2026 Q3 Portfolio Activity
In 2026 Q3, Rudd Co d/b/a Styre Wealth maintained a portfolio of 75 distinct positions.
Position History
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Total Positions
75
Quarter
2026 Q3
Top Holding
IJR (4.3%)
Top 10 Concentration
24.9%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 75
Rudd Co d/b/a Styre Wealth Full Holdings List — 2026 Q3
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
IJR
ISHARES TR
|
ETF | 4.34% | — |
#1
Prev: #—
|
7.2 |
—
|
32,730 | — |
NEW
|
32,730 | $4,445,389 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
EFG
ISHARES TR
|
Warrant | 3.93% | — |
#2
Prev: #—
|
6.6 |
—
|
34,031 | — |
NEW
|
34,031 | $4,029,611 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
ACN
ACCENTURE PLC I...
|
Technology | 2.40% | — |
#3
Prev: #—
|
5.5 |
—
|
10,407 | — |
NEW
|
10,407 | $2,465,731 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 2.22% | — |
#4
Prev: #—
|
4.9 |
—
|
2,974 | — |
NEW
|
2,974 | $2,279,684 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
NVO
NOVO-NORDISK A ...
|
Healthcare | 2.09% | — |
#5
Prev: #—
|
4.8 |
—
|
55,848 | — |
NEW
|
55,848 | $2,145,680 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
BP
BP PLC
|
Energy | 2.09% | — |
#6
Prev: #—
|
4.3 |
—
|
43,368 | — |
NEW
|
43,368 | $2,144,114 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
EEM
ISHARES TR
|
ETF | 2.02% | — |
#7
Prev: #—
|
4.3 |
—
|
32,749 | — |
NEW
|
32,749 | $2,073,339 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
CHKP
CHECK POINT SOF...
|
Technology | 1.98% | — |
#8
Prev: #—
|
4.3 |
—
|
14,632 | — |
NEW
|
14,632 | $2,032,824 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
VCSH
VANGUARD SCOTTS...
|
ETF | 1.94% | — |
#9
Prev: #—
|
4.3 |
—
|
25,762 | — |
NEW
|
25,762 | $1,993,979 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
MDT
MEDTRONIC PLC
|
Healthcare | 1.91% | — |
#10
Prev: #—
|
4.3 |
—
|
21,078 | — |
NEW
|
21,078 | $1,955,406 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
QQQE
DIREXION SHARES...
|
Warrant | 1.87% | — |
#11
Prev: #—
|
4.2 |
—
|
16,319 | — |
NEW
|
16,319 | $1,921,073 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
SHV
ISHARES TR
|
ETF | 1.87% | — |
#12
Prev: #—
|
4.2 |
—
|
17,394 | — |
NEW
|
17,394 | $1,917,689 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
BF/A
BROWN FORMAN CO...
|
Consumer Defensive | 1.81% | — |
#13
Prev: #—
|
4.2 |
—
|
64,101 | — |
NEW
|
64,101 | $1,858,288 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
META
META PLATFORMS ...
|
Communication Services | 1.79% | — |
#14
Prev: #—
|
4.2 |
—
|
2,605 | — |
NEW
|
2,605 | $1,837,671 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
CRM
SALESFORCE INC
|
Technology | 1.79% | — |
#15
Prev: #—
|
4.2 |
—
|
7,577 | — |
NEW
|
7,577 | $1,837,044 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
TSM
TAIWAN SEMICOND...
|
Technology | 1.76% | — |
#16
Prev: #—
|
4.2 |
—
|
4,300 | — |
NEW
|
4,300 | $1,806,946 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
EFA
ISHARES TR
|
ETF | 1.73% | — |
#17
Prev: #—
|
4.2 |
—
|
17,217 | — |
NEW
|
17,217 | $1,771,139 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
KO
COCA COLA CO
|
Consumer Defensive | 1.72% | — |
#18
Prev: #—
|
4.2 |
—
|
18,888 | — |
NEW
|
18,888 | $1,764,517 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 1.72% | — |
#19
Prev: #—
|
4.2 |
—
|
3,306 | — |
NEW
|
3,306 | $1,763,817 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 1.65% | — |
#20
Prev: #—
|
4.2 |
—
|
4,972 | — |
NEW
|
4,972 | $1,691,276 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
PFE
PFIZER INC
|
Healthcare | 1.64% | — |
#21
Prev: #—
|
4.2 |
—
|
57,185 | — |
NEW
|
57,185 | $1,683,526 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
ZTS
ZOETIS INC
|
Healthcare | 1.63% | — |
#22
Prev: #—
|
4.2 |
—
|
21,024 | — |
NEW
|
21,024 | $1,673,300 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
PG
PROCTER & GAMBL...
|
Consumer Defensive | 1.62% | — |
#23
Prev: #—
|
4.1 |
—
|
10,532 | — |
NEW
|
10,532 | $1,660,791 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
ADBE
ADOBE INC
|
Technology | 1.61% | — |
#24
Prev: #—
|
4.1 |
—
|
6,701 | — |
NEW
|
6,701 | $1,655,750 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
CVX
CHEVRON CORPORA...
|
Energy | 1.59% | — |
#25
Prev: #—
|
4.1 |
—
|
7,245 | — |
NEW
|
7,245 | $1,625,617 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
GRMN
GARMIN LTD
|
Technology | 1.58% | — |
#26
Prev: #—
|
4.1 |
—
|
5,674 | — |
NEW
|
5,674 | $1,623,672 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
V
VISA INC
|
Financial Services | 1.56% | — |
#27
Prev: #—
|
4.1 |
—
|
3,982 | — |
NEW
|
3,982 | $1,604,427 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 1.55% | — |
#28
Prev: #—
|
4.1 |
—
|
6,256 | — |
NEW
|
6,256 | $1,587,710 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
NEM
NEWMONT CORP
|
Basic Materials | 1.51% | — |
#29
Prev: #—
|
4.1 |
—
|
13,139 | — |
NEW
|
13,139 | $1,550,533 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
AEP
AMERICAN ELEC P...
|
Utilities | 1.51% | — |
#30
Prev: #—
|
4.1 |
—
|
12,398 | — |
NEW
|
12,398 | $1,546,279 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
MCD
MCDONALDS CORP
|
Consumer Cyclical | 1.51% | — |
#31
Prev: #—
|
4.1 |
—
|
6,364 | — |
NEW
|
6,364 | $1,544,352 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
LMT
LOCKHEED MARTIN...
|
Industrials | 1.49% | — |
#32
Prev: #—
|
4.1 |
—
|
2,794 | — |
NEW
|
2,794 | $1,531,755 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
ASML
ASML HLDG NV
|
Technology | 1.49% | — |
#33
Prev: #—
|
4.1 |
—
|
929 | — |
NEW
|
929 | $1,530,174 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
BAH
BOOZ ALLEN HAMI...
|
Industrials | 1.48% | — |
#34
Prev: #—
|
4.1 |
—
|
20,544 | — |
NEW
|
20,544 | $1,521,489 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
CB
CHUBB LIMITED
|
Financial Services | 1.46% | — |
#35
Prev: #—
|
4.1 |
—
|
4,199 | — |
NEW
|
4,199 | $1,495,978 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
MCK
MCKESSON CORP
|
Healthcare | 1.46% | — |
#36
Prev: #—
|
4.1 |
—
|
1,477 | — |
NEW
|
1,477 | $1,492,405 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
CFR
CULLEN FROST BA...
|
Financial Services | 1.45% | — |
#37
Prev: #—
|
4.1 |
—
|
9,673 | — |
NEW
|
9,673 | $1,482,000 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
RY
ROYAL BK CDA
|
Financial Services | 1.44% | — |
#38
Prev: #—
|
4.1 |
—
|
7,539 | — |
NEW
|
7,539 | $1,479,906 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
BHP
BHP BILLITON LI...
|
Basic Materials | 1.43% | — |
#39
Prev: #—
|
4.1 |
—
|
17,573 | — |
NEW
|
17,573 | $1,462,425 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
HSY
HERSHEY CO
|
Consumer Defensive | 1.40% | — |
#40
Prev: #—
|
4.1 |
—
|
8,615 | — |
NEW
|
8,615 | $1,438,705 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
DPZ
DOMINOS PIZZA I...
|
Consumer Cyclical | 1.39% | — |
#41
Prev: #—
|
4.1 |
—
|
4,666 | — |
NEW
|
4,666 | $1,425,090 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
UNP
UNION PAC CORP
|
Industrials | 1.35% | — |
#42
Prev: #—
|
4.0 |
—
|
4,809 | — |
NEW
|
4,809 | $1,380,231 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
STZ
CONSTELLATION B...
|
Consumer Defensive | 1.33% | — |
#43
Prev: #—
|
4.0 |
—
|
10,422 | — |
NEW
|
10,422 | $1,366,012 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
PEP
PEPSICO INC
|
Consumer Defensive | 1.29% | — |
#44
Prev: #—
|
4.0 |
—
|
9,877 | — |
NEW
|
9,877 | $1,319,271 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
XOM
EXXONMOBIL HOLD...
|
Energy | 1.28% | — |
#45
Prev: #—
|
4.0 |
—
|
7,380 | — |
NEW
|
7,380 | $1,315,706 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
TMUS
T-MOBILE US INC
|
Communication Services | 1.26% | — |
#46
Prev: #—
|
4.0 |
—
|
8,284 | — |
NEW
|
8,284 | $1,293,050 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
FSLR
FIRST SOLAR INC
|
Technology | 1.25% | — |
#47
Prev: #—
|
4.0 |
—
|
7,470 | — |
NEW
|
7,470 | $1,283,346 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
MO
ALTRIA GROUP IN...
|
Consumer Defensive | 1.20% | — |
#48
Prev: #—
|
4.0 |
—
|
16,551 | — |
NEW
|
16,551 | $1,226,264 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
BK
BANK OF NY MELL...
|
Financial Services | 1.19% | — |
#49
Prev: #—
|
4.0 |
—
|
8,572 | — |
NEW
|
8,572 | $1,220,996 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
LHX
L3HARRIS TECHNO...
|
Industrials | 1.18% | — |
#50
Prev: #—
|
4.0 |
—
|
4,957 | — |
NEW
|
4,957 | $1,208,715 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-10-29 |
Showing 1-50 of 75 holdings