Wd Rutherford LLC Top Holdings and 13F Report (2025) About Wd Rutherford LLCInvestment ActivityWd Rutherford LLC has $210.87 million in total holdings as of December 31, 2024.Wd Rutherford LLC owns shares of 71 different stocks, but just 36 companies or ETFs make up 80% of its holdings.Approximately 6.64% of the portfolio was purchased this quarter.About 3.62% of the portfolio was sold this quarter.This quarter, Wd Rutherford LLC has purchased 78 new stocks and bought additional shares in 34 stocks.Wd Rutherford LLC sold shares of 33 stocks and completely divested from 8 stocks this quarter.Largest Holdings NVIDIA $16,500,884Apple $7,967,864Microsoft $7,249,899Amazon.com $6,439,755Arista Networks $6,335,580 Largest New Holdings this Quarter Arhaus $254,270 Holding Largest Purchases this Quarter Arista Networks 42,956 shares (about $4.75M)Palo Alto Networks 12,598 shares (about $2.29M)Marvell Technology 6,892 shares (about $761.22K)Lam Research 8,677 shares (about $626.74K)Cadence Design Systems 1,482 shares (about $445.28K) Largest Sales this Quarter Snowflake 4,798 shares (about $740.86K)Edwards Lifesciences 8,893 shares (about $658.35K)IDEXX Laboratories 1,033 shares (about $427.08K)NVIDIA 2,157 shares (about $289.66K)McDonald's 936 shares (about $271.34K) Sector Allocation Over TimeMap of 500 Largest Holdings ofWd Rutherford LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$16,500,884$289,664 ▼-1.7%122,8757.8%Computer and TechnologyAAPLApple$7,967,864$204,593 ▼-2.5%31,8183.8%Computer and TechnologyMSFTMicrosoft$7,249,899$121,394 ▼-1.6%17,2003.4%Computer and TechnologyAMZNAmazon.com$6,439,755$81,613 ▼-1.3%29,3533.1%Retail/WholesaleANETArista Networks$6,335,580$4,747,927 ▲299.1%57,3203.0%Computer and TechnologyGOOGLAlphabet$5,926,983$76,667 ▼-1.3%31,3102.8%Computer and TechnologyJPMJPMorgan Chase & Co.$5,463,950$135,916 ▼-2.4%22,7942.6%FinanceNOWServiceNow$5,440,536$124,034 ▲2.3%5,1322.6%Computer and TechnologyCOSTCostco Wholesale$5,409,658$61,390 ▼-1.1%5,9042.6%Retail/WholesaleCRWDCrowdStrike$5,106,396$35,585 ▼-0.7%14,9242.4%Computer and TechnologyVVisa$4,970,677$97,656 ▼-1.9%15,7282.4%Business ServicesTMUST-Mobile US$4,800,657$141,709 ▼-2.9%21,7492.3%Computer and TechnologyHDHome Depot$4,758,126$86,356 ▼-1.8%12,2322.3%Retail/WholesaleCRMSalesforce$4,668,584$5,684 ▼-0.1%13,9642.2%Computer and TechnologyMAMastercard$4,660,145$90,570 ▼-1.9%8,8502.2%Business ServicesPANWPalo Alto Networks$4,351,573$2,292,332 ▲111.3%23,9152.1%Computer and TechnologyISRGIntuitive Surgical$4,337,488$391,470 ▲9.9%8,3102.1%MedicalNFLXNetflix$4,211,487$120,328 ▼-2.8%4,7252.0%Consumer DiscretionaryHONHoneywell International$4,172,866$187,037 ▲4.7%18,4732.0%Multi-Sector ConglomeratesUSBU.S. Bancorp$4,021,594$128,854 ▼-3.1%84,0811.9%FinanceCVXChevron$3,983,824$40,121 ▼-1.0%27,5051.9%Oils/EnergySYKStryker$3,827,332$58,688 ▲1.6%10,6301.8%MedicalTMOThermo Fisher Scientific$3,779,991$83,757 ▼-2.2%7,2661.8%MedicalADBEAdobe$3,698,404$212,557 ▲6.1%8,3171.8%Computer and TechnologyAMDAdvanced Micro Devices$3,632,518$68,488 ▼-1.9%30,0731.7%Computer and TechnologyCHDChurch & Dwight$3,571,868$186,907 ▼-5.0%34,1121.7%Consumer StaplesCMICummins$3,511,796$107,717 ▲3.2%10,0741.7%Auto/Tires/TrucksCooper Companies$3,446,272$135,045 ▼-3.8%37,4881.6%COMCASYCasey's General Stores$3,338,238$91,133 ▲2.8%8,4251.6%Retail/WholesaleGEGeneral Electric$3,275,589$213,158 ▲7.0%19,6391.6%TransportationMCKMcKesson$3,255,896$187,500 ▲6.1%5,7131.5%MedicalMETAMeta Platforms$3,196,885$316,175 ▲11.0%5,4601.5%Computer and TechnologyELFe.l.f. Beauty$3,033,414$211,677 ▲7.5%24,1611.4%Consumer StaplesTJXTJX Companies$2,857,761$413,291 ▲16.9%23,6551.4%Retail/WholesaleMRVLMarvell Technology$2,778,701$761,221 ▲37.7%25,1581.3%Computer and TechnologySPGIS&P Global$2,771,537$181,781 ▲7.0%5,5651.3%Business ServicesCDNSCadence Design Systems$2,699,633$445,282 ▲19.8%8,9851.3%Computer and TechnologyCMGChipotle Mexican Grill$2,562,449$234,085 ▲10.1%42,4951.2%Retail/WholesaleURIUnited Rentals$2,516,964$704 ▼0.0%3,5731.2%ConstructionCMCSAComcast$2,292,295$159,578 ▼-6.5%61,0791.1%Consumer DiscretionarySTZConstellation Brands$2,257,957$106,301 ▼-4.5%10,2171.1%Consumer StaplesCATCaterpillar$2,102,194$20,677 ▼-1.0%5,7951.0%Industrial ProductsSNOWSnowflake$1,878,861$740,859 ▼-28.3%12,1680.9%Computer and TechnologyPSAPublic Storage$1,781,967$317,107 ▲21.6%5,9510.8%FinanceNEENextEra Energy$1,772,177$72,765 ▲4.3%24,7200.8%UtilitiesFTNTFortinet$1,708,198$2,268 ▼-0.1%18,0800.8%Computer and TechnologyUNPUnion Pacific$1,672,217$207,288 ▼-11.0%7,3330.8%TransportationGEHCGE HealthCare Technologies$1,632,320$20,014 ▼-1.2%20,8790.8%MedicalTSMTaiwan Semiconductor Manufacturing$1,339,772$277,078 ▲26.1%6,7840.6%Computer and TechnologyAMTAmerican Tower$1,126,871$8,804 ▲0.8%6,1440.5%FinanceORLYO'Reilly Automotive$1,105,1660.0%9320.5%Retail/WholesaleGOOGAlphabet$1,020,949$7,808 ▲0.8%5,3610.5%Computer and TechnologyIDXXIDEXX Laboratories$986,468$427,084 ▼-30.2%2,3860.5%MedicalMCDMcDonald's$941,273$271,337 ▼-22.4%3,2470.4%Retail/WholesaleGPCGenuine Parts$894,498$27,906 ▲3.2%7,6610.4%Retail/WholesaleSNPSSynopsys$846,953$47,565 ▲6.0%1,7450.4%Computer and TechnologyLRCXLam Research$702,365$626,740 ▲828.7%9,7240.3%Computer and TechnologyEWEdwards Lifesciences$701,952$658,348 ▼-48.4%9,4820.3%MedicalAMATApplied Materials$653,935$204,426 ▲45.5%4,0210.3%Computer and TechnologyANFAbercrombie & Fitch$634,351$47,980 ▲8.2%4,2440.3%Retail/WholesaleGSThe Goldman Sachs Group$594,952$171,786 ▲40.6%1,0390.3%FinanceGE Vernova Inc$570,365$262,815 ▲85.5%1,7340.3%COMBSXBoston Scientific$504,301$92,446 ▲22.4%5,6460.2%MedicalORCLOracle$418,100$64,490 ▲18.2%2,5090.2%Computer and TechnologyTSCOTractor Supply$400,072$319,633 ▲397.4%7,5400.2%Retail/WholesaleDECKDeckers Outdoor$352,361$16,044 ▲4.8%1,7350.2%Retail/WholesalePEPPepsiCo$335,444$151,300 ▼-31.1%2,2060.2%Consumer StaplesONONON$332,5090.0%6,0710.2%Retail/WholesaleAZOAutoZone$281,7760.0%880.1%Retail/WholesaleARHSArhaus$254,270$254,270 ▲New Holding27,0500.1%Retail/WholesaleUNHUnitedHealth Group$237,754$33,893 ▼-12.5%4700.1%MedicalSTESTERIS$0$555,902 ▼-100.0%00.0%MedicalALGNAlign Technology$0$391,398 ▼-100.0%00.0%MedicalCRLCharles River Laboratories International$0$337,607 ▼-100.0%00.0%MedicalESTCElastic$0$326,691 ▼-100.0%00.0%Computer and TechnologyULTAUlta Beauty$0$303,514 ▼-100.0%00.0%Retail/WholesaleLLYEli Lilly and Company$0$242,748 ▼-100.0%00.0%MedicalWINGWingstop$0$240,494 ▼-100.0%00.0%Retail/WholesaleNKENIKE$0$233,818 ▼-100.0%00.0%Consumer DiscretionaryShowing largest 100 holdings. 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