Ridge Creek Global, Inc

CIK 2111429 · View on SEC EDGAR ↗

Portfolio value
$128.5M
#7,855 of 9,443 by 13F value · top 83.2%
Positions
94
As of
June 30, 2026

Portfolio value QoQ: +9.0% 13F does not disclose cash

Top 10 holdings weight
47.12%
Top 25 holdings weight
69.40%
Positions above 1%
28
Effective number of positions
23.1

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2026: 4.64% Est. buys $12,493,635 · sells $5,720,967

New positions
11
Increased
2
Decreased
47
Closed
2
On this page

Sector breakdown

Industrials
16.9%
Materials
10.1%
Technology
9.1%
Communication Services
5.0%
Utilities
3.5%
Financials
2.6%
Healthcare
2.5%
Consumer Discretionary
2.1%
Energy
0.9%
Consumer products
0.5%
Real Estate
0.4%
Consumer Staples
0.2%
Retail
0.2%
Financial Services
0.2%
Other/Unmapped
45.8%

Full portfolio 94 positions

Type Streak 8Q trend
VTI $20,818,988 16.20% 56,261 $2,381,892 Down ×1
VGT $8,540,063 6.64% 71,453 $2,298,260 Up ×1
IAU $4,444,141 3.46% 58,855 $-862,298 Down ×2
NEM Newmont Corporation $4,375,136 3.40% 46,843 $-850,633 Down ×2
GOOGL Alphabet Inc. - Class A Common Stock $4,197,311 3.27% 11,745 $819,919
EFA $4,104,818 3.19% 39,515 $184,166 Down ×1
MSFT Microsoft Corporation - Common Stock $3,793,240 2.95% 10,169 $-98,727 Down ×2
AAPL Apple Inc. - Common Stock $3,702,072 2.88% 12,794 $89,625 Down ×1
ETN Eaton Corporation, PLC Ordinary Shares $3,485,235 2.71% 8,179 $559,852
AEM Agnico Eagle Mines Limited Common Stock $3,104,462 2.42% 20,012 $-1,120,973 Down ×2
CMI Cummins Inc. Common Stock $2,755,843 2.14% 3,864 $620,442 Down ×2
PWR Quanta Services, Inc. Common Stock $2,556,142 1.99% 3,550 $469,866 Down ×1
FXF $2,261,317 1.76% 20,736 $-110,621 Down ×2
RTX RTX Corporation Common Stock $2,147,744 1.67% 11,320 $-93,754 Down ×2
BE Bloom Energy Corporation Class A Common Stock $2,084,998 1.62% 6,888 $724,272 Down ×1
FLEX Flex Ltd. - Ordinary Shares $2,035,599 1.58% 12,560 $1,167,599 Down ×1
JPM JP Morgan Chase & Co. Common Stock $1,927,974 1.50% 5,890 $195,372
HLT Hilton Worldwide Holdings Inc. Common Stock $1,866,504 1.45% 5,648 $138,357 Down ×2
EZM $1,718,495 1.34% 22,676 $184,108 Down ×2
VXF $1,664,380 1.29% 6,760 $252,592 Down ×1
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF $1,655,579 1.29% 31,589 $-40,480 Down ×2
DGRW WisdomTree U.S. Quality Dividend Growth Fund $1,621,724 1.26% 16,960 $131,950
IYJ $1,481,352 1.15% 8,889 $169,869
NEE NextEra Energy, Inc. Common Stock $1,450,838 1.13% 16,530 $719,315 Up ×1
AMTM Amentum Holdings, Inc. Common Stock $1,414,200 1.10% 68,418 $-425,692 Down ×2
ADP Automatic Data Processing, Inc. - Common Stock $1,370,350 1.07% 6,119 $102,710 Down ×2
VIG $1,330,988 1.04% 5,625 $78,263 Down ×1
EEM $1,318,192 1.03% 19,269 $194,659 Down ×1
SYK Stryker Corporation Common Stock $1,243,618 0.97% 3,950 $-54,313
BRKB $1,197,934 0.93% 2,394 $-57,091 Down ×1
SHW Sherwin-Williams Company (The) Common Stock $1,196,512 0.93% 3,475 $53,751 Down ×2
DIS Walt Disney Company (The) Common Stock $1,158,561 0.90% 12,037 $-34,334 Down ×2
SPY SPY $1,152,266 0.90% 1,543 $21,975 Down ×1
GOOG Alphabet Inc. - Class C Capital Stock $1,030,664 0.80% 2,917 $193,893
ALC Alcon Inc. Ordinary Shares $999,857 0.78% 14,901 $-147,799 Down ×2
MTZ MasTec, Inc. Common Stock $998,544 0.78% 2,400 $226,368
HBM Hudbay Minerals Inc. Ordinary Shares (Canada) $970,725 0.76% 41,115 $111,421
FSLR First Solar, Inc. - Common Stock $934,874 0.73% 3,962 $74,426 Down ×1
IDU $896,709 0.70% 7,824 $-11,736
IBM International Business Machines Corporation Common Stock $864,721 0.67% 3,075 Up ×1
LIN Linde plc - Ordinary Shares $814,217 0.63% 1,569 $27,942 Down ×1
TTEK Tetra Tech, Inc. - Common Stock $766,885 0.60% 26,545 $-48,012 Down ×2
CINF Cincinnati Financial Corporation - Common Stock $740,560 0.58% 4,000 $32,485 Down ×1
Unknown issuer (CUSIP: 438516205) $692,523 0.54% 3,093 Up ×1
PG Procter & Gamble Company (The) Common Stock $689,795 0.54% 4,704 $10,349
Unknown issuer (CUSIP: 43849R105) $683,800 0.53% 3,093 Up ×1
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF $673,633 0.52% 6,985 $17,532
ENS EnerSys Common Stock $661,711 0.51% 2,830 $170,083
NVDA NVIDIA Corporation - Common Stock $651,293 0.51% 3,255 $83,621
CVX Chevron Corporation Common Stock $638,176 0.50% 3,850 $-171,838 Down ×2
PGR Progressive Corporation (The) Common Stock $632,413 0.49% 2,895 $58,508
JPST $609,722 0.47% 12,057 $-198,621 Down ×2
RIO Rio Tinto Plc Common Stock $557,714 0.43% 5,875 $9,635
INVH Invitation Homes Inc. Common Stock $534,052 0.42% 17,678 $94,754
ENPH Enphase Energy, Inc. - Common Stock $526,129 0.41% 10,685 $110,786 Down ×1
FCX Freeport-McMoRan, Inc. Common Stock $501,359 0.39% 7,972 $32,765
CMG Chipotle Mexican Grill, Inc. Common Stock $474,504 0.37% 13,956 $27,772
IWM $465,761 0.36% 1,550 $76,349 Down ×1
SO Southern Company (The) Common Stock $461,705 0.36% 4,824 $-30,450 Down ×1
AGG $455,407 0.35% 4,601 $-1,334
HL Hecla Mining Company Common Stock $432,040 0.34% 28,000 $-89,600
APD Air Products and Chemicals, Inc. Common Stock $400,777 0.31% 1,367 $-680 Down ×1
DUK Duke Energy Corporation (Holding Company) Common Stock $398,474 0.31% 3,148 $-19,617 Down ×1
J Jacobs Solutions Inc. Common Stock $394,506 0.31% 3,131 $-4,008
AVGO Broadcom Inc. - Common Stock $385,305 0.30% 1,020 $69,605
TM Toyota Motor Corporation Common Stock $383,661 0.30% 2,278 $-91,995 Down ×1
AMGN Amgen Inc. - Common Stock $369,000 0.29% 1,019 $10,465
ALB Albemarle Corporation Common Stock $367,552 0.29% 2,722 $-159,728 Down ×1
SRE DBA Sempra Common Stock $363,145 0.28% 3,917 $-24,272 Down ×1
Unknown issuer (CUSIP: 15675D103) $355,810 0.28% 1,610 Up ×1
SHLS Shoals Technologies Group, Inc. - Class A Common Stock $353,925 0.28% 35,750 $118,690
CEG Constellation Energy Corporation - Common Stock When-Issued $353,182 0.27% 1,422 $-53,127 Down ×1
XIFR XPLR Infrastructure, LP Common Units representing limited partner interests $347,568 0.27% 29,430 $35,021
RUN Sunrun Inc. - Common Stock $325,134 0.25% 24,300 $-19,290 Down ×1
EXC Exelon Corporation - Common Stock $321,631 0.25% 6,899 $-21,460 Down ×1
NVO Novo Nordisk A/S Common Stock $316,883 0.25% 6,610 $73,965
FROG JFrog Ltd. - Ordinary shares $309,174 0.24% 3,402
ORA Ormat Technologies, Inc. Common Stock $302,851 0.24% 2,781 $-11,756 Down ×1
AES The AES Corporation Common Stock $293,200 0.23% 20,000 $11,400
KAT Scharf ETF $289,113 0.22% 5,348 $2,487
COP ConocoPhillips Common Stock $285,370 0.22% 2,745 $-76,970
INTC Intel Corporation - Common Stock $280,656 0.22% 2,010 Up ×1
ZTS Zoetis Inc. Class A Common Stock $274,218 0.21% 3,816 $-176,871
PEP PepsiCo, Inc. - Common Stock $260,510 0.20% 1,924 $-38,268
AMAT Applied Materials, Inc. - Common Stock $257,388 0.20% 356 Up ×1
NXT Nextpower Inc. - Class A Common Stock $251,862 0.20% 2,114 $-17,567 Down ×1
IYH $242,241 0.19% 3,615 $19,412
BEPC Brookfield Renewable Corporation Brookfield Renewable Corporation Class A Subordinate Voting Shares $239,350 0.19% 6,448 $-20,461 Down ×1
VYM $236,255 0.18% 1,495 $14,845
SHEL Shell PLC American Depositary Shares (each representing two (2) Ordinary Shares) $231,302 0.18% 2,983 $-56,347 Down ×1
AMZN Amazon.com, Inc. - Common Stock $226,423 0.18% 950
RPM RPM International Inc. Common Stock $210,740 0.16% 1,896 Up ×1
HASI HA Sustainable Infrastructure Capital, Inc. Common Stock $203,021 0.16% 5,199 Up ×1
NRGV Energy Vault Holdings, Inc. Common Stock $178,980 0.14% 38,000 Up ×1

Biggest new bets

New positions opened this quarter, largest first.

Security Value Shares % of portfolio
IBM $864,721 3,075 0.67%
Unknown issuer (CUSIP: 438516205) $692,523 3,093 0.54%
Unknown issuer (CUSIP: 43849R105) $683,800 3,093 0.53%
Unknown issuer (CUSIP: 15675D103) $355,810 1,610 0.28%
FROG $309,174 3,402 0.24%
INTC $280,656 2,010 0.22%
AMAT $257,388 356 0.20%
AMZN $226,423 950 0.18%
RPM $210,740 1,896 0.16%
HASI $203,021 5,199 0.16%
NRGV $178,980 38,000 0.14%

Top movers (QoQ)

Security Action Shares Δ Value Δ
VTI Trimmed -1K +$2.4M
VGT Bought more +63K +$2.3M
FLEX Trimmed -700 +$1.2M
AEM Trimmed -805 -$1.1M
IAU Trimmed -1K -$862K
NEM Trimmed -1K -$851K
GOOGL Price move only +0 +$820K
BE Trimmed -3K +$724K
NEE Bought more +9K +$719K
CMI Trimmed -105 +$620K

Exited positions

Includes corporate events (mergers, delistings) — not all exits are sells

Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.

SecurityQuarter Shares before Value before Price since exit
HON June 30, 2026 6,317 $1,427,832 -1.9%
XOM June 30, 2026 1,394 $236,506 21.7%
FROG March 31, 2026 3,637 $227,167 84.4%
AXP March 31, 2026 600 $221,970 10.8%
AMZN March 31, 2026 950 $219,279 23.8%