Rudd Co d/b/a Styre Wealth 13F Portfolio

CIK 2162587 Filing since Q3 2026 Q3 2026 filed Oct 29, 2026
Holdings as of Sep 30, 2026, from the 13F filed Oct 29, 2026.

Portfolio Snapshot

49 positions · Q3 2026

Rudd Co d/b/a Styre Wealth reported 49 positions worth $73.82M for the quarter ended Sep 30, 2026. Its largest holding is Accenture plc at 3.3% of the portfolio.

Portfolio Value
$73.82M
— QoQ · — YoY
Positions
49
first quarter on file
Top 10 Concentration
26.9%
of portfolio value
Largest Position
ACN 3.3%
Accenture plc
Net Buying
–
no prior quarter to compare
Turnover
–
of the portfolio traded
Top Sector
Technology
21.4% of value
Track Record
1
quarters on file since Q3 2026

Portfolio Value & Positions

Value Positions

Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.

Sector Allocation

11 sectors
21.38%
Technology
Technology21.38%
Healthcare16.95%
Consumer Staples14.41%
Industrials14.14%
Financial Services12.93%
Energy6.89%
Consumer Discretionary5.38%
Basic Materials2.1%
Utilities2.1%
Other1.98%
Communication Services1.75%

Quarterly Buying & Selling

Bought Sold

Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.

Position Changes

How many positions were opened, added to, trimmed or closed each quarter.

Sector Allocation Over Time

Share of reported value in each sector at every quarter end.

TechnologyHealthcareConsumer StaplesIndustrialsFinancial ServicesEnergyConsumer DiscretionaryBasic MaterialsUtilitiesOtherCommunication Services
Holdings · Q3 2026

49 Positions

As ofSep 30, 2026
Value$73.82M
Top 1026.9%
Avg position$1.51M
# Activity
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Showing 1–15 of 49 positions 13F filings on SEC EDGAR

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About Rudd Co d/b/a Styre Wealth’s 13F Portfolio

What are Rudd Co d/b/a Styre Wealth’s largest holdings?

As of its Q3 2026 13F filing, Rudd Co d/b/a Styre Wealth’s five largest positions were Accenture plc (ACN) at 3.3%, Novo Nordisk A S (NVO) at 2.9%, Bp Plc (BP) at 2.9%, Check Point Software Technologies Ltd (CHKP) at 2.8%, Medtronic plc (MDT) at 2.6% of the reported portfolio.

How much is Rudd Co d/b/a Styre Wealth’s portfolio worth?

Rudd Co d/b/a Styre Wealth reported a 13F portfolio worth $73.82M across 49 positions for Q3 2026.

Where does this data come from?

From the Form 13F-HR reports Rudd Co d/b/a Styre Wealth files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.

Similar-Sized Institutions

by reported 13F value

13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.