Wd Rutherford LLC Top Holdings and 13F Report (2024) About Wd Rutherford LLCInvestment ActivityWd Rutherford LLC has $204.74 million in total holdings as of September 30, 2024.Wd Rutherford LLC owns shares of 78 different stocks, but just 37 companies or ETFs make up 80% of its holdings.Approximately 10.07% of the portfolio was purchased this quarter.About 8.34% of the portfolio was sold this quarter.This quarter, Wd Rutherford LLC has purchased 96 new stocks and bought additional shares in 42 stocks.Wd Rutherford LLC sold shares of 31 stocks and completely divested from 21 stocks this quarter.Largest Holdings NVIDIA $15,183,886Apple $7,603,955Microsoft $7,525,086Amazon.com $5,538,659Arista Networks $5,513,190 Largest New Holdings this Quarter Meta Platforms $2,816,405 HoldingAbercrombie & Fitch $548,828 HoldingWingstop $240,494 Holding Largest Purchases this Quarter Meta Platforms 4,920 shares (about $2.82M)TJX Companies 11,154 shares (about $1.31M)Cummins 3,851 shares (about $1.25M)GE HealthCare Technologies 13,249 shares (about $1.24M)General Electric 6,151 shares (about $1.16M) Largest Sales this Quarter Charles River Laboratories International 11,914 shares (about $2.35M)NIKE 17,245 shares (about $1.52M)Edwards Lifesciences 22,745 shares (about $1.50M)Ulta Beauty 2,047 shares (about $796.53K)UnitedHealth Group 1,098 shares (about $641.98K) 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$15,183,886$600,885 ▼-3.8%125,0327.4%Computer and TechnologyAAPLApple$7,603,955$95,297 ▼-1.2%32,6353.7%Computer and TechnologyMSFTMicrosoft$7,525,086$21,945 ▼-0.3%17,4883.7%Computer and TechnologyAMZNAmazon.com$5,538,659$282,104 ▲5.4%29,7252.7%Retail/WholesaleANETArista Networks$5,513,190$332,388 ▼-5.7%14,3642.7%Computer and TechnologyCOSTCostco Wholesale$5,293,411$296,098 ▼-5.3%5,9712.6%Retail/WholesaleGOOGLAlphabet$5,259,933$110,954 ▲2.2%31,7152.6%Computer and TechnologyHDHome Depot$5,046,361$215,161 ▲4.5%12,4542.5%Retail/WholesaleAMDAdvanced Micro Devices$5,027,411$25,925 ▲0.5%30,6402.5%Computer and TechnologyJPMJPMorgan Chase & Co.$4,925,900$8,645 ▼-0.2%23,3612.4%FinanceTMUST-Mobile US$4,620,607$209,249 ▼-4.3%22,3912.3%Computer and TechnologyTMOThermo Fisher Scientific$4,594,119$61,238 ▲1.4%7,4272.2%MedicalNOWServiceNow$4,485,366$13,416 ▼-0.3%5,0152.2%Computer and TechnologyMAMastercard$4,455,064$101,723 ▲2.3%9,0222.2%Business ServicesVVisa$4,409,373$112,180 ▲2.6%16,0372.2%Business ServicesCooper Companies$4,298,515$104,271 ▼-2.4%38,9572.1%COMCRWDCrowdStrike$4,214,903$363,209 ▲9.4%15,0282.1%Computer and TechnologyCVXChevron$4,091,455$596,443 ▲17.1%27,7822.0%Oils/EnergyADBEAdobe$4,058,877$19,676 ▼-0.5%7,8392.0%Computer and TechnologyUSBU.S. Bancorp$3,968,221$98,731 ▲2.6%86,7751.9%FinancePANWPalo Alto Networks$3,868,151$370,169 ▲10.6%11,3171.9%Computer and TechnologyCRMSalesforce$3,826,740$76,091 ▲2.0%13,9811.9%Computer and TechnologySYKStryker$3,781,308$395,580 ▲11.7%10,4671.8%MedicalCHDChurch & Dwight$3,759,134$62,727 ▲1.7%35,8971.8%Consumer StaplesISRGIntuitive Surgical$3,714,001$140,503 ▼-3.6%7,5601.8%MedicalHONHoneywell International$3,647,398$204,643 ▲5.9%17,6451.8%Multi-Sector ConglomeratesGEGeneral Electric$3,462,517$1,159,955 ▲50.4%18,3611.7%TransportationNFLXNetflix$3,447,052$76,601 ▼-2.2%4,8601.7%Consumer DiscretionaryCMICummins$3,161,809$1,246,915 ▲65.1%9,7651.5%Auto/Tires/TrucksCASYCasey's General Stores$3,078,943$39,450 ▲1.3%8,1951.5%Retail/WholesaleURIUnited Rentals$2,893,975$198,384 ▲7.4%3,5741.4%ConstructionMETAMeta Platforms$2,816,405$2,816,405 ▲New Holding4,9201.4%Computer and TechnologySTZConstellation Brands$2,756,768$44,323 ▲1.6%10,6981.3%Consumer StaplesCMCSAComcast$2,728,876$637,410 ▲30.5%65,3311.3%Consumer DiscretionarySPGIS&P Global$2,686,424$71,810 ▼-2.6%5,2001.3%Business ServicesMCKMcKesson$2,661,957$802,938 ▲43.2%5,3841.3%MedicalELFe.l.f. Beauty$2,450,449$715,128 ▲41.2%22,4751.2%Consumer StaplesTJXTJX Companies$2,378,304$1,311,041 ▲122.8%20,2341.2%Retail/WholesaleCATCaterpillar$2,288,834$649,650 ▲39.6%5,8521.1%Industrial ProductsCMGChipotle Mexican Grill$2,224,881$768,996 ▲52.8%38,6131.1%Retail/WholesaleCDNSCadence Design Systems$2,033,538$807,127 ▲65.8%7,5031.0%Computer and TechnologyUNPUnion Pacific$2,031,488$12,324 ▼-0.6%8,2421.0%TransportationNEENextEra Energy$2,003,784$87,827 ▲4.6%23,7051.0%UtilitiesGEHCGE HealthCare Technologies$1,983,520$1,243,419 ▲168.0%21,1351.0%MedicalSNOWSnowflake$1,948,715$33,769 ▼-1.7%16,9661.0%Computer and TechnologyPSAPublic Storage$1,780,052$10,188 ▼-0.6%4,8920.9%FinanceIDXXIDEXX Laboratories$1,727,347$228,865 ▼-11.7%3,4190.8%MedicalAMTAmerican Tower$1,417,686$510,702 ▲56.3%6,0960.7%FinanceFTNTFortinet$1,403,965$383,174 ▼-21.4%18,1040.7%Computer and TechnologyMRVLMarvell Technology$1,317,344$851,088 ▲182.5%18,2660.6%Computer and TechnologyMCDMcDonald's$1,273,765$92,267 ▼-6.8%4,1830.6%Retail/WholesaleEWEdwards Lifesciences$1,212,566$1,500,942 ▼-55.3%18,3750.6%MedicalORLYO'Reilly Automotive$1,073,291$128,979 ▼-10.7%9320.5%Retail/WholesaleGPCGenuine Parts$1,036,705$1,012,959 ▲4,265.9%7,4220.5%Retail/WholesaleTSMTaiwan Semiconductor Manufacturing$934,518$817,985 ▲701.9%5,3810.5%Computer and TechnologyGOOGAlphabet$889,451$41,296 ▼-4.4%5,3200.4%Computer and TechnologyLRCXLam Research$854,436$186,882 ▲28.0%1,0470.4%Computer and TechnologySNPSSynopsys$834,024$269,399 ▲47.7%1,6470.4%Computer and TechnologyAMATApplied Materials$558,466$9,496 ▲1.7%2,7640.3%Computer and TechnologySTESTERIS$555,902$728 ▼-0.1%2,2920.3%MedicalANFAbercrombie & Fitch$548,828$548,828 ▲New Holding3,9230.3%Retail/WholesalePEPPepsiCo$544,330$9,183 ▼-1.7%3,2010.3%Consumer StaplesTSCOTractor Supply$441,050$31,711 ▼-6.7%1,5160.2%Retail/WholesaleALGNAlign Technology$391,398$25,432 ▼-6.1%1,5390.2%MedicalBSXBoston Scientific$386,4020.0%4,6110.2%MedicalGSThe Goldman Sachs Group$365,886$10,892 ▼-2.9%7390.2%FinanceORCLOracle$361,589$37,318 ▲11.5%2,1220.2%Computer and TechnologyCRLCharles River Laboratories International$337,607$2,346,703 ▼-87.4%1,7140.2%MedicalESTCElastic$326,691$42,602 ▲15.0%4,2560.2%Computer and TechnologyUNHUnitedHealth Group$313,973$641,978 ▼-67.2%5370.2%MedicalONONON$304,461$116,499 ▲62.0%6,0710.1%Retail/WholesaleULTAUlta Beauty$303,514$796,530 ▼-72.4%7800.1%Retail/WholesaleAZOAutoZone$277,204$132,302 ▲91.3%880.1%Retail/WholesaleDECKDeckers Outdoor$264,049$199,153 ▲306.9%1,6560.1%Retail/WholesaleLLYEli Lilly and Company$242,748$35,438 ▲17.1%2740.1%MedicalWINGWingstop$240,494$240,494 ▲New Holding5780.1%Retail/WholesaleGE Vernova Inc$238,4060.0%9350.1%COMNKENIKE$233,818$1,524,458 ▼-86.7%2,6450.1%Consumer DiscretionaryHALHalliburton$0$2,095,711 ▼-100.0%00.0%Oils/EnergyLULULululemon Athletica$0$1,917,953 ▼-100.0%00.0%Consumer DiscretionaryDEDeere & Company$0$791,348 ▼-100.0%00.0%Industrial ProductsSLBSchlumberger$0$532,898 ▼-100.0%00.0%Oils/EnergyABTAbbott Laboratories$0$414,705 ▼-100.0%00.0%MedicalNXPINXP Semiconductors$0$325,599 ▼-100.0%00.0%Computer and TechnologyANSSANSYS$0$238,553 ▼-100.0%00.0%Computer and TechnologyRTXRTX$0$237,523 ▼-100.0%00.0%AerospaceMDTMedtronic$0$173,556 ▼-100.0%00.0%MedicalMUSAMurphy USA$0$127,693 ▼-100.0%00.0%Retail/WholesaleFNDFloor & Decor$0$95,632 ▼-100.0%00.0%Retail/WholesaleMSMorgan Stanley$0$69,491 ▼-100.0%00.0%FinanceWMWaste Management$0$61,442 ▼-100.0%00.0%Business ServicesSCHWCharles Schwab$0$42,740 ▼-100.0%00.0%FinanceASMLASML$0$30,682 ▼-100.0%00.0%Computer and TechnologyDGXQuest Diagnostics$0$30,114 ▼-100.0%00.0%MedicalLWLamb Weston$0$21,861 ▼-100.0%00.0%Consumer StaplesDHID.R. Horton$0$19,307 ▼-100.0%00.0%ConstructionLENLennar$0$14,238 ▼-100.0%00.0%ConstructionSHOPShopify$0$9,908 ▼-100.0%00.0%Computer and TechnologyOddity Tech Ltd (Israel)$0$5,261 ▼-100.0%00.0%INTL STKShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. 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