account_balance

Investment manager · 13F filer · SEC CIK 2162587

Rudd Co d/b/a Styre Wealth

Reported value$103Mas of Sep 30, 2026
Positions75
Top 10 weight24.9%IJR alone is 4%
FiledOct 2929 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
IJR iShares Tr 4.3%
EFG iShares Tr 3.9%
ACN Accenture PLC 2.4% SPY SPDR S&P 500 ETF Trust 2.2% NVO Novo Nordisk A/S 2.1% BP BP PLC 2.1%
EEM iShares Tr 2.0%
CHKP Check Point Software Technologies Ltd 2.0%
VCSH Vanguard Scottsdale FDS 1.9%
MDT Medtronic PLC 1.9%
QQQE Direxion Shares ETF Trust 1.9%
SHV iShares Tr 1.9%

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist