Wd Rutherford

Wd Rutherford as of March 31, 2023

Portfolio Holdings for Wd Rutherford

Wd Rutherford holds 76 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
NVIDIA Corporation (NVDA) 5.3 $7.6M 27k 277.77
Apple (AAPL) 4.6 $6.6M 40k 164.90
Microsoft Corporation (MSFT) 4.0 $5.6M 20k 288.30
Costco Wholesale Corporation (COST) 3.4 $4.8M 9.7k 496.87
Thermo Fisher Scientific (TMO) 3.3 $4.6M 8.0k 576.37
Advanced Micro Devices (AMD) 2.8 $4.0M 41k 98.01
Visa (V) 2.7 $3.9M 17k 225.46
Adobe Systems Incorporated (ADBE) 2.7 $3.8M 9.8k 385.37
Cooper Companies 2.7 $3.8M 10k 373.36
Alphabet Inc Class A cs (GOOGL) 2.6 $3.8M 36k 103.73
MasterCard Incorporated (MA) 2.6 $3.7M 10k 363.41
Arista Networks (ANET) 2.6 $3.7M 22k 167.86
Home Depot (HD) 2.6 $3.7M 12k 295.12
IDEXX Laboratories (IDXX) 2.6 $3.7M 7.3k 500.08
Edwards Lifesciences (EW) 2.6 $3.6M 44k 82.73
Nike (NKE) 2.5 $3.6M 29k 122.64
Church & Dwight (CHD) 2.3 $3.2M 37k 88.41
Chevron Corporation (CVX) 2.3 $3.2M 20k 163.16
Metropcs Communications (TMUS) 2.2 $3.1M 22k 144.84
Amazon (AMZN) 2.2 $3.1M 30k 103.29
JPMorgan Chase & Co. (JPM) 2.1 $3.0M 23k 130.31
Fortinet (FTNT) 2.1 $3.0M 45k 66.46
Palo Alto Networks (PANW) 2.0 $2.9M 15k 199.74
Intuitive Surgical (ISRG) 2.0 $2.8M 11k 255.47
Servicenow (NOW) 1.8 $2.6M 5.5k 464.72
Stryker Corporation (SYK) 1.8 $2.5M 8.9k 285.47
Lululemon Athletica (LULU) 1.8 $2.5M 6.9k 364.19
Constellation Brands (STZ) 1.5 $2.2M 9.5k 225.89
UnitedHealth (UNH) 1.4 $2.0M 4.3k 472.59
Honeywell International (HON) 1.4 $2.0M 11k 191.12
salesforce (CRM) 1.3 $1.9M 9.3k 199.78
S&p Global (SPGI) 1.3 $1.8M 5.2k 344.77
Ulta Salon, Cosmetics & Fragrance (ULTA) 1.3 $1.8M 3.3k 545.67
Elf Beauty (ELF) 1.2 $1.7M 21k 82.35
Union Pacific Corporation (UNP) 1.2 $1.7M 8.2k 201.26
Deere & Company (DE) 1.1 $1.5M 3.6k 412.88
McKesson Corporation (MCK) 1.0 $1.4M 3.9k 356.05
Charles River Laboratories (CRL) 0.9 $1.2M 6.0k 201.82
Estee Lauder Companies (EL) 0.8 $1.1M 4.6k 246.46
Caterpillar (CAT) 0.8 $1.1M 4.9k 228.84
Nextera Energy (NEE) 0.7 $982k 13k 77.08
Abbvie (ABBV) 0.7 $950k 6.0k 159.37
Chipotle Mexican Grill (CMG) 0.6 $871k 510.00 1708.29
Kroger (KR) 0.6 $866k 18k 49.37
Halliburton Company (HAL) 0.6 $829k 26k 31.64
Murphy Usa (MUSA) 0.6 $804k 3.1k 258.05
Quest Diagnostics Incorporated (DGX) 0.5 $732k 5.2k 141.48
American Tower Reit (AMT) 0.5 $719k 3.5k 204.34
Schlumberger (SLB) 0.5 $706k 14k 49.10
McDonald's Corporation (MCD) 0.5 $653k 2.3k 279.61
Lam Research Corporation (LRCX) 0.4 $634k 1.2k 530.12
United Rentals (URI) 0.4 $621k 1.6k 395.76
Square Inc cl a (SQ) 0.4 $617k 9.0k 68.65
Alphabet Inc Class C cs (GOOG) 0.4 $598k 5.7k 104.00
Steris Intl Stk (STE) 0.4 $568k 3.0k 191.28
Cummins (CMI) 0.4 $538k 2.3k 238.88
Tractor Supply Company (TSCO) 0.4 $523k 2.2k 235.04
General Electric Company 0.4 $515k 5.4k 95.60
Dollar General Corp 0.3 $464k 2.2k 210.46
Netflix (NFLX) 0.3 $458k 1.3k 345.48
O'reilly Automotive (ORLY) 0.3 $395k 465.00 848.98
Cadence Design Systems (CDNS) 0.3 $360k 1.7k 210.09
Mosaic Company 0.2 $338k 7.4k 45.88
United Parcel Service (UPS) 0.2 $327k 1.7k 193.99
Floor & Decor Hldgs Inc cl a (FND) 0.2 $319k 3.2k 98.22
T. Rowe Price All-Cap Opportun FD (PRWAX) 0.2 $317k 5.7k 55.81
Goldman Sachs (GS) 0.2 $312k 955.00 327.11
Bunge 0.2 $307k 3.2k 95.52
Taiwan Semiconductor Intl Stk (TSM) 0.2 $285k 3.1k 93.02
Abbott Laboratories (ABT) 0.2 $260k 2.6k 101.26
TJX Companies (TJX) 0.2 $260k 3.3k 78.36
Comcast Corporation (CMCSA) 0.2 $258k 6.8k 37.91
Genuine Parts Company (GPC) 0.2 $234k 1.4k 167.31
Paychex (PAYX) 0.2 $225k 2.0k 114.59
Crowdstrike Hldgs Inc cl a (CRWD) 0.1 $207k 1.5k 137.26
Ford Motor Company (F) 0.1 $166k 13k 12.60