Top 50 Rudd CO D B A Styre Wealth Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IJR | ISHARES TR | 4.34% | 32.7K | $4.4M | new | $142.17(-3.19%) | 2026-09-30 | |
| EFG | ISHARES TR | 3.93% | 34.0K | $4.0M | new | $122.13(-68.35%) | 2026-09-30 | |
| ACN | ACCENTURE PLC IRELAND | 2.4% | 10.4K | $2.5M | new | $153.90(+69.26%) | 2026-09-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 2.22% | 3.0K | $2.3M | new | $754.70(-2.57%) | 2026-09-30 | |
| NVO | NOVO-NORDISK A S | 2.09% | 55.8K | $2.1M | new | $42.92(-6.09%) | 2026-09-30 | |
| BP | BP PLC | 2.09% | 43.4K | $2.1M | new | $40.47(+10.03%) | 2026-09-30 | |
| EEM | ISHARES TR | 2.02% | 32.7K | $2.1M | new | $67.60(-12.23%) | 2026-09-30 | |
| CHKP | CHECK POINT SOFTWARE TECH LT | 1.98% | 14.6K | $2.0M | new | $129.89(+10.99%) | 2026-09-30 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 1.94% | 25.8K | $2.0M | new | $78.14(-0.44%) | 2026-09-30 | |
| MDT | MEDTRONIC PLC | 1.91% | 21.1K | $2.0M | new | $82.26(+23.75%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | โ | โ | โ | โ |
| Top 20 Holdings Unweighted | โ | โ | โ | โ |
Rudd CO D B A Styre Wealth reports $102.54M in US-listed equity holdings across 75 positions in its most recent 13F filing. Its largest disclosed positions are IJR (4.3%), EFG (3.9%) and ACN (2.4%). The top 20 holdings account for 42.63% of reported assets. Figures reflect the Q3 2026 filing.
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Holdings on this page are parsed from Rudd CO D B A Styre Wealthโs Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2162587). View Rudd CO D B A Styre Wealthโs 13F filings on SEC