RC

Ridge Creek Global, Inc

Diversified strategyMomentum followerQuality / disciplined sizing

Total reported value

$117.9M

Reporting period: 2026-03-31 · Number of holdings: 85

Ridge Creek Global, Inc disclosed 85 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $117.9M and a quarterly turnover rate of 11.1%.

Personality snowflake

Concentration
16.9
Portfolio Stability
11.15
Momentum/Contrarian
100
Sector conviction
49.03
Diversification
100
Sizing Uniformity
83.81

Recent moves

  • Trim MSFT

    -1.3%　-$1.3M

  • Add AEM

    -0.3%　$687.0K

  • Trim VTI

    +0.1%　-$810.9K

  • Trim VGT

    -1.8%　-$625.9K

  • Trim INVH

    -50.3%　-$548.9K

  • Add BE

    0.0%　$488.1K

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1VTIVanguard Total Stock Mkt ETFETF-Other15.64%-0.51%+0.10%
2VGTVanguard Info Tech ETFETF-Tech5.29%-0.47%-1.81%
3IAUIshares Gold TrustETF-Commodities4.50%+0.40%-0.02%
4NEMNewmont CORPStock-Materials4.43%+0.38%-0.25%
5AEMAgnico Eagle Mines LTDStock-Materials3.58%+0.61%-0.26%
6EFAIshares Msci Eafe ETFETF-Other3.33%+0.11%+1.32%
7MSFTMicrosoft CORPStock-Tech3.30%-1.02%-1.31%
8AAPLApple INCStock-Tech3.06%-0.19%—
9GOOGLAlphabet Inc-cl AStock-Comm Services2.86%-0.21%+0.43%
10ETNEaton Corporation plcStock-Industrials2.48%+0.22%-3.13%
11FXFInvesco Currencyshares SwissETF-Other2.01%—-0.32%
12RTXRtx CORPStock-Industrials1.90%+0.10%-0.68%
13CMICummins INCStock-Industrials1.81%+0.10%-0.38%
14PWRQuanta Services INCStock-Industrials1.77%+0.42%—
15AMTMAmentum Holdings INCStock-Industrials1.56%-0.16%-0.48%
16JPMJpmorgan Chase & CoStock-Financials1.47%-0.12%—
17HLTHilton Worldwide Holdings InStock-Consumer Disc1.47%—-2.19%
18IGSBIshares 1-5y Inv Grade CORPETF-Other1.44%—-2.11%
19EZMWisdomtree US Midcap FundETF-Other1.30%—-0.17%
20DGRWWisdomtree U.s. Quality DiviETF-Other1.26%——
21HONHoneywell International INCStock-Industrials1.21%+0.17%-0.39%
22VXFVanguard Extended Market ETFETF-Other1.20%—+6.19%
23BEBloom Energy Corp- AStock-Industrials1.15%+0.42%—
24IYJIshares U.s. Industrials ETFETF-Other1.11%——
25SYKStryker CORPStock-Healthcare1.10%-0.08%-1.32%
26ADPAutomatic Data ProcessingStock-Tech1.08%-0.27%-0.40%
27BRK-BBerkshire Hathaway Inc-cl BStock-Other1.06%——
28VIGVanguard Dividend Apprec ETFETF-Other1.06%——
29DISWalt Disney Co/theStock-Comm Services1.01%-0.18%-0.52%
30ALCAlcon Inc.Stock-Healthcare0.97%-0.05%-1.37%
31SHWSherwin-williams Co/theStock-Materials0.97%—-0.42%
32SPYSs Spdr S&p 500 ETF Trust-usETF-Large Cap & Growth0.96%+0.09%+14.87%
33EEMIshares Msci Emerging MarketETF-Emerging Markets0.95%+0.13%+11.06%
34IDUIshares US Utilities ETFETF-Other0.77%——
35FLEXFlex Ltd.Stock-Tech0.74%+0.07%—
36FSLRFirst Solar INCStock-Tech0.73%-0.23%—
37HBMHudbay Minerals INCStock-Other0.73%——
38GOOGAlphabet Inc-cl CStock-Comm Services0.71%-0.06%—
39TTEKTetra Tech INCStock-Industrials0.69%-0.07%-0.40%
40CVXChevron CORPStock-Energy0.69%+0.18%-2.00%
41JPSTJpmorgan Ultra-short IncomeETF-Other0.69%—-4.04%
42LINLinde plcStock-Materials0.67%+0.10%—
43MTZMastec INCStock-Industrials0.65%+0.21%—
44NEENextera Energy INCStock-Utilities0.62%+0.08%-1.25%
45CINFCincinnati Financial CORPStock-Financials0.60%——
46PGProcter & Gamble Co/theStock-Consumer Staples0.58%——
47EMBIshares Jp Morgan Usd EmergiETF-Other0.56%——
48PGRProgressive CORPStock-Financials0.49%-0.06%—
49NVDANvidia CORPStock-Tech0.48%——
50RIORio Tinto Plc-spon AdrStock-Materials0.46%+0.07%—
1–50 of 85

Holding changes this quarter

Ridge Creek Global, Inc's most significant position changes for 2026-03-31: New buy: Nextpower Inc-cl A (NXT); New buy: Exxon Mobil CORP (XOM); Sold out: JFrog Ltd. (FROG); Sold out: American Express Co (AXP); Sold out: Amazon.com INC (AMZN).

Position changes disclosed by Ridge Creek Global, Inc for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1AEMAgnico Eagle Mines LTD+0.6%-0.26%Trim
2BEBloom Energy Corp- A+0.4%—Unchanged
3PWRQuanta Services INC+0.4%—Unchanged
4IAUIshares Gold Trust+0.4%-0.02%Trim
5NEMNewmont CORP+0.4%-0.25%Trim
6ETNEaton Corporation plc+0.2%-3.13%Trim
7MTZMastec INC+0.2%—Unchanged
8ENSEnersys+0.2%+54.64%Add
9CVXChevron CORP+0.2%-2.00%Trim
10HONHoneywell International INC+0.2%-0.39%Trim
11EEMIshares Msci Emerging Market+0.1%+11.06%Add
12EFAIshares Msci Eafe ETF+0.1%+1.32%Add
13ALBAlbemarle CORP+0.1%—Unchanged
14LINLinde plc+0.1%—Unchanged
15CMICummins INC+0.1%-0.38%Trim
16RTXRtx CORP+0.1%-0.68%Trim
17COPConocophillips+0.1%—Unchanged
18SPYSs Spdr S&p 500 ETF Trust-us+0.1%+14.87%Add
19XIFRXplr Infrastructure LP+0.1%+37.33%Add
20NEENextera Energy INC+0.1%-1.25%Trim
21RIORio Tinto Plc-spon Adr+0.1%—Unchanged
22FLEXFlex Ltd.+0.1%—Unchanged
23FCXFreeport-mcmoran INC+0.1%—Unchanged
24ALCAlcon Inc.-0.1%-1.37%Trim
25PGRProgressive CORP-0.1%—Unchanged
26CMGChipotle Mexican Grill INC-0.1%-1.90%Trim
27GOOGAlphabet Inc-cl C-0.1%—Unchanged
28SHLSShoals Technologies Group -a-0.1%—Unchanged
29TTEKTetra Tech INC-0.1%-0.40%Trim
30NVONovo-nordisk A/s-spons Adr-0.1%—Unchanged
31SYKStryker CORP-0.1%-1.32%Trim
32CEGConstellation Energy-0.1%—Unchanged
33RUNSunrun INC-0.1%—Unchanged
34JPMJpmorgan Chase & Co-0.1%—Unchanged
35HLHecla Mining Co-0.1%-20.00%Trim
36AMTMAmentum Holdings INC-0.2%-0.48%Trim
37DISWalt Disney Co/the-0.2%-0.52%Trim
38AAPLApple INC-0.2%—Unchanged
39GOOGLAlphabet Inc-cl A-0.2%+0.43%Add
40FSLRFirst Solar INC-0.2%—Unchanged
41ADPAutomatic Data Processing-0.3%-0.40%Trim
42INVHInvitation Homes INC-0.5%-50.29%Trim
43VGTVanguard Info Tech ETF-0.5%-1.81%Trim
44VTIVanguard Total Stock Mkt ETF-0.5%+0.10%Add
45MSFTMicrosoft CORP-1%-1.31%Trim
46NXTNextpower Inc-cl A—NEWNew buy
47XOMExxon Mobil CORP—NEWNew buy
48FROGJFrog Ltd.—EXITSold out
49AXPAmerican Express Co—EXITSold out
50AMZNAmazon.com INC—EXITSold out

FAQ

What is Ridge Creek Global, Inc and what type of investor is it?
Ridge Creek Global, Inc is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $117.9M, spread across 85 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) — $18.4M (15.6%) 2. Vanguard Info Tech ETF (VGT) — $6.2M (5.3%) 3. Ishares Gold Trust (IAU) — $5.3M (4.5%) 4. Newmont CORP (NEM) — $5.2M (4.4%) 5. Agnico Eagle Mines LTD (AEM) — $4.2M (3.6%)
What changes did Ridge Creek Global, Inc make in its most recent portfolio filing?
In the latest reported quarter, Ridge Creek Global, Inc made 32 notable position adjustments: 2 new positions were initiated, 7 existing holdings were added to, 20 positions were partially reduced, and 3 were completely exited. The largest of these moves: New buy: Nextpower Inc-cl A (NXT); New buy: Exxon Mobil CORP (XOM); Sold out: JFrog Ltd. (FROG); Sold out: American Express Co (AXP); Sold out: Amazon.com INC (AMZN)
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: 25.1% • Materials: 21.1% • Information Technology: 18.9% • Communication Services: 8.2% • Financials: 6.5% • Utilities: 6.0%