Ruggiero Investments, Inc. Last Quarter Change: USA Stocks, Sold Out

Ruggiero Investments, Inc. quarter change: USA Stocks, Sold out

In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Ruggiero Investments, Inc. opened 21 positions, added to 6, reduced 10, sold out of 14 and left 3 unchanged. The largest increase in value was GOOGL (+$3,760,173); the largest decrease was GOOGL (-$3,011,799).

GOOGL: Country of operation United States; Class COM; Shares 2026-03-31 10,474; Shares 2026-06-30 0.
GRNY: Country of operation United States; Class UIE; Shares 2026-03-31 77,817; Shares 2026-06-30 0.
META: Country of operation United States; Class COM; Shares 2026-03-31 2,800; Shares 2026-06-30 0.
PLTR: Country of operation United States; Class COM; Shares 2026-03-31 4,784; Shares 2026-06-30 0.

Two Form 13F-HR filings compared (SEC CIK 2110677): 2026-03-31 (filed 2026-05-12) and 2026-06-30 (filed 2026-08-14). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

Stock	Country of operation	Class	Shares 2026-03-31	Share change	Value 2026-03-31	Value 2026-06-30	Value change
GOOGL ALPHABET INC	United States	COM	10,474	-10,474	$3,011,799	$0	-$3,011,799
GRNY FUNDSTRAT GRANNY SHOTS	United States	UIE	77,817	-77,817	$1,857,492	$0	-$1,857,492
META META PLATFORMS INC	United States	COM	2,800	-2,800	$1,601,754	$0	-$1,601,754
PLTR PALANTIR TECHNOLOGIES IN	United States	COM	4,784	-4,784	$699,804	$0	-$699,804
GOOG ALPHABET INC	United States	COM	2,219	-2,219	$636,542	$0	-$636,542
GLD SPDR GOLD SHARES	United States	UIE	1,410	-1,410	$606,709	$0	-$606,709
SHOP SHOPIFY INC F		FGC	4,000	-4,000	$474,480	$0	-$474,480
VRT VERTIV HLDGS CO	United States	COM	1,571	-1,571	$393,661	$0	-$393,661
THC TENET HEALTHCARE CORP	United States	COM	1,500	-1,500	$283,065	$0	-$283,065
IBM IBM CORP	United States	COM	1,110	-1,110	$269,053	$0	-$269,053
IAU ISHARES GOLD TRUST	United States	UIE	2,928	-2,928	$258,132	$0	-$258,132
ET ENERGY TRANSFER L P LP	United States	MLP	13,200	-13,200	$254,760	$0	-$254,760
DUK DUKE ENERGY CORP NEW	United States	COM	1,626	-1,626	$212,908	$0	-$212,908
BURU NUBURU INC	United States	COM	20,156	-20,156	$3,574	$0	-$3,574

Similar Firms

Firm Name	Country	13F Value	Holdings
Monetary Solutions, Ltd	United States	$0.103B	318
Fulcrum Equity Management	United States	$0.103B	128
Crescent Sterling, Ltd.	United States	$0.103B	80
Townsend Financial Planning, LLC	United States	$0.103B	29
MY Wealth Management Inc.	United States	$0.103B	26
Dalton Investments, Inc.	United States	$0.103B	17
SVRN Asset Management, LLC	United States	$0.103B	37
High Point Wealth Management, LLC	United States	$0.104B	250
Reality Financial Planning Services, LLC	United States	$0.104B	20
SCALAR GAUGE MANAGEMENT, LLC	United States	$0.104B	26