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Wd Rutherford LLC

All holdings · as of Dec 31, 2025

73 positions

CompanyClassValueShares% of portfolio
WASTE MANAGEMENT INC$1.34M6,0990.6%
APPLIED MATERIALS INC /DE$1.23M4,7780.5%
O REILLY AUTOMOTIVE INC$1.20M13,1440.5%
MCDONALD'S CORP$949.0K3,1050.4%
Cloudflare, Inc.$925.0K4,6920.4%
COHERENT CORP$840.5K4,5540.4%
THERMO FISHER SCIENTIFIC INC.$752.1K1,2980.3%
IDEXX LABORATORIES INC /DE$579.1K8560.2%
CELESTICA INCCLSCommon Stock$575.0K1,9450.2%
MICRON TECHNOLOGY INC$570.0K1,9970.2%
GE HealthCare Technologies Inc.$532.7K6,4950.2%
Spotify Technology SA (Luxemborg)$457.0K7870.2%
Solstice Advanced Materials Inc.$416.8K8,5800.2%
Axon Enterprise Inc$394.7K6950.2%
COOPER COMPANIES, INC.$392.7K4,7910.2%
SYNOPSYS INC$388.5K8270.2%
ORACLE CORP$356.9K1,8310.1%
RTX Corp$353.4K1,9270.1%
Morgan Stanley$351.9K1,9820.1%
AUTOZONE INC$312.0K920.1%
Comfort Systems USA Inc$295.9K3170.1%
Edwards Lifesciences Corp$281.6K3,3030.1%
NIKE, Inc.$241.5K3,7900.1%
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