Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Ruggie Capital Group (CIK 1632549) reported $1.9M across 51 reported positions in its SEC 13F filing for 2020-09-30. Largest positions: CCI ($174,000, 8.99%), GSY ($129,000, 6.67%), BRO ($102,000, 5.27%), BRK/B ($101,000, 5.22%), FIBR ($88,000, 4.55%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CCI | CROWN CASTLE INTL CO | $174,000 | 8.99% | 1,042 | Added |
| 2 | GSY | INVESCO ACTIVELY MANAGED ETF | $129,000 | 6.67% | 2,554 | New |
| 3 | BRO | BROWN & BROWN INC | $102,000 | 5.27% | 2,247 | Added |
| 4 | BRK/B | BERKSHIRE HATHAWAY | $101,000 | 5.22% | 472 | Added |
| 5 | FIBR | ISHARES TR | $88,000 | 4.55% | 864 | New |
| 6 | BX | BLACKSTONE GROUP INC | $86,000 | 4.44% | 1,653 | Added |
| 7 | IAU | ISHARES GOLD ETF | $80,000 | 4.13% | 4,423 | New |
| 8 | ABT | ABBOTT LABORATORIES | $67,000 | 3.46% | 617 | Added |
| 9 | XHB | SPDR S&P HOMEBUILDERS | $57,000 | 2.95% | 1,063 | Added |
| 10 | VZ | VERIZON COMMUNICATN | $56,000 | 2.89% | 945 | Added |
| 11 | BAC | BANK OF AMERICA CORP | $54,000 | 2.79% | 2,254 | Added |
| 12 | KO | THE COCA-COLA CO | $49,000 | 2.53% | 1,000 | Hold |
| 13 | ABBV | ABBVIE INC | $46,000 | 2.38% | 530 | Hold |
| 14 | XLV | SELECT SECTOR HEALTH | $42,000 | 2.17% | 400 | Hold |
| 15 | MRK | MERCK & CO. INC. | $42,000 | 2.17% | 504 | Added |
| 16 | RTX | RAYTHEON TECHNOLOGIES CO | $41,000 | 2.12% | 711 | Added |
| 17 | AAPL | APPLE INC | $41,000 | 2.12% | 350 | New |
| 18 | LMT | LOCKHEED MARTIN CORP | $39,000 | 2.02% | 101 | Added |
| 19 | DHI | D R HORTON CO | $38,000 | 1.96% | 500 | Hold |
| 20 | XOM | EXXON MOBIL CORP | $36,000 | 1.86% | 1,042 | Added |
| 21 | ICVT | ISHARES TR | $35,000 | 1.81% | 436 | New |
| 22 | HYLB | DBX ETF TR | $35,000 | 1.81% | 733 | New |
| 23 | FIXD | FIRST TR EXCHNG TRADED FD VI | $34,000 | 1.76% | 617 | New |
| 24 | EPRF | INNOVATOR ETFS TR II | $34,000 | 1.76% | 1,407 | New |
| 25 | DIS | WALT DISNEY CO | $31,000 | 1.60% | 250 | Hold |
Source: SEC Form 13F filings · as of 2020-09-30