WD RUTHERFORD LLC - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 6, 2026, for the 2025 Q4 period, WD RUTHERFORD LLC held in its portfolio 73 assets valued at $239,261,322 (i.e. $239.26M).

The most valuable assets in the portfolio included: NVIDIA Corp. ($20.90M), Alphabet Inc. Class A ($9.47M), and Apple Inc. ($8.00M).

The chart below shows the top 10 valuable assets, and the table below shows the top 73 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.
Data Source: SEC.
Top Valuable Stocks in WD RUTHERFORD LLC Portfolio
NVIDIA Corp.
Alphabet Inc. Class A
Apple Inc.
Microsoft Corp.
Arista Networks Inc.
JPMorgan Chase & Co.
Amazon Inc.
CrowdStrike Holdings, Inc
GE Aerospace
Advanced Micro Devices, Inc.
WD RUTHERFORD LLC - Stock Holdings in 13F Filings (SEC)
Items per page:
0 of 0
Name of Issuer No. of Shares Value ($) Class
NVIDIA Corp. 112054 20898071 COM
Alphabet Inc. Class A 30239 9464807 COM
Apple Inc. 29439 8003287 COM
Microsoft Corp. 16539 7998591 COM
Arista Networks Inc. 54825 7183720 COM
JPMorgan Chase & Co. 21683 6986696 COM
Amazon Inc. 29733 6862971 COM
CrowdStrike Holdings, Inc 14333 6718737 COM
GE Aerospace 20452 6299830 COM
Advanced Micro Devices, Inc. 27689 5929876 COM
Meta Platforms Inc (Facebook) 8582 5664892 COM
Visa Inc. 15370 5390413 COM
Costco Wholesale Inc. 5904 5091255 COM
Cummins Inc. 9793 4998837 COM
Mastercard Inc. 8731 4984353 COM
Palo Alto Networks Inc 26525 4885905 COM
Robinhood Markets, Inc. 40514 4582133 COM
Intuitive Surgical 8070 4570525 COM
McKesson Corporation 5511 4520618 COM
TJX Companies Inc. 29167 4480343 COM
Casey's General Stores, Inc. 8060 4454843 COM
Goldman Sachs Group Inc. 5060 4447740 COM
Home Depot Inc. 12584 4330154 COM
Honeywell Intl. Inc 22064 4304466 COM
Netflix 45540 4269830 COM
Snowflake Inc. 18610 4082290 COM
T-Mobile US, Inc. 19954 4051460 COM
Chevron Corp. 25925 3951229 COM
AppLovin Corporation 5863 3950607 COM
GE Vernova Inc 6005 3924688 COM
Stryker Corp. 10660 3746670 COM
Caterpillar Inc. 5932 3398265 COM
Boston Scientific Corp. 35040 3341064 COM
Wal-Mart Stores 27801 3097309 COM
ServiceNow Inc. 19642 3008958 COM
United Rentals, Inc. 3505 2836667 COM
Cadence Design Systems Inc 9027 2821660 COM
Nextera Energy Inc. 33339 2676455 COM
US Bancorp 48706 2598952 COM
Vertiv Holdings Co CL A 15081 2443273 COM
Reddit, Inc. 10216 2348352 COM
Salesforce.com Inc. 8525 2258358 COM
Taiwan Semiconductor (Taiwan) 7240 2200164 INTL
S&P Global Inc. 4151 2169271 COM
Lam Research Corp. 10063 1722584 COM
Shopify Inc. 9969 1604710 COM
Alphabet Inc. Class C 5012 1572766 COM
Public Storage (REIT) 5963 1547399 COM
Marvell Technology, Inc 17538 1490379 COM
Fortinet, Inc. 17151 1361961 COM
Waste Management Inc. 6099 1340011 COM
Applied Materials 4778 1227898 COM
O'Reilly Automotive Inc 13144 1198864 COM
McDonalds Corp. 3105 948981 COM
Cloudflare, Inc. 4692 925028 COM
Coherent Corp. 4554 840532 COM
Thermo Fisher Scientific 1298 752126 COM
IDEXX Laboratories Inc. 856 579110 COM
Celestica Inc. (Canada) 1945 574961 INTL
Micron Technology, Inc 1997 569964 COM
GE Healthcare 6495 532720 COM
Spotify Technology SA (Luxemborg) 787 457019 INTL
Solstice Advanced Materials, I 8580 416816 COM
Axon Enterprise, Inc. 695 394711 COM
Cooper Companies 4791 392670 COM
Synopsys 827 388458 COM
Oracle Corporation 1831 356880 COM
RTX Corp (Raytheon) 1927 353412 COM
Morgan Stanley 1982 351864 COM
AutoZone Inc. 92 312018 COM
Comfort Systems USA, Inc. 317 295853 COM
Edwards Lifesciences 3303 281581 COM
Nike Inc. 3790 241461 COM