Wd Rutherford as of June 30, 2026
Portfolio Holdings for Wd Rutherford
Wd Rutherford holds 75 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 7.8 | $22M | 108k | 200.09 | |
| Advanced Micro Devices (AMD) | 4.1 | $11M | 19k | 580.91 | |
| Alphabet Inc Class A cs (GOOGL) | 4.0 | $11M | 31k | 357.37 | |
| Crowdstrike Hldgs Inc cl a (CRWD) | 3.7 | $10M | 14k | 763.14 | |
| Palo Alto Networks (PANW) | 3.1 | $8.6M | 25k | 341.02 | |
| Arista Networks (ANET) | 3.0 | $8.2M | 48k | 169.88 | |
| Apple (AAPL) | 3.0 | $8.2M | 28k | 289.36 | |
| General Electric (GE) | 2.5 | $6.9M | 19k | 373.73 | |
| Amazon (AMZN) | 2.5 | $6.9M | 29k | 238.34 | |
| Micron Technology (MU) | 2.5 | $6.8M | 5.9k | 1154.29 | |
| Ge Vernova (GEV) | 2.4 | $6.7M | 5.7k | 1174.86 | |
| JPMorgan Chase & Co. (JPM) | 2.4 | $6.6M | 20k | 327.33 | |
| Cummins (CMI) | 2.2 | $6.2M | 8.7k | 713.21 | |
| Lam Research (LRCX) | 2.1 | $5.9M | 14k | 433.33 | |
| Microsoft Corporation (MSFT) | 2.1 | $5.7M | 15k | 373.02 | |
| Goldman Sachs (GS) | 2.0 | $5.5M | 5.4k | 1011.37 | |
| Caterpillar (CAT) | 2.0 | $5.4M | 5.1k | 1064.90 | |
| Taiwan Semiconductor Intl (TSM) | 2.0 | $5.4M | 11k | 477.57 | |
| Casey's General Stores (CASY) | 1.9 | $5.3M | 6.7k | 794.79 | |
| Costco Wholesale Corporation (COST) | 1.9 | $5.3M | 5.7k | 935.47 | |
| Visa (V) | 1.8 | $5.1M | 15k | 343.09 | |
| Snowflake Inc Cl A (SNOW) | 1.8 | $5.0M | 20k | 254.50 | |
| Vertiv Holdings Llc vertiv holdings (VRT) | 1.8 | $4.9M | 15k | 334.82 | |
| TJX Companies (TJX) | 1.7 | $4.8M | 32k | 151.50 | |
| Facebook Inc cl a (META) | 1.7 | $4.8M | 8.5k | 563.29 | |
| Robinhood Mkts (HOOD) | 1.6 | $4.5M | 45k | 100.28 | |
| Eli Lilly & Co. (LLY) | 1.6 | $4.5M | 3.7k | 1199.43 | |
| MasterCard Incorporated (MA) | 1.6 | $4.4M | 8.6k | 513.60 | |
| Home Depot (HD) | 1.6 | $4.4M | 12k | 352.68 | |
| United Rentals (URI) | 1.6 | $4.3M | 3.8k | 1132.89 | |
| Wal-Mart Stores (WMT) | 1.4 | $4.0M | 35k | 113.26 | |
| Chevron Corporation (CVX) | 1.4 | $3.9M | 24k | 165.76 | |
| McKesson Corporation (MCK) | 1.4 | $3.9M | 5.1k | 755.60 | |
| Applovin Corp Class A (APP) | 1.3 | $3.6M | 6.9k | 515.23 | |
| Netflix (NFLX) | 1.3 | $3.5M | 49k | 71.40 | |
| Network Associates Inc cl a (NET) | 1.3 | $3.5M | 14k | 245.27 | |
| Nextera Energy (NEE) | 1.2 | $3.2M | 37k | 87.77 | |
| Coherent Corp (COHR) | 1.2 | $3.2M | 8.1k | 394.47 | |
| Stryker Corporation (SYK) | 1.1 | $3.1M | 9.9k | 314.84 | |
| Honeywell Aerospace (HONA) | 1.1 | $3.0M | 14k | 221.08 | |
| American Express Company (AXP) | 1.0 | $2.9M | 8.6k | 338.25 | |
| Honeywell International | 1.0 | $2.6M | 12k | 223.89 | |
| Corning Incorporated (GLW) | 0.9 | $2.5M | 9.6k | 255.43 | |
| U.S. Bancorp (USB) | 0.8 | $2.2M | 36k | 60.40 | |
| Applied Materials (AMAT) | 0.8 | $2.1M | 2.9k | 723.00 | |
| Reddit (RDDT) | 0.7 | $2.0M | 11k | 173.58 | |
| Intel Corporation (INTC) | 0.6 | $1.7M | 12k | 139.63 | |
| Banco Santander Intl (BSAC) | 0.6 | $1.6M | 116k | 13.80 | |
| Alphabet Inc Class C cs (GOOG) | 0.6 | $1.6M | 4.4k | 353.33 | |
| Waste Management (WM) | 0.5 | $1.3M | 5.8k | 222.88 | |
| Celestica Intl (CLS) | 0.5 | $1.3M | 3.5k | 364.80 | |
| Shopify Inc cl a (SHOP) | 0.5 | $1.3M | 11k | 114.18 | |
| American Electric Power Company (AEP) | 0.4 | $1.1M | 8.4k | 136.81 | |
| Metropcs Communications (TMUS) | 0.4 | $1.0M | 6.1k | 167.73 | |
| Intuitive Surgical (ISRG) | 0.3 | $923k | 2.3k | 397.68 | |
| Solstice Advanced Matls (SOLS) | 0.3 | $917k | 10k | 88.60 | |
| Servicenow (NOW) | 0.3 | $881k | 8.9k | 99.28 | |
| Cardinal Health (CAH) | 0.3 | $806k | 3.4k | 237.56 | |
| O'reilly Automotive (ORLY) | 0.3 | $800k | 8.7k | 92.09 | |
| Zscaler Incorporated (ZS) | 0.3 | $759k | 5.4k | 141.15 | |
| Fortinet (FTNT) | 0.3 | $708k | 4.6k | 153.62 | |
| Linde Intl (LIN) | 0.2 | $646k | 1.2k | 518.94 | |
| Comfort Systems USA (FIX) | 0.2 | $638k | 322.00 | 1981.95 | |
| Morgan Stanley (MS) | 0.2 | $539k | 2.6k | 209.04 | |
| Thermo Fisher Scientific (TMO) | 0.2 | $529k | 1.1k | 501.36 | |
| Lantheus Holdings Inc Common Stock Usd 0.01 (LNTH) | 0.2 | $494k | 4.5k | 110.94 | |
| Public Storage (PSA) | 0.2 | $444k | 1.4k | 318.31 | |
| Otis Worldwide Corp (OTIS) | 0.2 | $440k | 6.1k | 71.60 | |
| IDEXX Laboratories (IDXX) | 0.2 | $439k | 833.00 | 526.44 | |
| Raytheon Technologies Corp (RTX) | 0.1 | $413k | 2.2k | 189.73 | |
| Enterprise Products Partners (EPD) | 0.1 | $396k | 11k | 36.76 | |
| salesforce (CRM) | 0.1 | $365k | 2.3k | 156.66 | |
| Spotify Technology SA Intl (SPOT) | 0.1 | $360k | 784.00 | 459.13 | |
| Sempra Energy (SRE) | 0.1 | $329k | 3.5k | 92.71 | |
| L3harris Technologies (LHX) | 0.1 | $234k | 805.00 | 290.59 |
