Rudd International, Inc.
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2020, never from the firm's own description.
Closest benchmark: the Dow Jones Industrial Average as of 2020-07-31, active share 74.4%; sector active share 43.6% against the combined 13F book's sector weights.
Over time 2 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
71 tracked positions · as of Jun 30, 2020 · Δ vs Mar 31, 2020Portfolio Trend
Sector Breakdown
As of Jun 30, 2020| Sector | % Portfolio | Value |
|---|---|---|
| Consumer Defensive | 22.5% | $39,458,500 |
| Technology | 18.6% | $32,599,911 |
| Industrials | 14.6% | $25,613,247 |
| Healthcare | 9.6% | $16,843,314 |
| Consumer Cyclical | 8.2% | $14,328,311 |
| Real Estate | 7.2% | $12,566,813 |
| Basic Materials | 5.9% | $10,297,194 |
| Communication Services | 5.7% | $10,100,281 |
| Utilities | 4.1% | $7,261,886 |
| Financial Services | 1.8% | $3,093,835 |
| Unclassified | 1.6% | $2,854,810 |
| Energy | 0.4% | $663,195 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NNN | Nnn REIT, Inc. | +6,181 | 89,166 | $3,163,609 | |
| — | +5,095 | 34,398 | $1,458,000 | ||
| T | At&T Inc. | +4,559 | 123,103 | $3,721,399 | |
| O | Realty Income Corp | +3,214 | 63,565 | $3,782,114 | |
| VZ | Verizon Communications Inc | +3,092 | 68,589 | $3,781,311 | |
| HAS | Hasbro, Inc. | +2,482 | 44,735 | $3,352,888 | |
| TTC | Toro Co | +2,472 | 48,469 | $3,215,433 | |
| CL | Colgate Palmolive Co | +1,991 | 51,845 | $3,798,164 | |
| DUK | Duke Energy CORP | +1,909 | 42,475 | $3,393,327 | |
| LOW | Lowes Companies Inc | +1,556 | 26,212 | $3,541,765 | |
| NKE | NIKE, Inc. | +1,511 | 43,213 | $4,237,034 | |
| SJM | J M SMUCKER Co | +1,399 | 27,017 | $2,858,668 | |
| SWK | Stanley Black & Decker, Inc. | +1,357 | 19,551 | $2,725,018 | |
| CHD | Church & Dwight Co Inc | +1,235 | 75,173 | $5,810,872 | |
| GD | General Dynamics Corp | +1,191 | 17,014 | $2,542,912 | |
| MMM | 3M Co | +1,118 | 19,993 | $3,118,707 | |
| NEE | Nextera Energy Inc | +1,072 | 9,814 | $2,357,028 | |
| WMT | Walmart Inc. | +1,033 | 36,494 | $4,371,254 | |
| KMB | Kimberly Clark Corp | +986 | 28,885 | $4,082,894 | |
| ADP | Automatic Data Processing Inc | +953 | 22,402 | $3,335,433 | |
| DLR | Digital Realty Trust, Inc. | +871 | 34,637 | $4,922,264 | |
| ADI | Analog Devices Inc | +841 | 47,513 | $5,826,994 | |
| SYK | Stryker Corp | +840 | 19,353 | $3,487,217 | |
| ECL | Ecolab Inc. | +748 | 20,058 | $3,990,539 | |
| ABT | Abbott Laboratories | +741 | 70,960 | $6,487,872 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AAPL | Apple Inc. | −30,143 | 3,472 | $1,266,585 | |
| INTC | Intel Corp | −8,797 | 101,384 | $6,065,804 | |
| MSFT | Microsoft Corp | −2,978 | 40,018 | $8,144,063 | |
| SO | Southern Co | −1,038 | 29,152 | $1,511,531 | |
| JPM | Jpmorgan Chase & Co | −619 | 2,464 | $231,763 | |
| NHI | National Health Investors Inc | −540 | 11,509 | $698,826 | |
| BAX | Baxter International Inc | −297 | 2,438 | $209,911 | |
| XOM | ExxonMobil Holdings Corp | −55 | 6,314 | $282,362 | |
| META | Meta Platforms, Inc. | −54 | 3,119 | $708,231 | |
| MRK | Merck & Co., Inc. | −23 | 3,665 | $283,414 | |
| SHOP | Shopify Inc. | −12 | 1,810 | $1,718,052 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| RTX | RTX Corp | 71,177 | $4,385,926 | |
| WST | West Pharmaceutical Services Inc | 1,180 | $268,060 | |
| UNP | Union Pacific Corp | 1,498 | $253,266 | |
| TXN | Texas Instruments Inc | 1,888 | $239,719 | |
| — | 9,695 | $230,000 | ||
| LLY | ELI LILLY & Co | 1,370 | $224,926 | |
| PYPL | PayPal Holdings, Inc. | 1,257 | $219,007 | |
| VIG | Vanguard Specialized Funds | 1,834 | $214,908 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| — | 17,698 | $2,313,000 | ||
| CSX | Csx Corp | 6,715 | $384,769 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
Reduced | 40,018 | $8,144,063 | 4.64% | |
| ABT |
Abbott Laboratories
Healthcare
|
Added | 70,960 | $6,487,872 | 3.69% | |
| SHW |
Sherwin Williams Co
Basic Materials
|
Added | 10,914 | $6,306,655 | 3.59% | |
| INTC |
Intel Corp
Technology
|
Reduced | 101,384 | $6,065,804 | 3.45% | |
| ADI |
Analog Devices Inc
Technology
|
Added | 47,513 | $5,826,994 | 3.32% | |
| CHD |
Church & Dwight Co Inc
Consumer Defensive
|
Added | 75,173 | $5,810,872 | 3.31% | |
| MCHP |
Microchip Technology Inc
Technology
|
Added | 53,812 | $5,666,941 | 3.23% | |
| ITW |
Illinois Tool Works Inc
Industrials
|
Added | 29,550 | $5,166,817 | 2.94% | |
| CLX |
Clorox Co
Consumer Defensive
|
Added | 22,593 | $4,956,226 | 2.82% | |
| DLR |
Digital Realty Trust, Inc.
Real Estate
|
Added | 34,637 | $4,922,264 | 2.80% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 34,688 | $4,878,173 | 2.78% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 40,159 | $4,801,811 | 2.73% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Added | 33,781 | $4,467,875 | 2.54% | |
| RTX |
RTX Corp
Industrials
|
NEW | 71,177 | $4,385,926 | 2.50% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 36,494 | $4,371,254 | 2.49% | |
| COST |
Costco Wholesale Corp
Consumer Defensive
|
Added | 14,217 | $4,310,736 | 2.45% | |
| NKE |
NIKE, Inc.
Consumer Cyclical
|
Added | 43,213 | $4,237,034 | 2.41% | |
| KMB |
Kimberly Clark Corp
Consumer Defensive
|
Added | 28,885 | $4,082,894 | 2.32% | |
| ECL |
Ecolab Inc.
Basic Materials
|
Added | 20,058 | $3,990,539 | 2.27% | |
| CL |
Colgate Palmolive Co
Consumer Defensive
|
Added | 51,845 | $3,798,164 | 2.16% | |
| O |
Realty Income Corp
Real Estate
|
Added | 63,565 | $3,782,114 | 2.15% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Added | 68,589 | $3,781,311 | 2.15% | |
| T |
At&T Inc.
Communication Services
|
Added | 123,103 | $3,721,399 | 2.12% | |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
Added | 26,212 | $3,541,765 | 2.02% | |
| LMT |
Lockheed Martin Corp
Industrials
|
Added | 9,646 | $3,520,018 | 2.00% | |
| SYK |
Stryker Corp
Healthcare
|
Added | 19,353 | $3,487,217 | 1.98% | |
| DUK |
Duke Energy CORP
Utilities
|
Added | 42,475 | $3,393,327 | 1.93% | |
| HAS |
Hasbro, Inc.
Consumer Cyclical
|
Added | 44,735 | $3,352,888 | 1.91% | |
| ADP |
Automatic Data Processing Inc
Technology
|
Added | 22,402 | $3,335,433 | 1.90% | |
| TTC |
Toro Co
Industrials
|
Added | 48,469 | $3,215,433 | 1.83% | |
| NNN |
Nnn REIT, Inc.
Real Estate
|
Added | 89,166 | $3,163,609 | 1.80% | |
| MMM |
3M Co
Industrials
|
Added | 19,993 | $3,118,707 | 1.78% | |
| SJM |
J M SMUCKER Co
Consumer Defensive
|
Added | 27,017 | $2,858,668 | 1.63% | |
| SWK |
Stanley Black & Decker, Inc.
Industrials
|
Added | 19,551 | $2,725,018 | 1.55% | |
| GD |
General Dynamics Corp
Industrials
|
Added | 17,014 | $2,542,912 | 1.45% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Added | 12,146 | $2,400,292 | 1.37% | |
| NEE |
Nextera Energy Inc
Utilities
|
Added | 9,814 | $2,357,028 | 1.34% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 817 | $2,253,955 | 1.28% | |
| SHOP |
Shopify Inc.
Technology
|
Reduced | 1,810 | $1,718,052 | 0.98% | |
| SO |
Southern Co
Utilities
|
Reduced | 29,152 | $1,511,531 | 0.86% | |
|
|
Added | 34,398 | $1,458,000 | 0.83% | ||
| AAPL |
Apple Inc.
Technology
|
Reduced | 3,472 | $1,266,585 | 0.72% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 800 | $1,134,440 | 0.65% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 3,763 | $942,669 | 0.54% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 3,119 | $708,231 | 0.40% | |
| NHI |
National Health Investors Inc
Real Estate
|
Reduced | 11,509 | $698,826 | 0.40% | |
| NOC |
Northrop Grumman Corp
Industrials
|
Added | 1,563 | $480,528 | 0.27% | |
| TTWO |
Take Two Interactive Software Inc
Communication Services
|
Added | 2,940 | $410,335 | 0.23% | |
| CVX |
Chevron Corp
Energy
|
Added | 4,268 | $380,833 | 0.22% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Added | 1,262 | $372,226 | 0.21% |
Showing the top 50 of 71 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.