Returns–Not enough quarters yet
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| VTIVanguard Index Fds | $20.8M | 16.2% | −2.1% |
| VGTVanguard World Fd | $8.5M | 6.6% | |
| IAUIshares Gold Tr | $4.4M | 3.5% | −2.2% |
| NEMNewmont Corp | $4.4M | 3.4% | −3.0% |
| GOOGLAlphabet Inc | $4.2M | 3.3% | |
| EFAIshares Tr | $4.1M | 3.2% | −2.1% |
| MSFTMicrosoft Corp | $3.8M | 3.0% | −3.3% |
| AAPLApple Inc | $3.7M | 2.9% | −10.1% |
| Eaton Corp PLCCUSIP G29183103 | $3.5M | 2.7% | |
| AEMAgnico Eagle Mines Ltd | $3.1M | 2.4% | −3.9% |
| CMICummins Inc | $2.8M | 2.1% | −2.6% |
| PWRQuanta Svcs Inc | $2.6M | 2.0% | −6.6% |
| FXFInvesco Currencyshares Swiss | $2.3M | 1.8% | −3.5% |
| RTXRtx Corporation | $2.1M | 1.7% | −2.6% |
| BEBloom Energy Corp | $2.1M | 1.6% | −31.4% |
| Flex LtdCUSIP Y2573F102 | $2.0M | 1.6% | −5.3% |
| JPMJpmorgan Chase & Co | $1.9M | 1.5% | |
| HLTHilton Worldwide Hldgs Inc | $1.9M | 1.5% | |
| EZMWisdomtree Tr | $1.7M | 1.3% | |
| VXFVanguard Index Fds | $1.7M | 1.3% | −1.5% |
| IGSBIshares Tr | $1.7M | 1.3% | −2.1% |
| DGRWWisdomtree Tr | $1.6M | 1.3% | |
| IYJIshares Tr | $1.5M | 1.2% | |
| NEENextera Energy Inc | $1.5M | 1.1% | +109.9% |
| AMTMAmentum Holdings Inc | $1.4M | 1.1% | −3.0% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| BEBloom Energy Corp | December 31, 2025 | +248.4% | $2.1M |
| Flex LtdCUSIP Y2573F102 | December 31, 2025 | +168.2% | $2.0M |
| MTZMastec Inc | December 31, 2025 | +91.4% | $999K |
| PWRQuanta Svcs Inc | December 31, 2025 | +70.6% | $2.6M |
| CMICummins Inc | December 31, 2025 | +39.7% | $2.8M |
| Eaton Corp PLCCUSIP G29183103 | December 31, 2025 | +33.8% | $3.5M |
| VGTVanguard World Fd | December 31, 2025 | +26.8% | $8.5M |
| EEMIshares Tr | December 31, 2025 | +25.0% | $1.3M |
| HBMHudbay Minerals Inc | December 31, 2025 | +18.9% | $971K |
| VXFVanguard Index Fds | December 31, 2025 | +17.7% | $1.7M |
Sold off last quarter
- Honeywell Intl IncCUSIP 438516106 was $1.4M
- Exxon Mobil CorpCUSIP 30231G102 was $237K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +9.0% | +14.8% |
| March 31, 2026 | −0.6% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Ridge Creek Global, Inc Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2111429&type=13F-HR&dateb=&owner=include&count=40CIK 2111429
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2111429/000211142926000006/Filed August 11, 2026 · accession 0002111429-26-000006