Wd Rutherford

Wd Rutherford as of March 31, 2025

Portfolio Holdings for Wd Rutherford

Wd Rutherford holds 73 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
NVIDIA Corporation (NVDA) 7.1 $13M 119k 112.20
Microsoft Corporation (MSFT) 3.5 $6.5M 17k 385.73
Apple (AAPL) 3.4 $6.3M 31k 202.14
Crowdstrike Hldgs Inc cl a (CRWD) 3.1 $5.8M 15k 392.80
Costco Wholesale Corporation (COST) 3.1 $5.8M 5.9k 976.92
Metropcs Communications (TMUS) 3.0 $5.6M 21k 266.71
JPMorgan Chase & Co. (JPM) 2.8 $5.3M 23k 233.13
Amazon (AMZN) 2.8 $5.2M 29k 179.59
Visa (V) 2.8 $5.2M 16k 335.81
Netflix (NFLX) 2.6 $4.9M 5.0k 976.28
Alphabet Inc Class A cs (GOOGL) 2.6 $4.8M 31k 156.31
MasterCard Incorporated (MA) 2.4 $4.5M 8.7k 517.38
Home Depot (HD) 2.3 $4.3M 12k 354.11
Palo Alto Networks (PANW) 2.3 $4.3M 25k 173.55
Servicenow (NOW) 2.2 $4.2M 5.2k 816.50
Arista Networks 2.2 $4.2M 57k 73.20
Intuitive Surgical (ISRG) 2.2 $4.1M 8.4k 488.27
Casey's General Stores (CASY) 2.1 $4.0M 8.6k 464.41
McKesson Corporation (MCK) 2.1 $3.9M 5.6k 692.86
General Electric (GE) 2.1 $3.9M 21k 185.67
Stryker Corporation (SYK) 2.0 $3.8M 11k 346.80
Chevron Corporation (CVX) 2.0 $3.7M 28k 134.54
Honeywell International (HON) 2.0 $3.7M 19k 198.81
salesforce (CRM) 1.9 $3.6M 14k 254.93
Church & Dwight (CHD) 1.9 $3.6M 34k 105.07
U.S. Bancorp (USB) 1.7 $3.3M 84k 38.63
Facebook Inc cl a (META) 1.7 $3.2M 6.2k 521.52
TJX Companies (TJX) 1.7 $3.1M 24k 128.50
Thermo Fisher Scientific (TMO) 1.6 $3.1M 7.0k 441.00
S&p Global (SPGI) 1.6 $3.0M 6.3k 470.71
Cummins (CMI) 1.6 $3.0M 10k 287.36
Adobe Systems Incorporated (ADBE) 1.5 $2.9M 8.2k 350.38
Advanced Micro Devices (AMD) 1.5 $2.9M 30k 95.29
Cadence Design Systems (CDNS) 1.3 $2.4M 9.0k 264.31
United Rentals (URI) 1.2 $2.2M 3.7k 597.18
Chipotle Mexican Grill (CMG) 1.1 $2.1M 43k 48.80
Nextera Energy (NEE) 1.1 $2.0M 29k 67.66
Snowflake Inc Cl A (SNOW) 1.0 $1.8M 12k 146.54
Fortinet (FTNT) 0.9 $1.8M 18k 99.20
Public Storage (PSA) 0.9 $1.8M 6.1k 288.91
Marvell Technology (MRVL) 0.9 $1.7M 31k 53.32
Caterpillar (CAT) 0.9 $1.7M 5.7k 293.43
Cooper Companies 0.9 $1.6M 21k 77.80
Ge Vernova (GEV) 0.8 $1.4M 4.3k 328.56
Waste Management (WM) 0.8 $1.4M 6.1k 231.48
Ge Healthcare Technologies I (GEHC) 0.7 $1.4M 22k 63.10
O'reilly Automotive (ORLY) 0.7 $1.3M 928.00 1397.93
Taiwan Semiconductor Intl Stk (TSM) 0.6 $1.1M 7.1k 157.33
McDonald's Corporation (MCD) 0.5 $1.0M 3.2k 312.48
Union Pacific Corporation (UNP) 0.5 $900k 4.1k 220.08
Boston Scientific Corporation (BSX) 0.5 $871k 9.2k 94.23
Alphabet Inc Class C cs (GOOG) 0.4 $845k 5.3k 158.68
Robinhood Mkts (HOOD) 0.4 $819k 19k 44.08
Goldman Sachs (GS) 0.4 $793k 1.6k 507.89
Synopsys (SNPS) 0.4 $722k 1.7k 425.65
Applovin Corp Class A (APP) 0.3 $634k 2.6k 245.47
Broad 0.3 $621k 3.5k 178.95
Shopify Inc cl a (SHOP) 0.3 $600k 7.2k 83.91
Wal-Mart Stores (WMT) 0.3 $584k 6.2k 93.97
Applied Materials (AMAT) 0.3 $562k 3.9k 145.45
Lam Research Corporation 0.3 $505k 7.4k 68.44
Comcast Corporation (CMCSA) 0.3 $501k 15k 34.40
American Tower Reit (AMT) 0.2 $462k 2.1k 218.01
Constellation Brands (STZ) 0.2 $444k 2.4k 183.86
IDEXX Laboratories (IDXX) 0.2 $424k 1.1k 404.02
Oracle Corporation (ORCL) 0.2 $355k 2.7k 133.94
Edwards Lifesciences (EW) 0.2 $339k 4.8k 70.76
AutoZone (AZO) 0.2 $320k 88.00 3631.17
Tractor Supply Company (TSCO) 0.1 $275k 5.4k 51.00
Abbott Laboratories (ABT) 0.1 $215k 1.7k 126.22
Reddit (RDDT) 0.1 $208k 2.2k 96.46
Arhaus Incorporated Com Class A (ARHS) 0.1 $205k 27k 7.56
Steris Intl Stk (STE) 0.1 $205k 925.00 221.04