Wd Rutherford as of June 30, 2023
Portfolio Holdings for Wd Rutherford
Wd Rutherford holds 80 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 7.0 | $11M | 26k | 423.02 | |
| Apple (AAPL) | 4.9 | $7.6M | 39k | 193.97 | |
| Microsoft Corporation (MSFT) | 4.1 | $6.4M | 19k | 340.54 | |
| Costco Wholesale Corporation (COST) | 3.3 | $5.2M | 9.6k | 538.38 | |
| Adobe Systems Incorporated (ADBE) | 3.1 | $4.8M | 9.8k | 488.99 | |
| Advanced Micro Devices (AMD) | 2.9 | $4.6M | 40k | 113.91 | |
| Alphabet Inc Class A cs (GOOGL) | 2.7 | $4.3M | 36k | 119.70 | |
| Thermo Fisher Scientific (TMO) | 2.7 | $4.2M | 8.0k | 521.75 | |
| Edwards Lifesciences (EW) | 2.6 | $4.1M | 44k | 94.33 | |
| Visa (V) | 2.6 | $4.0M | 17k | 237.48 | |
| MasterCard Incorporated (MA) | 2.5 | $4.0M | 10k | 393.30 | |
| Cooper Companies | 2.5 | $3.9M | 10k | 383.43 | |
| Home Depot (HD) | 2.5 | $3.9M | 12k | 310.64 | |
| Amazon (AMZN) | 2.5 | $3.8M | 29k | 130.36 | |
| Intuitive Surgical (ISRG) | 2.4 | $3.8M | 11k | 341.94 | |
| Palo Alto Networks (PANW) | 2.4 | $3.7M | 15k | 255.51 | |
| IDEXX Laboratories (IDXX) | 2.3 | $3.6M | 7.3k | 502.23 | |
| Church & Dwight (CHD) | 2.3 | $3.6M | 36k | 100.23 | |
| Arista Networks (ANET) | 2.3 | $3.5M | 22k | 162.06 | |
| JPMorgan Chase & Co. (JPM) | 2.1 | $3.3M | 23k | 145.44 | |
| Fortinet (FTNT) | 2.1 | $3.3M | 44k | 75.59 | |
| Nike (NKE) | 2.0 | $3.1M | 29k | 110.37 | |
| Chevron Corporation (CVX) | 2.0 | $3.1M | 20k | 157.35 | |
| Servicenow (NOW) | 2.0 | $3.1M | 5.5k | 561.97 | |
| Metropcs Communications (TMUS) | 1.9 | $3.0M | 22k | 138.90 | |
| Stryker Corporation (SYK) | 1.7 | $2.7M | 8.8k | 305.09 | |
| Lululemon Athletica (LULU) | 1.7 | $2.6M | 6.9k | 378.50 | |
| Constellation Brands (STZ) | 1.4 | $2.2M | 9.1k | 246.13 | |
| Honeywell International (HON) | 1.4 | $2.2M | 11k | 207.50 | |
| S&p Global (SPGI) | 1.3 | $2.1M | 5.2k | 400.89 | |
| salesforce (CRM) | 1.3 | $2.0M | 9.6k | 211.26 | |
| UnitedHealth (UNH) | 1.3 | $2.0M | 4.2k | 480.64 | |
| Union Pacific Corporation (UNP) | 1.1 | $1.7M | 8.2k | 204.62 | |
| McKesson Corporation (MCK) | 1.0 | $1.6M | 3.8k | 427.31 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 1.0 | $1.6M | 3.4k | 470.60 | |
| Deere & Company (DE) | 1.0 | $1.5M | 3.8k | 405.19 | |
| Elf Beauty (ELF) | 0.9 | $1.4M | 13k | 114.23 | |
| Charles River Laboratories (CRL) | 0.8 | $1.3M | 6.0k | 210.25 | |
| Caterpillar (CAT) | 0.8 | $1.2M | 4.8k | 246.05 | |
| Chipotle Mexican Grill (CMG) | 0.7 | $1.1M | 510.00 | 2139.00 | |
| Murphy Usa (MUSA) | 0.6 | $921k | 3.0k | 311.11 | |
| Nextera Energy (NEE) | 0.6 | $917k | 12k | 74.20 | |
| McDonald's Corporation (MCD) | 0.6 | $910k | 3.1k | 298.41 | |
| Netflix (NFLX) | 0.6 | $877k | 2.0k | 440.49 | |
| Estee Lauder Companies (EL) | 0.5 | $853k | 4.3k | 196.38 | |
| Kroger (KR) | 0.5 | $817k | 17k | 47.00 | |
| Halliburton Company (HAL) | 0.5 | $804k | 24k | 32.99 | |
| Abbvie (ABBV) | 0.5 | $803k | 6.0k | 134.73 | |
| Lam Research Corporation (LRCX) | 0.5 | $768k | 1.2k | 642.86 | |
| Quest Diagnostics Incorporated (DGX) | 0.5 | $727k | 5.2k | 140.56 | |
| United Rentals (URI) | 0.4 | $702k | 1.6k | 445.37 | |
| Alphabet Inc Class C cs (GOOG) | 0.4 | $700k | 5.8k | 120.97 | |
| Steris Intl Stk (STE) | 0.4 | $668k | 3.0k | 224.98 | |
| American Tower Reit (AMT) | 0.4 | $665k | 3.4k | 193.94 | |
| General Electric (GE) | 0.4 | $592k | 5.4k | 109.85 | |
| Square Inc cl a (SQ) | 0.4 | $591k | 8.9k | 66.57 | |
| Cummins (CMI) | 0.4 | $572k | 2.3k | 245.16 | |
| Schlumberger (SLB) | 0.3 | $530k | 11k | 49.12 | |
| Cadence Design Systems (CDNS) | 0.3 | $503k | 2.1k | 234.52 | |
| Tractor Supply Company (TSCO) | 0.3 | $473k | 2.1k | 221.10 | |
| O'reilly Automotive (ORLY) | 0.3 | $449k | 470.00 | 955.30 | |
| U.S. Bancorp (USB) | 0.3 | $421k | 13k | 33.04 | |
| Dollar General (DG) | 0.2 | $351k | 2.1k | 169.78 | |
| Floor & Decor Hldgs Inc cl a (FND) | 0.2 | $337k | 3.2k | 103.96 | |
| Dex (DXCM) | 0.2 | $319k | 2.5k | 128.51 | |
| Taiwan Semiconductor Intl Stk (TSM) | 0.2 | $309k | 3.1k | 100.92 | |
| Goldman Sachs (GS) | 0.2 | $306k | 950.00 | 322.54 | |
| United Parcel Service (UPS) | 0.2 | $302k | 1.7k | 179.25 | |
| TJX Companies (TJX) | 0.2 | $291k | 3.4k | 84.79 | |
| Abbott Laboratories (ABT) | 0.2 | $280k | 2.6k | 109.02 | |
| Bunge | 0.2 | $278k | 3.0k | 94.35 | |
| Comcast Corporation (CMCSA) | 0.2 | $268k | 6.4k | 41.55 | |
| Ansys (ANSS) | 0.2 | $261k | 790.00 | 330.27 | |
| Lantheus Holdings Inc Common Stock Usd 0.01 (LNTH) | 0.2 | $257k | 3.1k | 83.92 | |
| NXP Semiconductors NV Intl Stk (NXPI) | 0.2 | $248k | 1.2k | 204.68 | |
| Eli Lilly & Co. (LLY) | 0.2 | $244k | 520.00 | 468.98 | |
| Mosaic (MOS) | 0.2 | $237k | 6.8k | 35.00 | |
| Genuine Parts Company (GPC) | 0.2 | $237k | 1.4k | 169.23 | |
| Crowdstrike Hldgs Inc cl a (CRWD) | 0.1 | $221k | 1.5k | 146.87 | |
| Ford Motor Company (F) | 0.1 | $200k | 13k | 15.13 |
