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| The RUDD Company LLC
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|---|---|
| CRD # | 289276 |
| SEC # | 801-111027 |
| CIK # | 0001783477 |
| AUM | 250.8 M (2026-03-30) |
| Employees | 6 (33% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 817-605-7833 |
| Address | 1517 8th Ave Fort Worth, TX 76104 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 8.1 | ||
| Abbott Laboratories | 6.5 | ||
| Sherwin Williams Co | 6.3 | ||
| Intel Corp | 6.1 | ||
| Analog Devices Inc | 5.8 | ||
| Church & Dwight Co Inc /DE/ | 5.8 | ||
| Microchip Technology Inc | 5.7 | ||
| Illinois Tool Works Inc | 5.2 | ||
| Clorox Co /DE/ | 5.0 | ||
| Digital Realty Trust Inc | 4.9 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 127 | 54.4 |
| (b) Individuals (high net worth individuals) | 67 | 150.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 6 | 44.8 |
| (h) Charitable organizations | 3 | 1.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 697 | 250.8 |
| By Discretionary | ||
| Discretionary | 691 | 206.0 |
| Non-Discretionary | 6 | 44.8 |
| Total | 697 | 250.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 250.8 | |
| Total | 697 | 250.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001783477] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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