Wd Rutherford

Wd Rutherford as of Dec. 31, 2023

Portfolio Holdings for Wd Rutherford

Wd Rutherford holds 71 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
NVIDIA Corporation (NVDA) 6.3 $11M 18k 596.54
Microsoft Corporation (MSFT) 4.2 $7.2M 18k 396.51
Apple (AAPL) 3.9 $6.7M 35k 193.89
Advanced Micro Devices (AMD) 3.7 $6.3M 38k 168.18
Crowdstrike Hldgs Inc cl a (CRWD) 3.2 $5.5M 19k 298.66
Costco Wholesale Corporation (COST) 2.9 $5.0M 7.3k 692.51
Adobe Systems Incorporated (ADBE) 2.8 $4.9M 8.1k 603.59
Alphabet Inc Class A cs (GOOGL) 2.7 $4.7M 32k 145.99
Arista Networks (ANET) 2.6 $4.5M 17k 266.60
Amazon (AMZN) 2.5 $4.3M 28k 154.78
JPMorgan Chase & Co. (JPM) 2.5 $4.3M 25k 170.11
Visa (V) 2.5 $4.2M 16k 271.20
salesforce (CRM) 2.4 $4.1M 15k 280.30
Thermo Fisher Scientific (TMO) 2.3 $4.0M 7.2k 553.39
Home Depot (HD) 2.3 $4.0M 11k 356.69
Metropcs Communications (TMUS) 2.3 $4.0M 24k 164.38
Palo Alto Networks (PANW) 2.3 $4.0M 12k 345.65
Servicenow (NOW) 2.2 $3.8M 5.0k 752.45
MasterCard Incorporated (MA) 2.2 $3.8M 8.6k 439.75
Cooper Companies 2.1 $3.5M 9.1k 388.02
Church & Dwight (CHD) 2.0 $3.4M 35k 97.62
IDEXX Laboratories (IDXX) 1.9 $3.3M 6.2k 531.43
U.S. Bancorp (USB) 1.9 $3.2M 78k 41.78
Charles River Laboratories (CRL) 1.8 $3.2M 15k 215.82
Intuitive Surgical (ISRG) 1.8 $3.2M 8.4k 375.81
Chevron Corporation (CVX) 1.8 $3.1M 22k 142.49
Lululemon Athletica (LULU) 1.8 $3.1M 6.4k 481.89
Honeywell International (HON) 1.8 $3.0M 15k 201.04
Edwards Lifesciences (EW) 1.7 $3.0M 40k 75.16
Stryker Corporation (SYK) 1.5 $2.6M 8.4k 313.27
Constellation Brands (STZ) 1.5 $2.6M 10k 251.63
Nike (NKE) 1.5 $2.6M 26k 100.56
S&p Global (SPGI) 1.3 $2.3M 5.1k 444.46
Halliburton Company (HAL) 1.3 $2.2M 64k 34.43
Fortinet (FTNT) 1.2 $2.1M 33k 62.66
Comcast Corporation (CMCSA) 1.2 $2.0M 47k 43.62
Union Pacific Corporation (UNP) 1.1 $1.9M 7.8k 243.11
Elf Beauty (ELF) 1.1 $1.9M 12k 153.86
McKesson Corporation (MCK) 1.0 $1.8M 3.7k 487.32
Deere & Company (DE) 0.7 $1.3M 3.3k 384.59
Abbott Laboratories (ABT) 0.7 $1.3M 11k 114.19
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.7 $1.2M 2.5k 476.90
Caterpillar (CAT) 0.7 $1.2M 4.2k 288.67
Chipotle Mexican Grill (CMG) 0.7 $1.1M 490.00 2325.00
UnitedHealth (UNH) 0.7 $1.1M 2.2k 512.99
Nextera Energy (NEE) 0.6 $1.1M 19k 56.85
Netflix (NFLX) 0.6 $962k 2.0k 485.71
McDonald's Corporation (MCD) 0.6 $955k 3.2k 298.41
Casey's General Stores (CASY) 0.5 $927k 3.2k 286.09
Lam Research Corporation 0.5 $860k 1.0k 833.54
Alphabet Inc Class C cs (GOOG) 0.5 $856k 5.8k 147.71
Cadence Design Systems (CDNS) 0.4 $627k 2.1k 295.73
O'reilly Automotive (ORLY) 0.4 $614k 593.00 1035.94
Steris Intl Stk (STE) 0.4 $603k 2.7k 220.06
United Rentals (URI) 0.3 $570k 985.00 578.88
Cummins (CMI) 0.3 $545k 2.3k 233.88
American Tower Reit (AMT) 0.3 $538k 2.6k 204.02
General Electric (GE) 0.3 $538k 4.1k 131.23
Schlumberger (SLB) 0.3 $531k 11k 50.68
Tractor Supply Company (TSCO) 0.3 $469k 2.0k 232.50
Public Storage (PSA) 0.3 $458k 1.6k 293.65
Ge Healthcare Technologies I (GEHC) 0.3 $454k 6.1k 74.64
Marvell Technology (MRVL) 0.2 $380k 5.4k 70.11
Quest Diagnostics Incorporated (DGX) 0.2 $346k 2.6k 130.71
Goldman Sachs (GS) 0.2 $336k 870.00 385.96
Lamb Weston Hldgs (LW) 0.2 $330k 3.0k 109.70
Raytheon Technologies Corp (RTX) 0.2 $309k 3.6k 85.02
TJX Companies (TJX) 0.2 $303k 3.2k 95.13
NXP Semiconductors NV Intl Stk (NXPI) 0.2 $265k 1.2k 218.84
Ansys (ANSS) 0.1 $253k 742.00 341.02
Applied Materials (AMAT) 0.1 $234k 1.4k 168.30