WD RUTHERFORD LLC 13F Holdings
CIK 0001841015
As of Sep 30, 2025, WD RUTHERFORD LLC reported 73 positions worth $235.1M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| NVIDIA CORP | NVDA | Technology | 111,204 | $20.7M | 8.82% |
| MICROSOFT CORP | MSFT | Technology | 15,857 | $8.2M | 3.49% |
| ARISTA NETWORKS INC | ANET | Technology | 55,636 | $8.1M | 3.45% |
| APPLE INC | AAPL | Technology | 29,486 | $7.5M | 3.19% |
| ALPHABET INC | GOOGL | Equity | 30,282 | $7.4M | 3.13% |
| CROWDSTRIKE HOLDINGS INC | CRWD | Technology | 14,499 | $7.1M | 3.02% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 21,884 | $6.9M | 2.94% |
| GE AEROSPACE | GE | Industrials | 20,867 | $6.3M | 2.67% |
| AMAZON.COM INC | AMZN | Equity | 28,519 | $6.3M | 2.66% |
| NETFLIX INC | NFLX | Communication Services | 4,691 | $5.6M | 2.39% |
| PALO ALTO NETWORKS INC | PANW | Technology | 26,407 | $5.4M | 2.29% |
| COSTCO WHOLESALE CORP | COST | Consumer Defensive | 5,799 | $5.4M | 2.28% |
| VISA INC-CLASS A SHARES | V | Financial Services | 15,072 | $5.1M | 2.19% |
| HOME DEPOT INC | HD | Consumer Cyclical | 12,138 | $4.9M | 2.09% |
| T-MOBILE US INC | TMUS | Communication Services | 20,517 | $4.9M | 2.09% |
| MASTERCARD INC | MA | Financial Services | 8,436 | $4.8M | 2.04% |
| Meta Platforms, Inc. | META | — | 6,334 | $4.7M | 1.98% |
| CASEYS GENERAL STORES INC | CASY | Consumer Cyclical | 8,205 | $4.6M | 1.97% |
| ROBINHOOD MARKETS INC - A | HOOD | Equity | 32,303 | $4.6M | 1.97% |
| SERVICENOW INC | NOW | Technology | 4,896 | $4.5M | 1.92% |
| ADVANCED MICRO DEVICES INC | AMD | Equity | 27,786 | $4.5M | 1.91% |
| MCKESSON CORP | MCK | Healthcare | 5,632 | $4.4M | 1.85% |
| CUMMINS INC | CMI | Industrials | 9,915 | $4.2M | 1.78% |
| CHEVRON CORP | CHV | Energy | 26,804 | $4.2M | 1.77% |
| HONEYWELL INTERNATIONAL INC | HON | Industrials | 19,501 | $4.1M | 1.75% |