RC
Ridge Creek Global, Inc — 13F Portfolio Changes & Top Buys (Q2 2026)
Ridge Creek Global, IncCIK: 0002111429
Diversified strategyMomentum followerQuality / disciplined sizing
Total reported value
$128.5M
Reporting period: 2026-06-30 · Number of holdings: 94
Ridge Creek Global, Inc disclosed 94 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $128.5M and a quarterly turnover rate of 19.8%.
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Personality snowflake
- Concentration
- 17.34
- Portfolio Stability
- 19.83
- Momentum
- 100
- Sector conviction
- 50.56
- Diversification
- 100
- Sizing Uniformity
- 82.37
Ridge Creek Global, Inc's disclosed holdings carry a Herfindahl concentration index of 0.043 — mathematically equivalent to about 23 equally-sized positions, well below its 94 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 1.76), with a handful of outsized bets alongside many smaller positions.
Recent activity leans toward adding more aggressively to already-large existing positions than to newly initiated ones (a 2.7 percentage-point tilt) — a pattern consistent with a momentum-following approach.
Sector classification currently covers about 53% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govAdd VGT
+698.7% $2.3M
Sold out HON
Trim AEM
-3.9% -$1.1M
Trim IAU
-2.2% -$862.3K
Trim NEM
-3.0% -$850.6K
Add FLEX
-5.3% $1.2M
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 16.20% | +0.56% | -2.10% | |
| 2 | VGT | Vanguard Info Tech ETF | ETF-Tech | 6.64% | +1.35% | +698.71% | |
| 3 | IAU | Ishares Gold Trust | ETF-Commodities | 3.46% | -1.04% | -2.22% | |
| 4 | NEM | Newmont CORP | Stock-Materials | 3.40% | -1.03% | -2.97% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.27% | +0.41% | — | |
| 6 | EFA | Ishares Msci Eafe ETF | ETF-Other | 3.19% | -0.13% | -2.11% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.95% | -0.35% | -3.28% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 2.88% | -0.18% | -10.12% | |
| 9 | ETN | Eaton Corporation plc | Stock-Industrials | 2.71% | +0.23% | — | |
| 10 | AEM | Agnico Eagle Mines LTD | Stock-Materials | 2.42% | -1.16% | -3.87% | |
| 11 | CMI | Cummins Inc | Stock-Industrials | 2.14% | +0.33% | -2.65% | |
| 12 | PWR | Quanta Services Inc | Stock-Industrials | 1.99% | +0.22% | -6.58% | |
| 13 | FXF | Invesco Currencyshares Swiss | ETF-Other | 1.76% | -0.25% | -3.48% | |
| 14 | RTX | Rtx CORP | Stock-Industrials | 1.67% | -0.23% | -2.58% | |
| 15 | BE | Bloom Energy Corp- A | Stock-Industrials | 1.62% | +0.47% | -31.41% | |
| 16 | FLEX | Flex Ltd. | Stock-Tech | 1.58% | +0.84% | -5.28% | |
| 17 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.50% | +0.03% | — | |
| 18 | HLT | Hilton Worldwide Holdings In | Stock-Consumer Disc | 1.45% | -0.02% | -0.62% | |
| 19 | EZM | Wisdomtree US Midcap Fund | ETF-Other | 1.34% | +0.04% | -0.66% | |
| 20 | VXF | Vanguard Extended Market ETF | ETF-Other | 1.29% | +0.09% | -1.46% | |
| 21 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 1.29% | -0.15% | -2.11% | |
| 22 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 1.26% | — | — | |
| 23 | IYJ | Ishares U.s. Industrials ETF | ETF-Other | 1.15% | +0.04% | — | |
| 24 | NEE | Nextera Energy Inc | Stock-Utilities | 1.13% | +0.51% | +109.88% | |
| 25 | AMTM | Amentum Holdings Inc | Stock-Industrials | 1.10% | -0.46% | -3.02% | |
| 26 | ADP | Automatic Data Processing | Stock-Tech | 1.07% | -0.01% | -1.92% | |
| 27 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.04% | -0.02% | -3.43% | |
| 28 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 1.03% | +0.08% | -2.60% | |
| 29 | SYK | Stryker CORP | Stock-Healthcare | 0.97% | -0.13% | — | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.93% | -0.13% | -8.59% | |
| 31 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.93% | -0.04% | -2.52% | |
| 32 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.90% | -0.11% | -2.75% | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.90% | -0.06% | -11.22% | |
| 34 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.80% | +0.09% | — | |
| 35 | ALC | Alcon Inc. | Stock-Healthcare | 0.78% | -0.19% | -2.17% | |
| 36 | MTZ | Mastec Inc | Stock-Industrials | 0.78% | +0.13% | — | |
| 37 | HBM | Hudbay Minerals Inc | Stock-Other | 0.76% | +0.03% | — | |
| 38 | FSLR | First Solar Inc | Stock-Tech | 0.73% | — | -9.17% | |
| 39 | IDU | Ishares US Utilities ETF | ETF-Other | 0.70% | -0.07% | — | |
| 40 | IBM | Intl Business Machines CORP | Stock-Tech | 0.67% | +0.67% | NEW | |
| 41 | LIN | Linde plc | Stock-Materials | 0.63% | -0.04% | -1.07% | |
| 42 | TTEK | Tetra Tech Inc | Stock-Industrials | 0.60% | -0.09% | -1.89% | |
| 43 | CINF | Cincinnati Financial CORP | Stock-Financials | 0.58% | -0.02% | -11.11% | |
| 44 | ✓ | Stock-Other | 0.54% | +0.54% | NEW | ||
| 45 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.54% | -0.04% | — | |
| 46 | ✓ | Stock-Other | 0.53% | +0.53% | NEW | ||
| 47 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.52% | -0.04% | — | |
| 48 | ENS | Enersys | Stock-Industrials | 0.51% | +0.09% | — | |
| 49 | NVDA | Nvidia CORP | Stock-Tech | 0.51% | +0.03% | — | |
| 50 | CVX | Chevron CORP | Stock-Energy | 0.50% | -0.19% | -1.66% |
1–50 of 94
Portfolio Performance
Performance for Q3 2026
+0.4%
Performance Last 4 Quarters
+4.1%
- Stdev
- +19.6%
- Beta
- +1.01
- Alpha
- -15.2%
- Max Drawdown
- -3.8%
- Annualized Perf
- +8.5%
- Batting Avg vs S&P
- +16.7%
- Sortino
- +0.88
- Stutzer
- +0.16
- Treynor
- +0.1
- Sterling
- —
- Calmar
- +2.22
- Information Ratio
- -2.78
- Tracking Error
- +5.4%
- Stdev Down
- +11.1%
- Winning Months %
- +50%
- Losing Months %
- +50%
- Best 12 Months
- —
- Worst 12 Months
- —
- Efficiency Ratio
- +0.15
- Sharpe
- +0.5
- Stdev Sectors
- +8.4%
- Skewness
- -0.04
- Kurtosis
- -1.04
- Upside Potential
- +2.88
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
Holding changes this quarter
Ridge Creek Global, Inc's most significant position changes for 2026-06-30: Sold out: Honeywell International Inc (HON); New buy: Intl Business Machines CORP (IBM); New buy: ; New buy: ; New buy: .
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VGT | Vanguard Info Tech ETF | +1.4% | +698.71% | Add |
| 2 | FLEX | Flex Ltd. | +0.8% | -5.28% | Trim |
| 3 | IBM | Intl Business Machines CORP | +0.7% | NEW | New buy |
| 4 | VTI | Vanguard Total Stock Mkt ETF | +0.6% | -2.10% | Trim |
| 5 | ✓ | +0.5% | NEW | New buy | |
| 6 | ✓ | +0.5% | NEW | New buy | |
| 7 | NEE | Nextera Energy Inc | +0.5% | +109.88% | Add |
| 8 | BE | Bloom Energy Corp- A | +0.5% | -31.41% | Trim |
| 9 | GOOGL | Alphabet Inc-cl A | +0.4% | — | Unchanged |
| 10 | CMI | Cummins Inc | +0.3% | -2.65% | Trim |
| 11 | ✓ | +0.3% | NEW | New buy | |
| 12 | FROG | JFrog Ltd. | +0.2% | NEW | New buy |
| 13 | ETN | Eaton Corporation plc | +0.2% | — | Unchanged |
| 14 | PWR | Quanta Services Inc | +0.2% | -6.58% | Trim |
| 15 | INTC | Intel CORP | +0.2% | NEW | New buy |
| 16 | AMAT | Applied Materials Inc | +0.2% | NEW | New buy |
| 17 | AMZN | Amazon.com Inc | +0.2% | NEW | New buy |
| 18 | RPM | Rpm International Inc | +0.2% | NEW | New buy |
| 19 | HASI | Ha Sustainable Infrastructur | +0.2% | NEW | New buy |
| 20 | NRGV | Energy Vault Holdings Inc | +0.1% | NEW | New buy |
| 21 | MTZ | Mastec Inc | +0.1% | — | Unchanged |
| 22 | VXF | Vanguard Extended Market ETF | +0.1% | -1.46% | Trim |
| 23 | GOOG | Alphabet Inc-cl C | +0.1% | — | Unchanged |
| 24 | ENS | Enersys | +0.1% | — | Unchanged |
| 25 | EEM | Ishares Msci Emerging Market | +0.1% | -2.60% | Trim |
| 26 | SHLS | Shoals Technologies Group -a | +0.1% | — | Unchanged |
| 27 | ENPH | Enphase Energy Inc | +0.1% | -2.73% | Trim |
| 28 | INVH | Invitation Homes Inc | +0.1% | — | Unchanged |
| 29 | EZM | Wisdomtree US Midcap Fund | 0% | -0.66% | Trim |
| 30 | IYJ | Ishares U.s. Industrials ETF | 0% | — | Unchanged |
| 31 | NVO | Novo-nordisk A/s-spons Adr | 0% | — | Unchanged |
| 32 | JPM | Jpmorgan Chase & Co | 0% | — | Unchanged |
| 33 | HBM | Hudbay Minerals Inc | 0% | — | Unchanged |
| 34 | NVDA | Nvidia CORP | 0% | — | Unchanged |
| 35 | IWM | Ishares Russell 2000 ETF | 0% | -1.27% | Trim |
| 36 | AVGO | Broadcom Inc | 0% | — | Unchanged |
| 37 | DGRW | Wisdomtree U.s. Quality Divi | — | — | Unchanged |
| 38 | FSLR | First Solar Inc | — | -9.17% | Trim |
| 39 | PGR | Progressive CORP | — | — | Unchanged |
| 40 | XIFR | Xplr Infrastructure LP | — | — | Unchanged |
| 41 | IYH | Ishares U.s. Healthcare ETF | — | — | Unchanged |
| 42 | ADP | Automatic Data Processing | 0% | -1.92% | Trim |
| 43 | FCX | Freeport-mcmoran Inc | 0% | — | Unchanged |
| 44 | CMG | Chipotle Mexican Grill Inc | 0% | — | Unchanged |
| 45 | VYM | Vanguard High Dvd Yield ETF | 0% | — | Unchanged |
| 46 | AES | Aes CORP | 0% | — | Unchanged |
| 47 | AMGN | Amgen Inc | 0% | — | Unchanged |
| 48 | HLT | Hilton Worldwide Holdings In | 0% | -0.62% | Trim |
| 49 | VIG | Vanguard Dividend Apprec ETF | 0% | -3.43% | Trim |
| 50 | CINF | Cincinnati Financial CORP | 0% | -11.11% | Trim |
1–50 of 96
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Data Source Notice: AlphaSMO is the web's most authoritative 13F / Inside Trader database. Institutional holdings and insider trades presented here are precisely computed to deliver accurate portfolio reporting.
Filing History
FAQ
What is Ridge Creek Global, Inc and what type of investor is it?
Ridge Creek Global, Inc is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $128.5M, spread across 94 disclosed positions.
What are Ridge Creek Global, Inc's largest equity positions?
Based on the latest 13F filing, Ridge Creek Global, Inc's top holdings by market value are:
1. Vanguard Total Stock Mkt ETF (VTI) — $20.8M (16.2%)
2. Vanguard Info Tech ETF (VGT) — $8.5M (6.6%)
3. Ishares Gold Trust (IAU) — $4.4M (3.5%)
4. Newmont CORP (NEM) — $4.4M (3.4%)
5. Alphabet Inc-cl A (GOOGL) — $4.2M (3.3%)
What changes did Ridge Creek Global, Inc make in its most recent portfolio filing?
In the latest reported quarter, Ridge Creek Global, Inc made 62 notable position adjustments: 11 new positions were initiated, 2 existing holdings were added to, 47 positions were partially reduced, and 2 were completely exited. The largest of these moves: Sold out: Honeywell International Inc (HON); New buy: Intl Business Machines CORP (IBM); New buy: ; New buy: ; New buy:
What sectors does Ridge Creek Global, Inc focus on?
Ridge Creek Global, Inc is concentrated in the following sectors based on its current disclosed equity portfolio:
• Industrials: 25.3%
• Information Technology: 23.0%
• Materials: 17.6%
• Communication Services: 9.4%
• Utilities: 6.7%
• Financials: 5.1%
Investment Profile
Ridge Creek Global, Inc returned an annualized 8.5% over the trailing 6 months — underperforming the S&P 500 by 15.2 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 1.01 (roughly in line with the market) and a 17% quarterly batting average against the index.
Its portfolio is broadly diversified and long-term-holding.
Its turnover score has risen from 0 to 20 over the past 2 quarters — a shift toward more active trading.
It has added to its FLEX position over the past two quarters (+$1.2M, now $2.0M), while trimming MSFT over the same stretch (-$1.4M, still holding $3.8M).
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