Filed: 10/23/2025ACC: 0001841015-25-000006
📋 What this filing means
WD RUTHERFORD LLC filed this quarterly 13F‑HR report disclosing 73 equity positions with a total reported market value of $235.13M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
73
Positions
$235.13M
Total AUM (reported)
1.08M
Total Shares
Allocation by class
COM$232.93M99.1%
INTL$2.20M0.9%
Portfolio Concentration
Top 3$37.07M15.8%
4–10$47.05M20.0%
11–25$70.24M29.9%
Rest$80.78M34.4%
Top 3 weight
15.8%
Top 10 weight
35.8%
Voting Authority Distribution
Total shares with voting rights: 1.08M
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
1.08M
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.
SOLEShares111.20K
TypeSH
Market value$20.75M
8.82%
Sole
0.00
Shared
0.00
None
111.20K
Microsoft Corp.
SOLEShares15.86K
TypeSH
Market value$8.21M
3.49%
Sole
0.00
Shared
0.00
None
15.86K
Arista Networks Inc.
SOLEShares55.64K
TypeSH
Market value$8.11M
3.45%
Sole
0.00
Shared
0.00
None
55.64K
Apple Inc.
SOLEShares29.49K
TypeSH
Market value$7.51M
3.19%
Sole
0.00
Shared
0.00
None
29.49K
Alphabet Inc. Class A
SOLEShares30.28K
TypeSH
Market value$7.36M
3.13%
Sole
0.00
Shared
0.00
None
30.28K
CrowdStrike Holdings, Inc
SOLEShares14.50K
TypeSH
Market value$7.11M
3.02%
Sole
0.00
Shared
0.00
None
14.50K
JPMorgan Chase & Co.
SOLEShares21.88K
TypeSH
Market value$6.90M
2.94%
Sole
0.00
Shared
0.00
None
21.88K
GE Aerospace
SOLEShares20.87K
TypeSH
Market value$6.28M
2.67%
Sole
0.00
Shared
0.00
None
20.87K
Amazon Inc.
SOLEShares28.52K
TypeSH
Market value$6.26M
2.66%
Sole
0.00
Shared
0.00
None
28.52K
Netflix
SOLEShares4.69K
TypeSH
Market value$5.62M
2.39%
Sole
0.00
Shared
0.00
None
4.69K
Palo Alto Networks Inc
SOLEShares26.41K
TypeSH
Market value$5.38M
2.29%
Sole
0.00
Shared
0.00
None
26.41K
Costco Wholesale Inc.
SOLEShares5.80K
TypeSH
Market value$5.37M
2.28%
Sole
0.00
Shared
0.00
None
5.80K
Visa Inc.
SOLEShares15.07K
TypeSH
Market value$5.15M
2.19%
Sole
0.00
Shared
0.00
None
15.07K
Home Depot Inc.
SOLEShares12.14K
TypeSH
Market value$4.92M
2.09%
Sole
0.00
Shared
0.00
None
12.14K
T-Mobile US, Inc.
SOLEShares20.52K
TypeSH
Market value$4.91M
2.09%
Sole
0.00
Shared
0.00
None
20.52K
Mastercard Inc.
SOLEShares8.44K
TypeSH
Market value$4.80M
2.04%
Sole
0.00
Shared
0.00
None
8.44K
Meta Platforms Inc (Facebook)
SOLEShares6.33K
TypeSH
Market value$4.65M
1.98%
Sole
0.00
Shared
0.00
None
6.33K
Casey's General Stores, Inc.
SOLEShares8.21K
TypeSH
Market value$4.64M
1.97%
Sole
0.00
Shared
0.00
None
8.21K
Robinhood Markets, Inc.
SOLEShares32.30K
TypeSH
Market value$4.63M
1.97%
Sole
0.00
Shared
0.00
None
32.30K
ServiceNow Inc.
SOLEShares4.90K
TypeSH
Market value$4.51M
1.92%
Sole
0.00
Shared
0.00
None
4.90K
Advanced Micro Devices, Inc.
SOLEShares27.79K
TypeSH
Market value$4.50M
1.91%
Sole
0.00
Shared
0.00
None
27.79K
McKesson Corporation
SOLEShares5.63K
TypeSH
Market value$4.35M
1.85%
Sole
0.00
Shared
0.00
None
5.63K
Cummins Inc.
SOLEShares9.91K
TypeSH
Market value$4.19M
1.78%
Sole
0.00
Shared
0.00
None
9.91K
Chevron Corp.
SOLEShares26.80K
TypeSH
Market value$4.16M
1.77%
Sole
0.00
Shared
0.00
None
26.80K
Honeywell Intl. Inc
SOLEShares19.50K
TypeSH
Market value$4.10M
1.75%
Sole
0.00
Shared
0.00
None
19.50K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA Corp.SOLE | COM | 111.20K | SH | $20.75M 8.82% | 0.00 | 0.00 | 111.20K |
Microsoft Corp.SOLE | COM | 15.86K | SH | $8.21M 3.49% | 0.00 | 0.00 | 15.86K |
Arista Networks Inc.SOLE | COM | 55.64K | SH | $8.11M 3.45% | 0.00 | 0.00 | 55.64K |
Apple Inc.SOLE | COM | 29.49K | SH | $7.51M 3.19% | 0.00 | 0.00 | 29.49K |
Alphabet Inc. Class ASOLE | COM | 30.28K | SH | $7.36M 3.13% | 0.00 | 0.00 | 30.28K |
CrowdStrike Holdings, IncSOLE | COM | 14.50K | SH | $7.11M 3.02% | 0.00 | 0.00 | 14.50K |
JPMorgan Chase & Co.SOLE | COM | 21.88K | SH | $6.90M 2.94% | 0.00 | 0.00 | 21.88K |
GE AerospaceSOLE | COM | 20.87K | SH | $6.28M 2.67% | 0.00 | 0.00 | 20.87K |
Amazon Inc.SOLE | COM | 28.52K | SH | $6.26M 2.66% | 0.00 | 0.00 | 28.52K |
NetflixSOLE | COM | 4.69K | SH | $5.62M 2.39% | 0.00 | 0.00 | 4.69K |
Palo Alto Networks IncSOLE | COM | 26.41K | SH | $5.38M 2.29% | 0.00 | 0.00 | 26.41K |
Costco Wholesale Inc.SOLE | COM | 5.80K | SH | $5.37M 2.28% | 0.00 | 0.00 | 5.80K |
Visa Inc.SOLE | COM | 15.07K | SH | $5.15M 2.19% | 0.00 | 0.00 | 15.07K |
Home Depot Inc.SOLE | COM | 12.14K | SH | $4.92M 2.09% | 0.00 | 0.00 | 12.14K |
T-Mobile US, Inc.SOLE | COM | 20.52K | SH | $4.91M 2.09% | 0.00 | 0.00 | 20.52K |
Mastercard Inc.SOLE | COM | 8.44K | SH | $4.80M 2.04% | 0.00 | 0.00 | 8.44K |
Meta Platforms Inc (Facebook)SOLE | COM | 6.33K | SH | $4.65M 1.98% | 0.00 | 0.00 | 6.33K |
Casey's General Stores, Inc.SOLE | COM | 8.21K | SH | $4.64M 1.97% | 0.00 | 0.00 | 8.21K |
Robinhood Markets, Inc.SOLE | COM | 32.30K | SH | $4.63M 1.97% | 0.00 | 0.00 | 32.30K |
ServiceNow Inc.SOLE | COM | 4.90K | SH | $4.51M 1.92% | 0.00 | 0.00 | 4.90K |
Advanced Micro Devices, Inc.SOLE | COM | 27.79K | SH | $4.50M 1.91% | 0.00 | 0.00 | 27.79K |
McKesson CorporationSOLE | COM | 5.63K | SH | $4.35M 1.85% | 0.00 | 0.00 | 5.63K |
Cummins Inc.SOLE | COM | 9.91K | SH | $4.19M 1.78% | 0.00 | 0.00 | 9.91K |
Chevron Corp.SOLE | COM | 26.80K | SH | $4.16M 1.77% | 0.00 | 0.00 | 26.80K |
Honeywell Intl. IncSOLE | COM | 19.50K | SH | $4.10M 1.75% | 0.00 | 0.00 | 19.50K |
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