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Wd Rutherford LLC

All holdings · as of Dec 31, 2025

73 positions

CompanyClassValueShares% of portfolio
NVIDIA Corp—$20.90M112,0548.7%
Alphabet Inc.—$9.46M30,2394.0%
Apple Inc.—$8.00M29,4393.3%
MICROSOFT CORP—$8.00M16,5393.3%
Arista Networks, Inc.ANETCommon Stock$7.18M54,8253.0%
JPMORGAN CHASE & CO—$6.99M21,6832.9%
Amazon.com Inc—$6.86M29,7332.9%
CrowdStrike Holdings, Inc.—$6.72M14,3332.8%
GENERAL ELECTRIC CO—$6.30M20,4522.6%
ADVANCED MICRO DEVICES INC—$5.93M27,6892.5%
Meta Platforms Inc—$5.66M8,5822.4%
Visa Inc—$5.39M15,3702.3%
COSTCO WHOLESALE CORP /NEW—$5.09M5,9042.1%
CUMMINS INC—$5.00M9,7932.1%
Mastercard Inc—$4.98M8,7312.1%
Palo Alto Networks Inc—$4.89M26,5252.0%
Robinhood Markets, Inc.—$4.58M40,5141.9%
Intuitive Surgical Inc—$4.57M8,0701.9%
MCKESSON CORP—$4.52M5,5111.9%
TJX Cos Inc/The—$4.48M29,1671.9%
CASEYS GENERAL STORES INC—$4.45M8,0601.9%
THE GOLDMAN SACHS GROUP, INC.—$4.45M5,0601.9%
HOME DEPOT, INC.—$4.33M12,5841.8%
HONEYWELL INTERNATIONAL INC—$4.30M22,0641.8%
Netflix Inc—$4.27M45,5401.8%
Snowflake Inc.—$4.08M18,6101.7%
T-Mobile US, Inc.TMUSCommon Stock$4.05M19,9541.7%
CHEVRON CORP—$3.95M25,9251.7%
AppLovin Corp—$3.95M5,8631.7%
GE Vernova Inc.—$3.92M6,0051.6%
STRYKER CORP—$3.75M10,6601.6%
CATERPILLAR INC—$3.40M5,9321.4%
BOSTON SCIENTIFIC CORP—$3.34M35,0401.4%
Walmart Inc.—$3.10M27,8011.3%
ServiceNow Inc—$3.01M19,6421.3%
United Rentals Inc—$2.84M3,5051.2%
CADENCE DESIGN SYSTEMS INC—$2.82M9,0271.2%
NEXTERA ENERGY INC—$2.68M33,3391.1%
US BANCORP \DE—$2.60M48,7061.1%
Vertiv Holdings Co—$2.44M15,0811.0%
Reddit, Inc.—$2.35M10,2161.0%
Salesforce Inc—$2.26M8,5250.9%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMADR$2.20M7,2400.9%
S&P Global Inc.—$2.17M4,1510.9%
LAM RESEARCH CORP—$1.72M10,0630.7%
Shopify Inc.—$1.60M9,9690.7%
Alphabet Inc.—$1.57M5,0120.7%
Public Storage—$1.55M5,9630.6%
Marvell Technology, Inc.—$1.49M17,5380.6%
Fortinet Inc—$1.36M17,1510.6%
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