Wd Rutherford

Wd Rutherford as of Dec. 31, 2021

Portfolio Holdings for Wd Rutherford

Wd Rutherford holds 125 positions in its portfolio as reported in the December 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
NVIDIA Corporation (NVDA) 5.2 $10M 35k 294.10
Apple (AAPL) 4.1 $8.1M 46k 177.58
Advanced Micro Devices (AMD) 3.7 $7.3M 51k 143.89
Microsoft Corporation (MSFT) 3.6 $7.0M 21k 336.31
Costco Wholesale Corporation (COST) 3.2 $6.3M 11k 567.72
Edwards Lifesciences (EW) 3.0 $6.0M 46k 129.56
Thermo Fisher Scientific (TMO) 3.0 $5.9M 8.9k 667.23
Adobe Systems Incorporated (ADBE) 2.9 $5.7M 10k 567.04
Align Technology (ALGN) 2.8 $5.5M 8.4k 657.17
Home Depot (HD) 2.7 $5.4M 13k 415.02
Alphabet Inc Class A cs (GOOGL) 2.7 $5.3M 1.8k 2896.99
IDEXX Laboratories (IDXX) 2.6 $5.1M 7.7k 658.40
Netflix (NFLX) 2.6 $5.0M 8.4k 602.48
Amazon (AMZN) 2.5 $5.0M 1.5k 3334.45
Nike (NKE) 2.4 $4.7M 28k 166.68
Cooper Companies 2.3 $4.5M 11k 418.95
Intuitive Surgical (ISRG) 2.1 $4.2M 12k 359.27
MasterCard Incorporated (MA) 2.0 $4.0M 11k 359.33
Visa (V) 2.0 $4.0M 18k 216.74
salesforce (CRM) 2.0 $3.9M 16k 254.12
Servicenow (NOW) 2.0 $3.9M 5.9k 649.16
Church & Dwight (CHD) 1.9 $3.8M 37k 102.49
JPMorgan Chase & Co. (JPM) 1.9 $3.8M 24k 158.35
Arista Networks (ANET) 1.9 $3.8M 26k 143.74
Fortinet (FTNT) 1.8 $3.6M 10k 359.38
Burlington Stores (BURL) 1.6 $3.2M 11k 291.51
Square Inc cl a (SQ) 1.5 $3.0M 18k 161.52
S&p Global (SPGI) 1.4 $2.8M 5.9k 471.89
Paypal Holdings (PYPL) 1.4 $2.8M 15k 188.57
Global Payments (GPN) 1.3 $2.6M 19k 135.18
Palo Alto Networks (PANW) 1.3 $2.6M 4.6k 556.68
Stryker Corporation (SYK) 1.3 $2.5M 9.5k 267.37
Lululemon Athletica (LULU) 1.2 $2.4M 6.2k 391.38
Constellation Brands (STZ) 1.2 $2.4M 9.7k 250.98
Charles River Laboratories (CRL) 1.1 $2.3M 6.0k 376.71
Union Pacific Corporation (UNP) 1.1 $2.2M 8.9k 251.97
Honeywell International (HON) 1.1 $2.2M 11k 208.56
Estee Lauder Companies (EL) 1.1 $2.2M 6.0k 370.21
UnitedHealth (UNH) 1.1 $2.2M 4.4k 502.05
Metropcs Communications (TMUS) 1.1 $2.1M 18k 115.96
Shopify Inc cl a (SHOP) 0.9 $1.9M 1.4k 1377.48
Network Associates Inc cl a (NET) 0.9 $1.9M 14k 131.47
Danaher Corporation (DHR) 0.7 $1.4M 4.2k 329.13
Nextera Energy (NEE) 0.7 $1.3M 14k 93.34
Lam Research Corporation (LRCX) 0.7 $1.3M 1.8k 719.40
American Tower Reit (AMT) 0.6 $1.1M 3.8k 292.52
Elf Beauty (ELF) 0.5 $1.0M 32k 33.20
Alphabet Inc Class C cs (GOOG) 0.5 $1.0M 352.00 2894.89
Caterpillar (CAT) 0.5 $955k 4.6k 206.75
Quest Diagnostics Incorporated (DGX) 0.5 $955k 5.5k 173.01
Target Corporation (TGT) 0.5 $943k 4.1k 231.41
Zurn Water Solutions Corp Zws (ZWS) 0.4 $887k 24k 36.38
Steris Intl Stk (STE) 0.4 $818k 3.4k 243.45
Cummins (CMI) 0.4 $725k 3.3k 218.24
United Rentals (URI) 0.3 $582k 1.8k 332.57
Roku (ROKU) 0.3 $524k 2.3k 228.32
SVB Financial (SIVBQ) 0.3 $499k 735.00 678.91
Goldman Sachs (GS) 0.2 $492k 1.3k 382.88
T. Rowe Price New America Grow Eqty Fd (PRWAX) 0.2 $464k 6.8k 68.25
Taiwan Semiconductor Intl Stk (TSM) 0.2 $438k 3.6k 120.33
Abbott Laboratories (ABT) 0.2 $436k 3.1k 140.65
Floor & Decor Hldgs Inc cl a (FND) 0.2 $422k 3.2k 130.05
Dollar General Corp 0.2 $345k 1.5k 235.49
Comcast Corporation (CMCSA) 0.2 $342k 6.8k 50.38
Paychex (PAYX) 0.2 $342k 2.5k 136.53
KB Home (KBH) 0.2 $328k 7.3k 44.77
Lumentum Hldgs (LITE) 0.2 $311k 2.9k 105.71
Cisco Systems (CSCO) 0.2 $305k 4.8k 63.28
Cadence Design Systems (CDNS) 0.2 $301k 1.6k 186.38
eBay (EBAY) 0.1 $293k 4.4k 66.53
United Parcel Service (UPS) 0.1 $280k 1.3k 214.56
Digital Realty Trust (DLR) 0.1 $261k 1.5k 176.95
Deere & Company (DE) 0.1 $249k 725.00 343.45
Skyworks Solutions (SWKS) 0.1 $243k 1.6k 155.27
Public Storage (PSA) 0.1 $239k 637.00 375.20
Medtronic Intl Stk (MDT) 0.1 $233k 2.2k 103.60
Micron Technology (MU) 0.1 $211k 2.3k 93.16
Chipotle Mexican Grill (CMG) 0.1 $192k 110.00 1745.45
Pfizer (PFE) 0.1 $172k 2.9k 59.11
Vanguard US Growth Fund Adm Sh Eqty Fd (VWUAX) 0.1 $168k 999.00 168.17
Abbvie (ABBV) 0.1 $159k 1.2k 135.55
Eli Lilly & Co. (LLY) 0.1 $157k 570.00 275.44
Kroger (KR) 0.1 $156k 3.5k 45.15
Lennar Corporation (LEN) 0.1 $153k 1.3k 115.91
Chevron Corporation (CVX) 0.1 $144k 1.2k 117.55
Trex Company (TREX) 0.1 $140k 1.0k 134.62
Canadian Pacific Railway Intl Stk 0.1 $136k 1.9k 72.07
Applied Materials (AMAT) 0.1 $133k 843.00 157.77
Facebook Inc cl a (META) 0.1 $131k 390.00 335.90
Broad 0.1 $130k 195.00 666.67
Laboratory Corp. of America Holdings (LH) 0.1 $126k 400.00 315.00
U.S. Bancorp (USB) 0.1 $105k 1.9k 56.30
Walt Disney Company (DIS) 0.1 $105k 675.00 155.56
Tractor Supply Company (TSCO) 0.1 $104k 435.00 239.08
Paycom Software (PAYC) 0.1 $102k 245.00 416.33
Morgan Stanley (MS) 0.0 $96k 975.00 98.46
Casey's General Stores (CASY) 0.0 $88k 445.00 197.75
American Woodmark Corporation (AMWD) 0.0 $85k 1.3k 65.38
At&t (T) 0.0 $84k 3.4k 24.74
Eagle Materials (EXP) 0.0 $74k 445.00 166.29
TJX Companies (TJX) 0.0 $73k 955.00 76.44
Henry Schein (HSIC) 0.0 $72k 930.00 77.42
Martin Marietta Materials (MLM) 0.0 $64k 145.00 441.38
Cable One (CABO) 0.0 $62k 35.00 1771.43
Ford Motor Company (F) 0.0 $53k 2.6k 20.68
B&G Foods (BGS) 0.0 $51k 1.7k 30.82
Waste Management (WM) 0.0 $49k 293.00 167.24
FedEx Corporation (FDX) 0.0 $47k 180.00 261.11
Starbucks Corporation (SBUX) 0.0 $43k 370.00 116.22
Coupa Software 0.0 $36k 230.00 156.52
Equinix (EQIX) 0.0 $34k 40.00 850.00
Crowdstrike Hldgs Inc cl a (CRWD) 0.0 $27k 130.00 207.69
Stericycle (SRCL) 0.0 $26k 430.00 60.47
Workday Inc cl a (WDAY) 0.0 $25k 90.00 277.78
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.0 $19k 45.00 422.22
Logitech Intl Intl Stk (LOGI) 0.0 $18k 215.00 83.72
CACI International (CACI) 0.0 $16k 61.00 262.30
D.R. Horton (DHI) 0.0 $10k 95.00 105.26
Teradyne (TER) 0.0 $8.0k 50.00 160.00
Accenture Intl Stk (ACN) 0.0 $7.0k 16.00 437.50
Zoom Video Communications In cl a (ZM) 0.0 $6.0k 35.00 171.43
First Republic Bank/san F (FRCB) 0.0 $6.0k 30.00 200.00
Switch Inc cl a 0.0 $6.0k 200.00 30.00
Docusign (DOCU) 0.0 $5.0k 30.00 166.67
Snap Inc cl a (SNAP) 0.0 $3.0k 60.00 50.00