IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Rudd Co d/b/a Styre Wealth

Portfolio Profile

CIK: 0002162587 | Fort Worth, TX

Investment Profile

Style

Value

Turnover

—

Orientation

—
$102.5M
AUM
75
Positions
24.93%
Top 10 Conc.
50.75%
Top 25 Conc.

Top Holdings

#SecuritySharesValue% of Portfolio
1Ishares TR(IJR)32,730$4.4M4.34%
2Ishares TR(EFG)34,031$4.0M3.93%
3Accenture PLC Ireland(ACN)10,407$2.5M2.40%
4State STR Spdr S&P 500 ETF T(SPY)2,974$2.3M2.22%
5Novo-Nordisk A S(NVO)55,848$2.1M2.09%
6BP PLC(BP)43,368$2.1M2.09%
7Ishares TR(EEM)32,749$2.1M2.02%
8Check Point Software Tech LT(CHKP)14,632$2.0M1.98%
9Vanguard Scottsdale FDS(VCSH)25,762$2.0M1.94%
10Medtronic PLC(MDT)21,078$2.0M1.91%

Sector Allocation

Latest filing, equity positions only

Unclassified34.27% · $35.1M
Technology12.53% · $12.8M
Consumer Defensive10.37% · $10.6M
Healthcare10.29% · $10.6M
Financial Services9.31% · $9.5M
Industrials6.52% · $6.7M
Communication Services4.7% · $4.8M

AUM History

$102.5M | 75 pos.
Q3
26
Consumer Cyclical3.88% · $4.0M
Energy3.68% · $3.8M
Basic Materials2.94% · $3.0M
Utilities1.51% · $1.5M