Q3 2026 13F · SEC CIK 2162587

Rudd Co d/b/a Styre Wealth

Wealth managerFiled 2026-10-29 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $102.5M
Reported positions: 75
Holdings vs S&P 500, 3 yrs: —
Average holding period: 1 qtrs

Rudd Co d/b/a Styre Wealth is a wealth manager that reported 75 positions worth $102.5M in its Q3 2026 13F, filed 2026-10-29. Its largest holdings were Ishares Tr (IJR, 4.3%), Ishares Tr (EFG, 3.9%), Accenture PLC Ireland (ACN, 2.4%).

Rudd Co d/b/a Styre Wealth holdings largest 50 of 75 positions.

Weights are shares of the filer's total reported 13F value, compared with the prior quarter. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Rudd Co d/b/a Styre Wealth 13F holdings
Stock	% of 13F value	Prior quarter	Shares	Share change	Reported value
IJRIshares Tr	4.3%	—	32,730	—	$4.4M
EFGIshares Tr	3.9%	—	34,031	—	$4.0M
ACNAccenture PLC Ireland	2.4%	—	10,407	—	$2.5M
SPYState Str Spdr S&p 500 ETF T	2.2%	—	2,974	—	$2.3M
NVONovo-Nordisk A S	2.1%	—	55,848	—	$2.1M
BPBp PLC	2.1%	—	43,368	—	$2.1M
EEMIshares Tr	2.0%	—	32,749	—	$2.1M
CHKPCheck Point Software Tech Lt	2.0%	—	14,632	—	$2.0M
VCSHVanguard Scottsdale Fds	1.9%	—	25,762	—	$2.0M
MDTMedtronic PLC	1.9%	—	21,078	—	$2.0M
QQQEDirexion Shares ETF Trust	1.9%	—	16,319	—	$1.9M
SHVIshares Tr	1.9%	—	17,394	—	$1.9M
BF-ABrown Forman Corp	1.8%	—	64,101	—	$1.9M
METAMeta Platforms Inc	1.8%	—	2,605	—	$1.8M
CRMSalesforce Inc	1.8%	—	7,577	—	$1.8M
TSMTaiwan Semiconductor Manufac	1.8%	—	4,300	—	$1.8M
EFAIshares Tr	1.7%	—	17,217	—	$1.8M
KOCoca Cola Co	1.7%	—	18,888	—	$1.8M
MSFTMicrosoft Corp	1.7%	—	3,306	—	$1.8M
GOOGAlphabet Inc	1.6%	—	4,972	—	$1.7M
PFEPfizer Inc	1.6%	—	57,185	—	$1.7M
ZTSZoetis Inc	1.6%	—	21,024	—	$1.7M
PGProcter & Gamble Co	1.6%	—	10,532	—	$1.7M
ADBEAdobe Inc	1.6%	—	6,701	—	$1.7M
CVXChevron Corporation	1.6%	—	7,245	—	$1.6M
GRMNGarmin Ltd	1.6%	—	5,674	—	$1.6M
VVisa Inc	1.6%	—	3,982	—	$1.6M
JNJJohnson & Johnson	1.5%	—	6,256	—	$1.6M
NEMNewmont Corp	1.5%	—	13,139	—	$1.6M
AEPAmerican Elec Pwr Co Inc	1.5%	—	12,398	—	$1.5M
MCDMcdonalds Corp	1.5%	—	6,364	—	$1.5M
LMTLockheed Martin Corp	1.5%	—	2,794	—	$1.5M
ASMLAsml Hldg NV	1.5%	—	929	—	$1.5M
BAHBooz Allen Hamilton Hldg Cor	1.5%	—	20,544	—	$1.5M
CBChubb Limited	1.5%	—	4,199	—	$1.5M
MCKMckesson Corp	1.5%	—	1,477	—	$1.5M
CFRCullen Frost Bankers Inc	1.4%	—	9,673	—	$1.5M
RYRoyal Bk Cda	1.4%	—	7,539	—	$1.5M
BHPBhp Billiton Limited	1.4%	—	17,573	—	$1.5M
HSYHershey Co	1.4%	—	8,615	—	$1.4M
DPZDominos Pizza Inc	1.4%	—	4,666	—	$1.4M
UNPUnion Pac Corp	1.3%	—	4,809	—	$1.4M
STZConstellation Brands Inc	1.3%	—	10,422	—	$1.4M
PEPPepsico Inc	1.3%	—	9,877	—	$1.3M
XOMExxonmobil Holdings Corp	1.3%	—	7,380	—	$1.3M
TMUST-Mobile US Inc	1.3%	—	8,284	—	$1.3M
FSLRFirst Solar Inc	1.3%	—	7,470	—	$1.3M
MOAltria Group Inc	1.2%	—	16,551	—	$1.2M
BNYBank of Ny Mellon Corp	1.2%	—	8,572	—	$1.2M
LHXL3harris Technologies Inc	1.2%	—	4,957	—	$1.2M

How the holdings did against the S&P 500.

1 year: —
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$102.5M	75

Questions about Rudd Co d/b/a Styre Wealth's portfolio

What stocks does Rudd Co d/b/a Styre Wealth own?

Rudd Co d/b/a Styre Wealth's latest 13F, for Q3 2026 and filed Oct 29, 2026, lists 75 positions worth $102.5M. The largest are Ishares Tr (IJR) at 4.3%, Ishares Tr (EFG) at 3.9%, Accenture PLC Ireland (ACN) at 2.4%, State Str Spdr S&p 500 ETF T (SPY) at 2.2% and Novo-Nordisk A S (NVO) at 2.1%.

When is Rudd Co d/b/a Styre Wealth's next 13F filing due?

13F filings are due 45 days after each quarter ends. Rudd Co d/b/a Styre Wealth's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.