Wd Rutherford as of Dec. 31, 2025
Portfolio Holdings for Wd Rutherford
Wd Rutherford holds 73 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 8.7 | $21M | 112k | 186.50 | |
| Alphabet Inc Class A cs (GOOGL) | 4.0 | $9.5M | 30k | 313.00 | |
| Apple (AAPL) | 3.3 | $8.0M | 29k | 271.86 | |
| Microsoft Corporation (MSFT) | 3.3 | $8.0M | 17k | 483.62 | |
| Arista Networks (ANET) | 3.0 | $7.2M | 55k | 131.03 | |
| JPMorgan Chase & Co. (JPM) | 2.9 | $7.0M | 22k | 322.22 | |
| Amazon (AMZN) | 2.9 | $6.9M | 30k | 230.82 | |
| Crowdstrike Hldgs Inc cl a (CRWD) | 2.8 | $6.7M | 14k | 468.76 | |
| General Electric (GE) | 2.6 | $6.3M | 21k | 308.03 | |
| Advanced Micro Devices (AMD) | 2.5 | $5.9M | 28k | 214.16 | |
| Facebook Inc cl a (META) | 2.4 | $5.7M | 8.6k | 660.09 | |
| Visa (V) | 2.3 | $5.4M | 15k | 350.71 | |
| Costco Wholesale Corporation (COST) | 2.1 | $5.1M | 5.9k | 862.34 | |
| Cummins (CMI) | 2.1 | $5.0M | 9.8k | 510.45 | |
| MasterCard Incorporated (MA) | 2.1 | $5.0M | 8.7k | 570.88 | |
| Palo Alto Networks (PANW) | 2.0 | $4.9M | 27k | 184.20 | |
| Robinhood Mkts (HOOD) | 1.9 | $4.6M | 41k | 113.10 | |
| Intuitive Surgical (ISRG) | 1.9 | $4.6M | 8.1k | 566.36 | |
| McKesson Corporation (MCK) | 1.9 | $4.5M | 5.5k | 820.29 | |
| TJX Companies (TJX) | 1.9 | $4.5M | 29k | 153.61 | |
| Casey's General Stores (CASY) | 1.9 | $4.5M | 8.1k | 552.71 | |
| Goldman Sachs (GS) | 1.9 | $4.4M | 5.1k | 879.00 | |
| Home Depot (HD) | 1.8 | $4.3M | 13k | 344.10 | |
| Honeywell International (HON) | 1.8 | $4.3M | 22k | 195.09 | |
| Netflix (NFLX) | 1.8 | $4.3M | 46k | 93.76 | |
| Snowflake Inc Cl A (SNOW) | 1.7 | $4.1M | 19k | 219.36 | |
| Metropcs Communications (TMUS) | 1.7 | $4.1M | 20k | 203.04 | |
| Chevron Corporation (CVX) | 1.7 | $4.0M | 26k | 152.41 | |
| Applovin Corp Class A (APP) | 1.7 | $4.0M | 5.9k | 673.82 | |
| Ge Vernova (GEV) | 1.6 | $3.9M | 6.0k | 653.57 | |
| Stryker Corporation (SYK) | 1.6 | $3.7M | 11k | 351.47 | |
| Caterpillar (CAT) | 1.4 | $3.4M | 5.9k | 572.87 | |
| Boston Scientific Corporation (BSX) | 1.4 | $3.3M | 35k | 95.35 | |
| Wal-Mart Stores (WMT) | 1.3 | $3.1M | 28k | 111.41 | |
| Servicenow (NOW) | 1.3 | $3.0M | 20k | 153.19 | |
| United Rentals (URI) | 1.2 | $2.8M | 3.5k | 809.32 | |
| Cadence Design Systems (CDNS) | 1.2 | $2.8M | 9.0k | 312.58 | |
| Nextera Energy (NEE) | 1.1 | $2.7M | 33k | 80.28 | |
| U.S. Bancorp (USB) | 1.1 | $2.6M | 49k | 53.36 | |
| Vertiv Holdings Llc vertiv holdings (VRT) | 1.0 | $2.4M | 15k | 162.01 | |
| Reddit (RDDT) | 1.0 | $2.3M | 10k | 229.87 | |
| salesforce (CRM) | 0.9 | $2.3M | 8.5k | 264.91 | |
| Taiwan Semiconductor Intl (TSM) | 0.9 | $2.2M | 7.2k | 303.89 | |
| S&p Global (SPGI) | 0.9 | $2.2M | 4.2k | 522.59 | |
| Lam Research (LRCX) | 0.7 | $1.7M | 10k | 171.18 | |
| Shopify Inc cl a (SHOP) | 0.7 | $1.6M | 10k | 160.97 | |
| Alphabet Inc Class C cs (GOOG) | 0.7 | $1.6M | 5.0k | 313.80 | |
| Public Storage (PSA) | 0.6 | $1.5M | 6.0k | 259.50 | |
| Marvell Technology (MRVL) | 0.6 | $1.5M | 18k | 84.98 | |
| Fortinet (FTNT) | 0.6 | $1.4M | 17k | 79.41 | |
| Waste Management (WM) | 0.6 | $1.3M | 6.1k | 219.71 | |
| Applied Materials (AMAT) | 0.5 | $1.2M | 4.8k | 256.99 | |
| O'reilly Automotive (ORLY) | 0.5 | $1.2M | 13k | 91.21 | |
| McDonald's Corporation (MCD) | 0.4 | $949k | 3.1k | 305.63 | |
| Network Associates Inc cl a (NET) | 0.4 | $925k | 4.7k | 197.15 | |
| Coherent Corp (COHR) | 0.4 | $841k | 4.6k | 184.57 | |
| Thermo Fisher Scientific (TMO) | 0.3 | $752k | 1.3k | 579.45 | |
| IDEXX Laboratories (IDXX) | 0.2 | $579k | 856.00 | 676.53 | |
| Celestica Intl (CLS) | 0.2 | $575k | 1.9k | 295.61 | |
| Micron Technology (MU) | 0.2 | $570k | 2.0k | 285.41 | |
| Ge Healthcare Technologies I (GEHC) | 0.2 | $533k | 6.5k | 82.02 | |
| Spotify Technology SA Intl (SPOT) | 0.2 | $457k | 787.00 | 580.71 | |
| Solstice Advanced Matls (SOLS) | 0.2 | $417k | 8.6k | 48.58 | |
| Axon Enterprise (AXON) | 0.2 | $395k | 695.00 | 567.93 | |
| Cooper Cos (COO) | 0.2 | $393k | 4.8k | 81.96 | |
| Synopsys (SNPS) | 0.2 | $389k | 827.00 | 469.72 | |
| Oracle Corporation (ORCL) | 0.1 | $357k | 1.8k | 194.91 | |
| Raytheon Technologies Corp (RTX) | 0.1 | $353k | 1.9k | 183.40 | |
| Morgan Stanley (MS) | 0.1 | $352k | 2.0k | 177.53 | |
| AutoZone (AZO) | 0.1 | $312k | 92.00 | 3391.50 | |
| Comfort Systems USA (FIX) | 0.1 | $296k | 317.00 | 933.29 | |
| Edwards Lifesciences (EW) | 0.1 | $282k | 3.3k | 85.25 | |
| Nike (NKE) | 0.1 | $242k | 3.8k | 63.71 |
