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. ($8.00M).
The chart below shows the top 10 valuable assets, and the table below shows the top 73 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
WD RUTHERFORD LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | 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 |