Wd Rutherford
Latest statistics and disclosures from Wd Rutherford's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, MSFT, AMD, AAPL, CRWD, and represent 19.92% of Wd Rutherford's stock portfolio.
- Added to shares of these 10 stocks: Cooper Companies, NFLX, CASY, META, PSA, ULTA, CMI, SNOW, ALGN, PEP.
- Started 23 new stock positions in ALGN, META, MS, WM, SNOW, SNPS, FND, MDT, LAD, DHI. ASML, MUSA, SCHW, FIVE, PEP, LLY, GPC, TSM, FTRE, LEN, AZO, ONON, ORCL.
- Reduced shares in these 10 stocks: NVDA, AMD, ANET, CRWD, JPM, COST, CRM, PANW, ISRG, LW.
- Wd Rutherford was a net buyer of stock by $9.7M.
- Wd Rutherford has $193M in assets under management (AUM), dropping by 12.41%.
- Central Index Key (CIK): 0001841015
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Portfolio Holdings for Wd Rutherford
Wd Rutherford holds 94 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 6.9 | $13M | -18% | 15k | 903.56 |
|
| Microsoft Corporation (MSFT) | 3.9 | $7.6M | 18k | 420.72 |
|
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| Advanced Micro Devices (AMD) | 3.1 | $6.0M | -11% | 33k | 180.49 |
|
| Apple (AAPL) | 3.1 | $5.9M | 35k | 171.48 |
|
|
| CrowdStrike Holdings Cl A (CRWD) | 2.9 | $5.6M | -5% | 18k | 320.59 |
|
| Costco Wholesale Corporation (COST) | 2.7 | $5.1M | -3% | 7.0k | 732.63 |
|
| Amazon (AMZN) | 2.6 | $5.0M | 28k | 180.38 |
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| Alphabet Inc Class A cs (GOOGL) | 2.5 | $4.9M | 32k | 150.93 |
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| JPMorgan Chase & Co. (JPM) | 2.5 | $4.7M | -5% | 24k | 200.30 |
|
| Home Depot (HD) | 2.3 | $4.5M | +3% | 12k | 383.60 |
|
| Arista Networks (ANET) | 2.3 | $4.4M | -11% | 15k | 289.98 |
|
| Visa Com Cl A (V) | 2.2 | $4.3M | 16k | 279.08 |
|
|
| Thermo Fisher Scientific (TMO) | 2.2 | $4.3M | +2% | 7.4k | 581.21 |
|
| salesforce (CRM) | 2.2 | $4.2M | -4% | 14k | 301.18 |
|
| Mastercard Cl A (MA) | 2.1 | $4.1M | 8.5k | 481.57 |
|
|
| Adobe Systems Incorporated (ADBE) | 2.1 | $4.0M | 7.9k | 504.60 |
|
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| Charles River Laboratories (CRL) | 2.0 | $3.9M | 15k | 270.95 |
|
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| Cooper Companies | 2.0 | $3.9M | +324% | 39k | 101.46 |
|
| Metropcs Communications (TMUS) | 2.0 | $3.9M | 24k | 163.22 |
|
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| Edwards Lifesciences (EW) | 2.0 | $3.9M | +2% | 41k | 95.56 |
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| Servicenow (NOW) | 2.0 | $3.9M | 5.1k | 762.40 |
|
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| US Bancorp Com New (USB) | 1.9 | $3.7M | +7% | 84k | 44.70 |
|
| Chevron Corporation (CVX) | 1.9 | $3.7M | +8% | 24k | 157.74 |
|
| Church & Dwight (CHD) | 1.9 | $3.7M | 35k | 104.31 |
|
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| IDEXX Laboratories (IDXX) | 1.7 | $3.3M | 6.1k | 539.93 |
|
|
| Honeywell International (HON) | 1.7 | $3.3M | +6% | 16k | 205.25 |
|
| Intuitive Surgical Com New (ISRG) | 1.7 | $3.2M | -3% | 8.1k | 399.09 |
|
| Palo Alto Networks (PANW) | 1.6 | $3.1M | -4% | 11k | 284.13 |
|
| Netflix (NFLX) | 1.6 | $3.0M | +151% | 5.0k | 607.33 |
|
| Stryker Corporation (SYK) | 1.6 | $3.0M | 8.4k | 357.87 |
|
|
| Constellation Brands Cl A (STZ) | 1.4 | $2.8M | 10k | 271.76 |
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| Halliburton Company (HAL) | 1.4 | $2.7M | +8% | 69k | 39.42 |
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| Elf Beauty (ELF) | 1.4 | $2.7M | +10% | 14k | 196.03 |
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| Lululemon Athletica (LULU) | 1.3 | $2.5M | 6.4k | 390.65 |
|
|
| Nike CL B (NKE) | 1.2 | $2.4M | -2% | 25k | 93.98 |
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| Fortinet (FTNT) | 1.2 | $2.3M | 33k | 68.31 |
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| Comcast Corp Cl A (CMCSA) | 1.1 | $2.2M | +9% | 51k | 43.35 |
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| Ulta Salon, Cosmetics & Fragrance (ULTA) | 1.1 | $2.2M | +66% | 4.2k | 522.88 |
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| S&p Global (SPGI) | 1.1 | $2.2M | 5.1k | 425.45 |
|
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| Casey's General Stores (CASY) | 1.1 | $2.1M | +99% | 6.5k | 318.45 |
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| Union Pacific Corporation (UNP) | 1.1 | $2.1M | +6% | 8.4k | 245.93 |
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| McKesson Corporation (MCK) | 1.0 | $1.9M | -4% | 3.5k | 536.85 |
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| Cummins (CMI) | 0.8 | $1.6M | +126% | 5.3k | 294.65 |
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| Caterpillar (CAT) | 0.8 | $1.5M | 4.1k | 366.43 |
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| Chipotle Mexican Grill (CMG) | 0.7 | $1.4M | 481.00 | 2906.77 |
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| Public Storage (PSA) | 0.7 | $1.4M | +202% | 4.7k | 290.06 |
|
| Nextera Energy (NEE) | 0.7 | $1.3M | +7% | 21k | 63.91 |
|
| Abbott Laboratories (ABT) | 0.7 | $1.3M | +5% | 12k | 113.66 |
|
| Deere & Company (DE) | 0.7 | $1.3M | -4% | 3.1k | 410.74 |
|
| McDonald's Corporation (MCD) | 0.6 | $1.1M | +26% | 4.0k | 281.95 |
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| UnitedHealth (UNH) | 0.6 | $1.1M | 2.2k | 494.70 |
|
|
| Meta Platforms Cla (META) | 0.5 | $982k | NEW | 2.0k | 485.58 |
|
| Lam Research Corporation (LRCX) | 0.5 | $920k | -8% | 947.00 | 971.57 |
|
| Alphabet Inc Class C cs (GOOG) | 0.4 | $869k | 5.7k | 152.26 |
|
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| O'reilly Automotive (ORLY) | 0.4 | $822k | +22% | 728.00 | 1128.88 |
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| Schlumberger Com Stk (SLB) | 0.4 | $735k | +27% | 13k | 54.81 |
|
| Snowflake Cl A (SNOW) | 0.4 | $683k | NEW | 4.2k | 161.60 |
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| Cadence Design Systems (CDNS) | 0.3 | $660k | 2.1k | 311.28 |
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| General Electric Company Com New (GE) | 0.3 | $659k | -8% | 3.8k | 175.53 |
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| Steris Intl Stk (STE) | 0.3 | $616k | 2.7k | 224.82 |
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| Align Technology (ALGN) | 0.3 | $610k | NEW | 1.9k | 327.92 |
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| United Rentals (URI) | 0.3 | $597k | -15% | 828.00 | 721.11 |
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| Applied Materials (AMAT) | 0.3 | $588k | +104% | 2.9k | 206.23 |
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| Ge Healthcare Technologies I (GEHC) | 0.3 | $553k | 6.1k | 90.91 |
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| American Tower Reit (AMT) | 0.3 | $521k | 2.6k | 197.59 |
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| TJX Companies (TJX) | 0.3 | $510k | +57% | 5.0k | 101.42 |
|
| Pepsi (PEP) | 0.3 | $504k | NEW | 2.9k | 175.01 |
|
| D.R. Horton (DHI) | 0.3 | $488k | NEW | 3.0k | 164.55 |
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| Marvell Technology (MRVL) | 0.2 | $458k | +19% | 6.5k | 70.88 |
|
| Tractor Supply Company (TSCO) | 0.2 | $433k | -17% | 1.7k | 261.72 |
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| Quest Diagnostics Incorporated (DGX) | 0.2 | $386k | +9% | 2.9k | 133.11 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $358k | 3.7k | 97.53 |
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| Goldman Sachs (GS) | 0.2 | $357k | 855.00 | 417.69 |
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| Nxp Semiconductors N V (NXPI) | 0.2 | $300k | 1.2k | 247.77 |
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| Medtronic SHS (MDT) | 0.1 | $273k | NEW | 3.1k | 87.15 |
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| Ansys (ANSS) | 0.1 | $258k | 742.00 | 347.16 |
|
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| Oracle Corporation (ORCL) | 0.1 | $223k | NEW | 1.8k | 125.61 |
|
| Lamb Weston Hldgs (LW) | 0.1 | $206k | -35% | 1.9k | 106.53 |
|
| Eli Lilly & Co. (LLY) | 0.1 | $187k | NEW | 240.00 | 777.96 |
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| AutoZone (AZO) | 0.1 | $145k | NEW | 46.00 | 3151.65 |
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| Floor & Decor Hldgs Inc cl a (FND) | 0.1 | $125k | NEW | 962.00 | 129.62 |
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| Murphy Usa (MUSA) | 0.1 | $122k | NEW | 290.00 | 419.20 |
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| Morgan Stanley Com New (MS) | 0.1 | $107k | NEW | 1.1k | 94.16 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $84k | NEW | 615.00 | 136.05 |
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| Charles Schwab Corporation (SCHW) | 0.0 | $67k | NEW | 925.00 | 72.34 |
|
| Waste Management (WM) | 0.0 | $61k | NEW | 288.00 | 213.15 |
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| On Holding Namen Akt A (ONON) | 0.0 | $52k | NEW | 1.5k | 35.38 |
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| Synopsys (SNPS) | 0.0 | $40k | NEW | 70.00 | 571.50 |
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| ASML Holding N V N Y Registry Shs (ASML) | 0.0 | $29k | NEW | 30.00 | 970.47 |
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| Genuine Parts Company (GPC) | 0.0 | $26k | NEW | 170.00 | 154.93 |
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| Lithia Motors (LAD) | 0.0 | $24k | NEW | 80.00 | 300.86 |
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| Five Below (FIVE) | 0.0 | $23k | NEW | 125.00 | 181.38 |
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| Fortrea Hldgs (FTRE) | 0.0 | $19k | NEW | 465.00 | 40.14 |
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| Lennar Corporation (LEN) | 0.0 | $16k | NEW | 95.00 | 171.98 |
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Past Filings by Wd Rutherford
SEC 13F filings are viewable for Wd Rutherford going back to 2020
- 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
- Wd Rutherford 2020 Q4 filed Feb. 8, 2021