Rudd Co d/b/a Styre Wealth — 13F Holdings & Portfolio
CIK 2162587 · latest 13F-HR filed 2026-10-29
Rudd Co d/b/a Styre Wealth manages $102.5M in 13F-reported U.S. long-equity assets across 75 reported positions as of its 2026-09-30 13F-HR filing. Its largest disclosed positions are IJR (4.34%), EFG (3.93%), ACN (2.40%).
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.
Long-equity book
Distinct positions
Filed 2026-10-29
no prior filing cached
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
Portfolio map
Q3 26Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.
Sector mix
% of 13F valueSectors from each company's SIC code; funds and ETFs grouped separately.
Biggest buys and sells
Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.
13F assets and positions
1 quartersTotal reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.
Top positions over time
reported valueThe eight largest current positions, valued at each quarter end.
Concentration
top 10 = 24.9%Cumulative share of the portfolio held in the largest N positions.
| Name | Title / Status | Ownership | Type |
|---|
Rudd Co d/b/a Styre Wealth Holdings (2026-09-30)
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 | ISHARES TR | IJR | 464287804 | $4.4M | 4.34% | 32,730 | SH |
| 2 | ISHARES TR | EFG | 464288885 | $4.0M | 3.93% | 34,031 | SH |
| 3 | ACCENTURE PLC IRELAND | ACN | G1151C101 | $2.5M | 2.40% | 10,407 | SH |
| 4 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $2.3M | 2.22% | 2,974 | SH |
| 5 | NOVO-NORDISK A S | NVO | 670100205 | $2.1M | 2.09% | 55,848 | SH |
| 6 | BP PLC | BP | 055622104 | $2.1M | 2.09% | 43,368 | SH |
| 7 | ISHARES TR | EEM | 464287234 | $2.1M | 2.02% | 32,749 | SH |
| 8 | CHECK POINT SOFTWARE TECH LT | CHKP | M22465104 | $2.0M | 1.98% | 14,632 | SH |
| 9 | VANGUARD SCOTTSDALE FDS | VCSH | 92206C409 | $2.0M | 1.94% | 25,762 | SH |
| 10 | MEDTRONIC PLC | MDT | G5960L103 | $2.0M | 1.91% | 21,078 | SH |
| 11 | DIREXION SHARES ETF TRUST | QQQE | 25459Y207 | $1.9M | 1.87% | 16,319 | SH |
| 12 | ISHARES TR | SHV | 464288679 | $1.9M | 1.87% | 17,394 | SH |
| 13 | BROWN FORMAN CORP | BF.A | 115637100 | $1.9M | 1.81% | 64,101 | SH |
| 14 | META PLATFORMS INC | META | 30303M102 | $1.8M | 1.79% | 2,605 | SH |
| 15 | SALESFORCE INC | CRM | 79466L302 | $1.8M | 1.79% | 7,577 | SH |
| 16 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $1.8M | 1.76% | 4,300 | SH |
| 17 | ISHARES TR | EFA | 464287465 | $1.8M | 1.73% | 17,217 | SH |
| 18 | COCA COLA CO | KO | 191216100 | $1.8M | 1.72% | 18,888 | SH |
| 19 | MICROSOFT CORP | MSFT | 594918104 | $1.8M | 1.72% | 3,306 | SH |
| 20 | ALPHABET INC | GOOG | 02079K107 | $1.7M | 1.65% | 4,972 | SH |
| 21 | PFIZER INC | PFE | 717081103 | $1.7M | 1.64% | 57,185 | SH |
| 22 | ZOETIS INC | ZTS | 98978V103 | $1.7M | 1.63% | 21,024 | SH |
| 23 | PROCTER & GAMBLE CO | PG | 742718109 | $1.7M | 1.62% | 10,532 | SH |
| 24 | ADOBE INC | ADBE | 00724F101 | $1.7M | 1.61% | 6,701 | SH |
| 25 | CHEVRON CORPORATION | CVX | 166764100 | $1.6M | 1.59% | 7,245 | SH |
| 26 | GARMIN LTD | GRMN | H2906T109 | $1.6M | 1.58% | 5,674 | SH |
| 27 | VISA INC | V | 92826C839 | $1.6M | 1.56% | 3,982 | SH |
| 28 | JOHNSON & JOHNSON | JNJ | 478160104 | $1.6M | 1.55% | 6,256 | SH |
| 29 | NEWMONT CORP | NEM | 651639106 | $1.6M | 1.51% | 13,139 | SH |
| 30 | AMERICAN ELEC PWR CO INC | AEP | 025537101 | $1.5M | 1.51% | 12,398 | SH |
| 31 | MCDONALDS CORP | MCD | 580135101 | $1.5M | 1.51% | 6,364 | SH |
| 32 | LOCKHEED MARTIN CORP | LMT | 539830109 | $1.5M | 1.49% | 2,794 | SH |
| 33 | ASML HLDG NV | ASML | N07059210 | $1.5M | 1.49% | 929 | SH |
| 34 | BOOZ ALLEN HAMILTON HLDG COR | BAH | 099502106 | $1.5M | 1.48% | 20,544 | SH |
| 35 | CHUBB LIMITED | CB | H1467J104 | $1.5M | 1.46% | 4,199 | SH |
| 36 | MCKESSON CORP | MCK | 58155Q103 | $1.5M | 1.46% | 1,477 | SH |
| 37 | CULLEN FROST BANKERS INC | CFR | 229899109 | $1.5M | 1.45% | 9,673 | SH |
| 38 | ROYAL BK CDA | RY | 780087102 | $1.5M | 1.44% | 7,539 | SH |
| 39 | BHP BILLITON LIMITED | BHP | 088606108 | $1.5M | 1.43% | 17,573 | SH |
| 40 | HERSHEY CO | HSY | 427866108 | $1.4M | 1.40% | 8,615 | SH |
| 41 | DOMINOS PIZZA INC | DPZ | 25754A201 | $1.4M | 1.39% | 4,666 | SH |
| 42 | UNION PAC CORP | UNP | 907818108 | $1.4M | 1.35% | 4,809 | SH |
| 43 | CONSTELLATION BRANDS INC | STZ | 21036P108 | $1.4M | 1.33% | 10,422 | SH |
| 44 | PEPSICO INC | PEP | 713448108 | $1.3M | 1.29% | 9,877 | SH |
| 45 | EXXONMOBIL HOLDINGS CORP | XOM | 30233Q108 | $1.3M | 1.28% | 7,380 | SH |
| 46 | T-MOBILE US INC | TMUS | 872590104 | $1.3M | 1.26% | 8,284 | SH |
| 47 | FIRST SOLAR INC | FSLR | 336433107 | $1.3M | 1.25% | 7,470 | SH |
| 48 | ALTRIA GROUP INC | MO | 02209S103 | $1.2M | 1.20% | 16,551 | SH |
| 49 | BANK OF NY MELLON CORP | BNY | 064058100 | $1.2M | 1.19% | 8,572 | SH |
| 50 | L3HARRIS TECHNOLOGIES INC | LHX | 502431109 | $1.2M | 1.18% | 4,957 | SH |
FORT WORTH, TX 76104