Wd Rutherford as of Sept. 30, 2025
Portfolio Holdings for Wd Rutherford
Wd Rutherford holds 73 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 8.8 | $21M | 111k | 186.58 | |
| Microsoft Corporation (MSFT) | 3.5 | $8.2M | 16k | 517.95 | |
| Arista Networks (ANET) | 3.4 | $8.1M | 56k | 145.71 | |
| Apple (AAPL) | 3.2 | $7.5M | 30k | 254.63 | |
| Alphabet Inc Class A cs (GOOGL) | 3.1 | $7.4M | 30k | 243.10 | |
| Crowdstrike Hldgs Inc cl a (CRWD) | 3.0 | $7.1M | 15k | 490.38 | |
| JPMorgan Chase & Co. (JPM) | 2.9 | $6.9M | 22k | 315.43 | |
| General Electric (GE) | 2.7 | $6.3M | 21k | 300.82 | |
| Amazon (AMZN) | 2.7 | $6.3M | 29k | 219.57 | |
| Netflix (NFLX) | 2.4 | $5.6M | 4.7k | 1198.92 | |
| Palo Alto Networks (PANW) | 2.3 | $5.4M | 26k | 203.62 | |
| Costco Wholesale Corporation (COST) | 2.3 | $5.4M | 5.8k | 925.63 | |
| Visa (V) | 2.2 | $5.1M | 15k | 341.38 | |
| Home Depot (HD) | 2.1 | $4.9M | 12k | 405.19 | |
| Metropcs Communications (TMUS) | 2.1 | $4.9M | 21k | 239.38 | |
| MasterCard Incorporated (MA) | 2.0 | $4.8M | 8.4k | 568.81 | |
| Facebook Inc cl a (META) | 2.0 | $4.7M | 6.3k | 734.38 | |
| Casey's General Stores (CASY) | 2.0 | $4.6M | 8.2k | 565.32 | |
| Robinhood Mkts (HOOD) | 2.0 | $4.6M | 32k | 143.18 | |
| Servicenow (NOW) | 1.9 | $4.5M | 4.9k | 920.28 | |
| Advanced Micro Devices (AMD) | 1.9 | $4.5M | 28k | 161.79 | |
| McKesson Corporation (MCK) | 1.9 | $4.4M | 5.6k | 772.54 | |
| Cummins (CMI) | 1.8 | $4.2M | 9.9k | 422.37 | |
| Chevron Corporation (CVX) | 1.8 | $4.2M | 27k | 155.29 | |
| Honeywell International (HON) | 1.7 | $4.1M | 20k | 210.50 | |
| TJX Companies (TJX) | 1.7 | $3.9M | 27k | 144.54 | |
| Stryker Corporation (SYK) | 1.7 | $3.9M | 11k | 369.67 | |
| Intuitive Surgical (ISRG) | 1.6 | $3.7M | 8.2k | 447.23 | |
| Cadence Design Systems (CDNS) | 1.5 | $3.5M | 9.9k | 351.26 | |
| Snowflake Inc Cl A (SNOW) | 1.5 | $3.4M | 15k | 225.55 | |
| Goldman Sachs (GS) | 1.5 | $3.4M | 4.3k | 796.35 | |
| United Rentals (URI) | 1.5 | $3.4M | 3.6k | 954.66 | |
| U.S. Bancorp (USB) | 1.4 | $3.4M | 70k | 48.33 | |
| salesforce (CRM) | 1.4 | $3.2M | 13k | 237.00 | |
| S&p Global (SPGI) | 1.3 | $3.0M | 6.2k | 486.71 | |
| Caterpillar (CAT) | 1.2 | $2.9M | 6.1k | 477.15 | |
| Ge Vernova (GEV) | 1.2 | $2.8M | 4.5k | 614.90 | |
| Applovin Corp Class A (APP) | 1.2 | $2.8M | 3.8k | 718.54 | |
| Marvell Technology (MRVL) | 1.1 | $2.5M | 30k | 84.07 | |
| Nextera Energy (NEE) | 1.1 | $2.5M | 33k | 75.49 | |
| Boston Scientific Corporation (BSX) | 0.9 | $2.2M | 23k | 97.63 | |
| Taiwan Semiconductor Intl (TSM) | 0.8 | $2.0M | 7.1k | 279.29 | |
| Wal-Mart Stores (WMT) | 0.8 | $1.9M | 19k | 103.06 | |
| Church & Dwight (CHD) | 0.8 | $1.8M | 21k | 87.63 | |
| Public Storage (PSA) | 0.7 | $1.7M | 6.0k | 288.85 | |
| Ge Healthcare Technologies I (GEHC) | 0.7 | $1.5M | 21k | 75.10 | |
| Fortinet (FTNT) | 0.6 | $1.5M | 18k | 84.08 | |
| O'reilly Automotive (ORLY) | 0.6 | $1.5M | 14k | 107.81 | |
| Waste Management (WM) | 0.6 | $1.4M | 6.3k | 220.83 | |
| Chipotle Mexican Grill (CMG) | 0.6 | $1.4M | 35k | 39.19 | |
| Vertiv Holdings Llc vertiv holdings (VRT) | 0.5 | $1.3M | 8.3k | 150.86 | |
| Alphabet Inc Class C cs (GOOG) | 0.5 | $1.3M | 5.1k | 243.55 | |
| Adobe Systems Incorporated (ADBE) | 0.5 | $1.2M | 3.4k | 352.75 | |
| Reddit (RDDT) | 0.5 | $1.1M | 5.0k | 229.99 | |
| Lam Research (LRCX) | 0.5 | $1.1M | 8.3k | 133.90 | |
| Shopify Inc cl a (SHOP) | 0.5 | $1.1M | 7.4k | 148.61 | |
| McDonald's Corporation (MCD) | 0.4 | $991k | 3.3k | 303.89 | |
| Applied Materials (AMAT) | 0.4 | $976k | 4.8k | 204.74 | |
| Synopsys (SNPS) | 0.4 | $868k | 1.8k | 493.39 | |
| Oracle Corporation (ORCL) | 0.3 | $717k | 2.5k | 281.24 | |
| IDEXX Laboratories (IDXX) | 0.3 | $624k | 976.00 | 638.89 | |
| Thermo Fisher Scientific (TMO) | 0.3 | $617k | 1.3k | 485.02 | |
| Axon Enterprise (AXON) | 0.2 | $586k | 817.00 | 717.64 | |
| Cooper Cos (COO) | 0.2 | $562k | 8.2k | 68.56 | |
| AutoZone (AZO) | 0.2 | $360k | 84.00 | 4290.24 | |
| American Tower Reit (AMT) | 0.1 | $334k | 1.7k | 192.32 | |
| Arhaus Incorporated Com Class A (ARHS) | 0.1 | $288k | 27k | 10.63 | |
| Raytheon Technologies Corp (RTX) | 0.1 | $259k | 1.6k | 167.33 | |
| Edwards Lifesciences (EW) | 0.1 | $257k | 3.3k | 77.77 | |
| Tractor Supply Company (TSCO) | 0.1 | $238k | 4.2k | 56.87 | |
| Abbott Laboratories (ABT) | 0.1 | $234k | 1.7k | 133.94 | |
| Steris Intl (STE) | 0.1 | $229k | 925.00 | 247.44 | |
| Morgan Stanley (MS) | 0.1 | $220k | 1.4k | 158.96 |
