Investor
WD RUTHERFORD LLC
CIK 0001841015 · filed 2026-04-24 · SEC filing
13F book
$225M
Positions
71
8 new · 10 sold
Largest name
8.6%
Nvidia Corp · NVDA
Est. mark
−$10.7M
Price effect on 63 names still held. Flow −$3.55M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Nvidia Corp | NVDA | 110.5K | $19.3M | 8.6% | −$1.34M | Cut−$1.63M |
| Alphabet Inc | — | 29.9K | $8.59M | 3.8% | −$759.9K | Cut−$875.4K |
| Apple Inc. | AAPL | 28.9K | $7.33M | 3.3% | −$522.2K | Cut−$669.5K |
| Arista Networks, Inc. | ANET | 50.1K | $6.15M | 2.7% | −$413.4K | Cut−$1.03M |
| Jpmorgan Chase & Co. | — | 20.4K | $6M | 2.7% | −$572.4K | Cut−$986.4K |
| Amazon Com Inc | AMZN | 28.6K | $5.95M | 2.6% | −$644.3K | Cut−$912.1K |
| Microsoft Corp | MSFT | 15.6K | $5.78M | 2.6% | −$1.77M | Cut−$2.22M |
| Crowdstrike Hldgs Inc | — | 14.6K | $5.7M | 2.5% | −$1.12M | Added−$1.02M |
| Costco Whsl Corp New | — | 5.71K | $5.69M | 2.5% | $765.3K | Cut$595.4K |
| Advanced Micro Devices Inc | AMD | 27.3K | $5.56M | 2.5% | −$293.4K | Cut−$367.1K |
| Ge Aerospace | — | 18.9K | $5.37M | 2.4% | −$458.9K | Cut−$931.8K |
| Caseys Gen Stores Inc | — | 7.29K | $5.31M | 2.4% | $1.28M | Cut$853.4K |
| Honeywell Intl Inc | — | 22.5K | $5.08M | 2.3% | $682.7K | Added$776.2K |
| GE Vernova Inc. | GEV | 5.72K | $4.99M | 2.2% | $1.26M | Cut$1.07M |
| Chevron Corp New | CVX | 24.1K | $4.99M | 2.2% | $1.31M | Cut$1.04M |
| Meta Platforms, Inc. | META | 8.61K | $4.92M | 2.2% | −$754.9K | Added−$741.7K |
| Cummins Inc | CMI | 9.06K | $4.87M | 2.2% | $249.8K | Cut−$123.8K |
| Tjx Cos Inc New | — | 29.9K | $4.77M | 2.1% | $177.6K | Added$292.5K |
| Netflix Inc | NFLX | 47.7K | $4.59M | 2.0% | $108.8K | Added$319K |
| Goldman Sachs Group Inc | — | 5.4K | $4.57M | 2.0% | −$167K | Added$118.9K |
| Visa Inc. | V | 15K | $4.52M | 2.0% | −$724.7K | Cut−$871.3K |
| Mastercard Inc | MA | 8.63K | $4.31M | 1.9% | −$614.9K | Cut−$670.3K |
| Palo Alto Networks Inc | PANW | 26.4K | $4.23M | 1.9% | −$630.1K | Cut−$655.9K |
| Home Depot, Inc. | HD | 12.6K | $4.14M | 1.8% | −$191.4K | Added−$190.4K |
| Mckesson Corp | MCK | 4.78K | $4.14M | 1.8% | $215.4K | Cut−$385.1K |
| Vertiv Holdings Co | VRT | 15.2K | $3.81M | 1.7% | $1.34M | Added$1.37M |
| Walmart Inc. | WMT | 30.6K | $3.8M | 1.7% | $357.8K | Added$699.8K |
| Taiwan Semiconductor Mfg Ltd | — | 11.2K | $3.78M | 1.7% | $246.6K | Added$1.58M |
| Caterpillar Inc | CAT | 5.25K | $3.72M | 1.7% | $712K | Cut$321.9K |
| Intuitive Surgical Inc | ISRG | 7.92K | $3.65M | 1.6% | −$834.1K | Cut−$921.3K |
| Stryker Corp | SYK | 10.8K | $3.55M | 1.6% | −$243.9K | Added−$201.2K |
| Snowflake Inc. | SNOW | 21.7K | $3.27M | 1.5% | −$1.28M | Added−$812.2K |
| Robinhood Mkts Inc | — | 46K | $3.19M | 1.4% | −$1.77M | Added−$1.39M |
| Nextera Energy Inc | — | 33.4K | $3.1M | 1.4% | $420.1K | Added$427.5K |
| Applovin Corp | APP | 7.02K | $2.8M | 1.2% | −$1.62M | Added−$1.16M |
| United Rentals, Inc. | URI | 3.73K | $2.72M | 1.2% | −$283.1K | Added−$116.2K |
| Lam Research Corp | LRCX | 12.3K | $2.62M | 1.2% | $427.5K | Added$901.4K |
| American Express Co | AXP | 7.55K | $2.28M | 1.0% | — | New |
| Shopify Inc. | SHOP | 19K | $2.26M | 1.0% | −$422.2K | Added$651.8K |
| Us Bancorp Del | — | 42.6K | $2.22M | 1.0% | −$57.6K | Cut−$381.1K |
| Boston Scientific Corp | BSX | 32.7K | $2.05M | 0.9% | −$1.07M | Cut−$1.29M |
| ServiceNow, Inc. | NOW | 19.2K | $2.01M | 0.9% | −$933.8K | Cut−$1M |
| Cloudflare, Inc. | NET | 9.43K | $1.95M | 0.9% | $43.1K | Added$1.02M |
| T-Mobile Us Inc | — | 9.24K | $1.94M | 0.9% | $64.6K | Cut−$2.11M |
| Otis Worldwide Corp | OTIS | 22K | $1.69M | 0.8% | — | New |
| Reddit, Inc. | RDDT | 12.2K | $1.64M | 0.7% | −$972.8K | Added−$710.7K |
| Applied Matls Inc | — | 4.53K | $1.55M | 0.7% | $384K | Cut$319.7K |
| Salesforce, Inc. | CRM | 8.29K | $1.55M | 0.7% | −$648.2K | Cut−$711.8K |
| Coherent Corp. | COHR | 6.33K | $1.51M | 0.7% | $244.3K | Added$667.1K |
| Alphabet Inc | — | 5K | $1.44M | 0.6% | −$134.8K | Cut−$137.3K |
| Waste Mgmt Inc Del | — | 6.16K | $1.42M | 0.6% | $61.5K | Added$75.7K |
| Banco Santander Chile New | — | 116.9K | $1.32M | 0.6% | — | New |
| Micron Technology Inc | MU | 3.7K | $1.25M | 0.6% | $104.7K | Added$680.4K |
| American Elec Pwr Co Inc | — | 8.47K | $1.11M | 0.5% | — | New |
| Oreilly Automotive Inc | — | 11.2K | $1.03M | 0.5% | $12.3K | Cut−$167.4K |
| Spotify Technology S.A. | SPOT | 1.69K | $818.5K | 0.4% | −$75.4K | Added$361.5K |
| Celestica Inc | CLS | 2.72K | $765.9K | 0.3% | −$27.1K | Added$190.9K |
| Solstice Advanced Matls Inc | — | 9.26K | $705.2K | 0.3% | $236.6K | Added$288.4K |
| Zscaler, Inc. | ZS | 4.86K | $681.5K | 0.3% | — | New |
| Thermo Fisher Scientific Inc. | TMO | 1.18K | $581.5K | 0.3% | −$104K | Cut−$170.6K |
| Cardinal Health Inc | CAH | 2.67K | $565.3K | 0.3% | — | New |
| Fortinet, Inc. | FTNT | 6.09K | $497.8K | 0.2% | $14.1K | Cut−$864.1K |
| Idexx Labs Inc | — | 856 | $481K | 0.2% | −$98.1K | Held |
| Mcdonalds Corp | MCD | 1.43K | $442.9K | 0.2% | $7.35K | Cut−$506.1K |
| Comfort Sys Usa Inc | — | 317 | $437.1K | 0.2% | $141.3K | Held |
| Public Storage Oper Co | — | 1.61K | $436.9K | 0.2% | $18.4K | Cut−$1.11M |
| RTX Corp | RTX | 1.96K | $377.1K | 0.2% | $18.3K | Added$23.7K |
| Corning Inc | — | 2.64K | $358.6K | 0.2% | — | New |
| Morgan Stanley | — | 2.03K | $334.6K | 0.1% | −$25.7K | Added−$17.3K |
| Autozone Inc | AZO | 86 | $290.5K | 0.1% | −$1.18K | Cut−$21.5K |
| Sempra | — | 2.31K | $224.5K | 0.1% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.