Wd Rutherford
Latest statistics and disclosures from Wd Rutherford's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, AMD, GOOGL, CRWD, PANW, and represent 22.73% of Wd Rutherford's stock portfolio.
- Added to shares of these 10 stocks: LLY, HONA, MU, GLW, INTC, NET, COHR, LIN, LRCX, WMT.
- Started 7 new stock positions in LNTH, HONA, LIN, EPD, INTC, LLY, LHX.
- Reduced shares in these 10 stocks: AMD, Honeywell International, ISRG, BSX, AMAT, OTIS, NOW, CRM, SHOP, CRWD.
- Sold out of its positions in AZO, BSX, MCD.
- Wd Rutherford was a net seller of stock by $-3.8M.
- Wd Rutherford has $276M in assets under management (AUM), dropping by 22.76%.
- Central Index Key (CIK): 0001841015
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Portfolio Holdings for Wd Rutherford
Wd Rutherford holds 75 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 7.8 | $22M | -2% | 108k | 200.09 |
|
| Advanced Micro Devices (AMD) | 4.1 | $11M | -29% | 19k | 580.91 |
|
| Alphabet Inc Class A cs (GOOGL) | 4.0 | $11M | +4% | 31k | 357.37 |
|
| Crowdstrike Hldgs Inc cl a (CRWD) | 3.7 | $10M | -7% | 14k | 763.14 |
|
| Palo Alto Networks (PANW) | 3.1 | $8.6M | -4% | 25k | 341.02 |
|
| Arista Networks (ANET) | 3.0 | $8.2M | -4% | 48k | 169.88 |
|
| Apple (AAPL) | 3.0 | $8.2M | -2% | 28k | 289.36 |
|
| General Electric (GE) | 2.5 | $6.9M | 19k | 373.73 |
|
|
| Amazon (AMZN) | 2.5 | $6.9M | 29k | 238.34 |
|
|
| Micron Technology (MU) | 2.5 | $6.8M | +60% | 5.9k | 1154.29 |
|
| Ge Vernova (GEV) | 2.4 | $6.7M | 5.7k | 1174.86 |
|
|
| JPMorgan Chase & Co. (JPM) | 2.4 | $6.6M | 20k | 327.33 |
|
|
| Cummins (CMI) | 2.2 | $6.2M | -4% | 8.7k | 713.21 |
|
| Lam Research (LRCX) | 2.1 | $5.9M | +10% | 14k | 433.33 |
|
| Microsoft Corporation (MSFT) | 2.1 | $5.7M | -2% | 15k | 373.02 |
|
| Goldman Sachs (GS) | 2.0 | $5.5M | 5.4k | 1011.37 |
|
|
| Caterpillar (CAT) | 2.0 | $5.4M | -2% | 5.1k | 1064.90 |
|
| Taiwan Semiconductor Intl (TSM) | 2.0 | $5.4M | 11k | 477.57 |
|
|
| Casey's General Stores (CASY) | 1.9 | $5.3M | -8% | 6.7k | 794.79 |
|
| Costco Wholesale Corporation (COST) | 1.9 | $5.3M | 5.7k | 935.47 |
|
|
| Visa (V) | 1.8 | $5.1M | 15k | 343.09 |
|
|
| Snowflake Inc Cl A (SNOW) | 1.8 | $5.0M | -9% | 20k | 254.50 |
|
| Vertiv Holdings Llc vertiv holdings (VRT) | 1.8 | $4.9M | -4% | 15k | 334.82 |
|
| TJX Companies (TJX) | 1.7 | $4.8M | +5% | 32k | 151.50 |
|
| Facebook Inc cl a (META) | 1.7 | $4.8M | 8.5k | 563.29 |
|
|
| Robinhood Mkts (HOOD) | 1.6 | $4.5M | 45k | 100.28 |
|
|
| Eli Lilly & Co. (LLY) | 1.6 | $4.5M | NEW | 3.7k | 1199.43 |
|
| MasterCard Incorporated (MA) | 1.6 | $4.4M | 8.6k | 513.60 |
|
|
| Home Depot (HD) | 1.6 | $4.4M | 12k | 352.68 |
|
|
| United Rentals (URI) | 1.6 | $4.3M | 3.8k | 1132.89 |
|
|
| Wal-Mart Stores (WMT) | 1.4 | $4.0M | +14% | 35k | 113.26 |
|
| Chevron Corporation (CVX) | 1.4 | $3.9M | 24k | 165.76 |
|
|
| McKesson Corporation (MCK) | 1.4 | $3.9M | +7% | 5.1k | 755.60 |
|
| Applovin Corp Class A (APP) | 1.3 | $3.6M | 6.9k | 515.23 |
|
|
| Netflix (NFLX) | 1.3 | $3.5M | +2% | 49k | 71.40 |
|
| Network Associates Inc cl a (NET) | 1.3 | $3.5M | +50% | 14k | 245.27 |
|
| Nextera Energy (NEE) | 1.2 | $3.2M | +9% | 37k | 87.77 |
|
| Coherent Corp (COHR) | 1.2 | $3.2M | +27% | 8.1k | 394.47 |
|
| Stryker Corporation (SYK) | 1.1 | $3.1M | -8% | 9.9k | 314.84 |
|
| Honeywell Aerospace (HONA) | 1.1 | $3.0M | NEW | 14k | 221.08 |
|
| American Express Company (AXP) | 1.0 | $2.9M | +13% | 8.6k | 338.25 |
|
| Honeywell International | 1.0 | $2.6M | -47% | 12k | 223.89 |
|
| Corning Incorporated (GLW) | 0.9 | $2.5M | +264% | 9.6k | 255.43 |
|
| U.S. Bancorp (USB) | 0.8 | $2.2M | -16% | 36k | 60.40 |
|
| Applied Materials (AMAT) | 0.8 | $2.1M | -35% | 2.9k | 723.00 |
|
| Reddit (RDDT) | 0.7 | $2.0M | -6% | 11k | 173.58 |
|
| Intel Corporation (INTC) | 0.6 | $1.7M | NEW | 12k | 139.63 |
|
| Banco Santander Intl (BSAC) | 0.6 | $1.6M | 116k | 13.80 |
|
|
| Alphabet Inc Class C cs (GOOG) | 0.6 | $1.6M | -12% | 4.4k | 353.33 |
|
| Waste Management (WM) | 0.5 | $1.3M | -5% | 5.8k | 222.88 |
|
| Celestica Intl (CLS) | 0.5 | $1.3M | +30% | 3.5k | 364.80 |
|
| Shopify Inc cl a (SHOP) | 0.5 | $1.3M | -41% | 11k | 114.18 |
|
| American Electric Power Company (AEP) | 0.4 | $1.1M | 8.4k | 136.81 |
|
|
| Metropcs Communications (TMUS) | 0.4 | $1.0M | -33% | 6.1k | 167.73 |
|
| Intuitive Surgical (ISRG) | 0.3 | $923k | -70% | 2.3k | 397.68 |
|
| Solstice Advanced Matls (SOLS) | 0.3 | $917k | +11% | 10k | 88.60 |
|
| Servicenow (NOW) | 0.3 | $881k | -53% | 8.9k | 99.28 |
|
| Cardinal Health (CAH) | 0.3 | $806k | +26% | 3.4k | 237.56 |
|
| O'reilly Automotive (ORLY) | 0.3 | $800k | -22% | 8.7k | 92.09 |
|
| Zscaler Incorporated (ZS) | 0.3 | $759k | +10% | 5.4k | 141.15 |
|
| Fortinet (FTNT) | 0.3 | $708k | -24% | 4.6k | 153.62 |
|
| Linde Intl (LIN) | 0.2 | $646k | NEW | 1.2k | 518.94 |
|
| Comfort Systems USA (FIX) | 0.2 | $638k | 322.00 | 1981.95 |
|
|
| Morgan Stanley (MS) | 0.2 | $539k | +26% | 2.6k | 209.04 |
|
| Thermo Fisher Scientific (TMO) | 0.2 | $529k | -10% | 1.1k | 501.36 |
|
| Lantheus Holdings Inc Common Stock Usd 0.01 (LNTH) | 0.2 | $494k | NEW | 4.5k | 110.94 |
|
| Public Storage (PSA) | 0.2 | $444k | -13% | 1.4k | 318.31 |
|
| Otis Worldwide Corp (OTIS) | 0.2 | $440k | -72% | 6.1k | 71.60 |
|
| IDEXX Laboratories (IDXX) | 0.2 | $439k | -2% | 833.00 | 526.44 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $413k | +11% | 2.2k | 189.73 |
|
| Enterprise Products Partners (EPD) | 0.1 | $396k | NEW | 11k | 36.76 |
|
| salesforce (CRM) | 0.1 | $365k | -71% | 2.3k | 156.66 |
|
| Spotify Technology SA Intl (SPOT) | 0.1 | $360k | -53% | 784.00 | 459.13 |
|
| Sempra Energy (SRE) | 0.1 | $329k | +53% | 3.5k | 92.71 |
|
| L3harris Technologies (LHX) | 0.1 | $234k | NEW | 805.00 | 290.59 |
|
Past Filings by Wd Rutherford
SEC 13F filings are viewable for Wd Rutherford going back to 2020
- Wd Rutherford 2026 Q2 filed July 20, 2026
- Wd Rutherford 2026 Q1 filed April 24, 2026
- Wd Rutherford 2025 Q4 filed Feb. 6, 2026
- Wd Rutherford 2025 Q3 filed Oct. 23, 2025
- Wd Rutherford 2025 Q2 filed July 17, 2025
- Wd Rutherford 2025 Q1 filed April 17, 2025
- 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