RI
Rudd International, Inc. Historical SEC 13F Holdings & Archive (Q2 2020)
Rudd International, Inc.CIK: 0001783477
Diversified strategyMomentum followerQuality / disciplined sizing
Total reported value
$186.9M
Reporting period: 2020-06-30 · Number of holdings: 72
Rudd International, Inc. disclosed 72 holdings in its latest 13F filing for the period ending 2020-06-30, with total reported value of $186.9M and a quarterly turnover rate of 23.5%.
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Personality snowflake
- Concentration
- 10.23
- Portfolio Stability
- 23.52
- Momentum
- 100
- Sector conviction
- 54.9
- Diversification
- 100
- Sizing Uniformity
- 90.77
Rudd International, Inc.'s disclosed holdings carry a Herfindahl concentration index of 0.026 — mathematically equivalent to about 39 equally-sized positions, well below its 72 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes are fairly uniform across the portfolio (a coefficient of variation of 0.92), suggesting a disciplined, rules-based approach to how much capital goes into each idea.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 56% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govAdd AAPL
-89.7% $3.7M
Add MCHP
+1.2% $2.1M
Add LOW
+6.3% $1.4M
Trim DLR
+2.6% $232.0K
Add SHOP
-0.7% $959.0K
Add ADI
+1.8% $1.6M
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 4.63% | -0.06% | -6.93% | |
| 2 | ABT | Abbott Laboratories | Stock-Healthcare | 3.69% | -0.16% | +1.06% | |
| 3 | SHW | Sherwin-williams Co/the | Stock-Materials | 3.59% | +0.12% | +0.74% | |
| 4 | INTC | Intel CORP | Stock-Tech | 3.45% | — | -7.98% | |
| 5 | ADI | Analog Devices Inc | Stock-Tech | 3.31% | +0.38% | +1.80% | |
| 6 | CHD | Church & Dwight Co Inc | Stock-Consumer Staples | 3.30% | — | +1.67% | |
| 7 | MCHP | Microchip Technology Inc | Stock-Tech | 3.22% | +0.67% | +1.21% | |
| 8 | ITW | Illinois Tool Works | Stock-Industrials | 2.94% | +0.06% | +1.86% | |
| 9 | CLX | Clorox Company | Stock-Consumer Staples | 2.82% | +0.12% | +1.32% | |
| 10 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 2.80% | -0.44% | +2.58% | |
| 11 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.77% | -0.34% | +0.78% | |
| 12 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.73% | -0.26% | +1.70% | |
| 13 | PEP | Pepsico Inc | Stock-Consumer Staples | 2.54% | -0.22% | +1.50% | |
| 14 | RTX | Rtx CORP | Stock-Industrials | 2.49% | +2.35% | NEW | |
| 15 | WMT | Walmart Inc | Stock-Consumer Staples | 2.49% | -0.30% | +2.91% | |
| 16 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.45% | -0.25% | +3.55% | |
| 17 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 2.41% | +0.01% | +3.62% | |
| 18 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 2.32% | -0.16% | +3.53% | |
| 19 | ECL | Ecolab Inc | Stock-Materials | 2.27% | +0.17% | +3.87% | |
| 20 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 2.16% | -0.14% | +3.99% | |
| 21 | O | Realty Income CORP | Stock-Real Estate | 2.15% | +0.05% | +5.33% | |
| 22 | VZ | Verizon Communications Inc | Stock-Comm Services | 2.15% | -0.28% | +4.72% | |
| 23 | T | At&t Inc | Stock-Comm Services | 2.12% | -0.27% | +3.85% | |
| 24 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 2.01% | +0.51% | +6.31% | |
| 25 | LMT | Lockheed Martin CORP | Stock-Industrials | 2.00% | -0.11% | +6.98% | |
| 26 | SYK | Stryker CORP | Stock-Healthcare | 1.98% | -0.15% | +4.54% | |
| 27 | DUK | Duke Energy CORP | Stock-Utilities | 1.93% | — | +4.71% | |
| 28 | HAS | Hasbro Inc | Stock-Consumer Disc | 1.91% | -0.19% | +5.87% | |
| 29 | ADP | Automatic Data Processing | Stock-Tech | 1.90% | -0.14% | +4.44% | |
| 30 | TTC | Toro Co | Stock-Industrials | 1.83% | -0.24% | +5.37% | |
| 31 | NNN | Nnn Reit Inc | Stock-Real Estate | 1.80% | -0.06% | +7.45% | |
| 32 | MMM | 3m Co | Stock-Industrials | 1.77% | -0.02% | +5.92% | |
| 33 | SJM | Jm Smucker Co/the | Stock-Consumer Staples | 1.63% | — | +5.46% | |
| 34 | SWK | Stanley Black & Decker Inc | Stock-Industrials | 1.55% | +0.27% | +7.46% | |
| 35 | GD | General Dynamics CORP | Stock-Industrials | 1.45% | -0.01% | +7.53% | |
| 36 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.36% | +0.11% | +4.93% | |
| 37 | NEE | Nextera Energy Inc | Stock-Utilities | 1.34% | -0.12% | +12.26% | |
| 38 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.28% | +0.21% | +4.08% | |
| 39 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.98% | +0.42% | -0.66% | |
| 40 | SO | Southern Co/the | Stock-Utilities | 0.86% | — | -3.44% | |
| 41 | WBA | Walgreens Boots Alliance Inc | Stock-Other | 0.83% | — | +17.39% | |
| 42 | AAPL | Apple Inc | Stock-Tech | 0.69% | +0.95% | -89.67% | |
| 43 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.64% | +0.02% | +3.76% | |
| 44 | HD | Home Depot Inc | Stock-Consumer Disc | 0.54% | +0.05% | +2.73% | |
| 45 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.40% | +0.03% | -1.70% | |
| 46 | NHI | Natl Health Investors Inc | Stock-Other | 0.40% | — | -4.48% | |
| 47 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.27% | — | +32.01% | |
| 48 | TTWO | Take-two Interactive Softwre | Stock-Comm Services | 0.23% | — | +1.03% | |
| 49 | CVX | Chevron CORP | Stock-Energy | 0.22% | — | +3.64% | |
| 50 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.21% | — | +3.53% |
1–50 of 72
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
Holding changes this quarter
Rudd International, Inc.'s most significant position changes for 2020-06-30: New buy: Rtx CORP (RTX); Sold out: Raytheon Company (RTN1USD); Sold out: Csx CORP (CSX); New buy: West Pharmaceutical Services (WST); New buy: Linde plc (LIN).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +1% | -89.67% | Trim |
| 2 | MCHP | Microchip Technology Inc | +0.7% | +1.21% | Add |
| 3 | LOW | Lowe's Cos Inc | +0.5% | +6.31% | Add |
| 4 | SHOP | Shopify Inc - Class A | +0.4% | -0.66% | Trim |
| 5 | ADI | Analog Devices Inc | +0.4% | +1.80% | Add |
| 6 | SWK | Stanley Black & Decker Inc | +0.3% | +7.46% | Add |
| 7 | AMZN | Amazon.com Inc | +0.2% | +4.08% | Add |
| 8 | ECL | Ecolab Inc | +0.2% | +3.87% | Add |
| 9 | SHW | Sherwin-williams Co/the | +0.1% | +0.74% | Add |
| 10 | CLX | Clorox Company | +0.1% | +1.32% | Add |
| 11 | GS | Goldman Sachs Group Inc | +0.1% | +4.93% | Add |
| 12 | ITW | Illinois Tool Works | +0.1% | +1.86% | Add |
| 13 | O | Realty Income CORP | +0.1% | +5.33% | Add |
| 14 | HD | Home Depot Inc | +0.1% | +2.73% | Add |
| 15 | META | Meta Platforms Inc-class A | 0% | -1.70% | Trim |
| 16 | GOOGL | Alphabet Inc-cl A | 0% | +3.76% | Add |
| 17 | NKE | Nike Inc -cl B | 0% | +3.62% | Add |
| 18 | CHD | Church & Dwight Co Inc | — | +1.67% | Add |
| 19 | GD | General Dynamics CORP | 0% | +7.53% | Add |
| 20 | MMM | 3m Co | 0% | +5.92% | Add |
| 21 | MSFT | Microsoft CORP | -0.1% | -6.93% | Trim |
| 22 | NNN | Nnn Reit Inc | -0.1% | +7.45% | Add |
| 23 | LMT | Lockheed Martin CORP | -0.1% | +6.98% | Add |
| 24 | NEE | Nextera Energy Inc | -0.1% | +12.26% | Add |
| 25 | CL | Colgate-palmolive Co | -0.1% | +3.99% | Add |
| 26 | ADP | Automatic Data Processing | -0.1% | +4.44% | Add |
| 27 | SYK | Stryker CORP | -0.2% | +4.54% | Add |
| 28 | ABT | Abbott Laboratories | -0.2% | +1.06% | Add |
| 29 | KMB | Kimberly-clark CORP | -0.2% | +3.53% | Add |
| 30 | HAS | Hasbro Inc | -0.2% | +5.87% | Add |
| 31 | PEP | Pepsico Inc | -0.2% | +1.50% | Add |
| 32 | TTC | Toro Co | -0.2% | +5.37% | Add |
| 33 | COST | Costco Wholesale CORP | -0.3% | +3.55% | Add |
| 34 | PG | Procter & Gamble Co/the | -0.3% | +1.70% | Add |
| 35 | T | At&t Inc | -0.3% | +3.85% | Add |
| 36 | VZ | Verizon Communications Inc | -0.3% | +4.72% | Add |
| 37 | WMT | Walmart Inc | -0.3% | +2.91% | Add |
| 38 | JNJ | Johnson & Johnson | -0.3% | +0.78% | Add |
| 39 | DLR | Digital Realty Trust Inc | -0.4% | +2.58% | Add |
| 40 | RTX | Rtx CORP | — | NEW | New buy |
| 41 | RTN1USD | Raytheon Company | — | EXIT | Sold out |
| 42 | CSX | Csx CORP | — | EXIT | Sold out |
| 43 | WST | West Pharmaceutical Services | — | NEW | New buy |
| 44 | LIN | Linde plc | — | NEW | New buy |
| 45 | UNP | Union Pacific CORP | — | NEW | New buy |
| 46 | TXN | Texas Instruments Inc | — | NEW | New buy |
| 47 | S76 | Store Capital CORP | — | NEW | New buy |
| 48 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 49 | PYPL | Paypal Holdings Inc | — | NEW | New buy |
| 50 | VIG | Vanguard Dividend Apprec ETF | — | NEW | New buy |
Filing History
FAQ
What is Rudd International, Inc. and what type of investor is it?
Rudd International, Inc. is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2020-06-30), the firm manages a tracked equity portfolio valued at approximately $186.9M, spread across 72 disclosed positions.
What are Rudd International, Inc.'s largest equity positions?
Based on the latest 13F filing, Rudd International, Inc.'s top holdings by market value are:
1. Microsoft CORP (MSFT) — $8.1M (4.6%)
2. Abbott Laboratories (ABT) — $6.5M (3.7%)
3. Sherwin-williams Co/the (SHW) — $6.3M (3.6%)
4. Intel CORP (INTC) — $6.1M (3.5%)
5. Analog Devices Inc (ADI) — $5.8M (3.3%)
What changes did Rudd International, Inc. make in its most recent portfolio filing?
In the latest reported quarter, Rudd International, Inc. made 50 notable position adjustments: 9 new positions were initiated, 35 existing holdings were added to, 4 positions were partially reduced, and 2 were completely exited. The largest of these moves: New buy: Rtx CORP (RTX); Sold out: Raytheon Company (RTN1USD); Sold out: Csx CORP (CSX); New buy: West Pharmaceutical Services (WST); New buy: Linde plc (LIN)
What sectors does Rudd International, Inc. focus on?
Rudd International, Inc. is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 32.7%
• Consumer Staples: 17.2%
• Health Care: 12.3%
• Consumer Discretionary: 10.5%
• Communication Services: 10.0%
• Industrials: 7.8%
Investment Profile
Rudd International, Inc.'s portfolio is broadly diversified and moderately active, with 32.7% of the portfolio concentrated in Information Technology.
It has added to its CLX position over the past two quarters (+$1.5M, now $5.0M), while trimming AAPL over the same stretch (-$8.8M, still holding $1.2M).
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