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Home > Institutional Investor > Ruggie Capital Group > Profile

Instuitional Investor - Ruggie Capital Group

Fund Profile
Filing Period:
Fund Name: Ruggie Capital Group
Portfolio Value $1,935,000
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Crown Castle International Corp
 CCI 1,042 $174,000 8.99%
2.
Invesco Actively Managed Etf
 2,554 $129,000 6.66%
3.
Brown & Brown Inc.
 BRO 2,247 $102,000 5.27%
4.
Berkshire Hathaway Inc
 BRK.A 472 $101,000 5.21%
5.
Ishares Tr
 864 $88,000 4.54%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)