Filed: 7/17/2025ACC: 0001841015-25-000004
📋 What this filing means
WD RUTHERFORD LLC filed this quarterly 13F‑HR report disclosing 96 equity positions with a total reported market value of $217.44M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
96
Positions
$217.44M
Total AUM (reported)
1.10M
Total Shares
Allocation by class
COM$215.38M99.1%
INTL$2.06M0.9%
Portfolio Concentration
Top 3$32.73M15.1%
4–10$41.64M19.2%
11–25$68.25M31.4%
Rest$74.81M34.4%
Top 3 weight
15.1%
Top 10 weight
34.2%
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)
Sole96
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings96
Rows:
NVIDIA Corp.
SOLEShares110.80K
TypeSH
Market value$17.50M
8.05%
Sole
0.00
Shared
0.00
None
110.80K
Microsoft Corp.
SOLEShares15.86K
TypeSH
Market value$7.89M
3.63%
Sole
0.00
Shared
0.00
None
15.86K
CrowdStrike Holdings, Inc
SOLEShares14.40K
TypeSH
Market value$7.34M
3.37%
Sole
0.00
Shared
0.00
None
14.40K
JPMorgan Chase & Co.
SOLEShares22.13K
TypeSH
Market value$6.42M
2.95%
Sole
0.00
Shared
0.00
None
22.13K
Netflix
SOLEShares4.69K
TypeSH
Market value$6.28M
2.89%
Sole
0.00
Shared
0.00
None
4.69K
Amazon Inc.
SOLEShares28.47K
TypeSH
Market value$6.25M
2.87%
Sole
0.00
Shared
0.00
None
28.47K
Apple Inc.
SOLEShares29.15K
TypeSH
Market value$5.98M
2.75%
Sole
0.00
Shared
0.00
None
29.15K
Arista Networks Inc.
SOLEShares55.81K
TypeSH
Market value$5.71M
2.63%
Sole
0.00
Shared
0.00
None
55.81K
Costco Wholesale Inc.
SOLEShares5.74K
TypeSH
Market value$5.68M
2.61%
Sole
0.00
Shared
0.00
None
5.74K
Visa Inc.
SOLEShares15K
TypeSH
Market value$5.33M
2.45%
Sole
0.00
Shared
0.00
None
15K
Alphabet Inc. Class A
SOLEShares30.16K
TypeSH
Market value$5.32M
2.44%
Sole
0.00
Shared
0.00
None
30.16K
Palo Alto Networks Inc
SOLEShares25.70K
TypeSH
Market value$5.26M
2.42%
Sole
0.00
Shared
0.00
None
25.70K
General Electric Company
SOLEShares20.27K
TypeSH
Market value$5.22M
2.40%
Sole
0.00
Shared
0.00
None
20.27K
ServiceNow Inc.
SOLEShares5.05K
TypeSH
Market value$5.19M
2.39%
Sole
0.00
Shared
0.00
None
5.05K
T-Mobile US, Inc.
SOLEShares20.46K
TypeSH
Market value$4.88M
2.24%
Sole
0.00
Shared
0.00
None
20.46K
Mastercard Inc.
SOLEShares8.39K
TypeSH
Market value$4.71M
2.17%
Sole
0.00
Shared
0.00
None
8.39K
Meta Platforms Inc (Facebook)
SOLEShares6.09K
TypeSH
Market value$4.49M
2.07%
Sole
0.00
Shared
0.00
None
6.09K
Intuitive Surgical
SOLEShares8.12K
TypeSH
Market value$4.41M
2.03%
Sole
0.00
Shared
0.00
None
8.12K
Home Depot Inc.
SOLEShares11.98K
TypeSH
Market value$4.39M
2.02%
Sole
0.00
Shared
0.00
None
11.98K
Honeywell Intl. Inc
SOLEShares18.44K
TypeSH
Market value$4.29M
1.98%
Sole
0.00
Shared
0.00
None
18.44K
Stryker Corp.
SOLEShares10.57K
TypeSH
Market value$4.18M
1.92%
Sole
0.00
Shared
0.00
None
10.57K
Casey's General Stores, Inc.
SOLEShares8.09K
TypeSH
Market value$4.13M
1.90%
Sole
0.00
Shared
0.00
None
8.09K
McKesson Corporation
SOLEShares5.47K
TypeSH
Market value$4.01M
1.84%
Sole
0.00
Shared
0.00
None
5.47K
Advanced Micro Devices, Inc.
SOLEShares27.57K
TypeSH
Market value$3.91M
1.80%
Sole
0.00
Shared
0.00
None
27.57K
Chevron Corp.
SOLEShares26.95K
TypeSH
Market value$3.86M
1.77%
Sole
0.00
Shared
0.00
None
26.95K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA Corp.SOLE | COM | 110.80K | SH | $17.50M 8.05% | 0.00 | 0.00 | 110.80K |
Microsoft Corp.SOLE | COM | 15.86K | SH | $7.89M 3.63% | 0.00 | 0.00 | 15.86K |
CrowdStrike Holdings, IncSOLE | COM | 14.40K | SH | $7.34M 3.37% | 0.00 | 0.00 | 14.40K |
JPMorgan Chase & Co.SOLE | COM | 22.13K | SH | $6.42M 2.95% | 0.00 | 0.00 | 22.13K |
NetflixSOLE | COM | 4.69K | SH | $6.28M 2.89% | 0.00 | 0.00 | 4.69K |
Amazon Inc.SOLE | COM | 28.47K | SH | $6.25M 2.87% | 0.00 | 0.00 | 28.47K |
Apple Inc.SOLE | COM | 29.15K | SH | $5.98M 2.75% | 0.00 | 0.00 | 29.15K |
Arista Networks Inc.SOLE | COM | 55.81K | SH | $5.71M 2.63% | 0.00 | 0.00 | 55.81K |
Costco Wholesale Inc.SOLE | COM | 5.74K | SH | $5.68M 2.61% | 0.00 | 0.00 | 5.74K |
Visa Inc.SOLE | COM | 15K | SH | $5.33M 2.45% | 0.00 | 0.00 | 15K |
Alphabet Inc. Class ASOLE | COM | 30.16K | SH | $5.32M 2.44% | 0.00 | 0.00 | 30.16K |
Palo Alto Networks IncSOLE | COM | 25.70K | SH | $5.26M 2.42% | 0.00 | 0.00 | 25.70K |
General Electric CompanySOLE | COM | 20.27K | SH | $5.22M 2.40% | 0.00 | 0.00 | 20.27K |
ServiceNow Inc.SOLE | COM | 5.05K | SH | $5.19M 2.39% | 0.00 | 0.00 | 5.05K |
T-Mobile US, Inc.SOLE | COM | 20.46K | SH | $4.88M 2.24% | 0.00 | 0.00 | 20.46K |
Mastercard Inc.SOLE | COM | 8.39K | SH | $4.71M 2.17% | 0.00 | 0.00 | 8.39K |
Meta Platforms Inc (Facebook)SOLE | COM | 6.09K | SH | $4.49M 2.07% | 0.00 | 0.00 | 6.09K |
Intuitive SurgicalSOLE | COM | 8.12K | SH | $4.41M 2.03% | 0.00 | 0.00 | 8.12K |
Home Depot Inc.SOLE | COM | 11.98K | SH | $4.39M 2.02% | 0.00 | 0.00 | 11.98K |
Honeywell Intl. IncSOLE | COM | 18.44K | SH | $4.29M 1.98% | 0.00 | 0.00 | 18.44K |
Stryker Corp.SOLE | COM | 10.57K | SH | $4.18M 1.92% | 0.00 | 0.00 | 10.57K |
Casey's General Stores, Inc.SOLE | COM | 8.09K | SH | $4.13M 1.90% | 0.00 | 0.00 | 8.09K |
McKesson CorporationSOLE | COM | 5.47K | SH | $4.01M 1.84% | 0.00 | 0.00 | 5.47K |
Advanced Micro Devices, Inc.SOLE | COM | 27.57K | SH | $3.91M 1.80% | 0.00 | 0.00 | 27.57K |
Chevron Corp.SOLE | COM | 26.95K | SH | $3.86M 1.77% | 0.00 | 0.00 | 26.95K |
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