Filed: 4/17/2025ACC: 0001841015-25-000003
📋 What this filing means
WD RUTHERFORD LLC filed this quarterly 13F‑HR report disclosing 73 equity positions with a total reported market value of $187.86M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
73
Positions
$187.86M
Total AUM (reported)
1.10M
Total Shares
Allocation by class
COM$186.54M99.3%
INTL STK$1.32M0.7%
Portfolio Concentration
Top 3$26.21M14.0%
4–10$37.86M20.2%
11–25$60.45M32.2%
Rest$63.34M33.7%
Top 3 weight
14.0%
Top 10 weight
34.1%
Voting Authority Distribution
Total shares with voting rights: 1.10M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.10M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole73
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings73
Rows:
NVIDIA Corp.
SOLEShares119.16K
TypeSH
Market value$13.37M
7.12%
Sole
0.00
Shared
0.00
None
119.16K
Microsoft Corp.
SOLEShares16.91K
TypeSH
Market value$6.52M
3.47%
Sole
0.00
Shared
0.00
None
16.91K
Apple Inc.
SOLEShares31.25K
TypeSH
Market value$6.32M
3.36%
Sole
0.00
Shared
0.00
None
31.25K
CrowdStrike Holdings, Inc
SOLEShares14.87K
TypeSH
Market value$5.84M
3.11%
Sole
0.00
Shared
0.00
None
14.87K
Costco Wholesale Inc.
SOLEShares5.91K
TypeSH
Market value$5.77M
3.07%
Sole
0.00
Shared
0.00
None
5.91K
T-Mobile US, Inc.
SOLEShares21K
TypeSH
Market value$5.60M
2.98%
Sole
0.00
Shared
0.00
None
21K
JPMorgan Chase & Co.
SOLEShares22.88K
TypeSH
Market value$5.33M
2.84%
Sole
0.00
Shared
0.00
None
22.88K
Amazon Inc.
SOLEShares29.10K
TypeSH
Market value$5.23M
2.78%
Sole
0.00
Shared
0.00
None
29.10K
Visa Inc.
SOLEShares15.50K
TypeSH
Market value$5.20M
2.77%
Sole
0.00
Shared
0.00
None
15.50K
Netflix
SOLEShares4.99K
TypeSH
Market value$4.88M
2.60%
Sole
0.00
Shared
0.00
None
4.99K
Alphabet Inc. Class A
SOLEShares31.02K
TypeSH
Market value$4.85M
2.58%
Sole
0.00
Shared
0.00
None
31.02K
Mastercard Inc.
SOLEShares8.70K
TypeSH
Market value$4.50M
2.40%
Sole
0.00
Shared
0.00
None
8.70K
Home Depot Inc.
SOLEShares12.27K
TypeSH
Market value$4.34M
2.31%
Sole
0.00
Shared
0.00
None
12.27K
Palo Alto Networks Inc
SOLEShares24.56K
TypeSH
Market value$4.26M
2.27%
Sole
0.00
Shared
0.00
None
24.56K
ServiceNow Inc.
SOLEShares5.17K
TypeSH
Market value$4.22M
2.25%
Sole
0.00
Shared
0.00
None
5.17K
Arista Networks Inc.
SOLEShares57.36K
TypeSH
Market value$4.20M
2.23%
Sole
0.00
Shared
0.00
None
57.36K
Intuitive Surgical
SOLEShares8.38K
TypeSH
Market value$4.09M
2.18%
Sole
0.00
Shared
0.00
None
8.38K
Casey's General Stores, Inc.
SOLEShares8.60K
TypeSH
Market value$3.99M
2.13%
Sole
0.00
Shared
0.00
None
8.60K
McKesson Corporation
SOLEShares5.58K
TypeSH
Market value$3.87M
2.06%
Sole
0.00
Shared
0.00
None
5.58K
General Electric Company
SOLEShares20.75K
TypeSH
Market value$3.85M
2.05%
Sole
0.00
Shared
0.00
None
20.75K
Stryker Corp.
SOLEShares10.86K
TypeSH
Market value$3.77M
2.00%
Sole
0.00
Shared
0.00
None
10.86K
Chevron Corp.
SOLEShares27.51K
TypeSH
Market value$3.70M
1.97%
Sole
0.00
Shared
0.00
None
27.51K
Honeywell Intl. Inc
SOLEShares18.48K
TypeSH
Market value$3.67M
1.96%
Sole
0.00
Shared
0.00
None
18.48K
Salesforce.com Inc.
SOLEShares14.02K
TypeSH
Market value$3.57M
1.90%
Sole
0.00
Shared
0.00
None
14.02K
Church & Dwight Co.
SOLEShares33.82K
TypeSH
Market value$3.55M
1.89%
Sole
0.00
Shared
0.00
None
33.82K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA Corp.SOLE | COM | 119.16K | SH | $13.37M 7.12% | 0.00 | 0.00 | 119.16K |
Microsoft Corp.SOLE | COM | 16.91K | SH | $6.52M 3.47% | 0.00 | 0.00 | 16.91K |
Apple Inc.SOLE | COM | 31.25K | SH | $6.32M 3.36% | 0.00 | 0.00 | 31.25K |
CrowdStrike Holdings, IncSOLE | COM | 14.87K | SH | $5.84M 3.11% | 0.00 | 0.00 | 14.87K |
Costco Wholesale Inc.SOLE | COM | 5.91K | SH | $5.77M 3.07% | 0.00 | 0.00 | 5.91K |
T-Mobile US, Inc.SOLE | COM | 21K | SH | $5.60M 2.98% | 0.00 | 0.00 | 21K |
JPMorgan Chase & Co.SOLE | COM | 22.88K | SH | $5.33M 2.84% | 0.00 | 0.00 | 22.88K |
Amazon Inc.SOLE | COM | 29.10K | SH | $5.23M 2.78% | 0.00 | 0.00 | 29.10K |
Visa Inc.SOLE | COM | 15.50K | SH | $5.20M 2.77% | 0.00 | 0.00 | 15.50K |
NetflixSOLE | COM | 4.99K | SH | $4.88M 2.60% | 0.00 | 0.00 | 4.99K |
Alphabet Inc. Class ASOLE | COM | 31.02K | SH | $4.85M 2.58% | 0.00 | 0.00 | 31.02K |
Mastercard Inc.SOLE | COM | 8.70K | SH | $4.50M 2.40% | 0.00 | 0.00 | 8.70K |
Home Depot Inc.SOLE | COM | 12.27K | SH | $4.34M 2.31% | 0.00 | 0.00 | 12.27K |
Palo Alto Networks IncSOLE | COM | 24.56K | SH | $4.26M 2.27% | 0.00 | 0.00 | 24.56K |
ServiceNow Inc.SOLE | COM | 5.17K | SH | $4.22M 2.25% | 0.00 | 0.00 | 5.17K |
Arista Networks Inc.SOLE | COM | 57.36K | SH | $4.20M 2.23% | 0.00 | 0.00 | 57.36K |
Intuitive SurgicalSOLE | COM | 8.38K | SH | $4.09M 2.18% | 0.00 | 0.00 | 8.38K |
Casey's General Stores, Inc.SOLE | COM | 8.60K | SH | $3.99M 2.13% | 0.00 | 0.00 | 8.60K |
McKesson CorporationSOLE | COM | 5.58K | SH | $3.87M 2.06% | 0.00 | 0.00 | 5.58K |
General Electric CompanySOLE | COM | 20.75K | SH | $3.85M 2.05% | 0.00 | 0.00 | 20.75K |
Stryker Corp.SOLE | COM | 10.86K | SH | $3.77M 2.00% | 0.00 | 0.00 | 10.86K |
Chevron Corp.SOLE | COM | 27.51K | SH | $3.70M 1.97% | 0.00 | 0.00 | 27.51K |
Honeywell Intl. IncSOLE | COM | 18.48K | SH | $3.67M 1.96% | 0.00 | 0.00 | 18.48K |
Salesforce.com Inc.SOLE | COM | 14.02K | SH | $3.57M 1.90% | 0.00 | 0.00 | 14.02K |
Church & Dwight Co.SOLE | COM | 33.82K | SH | $3.55M 1.89% | 0.00 | 0.00 | 33.82K |
Page 1 of 3