Wd Rutherford

Wd Rutherford as of Sept. 30, 2024

Portfolio Holdings for Wd Rutherford

Wd Rutherford holds 78 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
NVIDIA Corporation (NVDA) 7.4 $15M 125k 121.44
Apple (AAPL) 3.7 $7.6M 33k 233.00
Microsoft Corporation (MSFT) 3.7 $7.5M 18k 430.30
Amazon (AMZN) 2.7 $5.5M 30k 186.33
Arista Networks (ANET) 2.7 $5.5M 14k 383.82
Costco Wholesale Corporation (COST) 2.6 $5.3M 6.0k 886.52
Alphabet Inc Class A cs (GOOGL) 2.6 $5.3M 32k 165.85
Home Depot (HD) 2.5 $5.0M 13k 405.20
Advanced Micro Devices (AMD) 2.5 $5.0M 31k 164.08
JPMorgan Chase & Co. (JPM) 2.4 $4.9M 23k 210.86
Metropcs Communications (TMUS) 2.3 $4.6M 22k 206.36
Thermo Fisher Scientific (TMO) 2.2 $4.6M 7.4k 618.57
Servicenow (NOW) 2.2 $4.5M 5.0k 894.39
MasterCard Incorporated (MA) 2.2 $4.5M 9.0k 493.80
Visa (V) 2.2 $4.4M 16k 274.95
Cooper Companies 2.1 $4.3M 39k 110.34
Crowdstrike Hldgs Inc cl a (CRWD) 2.1 $4.2M 15k 280.47
Chevron Corporation (CVX) 2.0 $4.1M 28k 147.27
Adobe Systems Incorporated (ADBE) 2.0 $4.1M 7.8k 517.78
U.S. Bancorp (USB) 1.9 $4.0M 87k 45.73
Palo Alto Networks (PANW) 1.9 $3.9M 11k 341.80
salesforce (CRM) 1.9 $3.8M 14k 273.71
Stryker Corporation (SYK) 1.8 $3.8M 11k 361.26
Church & Dwight (CHD) 1.8 $3.8M 36k 104.72
Intuitive Surgical (ISRG) 1.8 $3.7M 7.6k 491.27
Honeywell International (HON) 1.8 $3.6M 18k 206.71
General Electric (GE) 1.7 $3.5M 18k 188.58
Netflix (NFLX) 1.7 $3.4M 4.9k 709.27
Cummins (CMI) 1.5 $3.2M 9.8k 323.79
Casey's General Stores (CASY) 1.5 $3.1M 8.2k 375.71
United Rentals (URI) 1.4 $2.9M 3.6k 809.73
Facebook Inc cl a (META) 1.4 $2.8M 4.9k 572.44
Constellation Brands (STZ) 1.3 $2.8M 11k 257.69
Comcast Corporation (CMCSA) 1.3 $2.7M 65k 41.77
S&p Global (SPGI) 1.3 $2.7M 5.2k 516.62
McKesson Corporation (MCK) 1.3 $2.7M 5.4k 494.42
Elf Beauty (ELF) 1.2 $2.5M 23k 109.03
TJX Companies (TJX) 1.2 $2.4M 20k 117.54
Caterpillar (CAT) 1.1 $2.3M 5.9k 391.12
Chipotle Mexican Grill (CMG) 1.1 $2.2M 39k 57.62
Cadence Design Systems (CDNS) 1.0 $2.0M 7.5k 271.03
Union Pacific Corporation (UNP) 1.0 $2.0M 8.2k 246.48
Nextera Energy (NEE) 1.0 $2.0M 24k 84.53
Ge Healthcare Technologies I (GEHC) 1.0 $2.0M 21k 93.85
Snowflake Inc Cl A (SNOW) 1.0 $1.9M 17k 114.86
Public Storage (PSA) 0.9 $1.8M 4.9k 363.87
IDEXX Laboratories (IDXX) 0.8 $1.7M 3.4k 505.22
American Tower Reit (AMT) 0.7 $1.4M 6.1k 232.56
Fortinet (FTNT) 0.7 $1.4M 18k 77.55
Marvell Technology (MRVL) 0.6 $1.3M 18k 72.12
McDonald's Corporation (MCD) 0.6 $1.3M 4.2k 304.51
Edwards Lifesciences (EW) 0.6 $1.2M 18k 65.99
O'reilly Automotive (ORLY) 0.5 $1.1M 932.00 1151.60
Genuine Parts Company (GPC) 0.5 $1.0M 7.4k 139.68
Taiwan Semiconductor Intl Stk (TSM) 0.5 $935k 5.4k 173.67
Alphabet Inc Class C cs (GOOG) 0.4 $890k 5.3k 167.19
Lam Research Corporation 0.4 $854k 1.0k 816.08
Synopsys (SNPS) 0.4 $834k 1.6k 506.39
Applied Materials (AMAT) 0.3 $559k 2.8k 202.05
Steris Intl Stk (STE) 0.3 $556k 2.3k 242.54
Abercrombie & Fitch (ANF) 0.3 $549k 3.9k 139.90
Pepsi (PEP) 0.3 $544k 3.2k 170.05
Tractor Supply Company (TSCO) 0.2 $441k 1.5k 290.93
Align Technology (ALGN) 0.2 $391k 1.5k 254.32
Boston Scientific Corporation (BSX) 0.2 $386k 4.6k 83.80
Goldman Sachs (GS) 0.2 $366k 739.00 495.11
Oracle Corporation (ORCL) 0.2 $362k 2.1k 170.40
Charles River Laboratories (CRL) 0.2 $338k 1.7k 196.97
Elastic Intl Stk (ESTC) 0.2 $327k 4.3k 76.76
UnitedHealth (UNH) 0.2 $314k 537.00 584.68
On Holding Intl Stk (ONON) 0.1 $305k 6.1k 50.15
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.1 $304k 780.00 389.12
AutoZone (AZO) 0.1 $277k 88.00 3150.05
Deckers Outdoor Corporation (DECK) 0.1 $264k 1.7k 159.45
Eli Lilly & Co. (LLY) 0.1 $243k 274.00 885.94
Wingstop (WING) 0.1 $241k 578.00 416.08
Ge Vernova (GEV) 0.1 $238k 935.00 254.98
Nike (NKE) 0.1 $234k 2.6k 88.40