Institutions / Wd Rutherford LLC
Wd Rutherford LLC
CIK 1841015 · Institution · as of Dec 31, 2025
Portfolio value
$239.26M
Positions
73
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 73 →
| Company | Value | % of portfolio |
|---|---|---|
| NVIDIA Corp | $20.90M | 8.7% |
| Alphabet Inc. | $9.46M | 4.0% |
| Apple Inc. | $8.00M | 3.3% |
| Microsoft Corp | $8.00M | 3.3% |
| Arista Networks, Inc.ANET | $7.18M | 3.0% |
| JPMorgan Chase & Co | $6.99M | 2.9% |
| Amazon.com Inc | $6.86M | 2.9% |
| CrowdStrike Holdings, Inc. | $6.72M | 2.8% |
| General Electric Co | $6.30M | 2.6% |
| Advanced Micro Devices Inc | $5.93M | 2.5% |
| Meta Platforms Inc | $5.66M | 2.4% |
| Visa Inc | $5.39M | 2.3% |
| Costco Wholesale Corp /New | $5.09M | 2.1% |
| Cummins Inc | $5.00M | 2.1% |
| Mastercard Inc | $4.98M | 2.1% |
| Palo Alto Networks Inc | $4.89M | 2.0% |
| Robinhood Markets, Inc. | $4.58M | 1.9% |
| Intuitive Surgical Inc | $4.57M | 1.9% |
| McKesson Corp | $4.52M | 1.9% |
| TJX Cos Inc/The | $4.48M | 1.9% |
| Caseys General Stores Inc | $4.45M | 1.9% |
| The Goldman Sachs Group, Inc. | $4.45M | 1.9% |
| Home Depot, Inc. | $4.33M | 1.8% |
| Honeywell International Inc | $4.30M | 1.8% |
| Netflix Inc | $4.27M | 1.8% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.