Ridge Creek Global, Inc
Registered adviserRegulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
| Rosters | Regulatory AUM | Main clients |
|---|---|---|
| Apr 2026 to Nov 2026 | $254,777,351 | Individuals and high net worth (87%) |
| Mar 2025 to Mar 2026 | $223,475,366 | Individuals and high net worth (88%) |
| Apr 2024 to Feb 2025 | $202,019,355 | Individuals and high net worth (88%) |
| May 2023 to Mar 2024 | $242,484,104 | Individuals and high net worth (81%) |
| Apr 2023 | $242,484,104 | Individuals and high net worth (81%) |
| Apr 2022 to Mar 2023 | $314,413,847 | Individuals and high net worth (83%) |
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: every 13F filer's combined book, active share 75.3%; sector active share 45.0% against the combined 13F book's sector weights.
Over time 3 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
94 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 43.5% | $55,980,730 |
| Industrials | 14.6% | $18,821,107 |
| Technology | 12.8% | $16,397,526 |
| Basic Materials | 10.1% | $12,931,230 |
| Communication Services | 5.0% | $6,386,534 |
| Financial Services | 3.7% | $4,701,898 |
| Utilities | 3.5% | $4,531,941 |
| Healthcare | 2.5% | $3,203,575 |
| Consumer Cyclical | 2.3% | $2,951,025 |
| Energy | 0.9% | $1,154,847 |
| Consumer Defensive | 0.7% | $950,303 |
| Real Estate | 0.4% | $534,052 |
Last Quarter's Activity
Export CSVTrimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| JPST | JPMorgan Ultra-Short Income ETF | −3,915 | 12,057 | $609,722 | |
| HON | Honeywell International Inc | −3,224 | 3,093 | $692,522 | |
| BE | Bloom Energy Corp | −3,155 | 6,888 | $2,084,997 | |
| AMTM | Amentum Holdings, Inc. | −2,130 | 68,418 | $1,414,200 | |
| AAPL | Apple Inc. | −1,440 | 12,794 | $3,702,071 | |
| NEM | NEWMONT Corp | −1,432 | 46,843 | $4,375,136 | |
| IAU | Ishares Gold Trust | −1,336 | 58,855 | $4,444,141 | |
| VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND | −1,209 | 56,261 | $20,818,820 | |
| RUN | Sunrun Inc. | −1,100 | 24,300 | $325,134 | |
| EFA | iShares MSCI EAFE ETF | −850 | 39,515 | $4,104,818 | |
| AEM | Agnico Eagle Mines Ltd | −805 | 20,012 | $3,104,461 | |
| FXF | Invesco CurrencyShares Swiss Franc Trust | −747 | 20,736 | $2,261,260 | |
| FLEX | Flex Ltd. | −700 | 12,560 | $2,035,599 | |
| IGSB | iShares 1-5 Year Investment Grade Corporate Bond ETF | −680 | 31,589 | $1,655,579 | |
| EEM | iShares MSCI Emerging Markets ETF | −515 | 19,269 | $1,318,192 | |
| TTEK | Tetra Tech Inc | −510 | 26,545 | $766,885 | |
| CINF | Cincinnati Financial Corp | −500 | 4,000 | $740,560 | |
| FSLR | First Solar, Inc. | −400 | 3,962 | $934,873 | |
| MSFT | Microsoft Corp | −345 | 10,169 | $3,793,240 | |
| DIS | Walt Disney Co | −340 | 12,037 | $1,158,561 | |
| ALC | Alcon Inc | −330 | 14,901 | $999,857 | |
| RTX | RTX Corp | −300 | 11,320 | $2,147,743 | |
| ENPH | Enphase Energy, Inc. | −300 | 10,685 | $526,129 | |
| SO | Southern Co | −275 | 4,824 | $461,705 | |
| PWR | Quanta Services, Inc. | −250 | 3,550 | $2,556,142 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| IBM | International Business Machines Corp | 3,075 | $864,720 | |
| HONA | Honeywell Aerospace Inc. | 3,093 | $683,800 | |
| CBRS | Cerebras Systems Inc. | 1,610 | $355,810 | |
| FROG | JFrog Ltd | 3,402 | $309,173 | |
| INTC | Intel Corp | 2,010 | $280,656 | |
| AMAT | Applied Materials Inc | 356 | $257,388 | |
| AMZN | Amazon Com Inc | 950 | $226,423 | |
| RPM | Rpm International Inc | 1,896 | $210,740 | |
| HASI | HA Sustainable Infrastructure Capital, Inc. | 5,199 | $203,020 | |
| NRGV | Energy Vault Holdings, Inc. | 38,000 | $178,980 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| XOM | ExxonMobil Holdings Corp | 1,394 | $236,506 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| VTI |
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
Reduced | 56,261 | $20,818,820 | 16.20% | |
| VGT |
VANGUARD INFORMATION TECHNOLOGY INDEX FUND
|
Added | 71,453 | $8,540,062 | 6.64% | |
| IAU |
Ishares Gold Trust
|
Reduced | 58,855 | $4,444,141 | 3.46% | |
| NEM |
NEWMONT Corp
Basic Materials
|
Reduced | 46,843 | $4,375,136 | 3.40% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Held | 11,745 | $4,197,310 | 3.27% | |
| EFA |
iShares MSCI EAFE ETF
|
Reduced | 39,515 | $4,104,818 | 3.19% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 10,169 | $3,793,240 | 2.95% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 12,794 | $3,702,071 | 2.88% | |
| ETN |
Eaton Corp plc
Industrials
|
Held | 8,179 | $3,485,235 | 2.71% | |
| AEM |
Agnico Eagle Mines Ltd
Basic Materials
|
Reduced | 20,012 | $3,104,461 | 2.42% | |
| CMI |
Cummins Inc
Industrials
|
Reduced | 3,864 | $2,755,843 | 2.14% | |
| PWR |
Quanta Services, Inc.
Industrials
|
Reduced | 3,550 | $2,556,142 | 1.99% | |
| FXF |
Invesco CurrencyShares Swiss Franc Trust
|
Reduced | 20,736 | $2,261,260 | 1.76% | |
| RTX |
RTX Corp
Industrials
|
Reduced | 11,320 | $2,147,743 | 1.67% | |
| BE |
Bloom Energy Corp
Industrials
|
Reduced | 6,888 | $2,084,997 | 1.62% | |
| FLEX |
Flex Ltd.
Technology
|
Reduced | 12,560 | $2,035,599 | 1.58% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Held | 5,890 | $1,927,973 | 1.50% | |
| HLT |
Hilton Worldwide Holdings Inc.
Consumer Cyclical
|
Reduced | 5,648 | $1,866,438 | 1.45% | |
| EZM |
WisdomTree U.S. MidCap Fund
|
Reduced | 22,676 | $1,718,387 | 1.34% | |
|
|
Reduced | 6,760 | $1,664,379 | 1.29% | ||
| IGSB |
iShares 1-5 Year Investment Grade Corporate Bond ETF
|
Reduced | 31,589 | $1,655,579 | 1.29% | |
| DGRW |
WisdomTree U.S. Quality Dividend Growth Fund
|
Held | 16,960 | $1,621,715 | 1.26% | |
| IYJ |
iShares U.S. Industrials ETF
|
Held | 8,889 | $1,481,351 | 1.15% | |
| NEE |
Nextera Energy Inc
Utilities
|
Added | 16,530 | $1,450,838 | 1.13% | |
| AMTM |
Amentum Holdings, Inc.
Industrials
|
Reduced | 68,418 | $1,414,200 | 1.10% | |
| ADP |
Automatic Data Processing Inc
Technology
|
Reduced | 6,119 | $1,370,350 | 1.07% | |
| VIG |
Vanguard Specialized Funds
|
Reduced | 5,625 | $1,330,987 | 1.04% | |
| EEM |
iShares MSCI Emerging Markets ETF
|
Reduced | 19,269 | $1,318,192 | 1.03% | |
| SYK |
Stryker Corp
Healthcare
|
Held | 3,950 | $1,243,618 | 0.97% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 2,394 | $1,197,933 | 0.93% | |
| SHW |
Sherwin Williams Co
Basic Materials
|
Reduced | 3,475 | $1,196,512 | 0.93% | |
| DIS |
Walt Disney Co
Communication Services
|
Reduced | 12,037 | $1,158,561 | 0.90% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 1,543 | $1,152,266 | 0.90% | |
| GOOG |
Alphabet Inc.
Communication Services
|
Held | 2,917 | $1,030,663 | 0.80% | |
| ALC |
Alcon Inc
Healthcare
|
Reduced | 14,901 | $999,857 | 0.78% | |
| MTZ |
Mastec Inc
Industrials
|
Held | 2,400 | $998,544 | 0.78% | |
| HBM |
Hudbay Minerals Inc.
Basic Materials
|
Held | 41,115 | $970,725 | 0.76% | |
| FSLR |
First Solar, Inc.
Technology
|
Reduced | 3,962 | $934,873 | 0.73% | |
| IDU |
iShares U.S. Utilities ETF
|
Held | 7,824 | $896,708 | 0.70% | |
| IBM |
International Business Machines Corp
Technology
|
NEW | 3,075 | $864,720 | 0.67% | |
| LIN |
Linde PLC
Basic Materials
|
Reduced | 1,569 | $814,216 | 0.63% | |
| TTEK |
Tetra Tech Inc
Industrials
|
Reduced | 26,545 | $766,885 | 0.60% | |
| CINF |
Cincinnati Financial Corp
Financial Services
|
Reduced | 4,000 | $740,560 | 0.58% | |
| HON |
Honeywell International Inc
Industrials
|
Reduced | 3,093 | $692,522 | 0.54% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Held | 4,704 | $689,794 | 0.54% | |
| HONA |
Honeywell Aerospace Inc.
Industrials
|
NEW | 3,093 | $683,800 | 0.53% | |
| EMB |
iShares J.P. Morgan USD Emerging Markets Bond ETF
|
Held | 6,985 | $673,633 | 0.52% | |
| ENS |
EnerSys
Industrials
|
Held | 2,830 | $661,710 | 0.51% | |
| NVDA |
Nvidia Corp
Technology
|
Held | 3,255 | $651,292 | 0.51% | |
| CVX |
Chevron Corp
Energy
|
Reduced | 3,850 | $638,176 | 0.50% |
Showing the top 50 of 94 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.