Wd Rutherford LLC Top Holdings and 13F Report (2025) About Wd Rutherford LLCInvestment ActivityWd Rutherford LLC has $187.86 million in total holdings as of March 31, 2025.Wd Rutherford LLC owns shares of 73 different stocks, but just 34 companies or ETFs make up 80% of its holdings.Approximately 5.00% of the portfolio was purchased this quarter.About 7.65% of the portfolio was sold this quarter.This quarter, Wd Rutherford LLC has purchased 71 new stocks and bought additional shares in 31 stocks.Wd Rutherford LLC sold shares of 31 stocks and completely divested from 7 stocks this quarter.Largest Holdings NVIDIA $13,369,191Microsoft $6,522,309Apple $6,316,875CrowdStrike $5,840,936Costco Wholesale $5,773,597 Largest New Holdings this Quarter 94106L109 - Waste Management $1,412,259 Holding770700102 - Robinhood Markets $819,050 Holding03831W108 - AppLovin Corporation $633,804 HoldingY09827109 - Broadcom Ltd $620,599 Holding82509L107 - Shopify $600,376 Holding Largest Purchases this Quarter Waste Management 6,101 shares (about $1.41M)GE Vernova Inc 2,575 shares (about $846.04K)Robinhood Markets 18,581 shares (about $819.05K)AppLovin Corporation 2,582 shares (about $633.80K)Broadcom Ltd 3,468 shares (about $620.60K) Largest Sales this Quarter Comcast 46,526 shares (about $1.60M)Constellation Brands 7,800 shares (about $1.43M)Cooper Companies 16,488 shares (about $1.28M)American Tower 4,023 shares (about $877.05K)Union Pacific 3,246 shares (about $714.38K) 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$13,369,191$417,384 ▼-3.0%119,1557.1%Computer and TechnologyMSFTMicrosoft$6,522,309$112,247 ▼-1.7%16,9093.5%Computer and TechnologyAAPLApple$6,316,875$114,816 ▼-1.8%31,2503.4%Computer and TechnologyCRWDCrowdStrike$5,840,936$21,211 ▼-0.4%14,8703.1%Computer and TechnologyCOSTCostco Wholesale$5,773,597$5,862 ▲0.1%5,9103.1%Retail/WholesaleTMUST-Mobile US$5,599,843$200,833 ▼-3.5%20,9963.0%Computer and TechnologyJPMJPMorgan Chase & Co.$5,334,947$20,982 ▲0.4%22,8842.8%FinanceAMZNAmazon.com$5,226,069$45,436 ▼-0.9%29,1002.8%Retail/WholesaleVVisa$5,204,719$76,900 ▼-1.5%15,4992.8%Business ServicesNFLXNetflix$4,875,542$262,619 ▲5.7%4,9942.6%Consumer DiscretionaryGOOGLAlphabet$4,848,424$45,643 ▼-0.9%31,0182.6%Computer and TechnologyMAMastercard$4,503,276$75,537 ▼-1.6%8,7042.4%Business ServicesHDHome Depot$4,343,159$11,686 ▲0.3%12,2652.3%Retail/WholesalePANWPalo Alto Networks$4,263,082$112,634 ▲2.7%24,5642.3%Computer and TechnologyNOWServiceNow$4,221,305$31,027 ▲0.7%5,1702.2%Computer and TechnologyANETArista Networks$4,198,532$2,708 ▲0.1%57,3572.2%Computer and TechnologyISRGIntuitive Surgical$4,091,703$34,179 ▲0.8%8,3802.2%MedicalCASYCasey's General Stores$3,992,533$79,879 ▲2.0%8,5972.1%Retail/WholesaleMCKMcKesson$3,866,852$91,458 ▼-2.3%5,5812.1%MedicalGEGeneral Electric$3,853,210$206,836 ▲5.7%20,7532.1%TransportationSYKStryker$3,765,208$78,724 ▲2.1%10,8572.0%MedicalCVXChevron$3,701,061$538 ▲0.0%27,5092.0%EnergyHONHoneywell International$3,673,412$795 ▲0.0%18,4772.0%Multi-Sector ConglomeratesCRMSalesforce$3,574,883$15,041 ▲0.4%14,0231.9%Computer and TechnologyCHDChurch & Dwight$3,553,572$30,575 ▼-0.9%33,8211.9%Consumer StaplesUSBU.S. Bancorp$3,253,187$5,138 ▲0.2%84,2141.7%FinanceMETAMeta Platforms$3,210,477$362,978 ▲12.7%6,1561.7%Computer and TechnologyTJXTJX Companies$3,117,025$77,357 ▲2.5%24,2571.7%Retail/WholesaleTMOThermo Fisher Scientific$3,091,851$112,455 ▼-3.5%7,0111.6%MedicalSPGIS&P Global$2,977,711$358,210 ▲13.7%6,3261.6%Business ServicesCMICummins$2,950,325$55,460 ▲1.9%10,2671.6%Auto/Tires/TrucksADBEAdobe$2,875,569$38,542 ▼-1.3%8,2071.5%Computer and TechnologyAMDAdvanced Micro Devices$2,853,745$11,911 ▼-0.4%29,9481.5%Computer and TechnologyCDNSCadence Design Systems$2,373,768$1,057 ▼0.0%8,9811.3%Computer and TechnologyURIUnited Rentals$2,211,955$78,231 ▲3.7%3,7041.2%ConstructionCMGChipotle Mexican Grill$2,086,737$12,981 ▲0.6%42,7611.1%Retail/WholesaleNEENextEra Energy$1,973,778$301,222 ▲18.0%29,1721.1%UtilitiesSNOWSnowflake$1,794,675$11,577 ▲0.6%12,2471.0%Computer and TechnologyFTNTFortinet$1,780,144$13,392 ▼-0.7%17,9450.9%Computer and TechnologyPSAPublic Storage$1,754,262$34,958 ▲2.0%6,0720.9%FinanceMRVLMarvell Technology$1,676,754$335,329 ▲25.0%31,4470.9%Computer and TechnologyCATCaterpillar$1,671,084$29,343 ▼-1.7%5,6950.9%IndustrialsCooper Companies$1,633,800$1,282,766 ▼-44.0%21,0000.9%COMGE Vernova Inc$1,415,765$846,042 ▲148.5%4,3090.8%COMWMWaste Management$1,412,259$1,412,259 ▲New Holding6,1010.8%Business ServicesGEHCGE HealthCare Technologies$1,404,417$86,952 ▲6.6%22,2570.7%MedicalORLYO'Reilly Automotive$1,297,279$5,592 ▼-0.4%9280.7%Retail/WholesaleTSMTaiwan Semiconductor Manufacturing$1,113,110$45,783 ▲4.3%7,0750.6%Computer and TechnologyMCDMcDonald's$1,008,685$5,937 ▼-0.6%3,2280.5%Retail/WholesaleUNPUnion Pacific$899,467$714,380 ▼-44.3%4,0870.5%TransportationBSXBoston Scientific$871,156$339,134 ▲63.7%9,2450.5%MedicalGOOGAlphabet$844,812$5,871 ▼-0.7%5,3240.4%Computer and TechnologyHOODRobinhood Markets$819,050$819,050 ▲New Holding18,5810.4%FinanceGSThe Goldman Sachs Group$793,324$265,626 ▲50.3%1,5620.4%FinanceSNPSSynopsys$721,477$21,283 ▼-2.9%1,6950.4%Computer and TechnologyAppLovin Corporation$633,804$633,804 ▲New Holding2,5820.3%COMBroadcom Ltd$620,599$620,599 ▲New Holding3,4680.3%COMSHOPShopify$600,376$600,376 ▲New Holding7,1550.3%Computer and TechnologyWMTWalmart$583,742$583,742 ▲New Holding6,2120.3%Retail/WholesaleAMATApplied Materials$561,873$22,981 ▼-3.9%3,8630.3%Computer and TechnologyLRCXLam Research$504,608$160,902 ▼-24.2%7,3730.3%Computer and TechnologyCMCSAComcast$500,623$1,600,494 ▼-76.2%14,5530.3%Consumer DiscretionaryAMTAmerican Tower$462,399$877,054 ▼-65.5%2,1210.2%FinanceSTZConstellation Brands$444,390$1,434,109 ▼-76.3%2,4170.2%Consumer StaplesIDXXIDEXX Laboratories$424,221$539,771 ▼-56.0%1,0500.2%MedicalORCLOracle$355,075$19,019 ▲5.7%2,6510.2%Computer and TechnologyEWEdwards Lifesciences$338,587$332,360 ▼-49.5%4,7850.2%MedicalAZOAutoZone$319,5430.0%880.2%Retail/WholesaleTSCOTractor Supply$275,400$109,140 ▼-28.4%5,4000.1%Retail/WholesaleABTAbbott Laboratories$214,574$214,574 ▲New Holding1,7000.1%MedicalReddit, Inc.$208,354$208,354 ▲New Holding2,1600.1%COMARHSArhaus$204,4980.0%27,0500.1%Retail/WholesaleSTESTERIS$204,462$204,462 ▲New Holding9250.1%MedicalELFe.l.f. Beauty$0$3,033,414 ▼-100.0%00.0%Consumer StaplesGPCGenuine Parts$0$894,498 ▼-100.0%00.0%Retail/WholesaleANFAbercrombie & Fitch$0$634,351 ▼-100.0%00.0%Retail/WholesaleDECKDeckers Outdoor$0$352,361 ▼-100.0%00.0%Retail/WholesalePEPPepsiCo$0$335,444 ▼-100.0%00.0%Consumer StaplesONONON$0$332,509 ▼-100.0%00.0%Retail/WholesaleUNHUnitedHealth Group$0$237,754 ▼-100.0%00.0%MedicalShowing 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. 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