Wd Rutherford

Wd Rutherford as of Dec. 31, 2024

Portfolio Holdings for Wd Rutherford

Wd Rutherford holds 71 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
NVIDIA Corporation (NVDA) 7.8 $17M 123k 134.29
Apple (AAPL) 3.8 $8.0M 32k 250.42
Microsoft Corporation (MSFT) 3.4 $7.2M 17k 421.51
Amazon (AMZN) 3.1 $6.4M 29k 219.39
Arista Networks 3.0 $6.3M 57k 110.53
Alphabet Inc Class A cs (GOOGL) 2.8 $5.9M 31k 189.30
JPMorgan Chase & Co. (JPM) 2.6 $5.5M 23k 239.71
Servicenow (NOW) 2.6 $5.4M 5.1k 1060.12
Costco Wholesale Corporation (COST) 2.6 $5.4M 5.9k 916.27
Crowdstrike Hldgs Inc cl a (CRWD) 2.4 $5.1M 15k 342.16
Visa (V) 2.4 $5.0M 16k 316.04
Metropcs Communications (TMUS) 2.3 $4.8M 22k 220.73
Home Depot (HD) 2.3 $4.8M 12k 388.99
salesforce (CRM) 2.2 $4.7M 14k 334.33
MasterCard Incorporated (MA) 2.2 $4.7M 8.9k 526.57
Palo Alto Networks (PANW) 2.1 $4.4M 24k 181.96
Intuitive Surgical (ISRG) 2.1 $4.3M 8.3k 521.96
Netflix (NFLX) 2.0 $4.2M 4.7k 891.32
Honeywell International (HON) 2.0 $4.2M 19k 225.89
U.S. Bancorp (USB) 1.9 $4.0M 84k 47.83
Chevron Corporation (CVX) 1.9 $4.0M 28k 144.84
Stryker Corporation (SYK) 1.8 $3.8M 11k 360.05
Thermo Fisher Scientific (TMO) 1.8 $3.8M 7.3k 520.23
Adobe Systems Incorporated (ADBE) 1.8 $3.7M 8.3k 444.68
Advanced Micro Devices (AMD) 1.7 $3.6M 30k 120.79
Church & Dwight (CHD) 1.7 $3.6M 34k 104.71
Cummins (CMI) 1.7 $3.5M 10k 348.60
Cooper Companies 1.6 $3.4M 38k 91.93
Casey's General Stores (CASY) 1.6 $3.3M 8.4k 396.23
General Electric (GE) 1.6 $3.3M 20k 166.79
McKesson Corporation (MCK) 1.5 $3.3M 5.7k 569.91
Facebook Inc cl a (META) 1.5 $3.2M 5.5k 585.51
Elf Beauty (ELF) 1.4 $3.0M 24k 125.55
TJX Companies (TJX) 1.4 $2.9M 24k 120.81
Marvell Technology (MRVL) 1.3 $2.8M 25k 110.45
S&p Global (SPGI) 1.3 $2.8M 5.6k 498.03
Cadence Design Systems (CDNS) 1.3 $2.7M 9.0k 300.46
Chipotle Mexican Grill (CMG) 1.2 $2.6M 43k 60.30
United Rentals (URI) 1.2 $2.5M 3.6k 704.44
Comcast Corporation (CMCSA) 1.1 $2.3M 61k 37.53
Constellation Brands (STZ) 1.1 $2.3M 10k 221.00
Caterpillar (CAT) 1.0 $2.1M 5.8k 362.76
Snowflake Inc Cl A (SNOW) 0.9 $1.9M 12k 154.41
Public Storage (PSA) 0.8 $1.8M 6.0k 299.44
Nextera Energy (NEE) 0.8 $1.8M 25k 71.69
Fortinet (FTNT) 0.8 $1.7M 18k 94.48
Union Pacific Corporation (UNP) 0.8 $1.7M 7.3k 228.04
Ge Healthcare Technologies I (GEHC) 0.8 $1.6M 21k 78.18
Taiwan Semiconductor Intl Stk (TSM) 0.6 $1.3M 6.8k 197.49
American Tower Reit (AMT) 0.5 $1.1M 6.1k 183.41
O'reilly Automotive (ORLY) 0.5 $1.1M 932.00 1185.80
Alphabet Inc Class C cs (GOOG) 0.5 $1.0M 5.4k 190.44
IDEXX Laboratories (IDXX) 0.5 $987k 2.4k 413.44
McDonald's Corporation (MCD) 0.4 $941k 3.2k 289.89
Genuine Parts Company (GPC) 0.4 $895k 7.7k 116.76
Synopsys (SNPS) 0.4 $847k 1.7k 485.36
Lam Research Corporation 0.3 $702k 9.7k 72.23
Edwards Lifesciences (EW) 0.3 $702k 9.5k 74.03
Applied Materials (AMAT) 0.3 $654k 4.0k 162.63
Abercrombie & Fitch (ANF) 0.3 $634k 4.2k 149.47
Goldman Sachs (GS) 0.3 $595k 1.0k 572.62
Ge Vernova (GEV) 0.3 $570k 1.7k 328.93
Boston Scientific Corporation (BSX) 0.2 $504k 5.6k 89.32
Oracle Corporation (ORCL) 0.2 $418k 2.5k 166.64
Tractor Supply Company (TSCO) 0.2 $400k 7.5k 53.06
Deckers Outdoor Corporation (DECK) 0.2 $352k 1.7k 203.09
Pepsi (PEP) 0.2 $335k 2.2k 152.06
On Holding Intl Stk (ONON) 0.2 $333k 6.1k 54.77
AutoZone (AZO) 0.1 $282k 88.00 3202.00
Arhaus Incorporated Com Class A (ARHS) 0.1 $254k 27k 9.40
UnitedHealth (UNH) 0.1 $238k 470.00 505.86