Wd Rutherford

Wd Rutherford as of June 30, 2024

Portfolio Holdings for Wd Rutherford

Wd Rutherford holds 97 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
NVIDIA Corporation (NVDA) 8.1 $16M 130k 123.54
Microsoft Corporation (MSFT) 3.9 $7.8M 18k 446.95
Apple (AAPL) 3.5 $7.0M 33k 210.62
Alphabet Inc Class A cs (GOOGL) 2.8 $5.7M 31k 182.15
Amazon (AMZN) 2.7 $5.5M 28k 193.25
Costco Wholesale Corporation (COST) 2.7 $5.4M 6.3k 849.99
Arista Networks (ANET) 2.7 $5.3M 15k 350.48
Crowdstrike Hldgs Inc cl a (CRWD) 2.6 $5.3M 14k 383.19
Advanced Micro Devices (AMD) 2.5 $4.9M 31k 162.21
JPMorgan Chase & Co. (JPM) 2.4 $4.7M 23k 202.26
Adobe Systems Incorporated (ADBE) 2.2 $4.4M 7.9k 555.54
Metropcs Communications (TMUS) 2.1 $4.1M 23k 176.18
Home Depot (HD) 2.1 $4.1M 12k 344.24
Visa (V) 2.1 $4.1M 16k 262.47
Thermo Fisher Scientific (TMO) 2.0 $4.1M 7.3k 553.00
Servicenow (NOW) 2.0 $4.0M 5.0k 786.67
MasterCard Incorporated (MA) 2.0 $3.9M 8.8k 441.16
Edwards Lifesciences (EW) 1.9 $3.8M 41k 92.37
Chevron Corporation (CVX) 1.9 $3.7M 24k 156.42
Church & Dwight (CHD) 1.8 $3.7M 35k 103.68
Honeywell International (HON) 1.8 $3.6M 17k 213.54
salesforce (CRM) 1.8 $3.5M 14k 257.10
Intuitive Surgical (ISRG) 1.8 $3.5M 7.8k 444.85
Cooper Companies 1.7 $3.5M 40k 87.30
Palo Alto Networks (PANW) 1.7 $3.5M 10k 339.01
U.S. Bancorp (USB) 1.7 $3.4M 85k 39.70
Elf Beauty (ELF) 1.7 $3.4M 16k 210.72
Netflix (NFLX) 1.7 $3.4M 5.0k 674.88
Stryker Corporation (SYK) 1.6 $3.2M 9.4k 340.25
Casey's General Stores (CASY) 1.5 $3.1M 8.1k 381.56
Charles River Laboratories (CRL) 1.4 $2.8M 14k 206.58
Constellation Brands (STZ) 1.4 $2.7M 11k 257.28
S&p Global (SPGI) 1.2 $2.4M 5.3k 446.00
Snowflake Inc Cl A (SNOW) 1.2 $2.3M 17k 135.09
McKesson Corporation (MCK) 1.1 $2.2M 3.8k 584.04
United Rentals (URI) 1.1 $2.2M 3.3k 646.73
Halliburton Company (HAL) 1.1 $2.1M 62k 33.78
Comcast Corporation (CMCSA) 1.0 $2.0M 50k 39.16
General Electric (GE) 1.0 $1.9M 12k 158.97
Lululemon Athletica (LULU) 1.0 $1.9M 6.4k 298.70
Facebook Inc cl a (META) 0.9 $1.9M 3.7k 504.22
IDEXX Laboratories (IDXX) 0.9 $1.9M 3.9k 487.20
Union Pacific Corporation (UNP) 0.9 $1.9M 8.3k 226.26
Cummins (CMI) 0.8 $1.6M 5.9k 276.93
Nextera Energy (NEE) 0.8 $1.6M 23k 70.81
Chipotle Mexican Grill (CMG) 0.8 $1.6M 25k 62.65
Nike (NKE) 0.8 $1.5M 20k 75.37
Public Storage (PSA) 0.7 $1.4M 4.9k 287.65
Caterpillar (CAT) 0.7 $1.4M 4.2k 333.10
Cadence Design Systems (CDNS) 0.7 $1.4M 4.5k 307.75
Fortinet (FTNT) 0.7 $1.4M 23k 60.27
McDonald's Corporation (MCD) 0.6 $1.1M 4.5k 254.84
O'reilly Automotive (ORLY) 0.6 $1.1M 1.0k 1056.06
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.5 $1.1M 2.8k 385.87
Alphabet Inc Class C cs (GOOG) 0.5 $1.0M 5.6k 183.42
TJX Companies (TJX) 0.5 $1000k 9.1k 110.10
Lam Research Corporation 0.4 $871k 818.00 1064.85
UnitedHealth (UNH) 0.4 $833k 1.6k 509.26
Deere & Company (DE) 0.4 $791k 2.1k 373.63
American Tower Reit (AMT) 0.4 $758k 3.9k 194.38
Synopsys (SNPS) 0.3 $664k 1.1k 595.06
Applied Materials (AMAT) 0.3 $641k 2.7k 235.99
Ge Healthcare Technologies I (GEHC) 0.3 $615k 7.9k 77.92
Pepsi (PEP) 0.3 $537k 3.3k 164.93
Schlumberger (SLB) 0.3 $533k 11k 47.18
Steris Intl Stk (STE) 0.3 $504k 2.3k 219.54
Marvell Technology (MRVL) 0.2 $452k 6.5k 69.90
Tractor Supply Company (TSCO) 0.2 $439k 1.6k 270.00
Elastic Intl Stk (ESTC) 0.2 $422k 3.7k 113.91
Abbott Laboratories (ABT) 0.2 $415k 4.0k 103.91
Align Technology (ALGN) 0.2 $396k 1.6k 241.43
Deckers Outdoor Corporation (DECK) 0.2 $394k 407.00 967.95
Boston Scientific Corporation (BSX) 0.2 $355k 4.6k 77.01
Goldman Sachs (GS) 0.2 $344k 761.00 452.32
NXP Semiconductors NV Intl Stk (NXPI) 0.2 $326k 1.2k 269.09
Oracle Corporation (ORCL) 0.1 $269k 1.9k 141.20
Ansys (ANSS) 0.1 $239k 742.00 321.50
Raytheon Technologies Corp (RTX) 0.1 $238k 2.4k 100.39
Eli Lilly & Co. (LLY) 0.1 $212k 234.00 905.38
Medtronic Intl Stk (MDT) 0.1 $174k 2.2k 78.71
Ge Vernova (GEV) 0.1 $160k 935.00 171.51
On Holding Intl Stk (ONON) 0.1 $145k 3.7k 38.80
AutoZone (AZO) 0.1 $136k 46.00 2964.11
Murphy Usa (MUSA) 0.1 $128k 272.00 469.46
Taiwan Semiconductor Intl Stk (TSM) 0.1 $117k 671.00 173.81
Floor & Decor Hldgs Inc cl a (FND) 0.0 $96k 962.00 99.41
Morgan Stanley (MS) 0.0 $70k 715.00 97.19
Waste Management (WM) 0.0 $61k 288.00 213.34
Charles Schwab Corporation (SCHW) 0.0 $43k 580.00 73.69
ASML Holding Intl Stk (ASML) 0.0 $31k 30.00 1022.73
Quest Diagnostics Incorporated (DGX) 0.0 $30k 220.00 136.88
Genuine Parts Company (GPC) 0.0 $24k 170.00 138.32
Lamb Weston Hldgs (LW) 0.0 $22k 260.00 84.08
D.R. Horton (DHI) 0.0 $19k 137.00 140.93
Lennar Corporation (LEN) 0.0 $14k 95.00 149.87
Shopify Inc cl a (SHOP) 0.0 $9.9k 150.00 66.05
Oddity Tech Intl Stk (ODD) 0.0 $5.3k 134.00 39.26