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Wd Rutherford LLC

All holdings · as of Dec 31, 2025

73 positions

CompanyClassValueShares% of portfolio
NIKE, Inc.—$241.5K3,7900.1%
Edwards Lifesciences Corp—$281.6K3,3030.1%
Comfort Systems USA Inc—$295.9K3170.1%
AUTOZONE INC—$312.0K920.1%
Morgan Stanley—$351.9K1,9820.1%
RTX Corp—$353.4K1,9270.1%
ORACLE CORP—$356.9K1,8310.1%
SYNOPSYS INC—$388.5K8270.2%
COOPER COMPANIES, INC.—$392.7K4,7910.2%
Axon Enterprise Inc—$394.7K6950.2%
Solstice Advanced Materials Inc.—$416.8K8,5800.2%
Spotify Technology SA (Luxemborg)—$457.0K7870.2%
GE HealthCare Technologies Inc.—$532.7K6,4950.2%
MICRON TECHNOLOGY INC—$570.0K1,9970.2%
CELESTICA INCCLSCommon Stock$575.0K1,9450.2%
IDEXX LABORATORIES INC /DE—$579.1K8560.2%
THERMO FISHER SCIENTIFIC INC.—$752.1K1,2980.3%
COHERENT CORP—$840.5K4,5540.4%
Cloudflare, Inc.—$925.0K4,6920.4%
MCDONALD'S CORP—$949.0K3,1050.4%
O REILLY AUTOMOTIVE INC—$1.20M13,1440.5%
APPLIED MATERIALS INC /DE—$1.23M4,7780.5%
WASTE MANAGEMENT INC—$1.34M6,0990.6%
Fortinet Inc—$1.36M17,1510.6%
Marvell Technology, Inc.—$1.49M17,5380.6%
Public Storage—$1.55M5,9630.6%
Alphabet Inc.—$1.57M5,0120.7%
Shopify Inc.—$1.60M9,9690.7%
LAM RESEARCH CORP—$1.72M10,0630.7%
S&P Global Inc.—$2.17M4,1510.9%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMADR$2.20M7,2400.9%
Salesforce Inc—$2.26M8,5250.9%
Reddit, Inc.—$2.35M10,2161.0%
Vertiv Holdings Co—$2.44M15,0811.0%
US BANCORP \DE—$2.60M48,7061.1%
NEXTERA ENERGY INC—$2.68M33,3391.1%
CADENCE DESIGN SYSTEMS INC—$2.82M9,0271.2%
United Rentals Inc—$2.84M3,5051.2%
ServiceNow Inc—$3.01M19,6421.3%
Walmart Inc.—$3.10M27,8011.3%
BOSTON SCIENTIFIC CORP—$3.34M35,0401.4%
CATERPILLAR INC—$3.40M5,9321.4%
STRYKER CORP—$3.75M10,6601.6%
GE Vernova Inc.—$3.92M6,0051.6%
AppLovin Corp—$3.95M5,8631.7%
CHEVRON CORP—$3.95M25,9251.7%
T-Mobile US, Inc.TMUSCommon Stock$4.05M19,9541.7%
Snowflake Inc.—$4.08M18,6101.7%
Netflix Inc—$4.27M45,5401.8%
HONEYWELL INTERNATIONAL INC—$4.30M22,0641.8%
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