Rudd Co d/b/a Styre Wealth
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Not measured yet. Quarters are measured from the first covered 13F quarter, once each filing window closes.
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
75 tracked positions · as of Sep 30, 2026Sector Breakdown
As of Sep 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 27.8% | $27,508,996 |
| Technology | 15.6% | $15,409,916 |
| Healthcare | 12.0% | $11,827,536 |
| Consumer Defensive | 9.9% | $9,778,074 |
| Financial Services | 9.4% | $9,293,344 |
| Industrials | 6.5% | $6,435,344 |
| Communication Services | 5.0% | $4,934,206 |
| Consumer Cyclical | 4.7% | $4,675,590 |
| Energy | 4.6% | $4,588,354 |
| Basic Materials | 3.0% | $3,006,345 |
| Utilities | 1.5% | $1,470,898 |
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| IJR |
iShares Core S&P Small-Cap ETF
|
First | 32,730 | $4,452,589 | 4.50% | |
| EFG |
iShares MSCI EAFE Growth ETF
|
First | 34,031 | $4,077,934 | 4.12% | |
| SPY |
Spdr S&P 500 ETF Trust
|
First | 2,974 | $2,268,061 | 2.29% | |
| EEM |
iShares MSCI Emerging Markets ETF
|
First | 32,749 | $2,187,305 | 2.21% | |
| NVO |
Novo Nordisk A S
Healthcare
|
First | 55,848 | $2,117,197 | 2.14% | |
| VCSH |
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND
|
First | 25,762 | $1,990,114 | 2.01% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
First | 4,300 | $1,961,617 | 1.98% | |
| QQQE |
Direxion NASDAQ-100 Equal Weighted Index Shares
|
First | 16,319 | $1,960,075 | 1.98% | |
| SHV |
iShares 0-1 Year Treasury Bond ETF
|
First | 17,394 | $1,918,906 | 1.94% | |
| ACN |
Accenture plc
Technology
|
First | 10,407 | $1,908,331 | 1.93% | |
| BP |
Bp PLC
Energy
|
First | 43,368 | $1,907,758 | 1.93% | |
| META |
Meta Platforms, Inc.
Communication Services
|
First | 2,605 | $1,889,093 | 1.91% | |
| CHKP |
Check Point Software Technologies Ltd
Technology
|
First | 14,632 | $1,878,017 | 1.90% | |
| MDT |
Medtronic plc
Healthcare
|
First | 21,078 | $1,818,820 | 1.84% | |
| EFA |
iShares MSCI EAFE ETF
|
First | 17,217 | $1,788,674 | 1.81% | |
| CRM |
Salesforce, Inc.
Technology
|
First | 7,577 | $1,739,451 | 1.76% | |
| BF-A |
Brown Forman Corp
Consumer Defensive
|
First | 64,101 | $1,719,829 | 1.74% | |
| MSFT |
Microsoft Corp
Technology
|
First | 3,306 | $1,695,647 | 1.71% | |
| GOOG |
Alphabet Inc.
Communication Services
|
First | 4,972 | $1,694,159 | 1.71% | |
| ASML |
Asml Holding NV
Technology
|
First | 929 | $1,683,041 | 1.70% | |
| JNJ |
Johnson & Johnson
Healthcare
|
First | 6,256 | $1,656,213 | 1.67% | |
| PFE |
Pfizer Inc
Healthcare
|
First | 57,185 | $1,630,916 | 1.65% | |
| GRMN |
Garmin Ltd
Technology
|
First | 5,674 | $1,627,530 | 1.65% | |
| KO |
Coca Cola Co
Consumer Defensive
|
First | 18,888 | $1,625,879 | 1.64% | |
| ADBE |
Adobe Inc.
Technology
|
First | 6,701 | $1,607,837 | 1.63% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
First | 10,532 | $1,530,088 | 1.55% | |
| NEM |
NEWMONT Corp
Basic Materials
|
First | 13,139 | $1,515,452 | 1.53% | |
| BHP |
BHP Group Ltd
Basic Materials
|
First | 17,573 | $1,490,893 | 1.51% | |
| RY |
Royal Bank Of Canada
Financial Services
|
First | 7,539 | $1,482,092 | 1.50% | |
| CVX |
Chevron Corp
Energy
|
First | 7,245 | $1,479,501 | 1.50% | |
| CFR |
Cullen/Frost Bankers, Inc.
Financial Services
|
First | 9,673 | $1,476,776 | 1.49% | |
| AEP |
American Electric Power Co Inc
Utilities
|
First | 12,398 | $1,470,898 | 1.49% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
First | 6,364 | $1,469,702 | 1.49% | |
| ZTS |
Zoetis Inc.
Healthcare
|
First | 21,024 | $1,468,105 | 1.48% | |
| V |
Visa Inc.
Financial Services
|
First | 3,982 | $1,430,852 | 1.45% | |
| BAH |
Booz Allen Hamilton Holding Corp
Industrials
|
First | 20,544 | $1,426,164 | 1.44% | |
| LMT |
Lockheed Martin Corp
Industrials
|
First | 2,794 | $1,422,844 | 1.44% | |
| DPZ |
Dominos Pizza Inc
Consumer Cyclical
|
First | 4,666 | $1,397,980 | 1.41% | |
| CB |
Chubb Ltd
Financial Services
|
First | 4,199 | $1,365,724 | 1.38% | |
| HSY |
Hershey Co
Consumer Defensive
|
First | 8,615 | $1,357,810 | 1.37% | |
| TMUS |
T-Mobile US, Inc.
Communication Services
|
First | 8,284 | $1,350,954 | 1.37% | |
| UNP |
Union Pacific Corp
Industrials
|
First | 4,809 | $1,308,673 | 1.32% | |
| FSLR |
First Solar, Inc.
Technology
|
First | 7,470 | $1,308,445 | 1.32% | |
| MCK |
Mckesson Corp
Healthcare
|
First | 1,477 | $1,261,077 | 1.27% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
First | 9,877 | $1,251,613 | 1.27% | |
| BNY |
Bank of New York Mellon Corp
Financial Services
|
First | 8,572 | $1,239,768 | 1.25% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
First | 7,380 | $1,201,095 | 1.21% | |
| STZ |
Constellation Brands, Inc.
Consumer Defensive
|
First | 10,422 | $1,178,311 | 1.19% | |
| LHX |
L3harris Technologies, Inc.
Industrials
|
First | 4,957 | $1,173,718 | 1.19% | |
| SLRC |
SLR Investment Corp.
Financial Services
|
First | 99,151 | $1,149,160 | 1.16% |
Showing the top 50 of 75 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.