Wd Rutherford as of Sept. 30, 2026
Portfolio Holdings for Wd Rutherford
Wd Rutherford holds 78 positions in its portfolio as reported in the September 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 8.7 | $23M | 101k | 228.38 | |
| Crowdstrike Hldgs Inc cl a (CRWD) | 4.5 | $12M | 45k | 264.75 | |
| Alphabet Inc Class A cs (GOOGL) | 4.0 | $11M | 31k | 344.08 | |
| Advanced Micro Devices (AMD) | 3.9 | $10M | 17k | 611.76 | |
| Arista Networks (ANET) | 3.3 | $8.8M | 43k | 203.59 | |
| Palo Alto Networks (PANW) | 3.3 | $8.7M | 22k | 397.31 | |
| Apple (AAPL) | 3.3 | $8.7M | 26k | 333.02 | |
| Microsoft Corporation (MSFT) | 2.8 | $7.4M | 14k | 512.90 | |
| Amazon (AMZN) | 2.7 | $7.0M | 28k | 249.15 | |
| Micron Technology (MU) | 2.4 | $6.4M | 6.0k | 1065.11 | |
| JPMorgan Chase & Co. (JPM) | 2.4 | $6.3M | 19k | 330.83 | |
| Facebook Inc cl a (META) | 2.4 | $6.2M | 8.6k | 725.18 | |
| Snowflake Inc Cl A (SNOW) | 2.3 | $5.9M | 18k | 339.56 | |
| General Electric (GE) | 2.1 | $5.5M | 18k | 312.29 | |
| Ge Vernova (GEV) | 2.0 | $5.2M | 5.4k | 950.49 | |
| Eli Lilly & Co. (LLY) | 1.9 | $5.1M | 4.4k | 1157.08 | |
| Visa (V) | 1.9 | $5.1M | 14k | 359.33 | |
| Goldman Sachs (GS) | 1.9 | $4.9M | 5.5k | 900.36 | |
| Costco Wholesale Corporation (COST) | 1.9 | $4.9M | 5.4k | 910.34 | |
| Taiwan Semiconductor Intl (TSM) | 1.8 | $4.8M | 11k | 456.19 | |
| Robinhood Mkts (HOOD) | 1.8 | $4.8M | 43k | 112.50 | |
| Lam Research (LRCX) | 1.8 | $4.8M | 15k | 328.51 | |
| Network Associates Inc cl a (NET) | 1.7 | $4.6M | 13k | 347.27 | |
| Chevron Corporation (CVX) | 1.7 | $4.6M | 22k | 204.21 | |
| MasterCard Incorporated (MA) | 1.7 | $4.5M | 8.2k | 551.47 | |
| McKesson Corporation (MCK) | 1.6 | $4.3M | 5.1k | 853.81 | |
| TJX Companies (TJX) | 1.6 | $4.1M | 31k | 132.31 | |
| Cummins (CMI) | 1.5 | $4.1M | 7.8k | 516.57 | |
| Casey's General Stores (CASY) | 1.5 | $3.9M | 6.4k | 608.46 | |
| Wal-Mart Stores (WMT) | 1.4 | $3.8M | 36k | 103.92 | |
| Caterpillar (CAT) | 1.4 | $3.6M | 4.5k | 810.79 | |
| Vertiv Holdings Llc vertiv holdings (VRT) | 1.4 | $3.6M | 15k | 241.31 | |
| United Rentals (URI) | 1.3 | $3.5M | 3.5k | 1000.78 | |
| Home Depot (HD) | 1.3 | $3.4M | 12k | 284.49 | |
| Intel Corporation (INTC) | 1.3 | $3.3M | 28k | 120.23 | |
| Netflix (NFLX) | 1.2 | $3.3M | 47k | 69.58 | |
| Coherent Corp (COHR) | 1.1 | $2.9M | 10k | 287.81 | |
| Nextera Energy (NEE) | 1.1 | $2.8M | 37k | 75.74 | |
| American Express Company (AXP) | 1.1 | $2.8M | 9.1k | 304.10 | |
| Honeywell International | 0.9 | $2.3M | 11k | 210.94 | |
| Honeywell Aerospace (HONA) | 0.9 | $2.3M | 15k | 154.97 | |
| U.S. Bancorp (USB) | 0.7 | $1.9M | 33k | 57.76 | |
| Applovin Corp Class A (APP) | 0.7 | $1.7M | 6.0k | 290.43 | |
| Banco Santander Intl (BSAC) | 0.6 | $1.6M | 117k | 13.83 | |
| Reddit (RDDT) | 0.6 | $1.6M | 11k | 142.44 | |
| Cardinal Health (CAH) | 0.6 | $1.5M | 6.9k | 222.50 | |
| Linde Intl (LIN) | 0.6 | $1.5M | 3.1k | 474.65 | |
| Applied Materials (AMAT) | 0.5 | $1.4M | 2.8k | 511.38 | |
| Celestica Intl (CLS) | 0.5 | $1.4M | 3.9k | 361.43 | |
| Alphabet Inc Class C cs (GOOG) | 0.5 | $1.2M | 3.6k | 340.74 | |
| Zscaler Incorporated (ZS) | 0.4 | $1.1M | 5.3k | 199.42 | |
| American Electric Power Company (AEP) | 0.4 | $1.0M | 8.4k | 118.64 | |
| Waste Management (WM) | 0.4 | $928k | 4.6k | 203.92 | |
| Shopify Inc cl a (SHOP) | 0.3 | $859k | 5.8k | 148.30 | |
| Solstice Advanced Matls (SOLS) | 0.3 | $839k | 15k | 56.32 | |
| Palantir Technologies (PLTR) | 0.3 | $836k | 4.5k | 187.05 | |
| Lantheus Holdings Inc Common Stock Usd 0.01 (LNTH) | 0.3 | $833k | 8.4k | 99.53 | |
| Fortinet (FTNT) | 0.3 | $809k | 4.5k | 178.76 | |
| Servicenow (NOW) | 0.3 | $735k | 5.5k | 134.01 | |
| Metropcs Communications (TMUS) | 0.3 | $694k | 4.3k | 163.08 | |
| O'reilly Automotive (ORLY) | 0.3 | $675k | 7.9k | 85.41 | |
| PowerShares QQQ ETF Etf | 0.3 | $667k | 901.00 | 739.77 | |
| Thermo Fisher Scientific (TMO) | 0.2 | $618k | 915.00 | 675.05 | |
| Morgan Stanley (MS) | 0.2 | $562k | 3.0k | 188.08 | |
| iShares Russell 1000 Value ETF Etf (IWD) | 0.2 | $510k | 2.1k | 247.93 | |
| Comfort Systems USA (FIX) | 0.2 | $510k | 308.00 | 1654.09 | |
| IDEXX Laboratories (IDXX) | 0.2 | $435k | 833.00 | 522.19 | |
| Intuitive Surgical (ISRG) | 0.2 | $429k | 1.1k | 406.63 | |
| Enterprise Products Partners (EPD) | 0.2 | $429k | 12k | 35.61 | |
| Bank of New York Mellon Corporation (BNY) | 0.1 | $335k | 2.3k | 144.63 | |
| Raytheon Technologies Corp (RTX) | 0.1 | $332k | 1.8k | 185.65 | |
| Public Storage (PSA) | 0.1 | $327k | 1.2k | 282.84 | |
| Sempra Energy (SRE) | 0.1 | $278k | 3.6k | 77.96 | |
| Spotify Technology SA Intl (SPOT) | 0.1 | $229k | 469.00 | 487.38 | |
| Cbre Group Inc Cl A (CBRE) | 0.1 | $218k | 1.7k | 128.47 | |
| MidCap SPDR ETF Etf (MDY) | 0.1 | $210k | 319.00 | 656.71 | |
| Teradyne (TER) | 0.1 | $208k | 518.00 | 400.91 | |
| Schwab S&P 500 Index Fund Fund (SWPPX) | 0.1 | $205k | 10k | 19.77 |
