Wd Rutherford

Wd Rutherford as of March 31, 2024

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