Wd Rutherford

Wd Rutherford as of March 31, 2026

Portfolio Holdings for Wd Rutherford

Wd Rutherford holds 71 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
NVIDIA Corporation (NVDA) 8.6 $19M 111k 174.40
Alphabet Inc Class A cs (GOOGL) 3.8 $8.6M 30k 287.56
Apple (AAPL) 3.3 $7.3M 29k 253.79
Arista Networks (ANET) 2.7 $6.2M 50k 122.78
JPMorgan Chase & Co. (JPM) 2.7 $6.0M 20k 294.16
Amazon (AMZN) 2.6 $6.0M 29k 208.27
Microsoft Corporation (MSFT) 2.6 $5.8M 16k 370.17
Crowdstrike Hldgs Inc cl a (CRWD) 2.5 $5.7M 15k 390.41
Costco Wholesale Corporation (COST) 2.5 $5.7M 5.7k 996.43
Advanced Micro Devices (AMD) 2.5 $5.6M 27k 203.43
General Electric (GE) 2.4 $5.4M 19k 283.77
Casey's General Stores (CASY) 2.4 $5.3M 7.3k 727.86
Honeywell International (HON) 2.3 $5.1M 23k 226.03
Ge Vernova (GEV) 2.2 $5.0M 5.7k 872.90
Chevron Corporation (CVX) 2.2 $5.0M 24k 206.90
Facebook Inc cl a (META) 2.2 $4.9M 8.6k 572.13
Cummins (CMI) 2.2 $4.9M 9.1k 538.02
TJX Companies (TJX) 2.1 $4.8M 30k 159.70
Netflix (NFLX) 2.0 $4.6M 48k 96.15
Goldman Sachs (GS) 2.0 $4.6M 5.4k 845.99
Visa (V) 2.0 $4.5M 15k 302.24
MasterCard Incorporated (MA) 1.9 $4.3M 8.6k 499.66
Palo Alto Networks (PANW) 1.9 $4.2M 26k 160.32
Home Depot (HD) 1.8 $4.1M 13k 328.89
McKesson Corporation (MCK) 1.8 $4.1M 4.8k 865.36
Vertiv Holdings Llc vertiv holdings (VRT) 1.7 $3.8M 15k 250.58
Wal-Mart Stores (WMT) 1.7 $3.8M 31k 124.28
Taiwan Semiconductor Intl (TSM) 1.7 $3.8M 11k 337.95
Caterpillar (CAT) 1.7 $3.7M 5.3k 708.46
Intuitive Surgical (ISRG) 1.6 $3.6M 7.9k 460.99
Stryker Corporation (SYK) 1.6 $3.5M 11k 328.59
Snowflake Inc Cl A (SNOW) 1.5 $3.3M 22k 150.82
Robinhood Mkts (HOOD) 1.4 $3.2M 46k 69.30
Nextera Energy (NEE) 1.4 $3.1M 33k 92.88
Applovin Corp Class A (APP) 1.2 $2.8M 7.0k 398.00
United Rentals (URI) 1.2 $2.7M 3.7k 728.56
Lam Research (LRCX) 1.2 $2.6M 12k 213.66
American Express Company (AXP) 1.0 $2.3M 7.6k 302.48
Shopify Inc cl a (SHOP) 1.0 $2.3M 19k 118.62
U.S. Bancorp (USB) 1.0 $2.2M 43k 52.01
Boston Scientific Corporation (BSX) 0.9 $2.1M 33k 62.75
Servicenow (NOW) 0.9 $2.0M 19k 104.55
Network Associates Inc cl a (NET) 0.9 $1.9M 9.4k 206.33
Metropcs Communications (TMUS) 0.9 $1.9M 9.2k 210.03
Otis Worldwide Corp (OTIS) 0.8 $1.7M 22k 77.08
Reddit (RDDT) 0.7 $1.6M 12k 134.65
Applied Materials (AMAT) 0.7 $1.5M 4.5k 341.79
salesforce (CRM) 0.7 $1.5M 8.3k 186.67
Coherent Corp (COHR) 0.7 $1.5M 6.3k 238.21
Alphabet Inc Class C cs (GOOG) 0.6 $1.4M 5.0k 286.86
Waste Management (WM) 0.6 $1.4M 6.2k 229.79
Banco Santander Intl (BSAC) 0.6 $1.3M 117k 11.28
Micron Technology (MU) 0.6 $1.3M 3.7k 337.84
American Electric Power Company (AEP) 0.5 $1.1M 8.5k 131.08
O'reilly Automotive (ORLY) 0.5 $1.0M 11k 92.31
Spotify Technology SA Intl (SPOT) 0.4 $819k 1.7k 484.91
Celestica Intl (CLS) 0.3 $766k 2.7k 281.68
Solstice Advanced Matls (SOLS) 0.3 $705k 9.3k 76.16
Zscaler Incorporated (ZS) 0.3 $682k 4.9k 140.29
Thermo Fisher Scientific (TMO) 0.3 $582k 1.2k 491.53
Cardinal Health (CAH) 0.3 $565k 2.7k 211.31
Fortinet (FTNT) 0.2 $498k 6.1k 81.72
IDEXX Laboratories (IDXX) 0.2 $481k 856.00 561.89
McDonald's Corporation (MCD) 0.2 $443k 1.4k 310.79
Comfort Systems USA (FIX) 0.2 $437k 317.00 1378.99
Public Storage (PSA) 0.2 $437k 1.6k 270.88
Raytheon Technologies Corp (RTX) 0.2 $377k 2.0k 192.90
Corning Incorporated (GLW) 0.2 $359k 2.6k 135.97
Morgan Stanley (MS) 0.1 $335k 2.0k 164.57
AutoZone (AZO) 0.1 $291k 86.00 3377.78
Sempra Energy (SRE) 0.1 $225k 2.3k 97.17