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Rudius Management Portfolio holdings

AUM $358M
1-Year Est. Return 12.23%
This Fund
S&P 500
This Quarter Est. Return
-1.61%
1 Year Est. Return
-12.23%
3 Year Est. Return
+8.21%
5 Year Est. Return
-0.26%
10 Year Est. Return
–
AUM
$476M
AUM Growth
+$3.46M
Cap. Flow
+$15.8M
Cap. Flow %
3.31%
Top 10 Hldgs %
100%
Holding
4
New
–
Increased
1
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
ALC icon
Alcon
ALC
+$15.8M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Industrials 66.03%
2 Healthcare 33.97%
3 Energy 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VLTO icon
1
Veralto
VLTO
$22.9B
$303M 63.67%
2,845,270
– –
ALC icon
2
Alcon
ALC
$34.2B
$162M 33.97%
2,171,741
+189,200
+10% +$15.8M
RTO icon
3
Rentokil
RTO
$15.2B
$11.3M 2.36%
445,608
– –
SUN icon
4
Sunoco
SUN
$14.1B
$1.65K ﹤0.01%
33
– –

Similar funds

SFG
Southern Financial Group Birmingham, Alabama $358M AUM
FP
Financial Perspectives Minneapolis, Minnesota $358M AUM 22.18% 1-Year Est. Return
GM
Granger Management New York $358M AUM 18.36% 1-Year Est. Return
MWM
Manske Wealth Management Houston, Texas $357M AUM 20.31% 1-Year Est. Return
LSWP
Liberty Square Wealth Partners Bethlehem, Pennsylvania $358M AUM 17% 1-Year Est. Return
CCM
Contrarian Capital Management Greenwich, Connecticut $357M AUM 18.27% 1-Year Est. Return
HP
Holowesko Partners Nassau, Bahamas $357M AUM 15.03% 1-Year Est. Return
SPM
Symmetry Peak Management Radnor, Pennsylvania $359M AUM 146.87% 1-Year Est. Return

Rudius Management's Q3 2025 Portfolio in Review

As of Q3 2025, Rudius Management held 4 positions worth $476M, up 0.73% from $473M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Rudius Management deployed $15.8M of net new capital in Q3 2025, adding to 1 existing holding.

By sector, the portfolio is most concentrated in Industrials at 66% of assets, up from 63% a quarter earlier, followed by Healthcare and Energy.

  • Rudius Management added most to Alcon in Q3 2025, an estimated $15.8M increase.
  • Rudius Management's ten largest holdings make up 100% of its $476M portfolio in Q3 2025.
  • Rudius Management opened 0 new positions and closed 0 in Q3 2025.
  • Rudius Management's portfolio value rose 0.73% quarter-over-quarter to $476M.

Based on Rudius Management's 13F filing for Q3 2025, filed 13 Nov 2025.