Ridge Creek Global, Inc — 13F Holdings & Portfolio

CIK 2111429 · latest 13F-HR filed 2026-08-11

Ridge Creek Global, Inc manages $128.5M in 13F-reported U.S. long-equity assets across 94 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are VTI (16.20%), VGT (6.64%), IAU (3.46%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 11 new positions, exited 2, added to 36, and trimmed 22.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
17520 RIDGE CREEK ROAD
STRONGSVILLE, OH 44136
Phone
(440) 572-5733
Filing Manager
Ridge Creek Global, Inc
STRONGSVILLE, OH
Signatory
Kathleen Chapman
CEO
Loading holdings…
AUM

$128.5M

Long-equity book

Holdings

94

Distinct positions

Period

2026-06-30

Filed 2026-08-11

Q/Q Activity

+11 / −2 / ↑36 / ↓22

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • VANGUARD INDEX FDS$2.4M +12.9%
  • VANGUARD WORLD FD$2.3M +36.8%
  • FLEX LTD$1.2M +134.5%
  • ALPHABET INC$819.9K +24.3%
  • BLOOM ENERGY CORP$724.3K +53.2%
Show all 36 →

Top Trims

  • AGNICO EAGLE MINES LTD-$1.1M -26.5%
  • ISHARES GOLD TR-$862.3K -16.3%
  • NEWMONT CORP-$850.6K -16.3%
  • AMENTUM HOLDINGS INC-$425.7K -23.1%
  • J P MORGAN EXCHANGE TRADED F-$198.6K -24.6%
Show all 22 →

New Positions

  • INTERNATIONAL BUSINESS MACHS$864.7K
  • HONEYWELL INTL INC$692.5K
  • HONEYWELL AEROSPACE INC$683.8K
  • CEREBRAS SYSTEMS INC$355.8K
  • JFROG LTD$309.2K
Show all 11 →

Exited Positions

  • HONEYWELL INTL INC$1.4M
  • EXXON MOBIL CORP$236.5K
Show all 2 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 VANGUARD INDEX FDS VTI 922908769 $20.8M 16.20% 56,261 SH
2 VANGUARD WORLD FD VGT 92204A702 $8.5M 6.64% 71,453 SH
3 ISHARES GOLD TR IAU 464285204 $4.4M 3.46% 58,855 SH
4 NEWMONT CORP NEM 651639106 $4.4M 3.40% 46,843 SH
5 ALPHABET INC GOOGL 02079K305 $4.2M 3.27% 11,745 SH
6 ISHARES TR EFA 464287465 $4.1M 3.19% 39,515 SH
7 MICROSOFT CORP MSFT 594918104 $3.8M 2.95% 10,169 SH
8 APPLE INC AAPL 037833100 $3.7M 2.88% 12,794 SH
9 EATON CORP PLC ETN G29183103 $3.5M 2.71% 8,179 SH
10 AGNICO EAGLE MINES LTD AEM 008474108 $3.1M 2.42% 20,012 SH
11 CUMMINS INC CMI 231021106 $2.8M 2.14% 3,864 SH
12 QUANTA SVCS INC PWR 74762E102 $2.6M 1.99% 3,550 SH
13 INVESCO CURRENCYSHARES SWISS FXF 46138R108 $2.3M 1.76% 20,736 SH
14 RTX CORPORATION RTX 75513E101 $2.1M 1.67% 11,320 SH
15 BLOOM ENERGY CORP BE 093712107 $2.1M 1.62% 6,888 SH
16 FLEX LTD FLEX Y2573F102 $2.0M 1.58% 12,560 SH
17 JPMORGAN CHASE & CO JPM 46625H100 $1.9M 1.50% 5,890 SH
18 HILTON WORLDWIDE HLDGS INC HLT 43300A203 $1.9M 1.45% 5,648 SH
19 WISDOMTREE TR EZM 97717W570 $1.7M 1.34% 22,676 SH
20 VANGUARD INDEX FDS VXF 922908652 $1.7M 1.29% 6,760 SH
21 ISHARES TR IGSB 464288646 $1.7M 1.29% 31,589 SH
22 WISDOMTREE TR DGRW 97717X669 $1.6M 1.26% 16,960 SH
23 ISHARES TR IYJ 464287754 $1.5M 1.15% 8,889 SH
24 NEXTERA ENERGY INC NEE 65339F101 $1.5M 1.13% 16,530 SH
25 AMENTUM HOLDINGS INC AMTM 023939101 $1.4M 1.10% 68,418 SH
26 AUTOMATIC DATA PROCESSING IN ADP 053015103 $1.4M 1.07% 6,119 SH
27 VANGUARD SPECIALIZED FUNDS VIG 921908844 $1.3M 1.04% 5,625 SH
28 ISHARES TR EEM 464287234 $1.3M 1.03% 19,269 SH
29 STRYKER CORPORATION SYK 863667101 $1.2M 0.97% 3,950 SH
30 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $1.2M 0.93% 2,394 SH
31 SHERWIN WILLIAMS CO SHW 824348106 $1.2M 0.93% 3,475 SH
32 DISNEY WALT CO DIS 254687106 $1.2M 0.90% 12,037 SH
33 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $1.2M 0.90% 1,543 SH
34 ALPHABET INC GOOG 02079K107 $1.0M 0.80% 2,917 SH
35 ALCON AG ALC H01301128 $999.9K 0.78% 14,901 SH
36 MASTEC INC MTZ 576323109 $998.5K 0.78% 2,400 SH
37 HUDBAY MINERALS INC HBM 443628102 $970.7K 0.76% 41,115 SH
38 FIRST SOLAR INC FSLR 336433107 $934.9K 0.73% 3,962 SH
39 ISHARES TR IDU 464287697 $896.7K 0.70% 7,824 SH
40 INTERNATIONAL BUSINESS MACHS IBM 459200101 $864.7K 0.67% 3,075 SH
41 LINDE PLC LIN G54950103 $814.2K 0.63% 1,569 SH
42 TETRA TECH INC NEW TTEK 88162G103 $766.9K 0.60% 26,545 SH
43 CINCINNATI FINL CORP CINF 172062101 $740.6K 0.58% 4,000 SH
44 HONEYWELL INTL INC HON 438516205 $692.5K 0.54% 3,093 SH
45 PROCTER & GAMBLE CO PG 742718109 $689.8K 0.54% 4,704 SH
46 HONEYWELL AEROSPACE INC HONA 43849R105 $683.8K 0.53% 3,093 SH
47 ISHARES TR EMB 464288281 $673.6K 0.52% 6,985 SH
48 ENERSYS ENS 29275Y102 $661.7K 0.51% 2,830 SH
49 NVIDIA CORPORATION NVDA 67066G104 $651.3K 0.51% 3,255 SH
50 CHEVRON CORPORATION CVX 166764100 $638.2K 0.50% 3,850 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-11 $128.5M 94 0002111429-26-000006
2026-03-31 2026-05-13 $117.9M 85 0002111429-26-000004
2025-12-31 2026-02-13 $119.2M 86 0002111429-26-000002