Wd Rutherford
Latest statistics and disclosures from Wd Rutherford's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, AAPL, MSFT, AMZN, ANET, and represent 21.10% of Wd Rutherford's stock portfolio.
- Added to shares of these 10 stocks: ANET, PANW, MRVL, Lam Research Corporation, CDNS, TJX, ISRG, TSCO, PSA, META.
- Started 1 new stock position in ARHS.
- Reduced shares in these 10 stocks: SNOW, EW, STE, IDXX, ALGN, CRL, ESTC, , NVDA, MCD.
- Sold out of its positions in ALGN, CRL, LLY, NKE, ULTA, WING, STE, ESTC.
- Wd Rutherford was a net buyer of stock by $6.4M.
- Wd Rutherford has $211M in assets under management (AUM), dropping by 2.99%.
- Central Index Key (CIK): 0001841015
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Portfolio Holdings for Wd Rutherford
Wd Rutherford holds 71 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 7.8 | $17M | 123k | 134.29 |
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| Apple (AAPL) | 3.8 | $8.0M | -2% | 32k | 250.42 |
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| Microsoft Corporation (MSFT) | 3.4 | $7.2M | 17k | 421.51 |
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| Amazon (AMZN) | 3.1 | $6.4M | 29k | 219.39 |
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| Arista Networks (ANET) | 3.0 | $6.3M | +299% | 57k | 110.53 |
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| Alphabet Inc Class A cs (GOOGL) | 2.8 | $5.9M | 31k | 189.30 |
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| JPMorgan Chase & Co. (JPM) | 2.6 | $5.5M | -2% | 23k | 239.71 |
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| Servicenow (NOW) | 2.6 | $5.4M | +2% | 5.1k | 1060.12 |
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| Costco Wholesale Corporation (COST) | 2.6 | $5.4M | 5.9k | 916.27 |
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| Crowdstrike Hldgs Inc cl a (CRWD) | 2.4 | $5.1M | 15k | 342.16 |
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| Visa (V) | 2.4 | $5.0M | 16k | 316.04 |
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| Metropcs Communications (TMUS) | 2.3 | $4.8M | -2% | 22k | 220.73 |
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| Home Depot (HD) | 2.3 | $4.8M | 12k | 388.99 |
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| salesforce (CRM) | 2.2 | $4.7M | 14k | 334.33 |
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| MasterCard Incorporated (MA) | 2.2 | $4.7M | 8.9k | 526.57 |
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| Palo Alto Networks (PANW) | 2.1 | $4.4M | +111% | 24k | 181.96 |
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| Intuitive Surgical (ISRG) | 2.1 | $4.3M | +9% | 8.3k | 521.96 |
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| Netflix (NFLX) | 2.0 | $4.2M | -2% | 4.7k | 891.32 |
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| Honeywell International (HON) | 2.0 | $4.2M | +4% | 19k | 225.89 |
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| U.S. Bancorp (USB) | 1.9 | $4.0M | -3% | 84k | 47.83 |
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| Chevron Corporation (CVX) | 1.9 | $4.0M | 28k | 144.84 |
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| Stryker Corporation (SYK) | 1.8 | $3.8M | 11k | 360.05 |
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| Thermo Fisher Scientific (TMO) | 1.8 | $3.8M | -2% | 7.3k | 520.23 |
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| Adobe Systems Incorporated (ADBE) | 1.8 | $3.7M | +6% | 8.3k | 444.68 |
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| Advanced Micro Devices (AMD) | 1.7 | $3.6M | 30k | 120.79 |
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| Church & Dwight (CHD) | 1.7 | $3.6M | -4% | 34k | 104.71 |
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| Cummins (CMI) | 1.7 | $3.5M | +3% | 10k | 348.60 |
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| Cooper Companies | 1.6 | $3.4M | -3% | 38k | 91.93 |
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| Casey's General Stores (CASY) | 1.6 | $3.3M | +2% | 8.4k | 396.23 |
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| General Electric (GE) | 1.6 | $3.3M | +6% | 20k | 166.79 |
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| McKesson Corporation (MCK) | 1.5 | $3.3M | +6% | 5.7k | 569.91 |
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| Facebook Inc cl a (META) | 1.5 | $3.2M | +10% | 5.5k | 585.51 |
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| Elf Beauty (ELF) | 1.4 | $3.0M | +7% | 24k | 125.55 |
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| TJX Companies (TJX) | 1.4 | $2.9M | +16% | 24k | 120.81 |
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| Marvell Technology (MRVL) | 1.3 | $2.8M | +37% | 25k | 110.45 |
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| S&p Global (SPGI) | 1.3 | $2.8M | +7% | 5.6k | 498.03 |
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| Cadence Design Systems (CDNS) | 1.3 | $2.7M | +19% | 9.0k | 300.46 |
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| Chipotle Mexican Grill (CMG) | 1.2 | $2.6M | +10% | 43k | 60.30 |
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| United Rentals (URI) | 1.2 | $2.5M | 3.6k | 704.44 |
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| Comcast Corporation (CMCSA) | 1.1 | $2.3M | -6% | 61k | 37.53 |
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| Constellation Brands (STZ) | 1.1 | $2.3M | -4% | 10k | 221.00 |
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| Caterpillar (CAT) | 1.0 | $2.1M | 5.8k | 362.76 |
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| Snowflake Inc Cl A (SNOW) | 0.9 | $1.9M | -28% | 12k | 154.41 |
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| Public Storage (PSA) | 0.8 | $1.8M | +21% | 6.0k | 299.44 |
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| Nextera Energy (NEE) | 0.8 | $1.8M | +4% | 25k | 71.69 |
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| Fortinet (FTNT) | 0.8 | $1.7M | 18k | 94.48 |
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| Union Pacific Corporation (UNP) | 0.8 | $1.7M | -11% | 7.3k | 228.04 |
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| Ge Healthcare Technologies I (GEHC) | 0.8 | $1.6M | 21k | 78.18 |
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| Taiwan Semiconductor Intl Stk (TSM) | 0.6 | $1.3M | +26% | 6.8k | 197.49 |
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| American Tower Reit (AMT) | 0.5 | $1.1M | 6.1k | 183.41 |
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| O'reilly Automotive (ORLY) | 0.5 | $1.1M | 932.00 | 1185.80 |
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| Alphabet Inc Class C cs (GOOG) | 0.5 | $1.0M | 5.4k | 190.44 |
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| IDEXX Laboratories (IDXX) | 0.5 | $987k | -30% | 2.4k | 413.44 |
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| McDonald's Corporation (MCD) | 0.4 | $941k | -22% | 3.2k | 289.89 |
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| Genuine Parts Company (GPC) | 0.4 | $895k | +3% | 7.7k | 116.76 |
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| Synopsys (SNPS) | 0.4 | $847k | +5% | 1.7k | 485.36 |
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| Lam Research Corporation | 0.3 | $702k | +828% | 9.7k | 72.23 |
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| Edwards Lifesciences (EW) | 0.3 | $702k | -48% | 9.5k | 74.03 |
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| Applied Materials (AMAT) | 0.3 | $654k | +45% | 4.0k | 162.63 |
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| Abercrombie & Fitch (ANF) | 0.3 | $634k | +8% | 4.2k | 149.47 |
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| Goldman Sachs (GS) | 0.3 | $595k | +40% | 1.0k | 572.62 |
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| Ge Vernova (GEV) | 0.3 | $570k | +85% | 1.7k | 328.93 |
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| Boston Scientific Corporation (BSX) | 0.2 | $504k | +22% | 5.6k | 89.32 |
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| Oracle Corporation (ORCL) | 0.2 | $418k | +18% | 2.5k | 166.64 |
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| Tractor Supply Company (TSCO) | 0.2 | $400k | +397% | 7.5k | 53.06 |
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| Deckers Outdoor Corporation (DECK) | 0.2 | $352k | +4% | 1.7k | 203.09 |
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| Pepsi (PEP) | 0.2 | $335k | -31% | 2.2k | 152.06 |
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| On Holding Intl Stk (ONON) | 0.2 | $333k | 6.1k | 54.77 |
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| AutoZone (AZO) | 0.1 | $282k | 88.00 | 3202.00 |
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| Arhaus Incorporated Com Class A (ARHS) | 0.1 | $254k | NEW | 27k | 9.40 |
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| UnitedHealth (UNH) | 0.1 | $238k | -12% | 470.00 | 505.86 |
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Past Filings by Wd Rutherford
SEC 13F filings are viewable for Wd Rutherford going back to 2020
- Wd Rutherford 2024 Q4 filed Jan. 30, 2025
- Wd Rutherford 2024 Q3 filed Oct. 25, 2024
- Wd Rutherford 2024 Q2 filed July 25, 2024
- Wd Rutherford 2024 Q1 filed April 16, 2024
- Wd Rutherford 2023 Q4 filed Feb. 2, 2024
- Wd Rutherford 2023 Q3 filed Oct. 24, 2023
- Wd Rutherford 2023 Q2 filed July 18, 2023
- Wd Rutherford 2023 Q1 filed April 11, 2023
- Wd Rutherford 2022 Q4 filed Jan. 30, 2023
- Wd Rutherford 2022 Q3 filed Nov. 3, 2022
- Wd Rutherford 2022 Q2 filed July 25, 2022
- Wd Rutherford 2022 Q1 filed May 10, 2022
- Wd Rutherford 2021 Q4 filed Jan. 28, 2022
- Wd Rutherford 2021 Q3 filed Nov. 1, 2021
- Wd Rutherford 2021 Q2 filed July 19, 2021
- Wd Rutherford 2021 Q1 filed May 7, 2021