Wd Rutherford as of June 30, 2025
Portfolio Holdings for Wd Rutherford
Wd Rutherford holds 96 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 8.1 | $18M | 111k | 157.99 | |
| Microsoft Corporation (MSFT) | 3.6 | $7.9M | 16k | 497.41 | |
| Crowdstrike Hldgs Inc cl a (CRWD) | 3.4 | $7.3M | 14k | 509.31 | |
| JPMorgan Chase & Co. (JPM) | 3.0 | $6.4M | 22k | 289.91 | |
| Netflix (NFLX) | 2.9 | $6.3M | 4.7k | 1339.13 | |
| Amazon (AMZN) | 2.9 | $6.2M | 29k | 219.39 | |
| Apple (AAPL) | 2.8 | $6.0M | 29k | 205.17 | |
| Arista Networks | 2.6 | $5.7M | 56k | 102.31 | |
| Costco Wholesale Corporation (COST) | 2.6 | $5.7M | 5.7k | 989.94 | |
| Visa (V) | 2.4 | $5.3M | 15k | 355.05 | |
| Alphabet Inc Class A cs (GOOGL) | 2.4 | $5.3M | 30k | 176.23 | |
| Palo Alto Networks (PANW) | 2.4 | $5.3M | 26k | 204.64 | |
| General Electric (GE) | 2.4 | $5.2M | 20k | 257.39 | |
| Servicenow (NOW) | 2.4 | $5.2M | 5.0k | 1028.08 | |
| Metropcs Communications (TMUS) | 2.2 | $4.9M | 21k | 238.26 | |
| MasterCard Incorporated (MA) | 2.2 | $4.7M | 8.4k | 561.94 | |
| Facebook Inc cl a (META) | 2.1 | $4.5M | 6.1k | 738.09 | |
| Intuitive Surgical (ISRG) | 2.0 | $4.4M | 8.1k | 543.41 | |
| Home Depot (HD) | 2.0 | $4.4M | 12k | 366.64 | |
| Honeywell International (HON) | 2.0 | $4.3M | 18k | 232.88 | |
| Stryker Corporation (SYK) | 1.9 | $4.2M | 11k | 395.63 | |
| Casey's General Stores (CASY) | 1.9 | $4.1M | 8.1k | 510.27 | |
| McKesson Corporation (MCK) | 1.8 | $4.0M | 5.5k | 732.78 | |
| Advanced Micro Devices (AMD) | 1.8 | $3.9M | 28k | 141.90 | |
| Chevron Corporation (CVX) | 1.8 | $3.9M | 27k | 143.19 | |
| salesforce (CRM) | 1.7 | $3.7M | 14k | 272.69 | |
| U.S. Bancorp (USB) | 1.6 | $3.4M | 76k | 45.25 | |
| Cummins (CMI) | 1.5 | $3.2M | 9.9k | 327.50 | |
| TJX Companies (TJX) | 1.5 | $3.2M | 26k | 123.49 | |
| Church & Dwight (CHD) | 1.5 | $3.2M | 33k | 96.11 | |
| S&p Global (SPGI) | 1.5 | $3.2M | 6.0k | 527.29 | |
| Adobe Systems Incorporated (ADBE) | 1.4 | $3.1M | 8.0k | 386.88 | |
| Cadence Design Systems (CDNS) | 1.3 | $2.9M | 9.3k | 308.15 | |
| Goldman Sachs (GS) | 1.3 | $2.8M | 4.0k | 707.75 | |
| Snowflake Inc Cl A (SNOW) | 1.3 | $2.8M | 13k | 223.77 | |
| United Rentals (URI) | 1.2 | $2.7M | 3.5k | 753.40 | |
| Marvell Technology (MRVL) | 1.2 | $2.7M | 34k | 77.40 | |
| Robinhood Mkts (HOOD) | 1.1 | $2.5M | 27k | 93.63 | |
| Chipotle Mexican Grill (CMG) | 1.1 | $2.4M | 43k | 56.15 | |
| Nextera Energy (NEE) | 1.0 | $2.2M | 32k | 69.42 | |
| Ge Vernova (GEV) | 1.0 | $2.2M | 4.2k | 529.15 | |
| Caterpillar (CAT) | 1.0 | $2.2M | 5.6k | 388.21 | |
| Fortinet (FTNT) | 0.9 | $1.9M | 18k | 105.72 | |
| Boston Scientific Corporation (BSX) | 0.8 | $1.8M | 16k | 107.41 | |
| Public Storage (PSA) | 0.8 | $1.7M | 5.9k | 293.42 | |
| Ge Healthcare Technologies I (GEHC) | 0.8 | $1.7M | 23k | 74.07 | |
| Taiwan Semiconductor Intl (TSM) | 0.7 | $1.6M | 7.1k | 226.49 | |
| Waste Management (WM) | 0.7 | $1.4M | 6.2k | 228.82 | |
| O'reilly Automotive (ORLY) | 0.6 | $1.3M | 14k | 90.13 | |
| Cooper Companies | 0.5 | $1.1M | 16k | 71.16 | |
| Wal-Mart Stores (WMT) | 0.5 | $994k | 10k | 97.78 | |
| Applovin Corp Class A (APP) | 0.4 | $948k | 2.7k | 350.08 | |
| McDonald's Corporation (MCD) | 0.4 | $943k | 3.2k | 292.17 | |
| Broad | 0.4 | $935k | 3.4k | 275.65 | |
| Alphabet Inc Class C cs (GOOG) | 0.4 | $915k | 5.2k | 177.39 | |
| Synopsys (SNPS) | 0.4 | $866k | 1.7k | 512.68 | |
| Applied Materials (AMAT) | 0.4 | $791k | 4.3k | 183.07 | |
| Shopify Inc cl a (SHOP) | 0.4 | $790k | 6.8k | 115.35 | |
| Lam Research Corporation | 0.3 | $718k | 7.4k | 97.34 | |
| Oracle Corporation (ORCL) | 0.3 | $571k | 2.6k | 218.63 | |
| Thermo Fisher Scientific (TMO) | 0.3 | $549k | 1.4k | 405.46 | |
| IDEXX Laboratories (IDXX) | 0.2 | $517k | 964.00 | 536.34 | |
| American Tower Reit (AMT) | 0.2 | $469k | 2.1k | 221.02 | |
| Reddit (RDDT) | 0.2 | $372k | 2.5k | 150.57 | |
| AutoZone (AZO) | 0.1 | $312k | 84.00 | 3712.23 | |
| Edwards Lifesciences (EW) | 0.1 | $259k | 3.3k | 78.21 | |
| Tractor Supply Company (TSCO) | 0.1 | $235k | 4.5k | 52.77 | |
| Arhaus Incorporated Com Class A (ARHS) | 0.1 | $235k | 27k | 8.67 | |
| Abbott Laboratories (ABT) | 0.1 | $231k | 1.7k | 136.01 | |
| Steris Intl (STE) | 0.1 | $222k | 925.00 | 240.22 | |
| Comcast Corporation (CMCSA) | 0.1 | $201k | 5.6k | 35.69 | |
| Raytheon Technologies Corp (RTX) | 0.1 | $200k | 1.4k | 146.02 | |
| Morgan Stanley (MS) | 0.1 | $195k | 1.4k | 140.86 | |
| Deere & Company (DE) | 0.1 | $172k | 338.00 | 508.49 | |
| Vertiv Holdings Llc vertiv holdings (VRT) | 0.1 | $168k | 1.3k | 128.41 | |
| Square Inc cl a (XYZ) | 0.1 | $161k | 2.4k | 67.93 | |
| Sempra Energy (SRE) | 0.1 | $157k | 2.1k | 75.77 | |
| Elastic Intl (ESTC) | 0.1 | $110k | 1.3k | 84.33 | |
| Eli Lilly & Co. (LLY) | 0.0 | $86k | 110.00 | 779.53 | |
| Pepsi (PEP) | 0.0 | $83k | 629.00 | 132.04 | |
| Ansys (ANSS) | 0.0 | $75k | 212.00 | 351.22 | |
| Floor & Decor Hldgs Inc cl a (FND) | 0.0 | $73k | 962.00 | 75.96 | |
| On Holding Intl (ONON) | 0.0 | $73k | 1.4k | 52.05 | |
| Charles Schwab Corporation (SCHW) | 0.0 | $53k | 580.00 | 91.24 | |
| Genuine Parts Company (GPC) | 0.0 | $50k | 413.00 | 121.31 | |
| Murphy Usa (MUSA) | 0.0 | $49k | 121.00 | 406.80 | |
| Oddity Tech Intl (ODD) | 0.0 | $48k | 635.00 | 75.47 | |
| Hims & Hers Heal (HIMS) | 0.0 | $21k | 425.00 | 49.85 | |
| Carvana Co cl a (CVNA) | 0.0 | $20k | 59.00 | 336.97 | |
| Rivian Automotive Inc Class A (RIVN) | 0.0 | $20k | 1.4k | 13.74 | |
| Wingstop (WING) | 0.0 | $18k | 52.00 | 336.73 | |
| Medtronic Intl (MDT) | 0.0 | $10k | 115.00 | 87.17 | |
| Sweetgreen Cl A Ord (SG) | 0.0 | $8.4k | 566.00 | 14.88 | |
| Coherent Corp (COHR) | 0.0 | $8.0k | 90.00 | 89.21 | |
| Align Technology (ALGN) | 0.0 | $6.8k | 36.00 | 189.33 | |
| Constellation Brands (STZ) | 0.0 | $6.5k | 40.00 | 162.68 |
