Wd Rutherford
Latest statistics and disclosures from Wd Rutherford's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, GOOGL, AAPL, ANET, JPM, and represent 21.04% of Wd Rutherford's stock portfolio.
- Added to shares of these 10 stocks: AXP, OTIS, TSM, BSAC, AEP, SHOP, NET, ZS, MU, CAH.
- Started 8 new stock positions in OTIS, AXP, ZS, CAH, BSAC, AEP, SRE, GLW.
- Reduced shares in these 10 stocks: CDNS, TMUS, SPGI, MRVL, PSA, FTNT, MCK, ANET, CASY, GEHC.
- Sold out of its positions in AXON, CDNS, COO, EW, GEHC, MRVL, NKE, ORCL, SPGI, SNPS.
- Wd Rutherford was a net seller of stock by $-3.7M.
- Wd Rutherford has $225M in assets under management (AUM), dropping by -5.95%.
- 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 March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 8.6 | $19M | 111k | 174.40 |
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| Alphabet Inc Class A cs (GOOGL) | 3.8 | $8.6M | 30k | 287.56 |
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| Apple (AAPL) | 3.3 | $7.3M | 29k | 253.79 |
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| Arista Networks (ANET) | 2.7 | $6.2M | -8% | 50k | 122.78 |
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| JPMorgan Chase & Co. (JPM) | 2.7 | $6.0M | -5% | 20k | 294.16 |
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| Amazon (AMZN) | 2.6 | $6.0M | -3% | 29k | 208.27 |
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| Microsoft Corporation (MSFT) | 2.6 | $5.8M | -5% | 16k | 370.17 |
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| Crowdstrike Hldgs Inc cl a (CRWD) | 2.5 | $5.7M | 15k | 390.41 |
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| Costco Wholesale Corporation (COST) | 2.5 | $5.7M | -3% | 5.7k | 996.43 |
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| Advanced Micro Devices (AMD) | 2.5 | $5.6M | 27k | 203.43 |
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| General Electric (GE) | 2.4 | $5.4M | -7% | 19k | 283.77 |
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| Casey's General Stores (CASY) | 2.4 | $5.3M | -9% | 7.3k | 727.86 |
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| Honeywell International (HON) | 2.3 | $5.1M | 23k | 226.03 |
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| Ge Vernova (GEV) | 2.2 | $5.0M | -4% | 5.7k | 872.90 |
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| Chevron Corporation (CVX) | 2.2 | $5.0M | -7% | 24k | 206.90 |
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| Facebook Inc cl a (META) | 2.2 | $4.9M | 8.6k | 572.13 |
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| Cummins (CMI) | 2.2 | $4.9M | -7% | 9.1k | 538.02 |
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| TJX Companies (TJX) | 2.1 | $4.8M | +2% | 30k | 159.70 |
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| Netflix (NFLX) | 2.0 | $4.6M | +4% | 48k | 96.15 |
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| Goldman Sachs (GS) | 2.0 | $4.6M | +6% | 5.4k | 845.99 |
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| Visa (V) | 2.0 | $4.5M | -2% | 15k | 302.24 |
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| MasterCard Incorporated (MA) | 1.9 | $4.3M | 8.6k | 499.66 |
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| Palo Alto Networks (PANW) | 1.9 | $4.2M | 26k | 160.32 |
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| Home Depot (HD) | 1.8 | $4.1M | 13k | 328.89 |
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| McKesson Corporation (MCK) | 1.8 | $4.1M | -13% | 4.8k | 865.36 |
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| Vertiv Holdings Llc vertiv holdings (VRT) | 1.7 | $3.8M | 15k | 250.58 |
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| Wal-Mart Stores (WMT) | 1.7 | $3.8M | +9% | 31k | 124.28 |
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| Taiwan Semiconductor Intl (TSM) | 1.7 | $3.8M | +54% | 11k | 337.95 |
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| Caterpillar (CAT) | 1.7 | $3.7M | -11% | 5.3k | 708.46 |
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| Intuitive Surgical (ISRG) | 1.6 | $3.6M | 7.9k | 460.99 |
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| Stryker Corporation (SYK) | 1.6 | $3.5M | 11k | 328.59 |
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| Snowflake Inc Cl A (SNOW) | 1.5 | $3.3M | +16% | 22k | 150.82 |
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| Robinhood Mkts (HOOD) | 1.4 | $3.2M | +13% | 46k | 69.30 |
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| Nextera Energy (NEE) | 1.4 | $3.1M | 33k | 92.88 |
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| Applovin Corp Class A (APP) | 1.2 | $2.8M | +19% | 7.0k | 398.00 |
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| United Rentals (URI) | 1.2 | $2.7M | +6% | 3.7k | 728.56 |
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| Lam Research (LRCX) | 1.2 | $2.6M | +22% | 12k | 213.66 |
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| American Express Company (AXP) | 1.0 | $2.3M | NEW | 7.6k | 302.48 |
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| Shopify Inc cl a (SHOP) | 1.0 | $2.3M | +90% | 19k | 118.62 |
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| U.S. Bancorp (USB) | 1.0 | $2.2M | -12% | 43k | 52.01 |
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| Boston Scientific Corporation (BSX) | 0.9 | $2.1M | -6% | 33k | 62.75 |
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| Servicenow (NOW) | 0.9 | $2.0M | -2% | 19k | 104.55 |
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| Network Associates Inc cl a (NET) | 0.9 | $1.9M | +101% | 9.4k | 206.33 |
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| Metropcs Communications (TMUS) | 0.9 | $1.9M | -53% | 9.2k | 210.03 |
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| Otis Worldwide Corp (OTIS) | 0.8 | $1.7M | NEW | 22k | 77.08 |
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| Reddit (RDDT) | 0.7 | $1.6M | +19% | 12k | 134.65 |
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| Applied Materials (AMAT) | 0.7 | $1.5M | -5% | 4.5k | 341.79 |
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| salesforce (CRM) | 0.7 | $1.5M | -2% | 8.3k | 186.67 |
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| Coherent Corp (COHR) | 0.7 | $1.5M | +38% | 6.3k | 238.21 |
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| Alphabet Inc Class C cs (GOOG) | 0.6 | $1.4M | 5.0k | 286.86 |
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| Waste Management (WM) | 0.6 | $1.4M | 6.2k | 229.79 |
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| Banco Santander Intl (BSAC) | 0.6 | $1.3M | NEW | 117k | 11.28 |
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| Micron Technology (MU) | 0.6 | $1.3M | +85% | 3.7k | 337.84 |
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| American Electric Power Company (AEP) | 0.5 | $1.1M | NEW | 8.5k | 131.08 |
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| O'reilly Automotive (ORLY) | 0.5 | $1.0M | -14% | 11k | 92.31 |
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| Spotify Technology SA Intl (SPOT) | 0.4 | $819k | +114% | 1.7k | 484.91 |
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| Celestica Intl (CLS) | 0.3 | $766k | +39% | 2.7k | 281.68 |
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| Solstice Advanced Matls (SOLS) | 0.3 | $705k | +7% | 9.3k | 76.16 |
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| Zscaler Incorporated (ZS) | 0.3 | $682k | NEW | 4.9k | 140.29 |
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| Thermo Fisher Scientific (TMO) | 0.3 | $582k | -8% | 1.2k | 491.53 |
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| Cardinal Health (CAH) | 0.3 | $565k | NEW | 2.7k | 211.31 |
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| Fortinet (FTNT) | 0.2 | $498k | -64% | 6.1k | 81.72 |
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| IDEXX Laboratories (IDXX) | 0.2 | $481k | 856.00 | 561.89 |
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| McDonald's Corporation (MCD) | 0.2 | $443k | -54% | 1.4k | 310.79 |
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| Comfort Systems USA (FIX) | 0.2 | $437k | 317.00 | 1378.99 |
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| Public Storage (PSA) | 0.2 | $437k | -72% | 1.6k | 270.88 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $377k | 2.0k | 192.90 |
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| Corning Incorporated (GLW) | 0.2 | $359k | NEW | 2.6k | 135.97 |
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| Morgan Stanley (MS) | 0.1 | $335k | +2% | 2.0k | 164.57 |
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| AutoZone (AZO) | 0.1 | $291k | -6% | 86.00 | 3377.78 |
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| Sempra Energy (SRE) | 0.1 | $225k | NEW | 2.3k | 97.17 |
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Past Filings by Wd Rutherford
SEC 13F filings are viewable for Wd Rutherford going back to 2020
- 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
- Wd Rutherford 2022 Q2 filed July 25, 2022