← Funds
Fund · CIK 2162587
Rudd Co d/b/a Styre Wealth
Reported value$103M
Positions75
Opened · sold out—
Holdings
Funds & ETFs
27.1%
25 positions
IJREFGSPY
| Stock | % of fund | Value | Shares | Since Q2 2026 |
|---|
| IJRIshares Core S&P Small-Cap E | 4.3% | $4.4M | 32,730 | — |
|---|
| EFGIshares Msci Eafe Growth ETF | 3.9% | $4.0M | 34,031 | — |
|---|
| SPYSs SPDR S&P 500 ETF Trust-Us | 2.2% | $2.3M | 2,974 | — |
|---|
| EEMIshares Msci Emerging Market | 2.0% | $2.1M | 32,749 | — |
|---|
| VCSHVanguard S/T Corp Bond ETF | 1.9% | $2.0M | 25,762 | — |
|---|
| QQQEDirx Nasdaq-100eq Wi Etf-Usd | 1.9% | $1.9M | 16,319 | — |
|---|
| SHVIshares 0-1 Year Treasury Bo | 1.9% | $1.9M | 17,394 | — |
|---|
| EFAIshares Msci Eafe ETF | 1.7% | $1.8M | 17,217 | — |
|---|
| TIPIshares Tips Bond ETF | 1.1% | $1.1M | 10,640 | — |
|---|
| AMLPAlerian Mlp ETF | 1.1% | $1.1M | 20,761 | — |
|---|
| JCPBJpmorgan Core Plus Bond ETF | 1.0% | $1.1M | 23,722 | — |
|---|
| QQQInvesco Qqq Trust Series 1 | 1.0% | $1.1M | 1,465 | — |
|---|
| VIXYProshares Vix Short-Term Fut | 1.0% | $1.0M | 59,001 | — |
|---|
| HYGIshr Ibx Usd Hiyld Cb Etf-Ui | 0.8% | $808K | 10,516 | — |
|---|
| VTESVanguard Sh Term Tax-Ex Bond | 0.5% | $482K | 4,848 | — |
|---|
| NOBLProshares S&P 500 Dividend A | 0.3% | $336K | 5,922 | — |
|---|
| SHYIshares 1-3 Year Treasury Bo | 0.1% | $114K | 1,398 | — |
|---|
| SPSMSs SPDR P S&P 600 Small Cap | 0.1% | $99.8K | 1,889 | — |
|---|
| BILSSs Spdrb B 3-12m T-Bill ETF | 0.1% | $78.1K | 787 | — |
|---|
| VWOVanguard Ftse Emerging Marke | 0.1% | $55.1K | 950 | — |
|---|
| IGIBIshares 5-10y Inv Grade Corp | 0.0% | $26.8K | 529 | — |
|---|
| SPTLSs SPDR Pf Lng Trm Tsy E-Usd | 0.0% | $22.0K | 907 | — |
|---|
| SPDWSte Str SPDR Pt Dw Eu ETF | 0.0% | $21.9K | 445 | — |
|---|
| BILSs SPDR Bb 1-3m T-Bill ETF | 0.0% | $17.6K | 192 | — |
|---|
| EMXCIshares Msci Emr Mrk Ex Chna | 0.0% | $5.2K | 56 | — |
|---|
Consumer
15.1%
11 positions
BF-AKOPG
| Stock | % of fund | Value | Shares | Since Q2 2026 |
|---|
| BF-ABrown-Forman Corp-Class A | 1.8% | $1.9M | 64,101 | — |
|---|
| KOCoca-Cola Co/The | 1.7% | $1.8M | 18,888 | — |
|---|
| PGProcter & Gamble Co/The | 1.6% | $1.7M | 10,532 | — |
|---|
| MCDMcdonald'S Corp | 1.5% | $1.5M | 6,364 | — |
|---|
| HSYHershey Co/The | 1.4% | $1.4M | 8,615 | — |
|---|
| DPZDomino'S Pizza Inc | 1.4% | $1.4M | 4,666 | — |
|---|
| STZConstellation Brands Inc-A | 1.3% | $1.4M | 10,422 | — |
|---|
| PEPPepsico Inc | 1.3% | $1.3M | 9,877 | — |
|---|
| MOAltria Group Inc | 1.2% | $1.2M | 16,551 | — |
|---|
| TJXTjx Companies Inc | 1.0% | $1.0M | 6,817 | — |
|---|
| STLAStellantis NV | 0.9% | $891K | 207,787 | — |
|---|
Health & biotech
12.2%
8 positions
NVOMDTPFE
Software & internet
10.6%
6 positions
CHKPMETACRM
Industrials & defense
9.2%
7 positions
ACNGRMNLMT
Banks & payments
6.8%
5 positions
VCFRRY
Energy
5.0%
3 positions
BPCVXXOM
Chips
4.5%
3 positions
TSMASMLFSLR
Materials & mining
2.9%
2 positions
NEMBHP
Utilities & power
1.5%
1 position
AEP
Insurance
1.5%
1 position
CB
| Stock | % of fund | Value | Shares | Since Q2 2026 |
|---|
| CBChubb Ltd | 1.5% | $1.5M | 4,199 | — |
|---|
Transport
1.3%
1 position
UNP
Media & telecom
1.3%
1 position
TMUS
Other
1.1%
1 position
SLRC
No Q2 2026 report from this filer is in the data, so changes are not shown.
