -1.81%	5.3%	$6.242M 8,946 shares@ $697.72 avg price	Decreased -1.81%
IAU Ishares Gold Trust Recent Activity Decreased -0.02%	4.51%	$5.306M 60,191 shares@ $88.17 avg price	Decreased -0.02%
NEM Newmont Corp Recent Activity Decreased -0.24%	4.44%	$5.226M 48,275 shares@ $108.26 avg price	Decreased -0.24%
AEM Agnico Eagle Mines Ltd Recent Activity Decreased -0.26%	3.59%	$4.225M 20,817 shares@ $202.99 avg price	Decreased -0.26%
EFA Ishares Msci Eafe Etf Recent Activity Increased 1.32%	3.33%	$3.921M 40,365 shares@ $97.13 avg price	Increased 1.32%
MSFT Microsoft Corp Recent Activity Decreased -1.31%	3.31%	$3.892M 10,514 shares@ $370.17 avg price	Decreased -1.31%
AAPL Apple Inc Recent Activity	3.07%	$3.612M 14,234 shares@ $253.8 avg price
GOOGL Alphabet Inc-cl A Recent Activity Increased 0.43%	2.87%	$3.377M 11,745 shares@ $287.56 avg price	Increased 0.43%
ETN Eaton Corp Plc Recent Activity Decreased -3.12%	2.49%	$2.925M 8,179 shares@ $357.68 avg price	Decreased -3.12%

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