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Rudd Co D B A Styre Wealth 13F Portfolio

Portfolio Manager
Rudd CO D B A Styre Wealth
Performance
0% (N/A)
AUM (13F)
$102.54M
# of Holdings
75
Performance Rank
N/A
Allocation (Top 20)
42.63%
Latest filing
Q3 2026

Rudd CO D B A Styre Wealth Holdings Map

Top 50 Rudd CO D B A Styre Wealth Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
IJR
ISHARES TR
4.34%32.7K$4.4Mnew2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 0 shares2026-Q2: 0 shares2026-Q3: 32.7K shares
$142.17(-3.19%)
2026-09-30
EFG
ISHARES TR
3.93%34.0K$4.0Mnew2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 0 shares2026-Q2: 0 shares2026-Q3: 34.0K shares
$122.13(-68.35%)
2026-09-30
ACN
ACCENTURE PLC IRELAND
2.4%10.4K$2.5Mnew2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 0 shares2026-Q2: 0 shares2026-Q3: 10.4K shares
$153.90(+69.26%)
2026-09-30
SPY
STATE STR SPDR S&P 500 ETF T
2.22%3.0K$2.3Mnew2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 0 shares2026-Q2: 0 shares2026-Q3: 3.0K shares
$754.70(-2.57%)
2026-09-30
NVO
NOVO-NORDISK A S
2.09%55.8K$2.1Mnew2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 0 shares2026-Q2: 0 shares2026-Q3: 55.8K shares
$42.92(-6.09%)
2026-09-30
BP
BP PLC
2.09%43.4K$2.1Mnew2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 0 shares2026-Q2: 0 shares2026-Q3: 43.4K shares
$40.47(+10.03%)
2026-09-30
EEM
ISHARES TR
2.02%32.7K$2.1Mnew2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 0 shares2026-Q2: 0 shares2026-Q3: 32.7K shares
$67.60(-12.23%)
2026-09-30
CHKP
CHECK POINT SOFTWARE TECH LT
1.98%14.6K$2.0Mnew2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 0 shares2026-Q2: 0 shares2026-Q3: 14.6K shares
$129.89(+10.99%)
2026-09-30
VCSH
VANGUARD SCOTTSDALE FDS
1.94%25.8K$2.0Mnew2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 0 shares2026-Q2: 0 shares2026-Q3: 25.8K shares
$78.14(-0.44%)
2026-09-30
MDT
MEDTRONIC PLC
1.91%21.1K$2.0Mnew2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 0 shares2026-Q2: 0 shares2026-Q3: 21.1K shares
$82.26(+23.75%)
2026-09-30

About Rudd CO D B A Styre Wealthโ€™s portfolio

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.

Portfolio concentration

Portfolio concentration
IJR โ€” 5.1% ($4.45M)EFG โ€” 4.6% ($4.03M)ACN โ€” 2.8% ($2.47M)SPY โ€” 2.6% ($2.28M)NVO โ€” 2.4% ($2.15M)BP โ€” 2.4% ($2.14M)EEM โ€” 2.4% ($2.07M)CHKP โ€” 2.3% ($2.03M)VCSH โ€” 2.3% ($1.99M)MDT โ€” 2.2% ($1.96M)Other โ€” 70.9% ($62.24M)
29%in top 10
  • IJR5.1%
  • EFG4.6%
  • ACN2.8%
  • SPY2.6%
  • NVO2.4%
  • BP2.4%
  • EEM2.4%
  • CHKP2.3%
  • VCSH2.3%
  • MDT2.2%
  • Other70.9%

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Source filings

Holdings on this page are parsed from Rudd CO D B A Styre Wealthโ€™s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2162587). View Rudd CO D B A Styre Wealthโ€™s 13F filings on SEC

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