Ruggaard & Associates LLC

Position in SM — SM Energy Co

CIK 1971230 HUDSON, OH

Position in SM

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$224,721

-$37,502 QoQ

Shares Held

8,610

+2.4% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#334

of 493 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Ruggaard & Associates LLC holds $2,468,838 across 5 Oil & Gas E&P names. SM ranks #4 (9.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COP	Conocophillips	12,827	$1,333,494
2	CNQ	CANADIAN NATURAL RESOURCES Ltd	12,567	$496,396
3	KRP	Kimbell Royalty Partners, LP	16,665	$242,142
4	SM	SM Energy Co This page	8,610	$224,721
5	SD	Sandridge Energy Inc	12,561	$172,085

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$224,721	8,610	+2.4%	Shares	Sole	2026-08-17
2026-03-31	$262,223	8,410	—	Shares	Sole	2026-05-26
No filing history on record for this holder in this stock.