Rudd Co d/b/a Styre Wealth
Reported holdings as of Q3 2026, from 1 quarterly filings.
Holdings
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| Security | Ticker | Value | Shares | Weight | Weight change | Held | Change |
|---|---|---|---|---|---|---|---|
| ISHARES TR | IJR | $4.4M | 32,730 | - | new | FIRST | |
| ISHARES TR | EFG | $4.0M | 34,031 | - | new | FIRST | |
| ACCENTURE PLC IRELAND | ACN | $2.5M | 10,407 | - | new | FIRST | |
| STATE STR SPDR S&P 500 ETF T | SPY | $2.3M | 2,974 | - | new | FIRST | |
| NOVO-NORDISK A S | NVO | $2.1M | 55,848 | - | new | FIRST | |
| BP PLC | BP | $2.1M | 43,368 | - | new | FIRST | |
| ISHARES TR | EEM | $2.1M | 32,749 | - | new | FIRST | |
| CHECK POINT SOFTWARE TECH LT | CHKP | $2.0M | 14,632 | - | new | FIRST | |
| VANGUARD SCOTTSDALE FDS | VCSH | $2.0M | 25,762 | - | new | FIRST | |
| MEDTRONIC PLC | MDT | $2.0M | 21,078 | - | new | FIRST | |
| DIREXION SHARES ETF TRUST | QQQE | $1.9M | 16,319 | - | new | FIRST | |
| iShares Tr | SHV | $1.9M | 17,394 | - | new | FIRST | |
| BROWN FORMAN CORP | BFA | $1.9M | 64,101 | - | new | FIRST | |
| META PLATFORMS INC | META | $1.8M | 2,605 | - | new | FIRST | |
| SALESFORCE INC | CRM | $1.8M | 7,577 | - | new | FIRST | |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | $1.8M | 4,300 | - | new | FIRST | |
| ISHARES TR | EFA | $1.8M | 17,217 | - | new | FIRST | |
| COCA COLA CO | KO | $1.8M | 18,888 | - | new | FIRST | |
| MICROSOFT CORP | MSFT | $1.8M | 3,306 | - | new | FIRST | |
| ALPHABET INC | GOOG | $1.7M | 4,972 | - | new | FIRST | |
| PFIZER INC | PFE | $1.7M | 57,185 | - | new | FIRST | |
| ZOETIS INC | ZTS | $1.7M | 21,024 | - | new | FIRST | |
| PROCTER & GAMBLE CO | PG | $1.7M | 10,532 | - | new | FIRST | |
| ADOBE INC | ADBE | $1.7M | 6,701 | - | new | FIRST | |
| CHEVRON CORPORATION | CVX | $1.6M | 7,245 | - | new | FIRST | |
| GARMIN LTD | GRMN | $1.6M | 5,674 | - | new | FIRST | |
| VISA INC | V | $1.6M | 3,982 | - | new | FIRST | |
| JOHNSON & JOHNSON | JNJ | $1.6M | 6,256 | - | new | FIRST | |
| NEWMONT CORP | NEM | $1.6M | 13,139 | - | new | FIRST | |
| AMERICAN ELEC PWR CO INC | AEP | $1.5M | 12,398 | - | new | FIRST | |
| MCDONALDS CORP | MCD | $1.5M | 6,364 | - | new | FIRST | |
| LOCKHEED MARTIN CORP | LMT | $1.5M | 2,794 | - | new | FIRST | |
| ASML HLDG NV | ASML | $1.5M | 929 | - | new | FIRST | |
| BOOZ ALLEN HAMILTON HLDG COR | BAH | $1.5M | 20,544 | - | new | FIRST | |
| CHUBB LIMITED | CB | $1.5M | 4,199 | - | new | FIRST | |
| MCKESSON CORP | MCK | $1.5M | 1,477 | - | new | FIRST | |
| CULLEN FROST BANKERS INC | CFR | $1.5M | 9,673 | - | new | FIRST | |
| ROYAL BK CDA | RY | $1.5M | 7,539 | - | new | FIRST | |
| BHP BILLITON LIMITED | BHP | $1.5M | 17,573 | - | new | FIRST | |
| HERSHEY CO | HSY | $1.4M | 8,615 | - | new | FIRST | |
| Domino's Pizza, Inc. | DPZ | $1.4M | 4,666 | - | new | FIRST | |
| UNION PAC CORP | UNP | $1.4M | 4,809 | - | new | FIRST | |
| CONSTELLATION BRANDS INC | STZ | $1.4M | 10,422 | - | new | FIRST | |
| PEPSICO INC | PEP | $1.3M | 9,877 | - | new | FIRST | |
| EXXONMOBIL HOLDINGS CORP | XOM | $1.3M | 7,380 | - | new | FIRST | |
| T MOBILE US INC | TMUS | $1.3M | 8,284 | - | new | FIRST | |
| FIRST SOLAR INC | FSLR | $1.3M | 7,470 | - | new | FIRST | |
| ALTRIA GROUP INC | MO | $1.2M | 16,551 | - | new | FIRST | |
| BANK OF NY MELLON CORP | BNY | $1.2M | 8,572 | - | new | FIRST | |
| L3HARRIS TECHNOLOGIES INC | LHX | $1.2M | 4,957 | - | new | FIRST | |
| JPMORGAN CHASE & CO | JPM | $1.2M | 3,473 | - | new | FIRST | |
| ISHARES TR | TIP | $1.1M | 10,640 | - | new | FIRST | |
| SLR INVESTMENT CORP | SLRC | $1.1M | 99,151 | - | new | FIRST | |
| ALPS ETF TR | AMLP | $1.1M | 20,761 | - | new | FIRST | |
| BAXTER INTL INC | BAX | $1.1M | 42,723 | - | new | FIRST | |
| J P MORGAN EXCHANGE TRADED F | JCPB | $1.1M | 23,722 | - | new | FIRST | |
| INVESCO QQQ TR | QQQ | $1.1M | 1,465 | - | new | FIRST | |
| TJX COS INC NEW | TJX | $1.0M | 6,817 | - | new | FIRST | |
| PROSHARES TR II | VIXY | $1.0M | 59,001 | - | new | FIRST | |
| GENERAC HLDGS INC | GNRC | $929.0K | 4,806 | - | new | FIRST | |
| INTUITIVE SURGICAL INC | ISRG | $905.3K | 2,090 | - | new | FIRST | |
| STELLANTIS N.V | STLA | $891.4K | 207,787 | - | new | FIRST | |
| ISHARES TR | HYG | $807.9K | 10,516 | - | new | FIRST | |
| VANGUARD WELLINGTON FD | VTES | $482.4K | 4,848 | - | new | FIRST | |
| PROSHARES TR | NOBL | $336.3K | 5,922 | - | new | FIRST | |
| ILLINOIS TOOL WKS INC | ITW | $114.8K | 425 | - | new | FIRST | |
| ISHARES TR | SHY | $113.7K | 1,398 | - | new | FIRST | |
| SPDR SERIES TRUST | SPSM | $99.8K | 1,889 | - | new | FIRST | |
| SPDR SERIES TRUST | BILS | $78.1K | 787 | - | new | FIRST | |
| VANGUARD INTL EQUITY INDEX F | VWO | $55.1K | 950 | - | new | FIRST | |
| ISHARES TR | IGIB | $26.8K | 529 | - | new | FIRST | |
| SPDR SERIES TRUST | SPTL | $22.0K | 907 | - | new | FIRST | |
| SPDR INDEX SHS FDS | SPDW | $21.9K | 445 | - | new | FIRST | |
| SPDR SERIES TRUST | BIL | $17.6K | 192 | - | new | FIRST | |
| ISHARES INC | EMXC | $5.2K | 56 | - | new | FIRST |
By sector
Industry comes from the SIC code on each company's own SEC filings, which is self-reported and sometimes out of date. Derivative exposure is counted with the shares. Securities the SEC assigns no industry - funds, trusts, foreign issues - are shown as not classified rather than dropped.
| Sector | Value | Share |
|---|---|---|
| Software & IT Services | $10.8M | 10.6% |
| Food, Drink & Tobacco | $9.0M | 8.8% |
| Biotech & Pharma | $7.1M | 6.9% |
| Business Services | $5.6M | 5.5% |
| Banks & Lending | $5.3M | 5.2% |
| Autos & Aerospace | $5.3M | 5.1% |
| Energy | $5.1M | 5.0% |
| Semiconductors & Electronics | $4.0M | 3.9% |
| Medical Devices | $3.9M | 3.8% |
| Funds & ETFs | $3.4M | 3.3% |
| Mining & Metals | $3.0M | 2.9% |
| Wholesale & Distribution | $2.9M | 2.8% |
| Other sectors | $12.6M | 12.3% |
| Not classified | $24.5M | 23.9% |
Quarter by quarter
| Quarter | Value | Positions | New | Added | Trimmed | Exited | Top 10 | Days to file |
|---|---|---|---|---|---|---|---|---|
| Q3 2026 | $102.5M | 75 | 0 | 0 | 0 | 0 | 24.9% | 29 |
Rows marked UNVERIFIED ID, PLACEHOLDER ID, TICKER AS ID or NON-CUSIP ID carry an identifier that is not a valid CUSIP. They are shown because the filer reported that money, but treat the security named with caution - hover the chip for what is wrong with it, and see the methodology.
Held counts consecutive filings in which this manager reported the position, and can reach further back than the quarters listed above: the tabs begin at Q4 2018 because earlier coverage is too sparse to describe a market, but tenure is counted over every filing we hold, some reaching to 2007. A position sold and later rebought starts again from one.
Weight change is the shift in this position's share of the whole book, in percentage points. It is the more useful column: when money flows into or out of a broad fund, almost every holding is bought or sold at once, so added and trimmed largely track flows. A weight that rose while the book shrank is a decision. Both compare with the previous quarter this filer reported, not the previous calendar quarter.