Wd Rutherford LLC
Wd Rutherford LLC reported 75 holdings worth US$276M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 20, 2026
Wd Rutherford LLC reported 75 holdings worth US$276M as of Jun 30, 2026. Largest: Nvidia Corporation, Alphabet Inc (google) Class C and Advanced Micro Devices Inc. Filed Jul 20, 2026 (Form 13F).
- Holdings
- 75
- Value as reported
- US$276M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Nvidia Corporation | 107K | US$21.5M | 7.8% |
| Alphabet Inc (google) Class C | 35,462 | US$12.7M | 4.6% |
| Advanced Micro Devices Inc | 19,362 | US$11.2M | 4.1% |
| Crowdstrike Holdings, Inc. | 13,467 | US$10.3M | 3.7% |
| Palo Alto Networks, Inc. | 25,328 | US$8.64M | 3.1% |
| Arista Networks, Inc. | 48,092 | US$8.17M | 3.0% |
| Apple Inc | 28,184 | US$8.16M | 3.0% |
| Ge Aerospace | 18,548 | US$6.93M | 2.5% |
| Amazon.com, Inc. | 28,816 | US$6.87M | 2.5% |
| Micron Technology, Inc. | 5,930 | US$6.84M | 2.5% |
| Ge Vernova Inc. | 5,661 | US$6.65M | 2.4% |
| Jp Morgan Chase & Co. | 20,056 | US$6.56M | 2.4% |
| Cummins Inc. | 8,690 | US$6.2M | 2.2% |
| Lam Research Corporation | 13,590 | US$5.89M | 2.1% |
| Microsoft Corp. | 15,230 | US$5.68M | 2.1% |
| Goldman Sachs Group, Inc. (the) | 5,396 | US$5.46M | 2.0% |
| Caterpillar, Inc. | 5,102 | US$5.43M | 2.0% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 11,309 | US$5.4M | 2.0% |
| Caseys General Stores, Inc. | 6,701 | US$5.33M | 1.9% |
| Costco Wholesale Corporation | 5,659 | US$5.29M | 1.9% |
| Visa Inc. | 14,720 | US$5.05M | 1.8% |
| Snowflake Inc. | 19,707 | US$5.02M | 1.8% |
| Vertiv Holdings, Llc | 14,516 | US$4.86M | 1.8% |
| Tjx Companies, Inc. (the) | 31,673 | US$4.8M | 1.7% |
| Meta Platforms, Inc. | 8,514 | US$4.8M | 1.7% |
| Robinhood Markets, Inc. | 45,181 | US$4.53M | 1.6% |
| Eli Lilly And Company | 3,746 | US$4.49M | 1.6% |
| Mastercard Incorporated | 8,563 | US$4.4M | 1.6% |
| Home Depot, Inc. (the) | 12,435 | US$4.39M | 1.6% |
| United Rentals, Inc. | 3,788 | US$4.29M | 1.6% |
| Walmart Inc. | 35,067 | US$3.97M | 1.4% |
| Chevron Corporation | 23,802 | US$3.95M | 1.4% |
| Mckesson Corporation | 5,123 | US$3.87M | 1.4% |
| Applovin Corporation | 6,903 | US$3.56M | 1.3% |
| Netflix, Inc. | 48,840 | US$3.49M | 1.3% |
| Cloudflare, Inc. | 14,153 | US$3.47M | 1.3% |
| Nextera Energy, Inc. | 36,452 | US$3.2M | 1.2% |
| Coherent Corp. | 8,090 | US$3.19M | 1.2% |
| Stryker Corporation | 9,923 | US$3.12M | 1.1% |
| American Express Company | 8,559 | US$2.9M | 1.0% |
| Honeywell International Inc. | 11,764 | US$2.63M | 0.95% |
| Corning Incorporated | 9,625 | US$2.46M | 0.89% |
| U.s. Bancorp | 35,733 | US$2.16M | 0.78% |
| Applied Materials, Inc. | 2,898 | US$2.1M | 0.76% |
| Reddit, Inc. | 11,316 | US$1.96M | 0.71% |
| Intel Corporation | 12,138 | US$1.69M | 0.61% |
| Banco Santander-chile | 116K | US$1.6M | 0.58% |
| Waste Management, Inc. | 5,818 | US$1.3M | 0.47% |
| Celestica Inc. | 3,540 | US$1.29M | 0.47% |
| Shopify Inc. | 11,141 | US$1.27M | 0.46% |
| American Electric Power Company, Inc. | 8,401 | US$1.15M | 0.42% |
| T-mobile Us, Inc. | 6,129 | US$1.03M | 0.37% |
| Intuitive Surgical, Inc. | 2,322 | US$923K | 0.33% |
| Solstice Advanced Materials Inc. | 10,348 | US$917K | 0.33% |
| Servicenow, Inc. | 8,871 | US$881K | 0.32% |
| Cardinal Health, Inc. | 3,394 | US$806K | 0.29% |
| O'reilly Automotive, Inc. | 8,684 | US$800K | 0.29% |
| Zscaler Inc | 5,374 | US$759K | 0.27% |
| Fortinet, Inc. | 4,607 | US$708K | 0.26% |
| Comfort Systems Usa, Inc. | 322 | US$638K | 0.23% |
| Morgan Stanley | 2,579 | US$539K | 0.20% |
| Thermo Fisher Scientific Inc | 1,055 | US$529K | 0.19% |
| Lantheus Holdings, Inc. | 4,451 | US$494K | 0.18% |
| Public Storage | 1,396 | US$444K | 0.16% |
| Otis Worldwide Corporation | 6,142 | US$440K | 0.16% |
| Idexx Laboratories, Inc. | 833 | US$439K | 0.16% |
| Rtx Corporation | 2,178 | US$413K | 0.15% |
| Enterprise Products Partners L.p. | 10,770 | US$396K | 0.14% |
| Salesforce, Inc. | 2,332 | US$365K | 0.13% |
| Dba Sempra | 3,548 | US$329K | 0.12% |
| L3harris Technologies, Inc. | 805 | US$234K | 0.08% |
| Autozone, Inc. | 0 | US$0 | 0.00% |
| Boston Scientific Corporation | 0 | US$0 | 0.00% |
| Mcdonald's Corporation | 0 | US$0 | 0.00% |
Source
View original at SEC
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