Filed: 4/24/2026ACC: 0001841015-26-000002
📋 What this filing means
WD RUTHERFORD LLC filed this quarterly 13F‑HR report disclosing 71 equity positions with a total reported market value of $225.03M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
71
Positions
$225.03M
Total AUM (reported)
1.17M
Total Shares
Allocation by class
COM$218.35M97.0%
INTL$6.68M3.0%
Portfolio Concentration
Top 3$35.19M15.6%
4–10$40.83M18.1%
11–25$70.80M31.5%
Rest$78.21M34.8%
Top 3 weight
15.6%
Top 10 weight
33.8%
Voting Authority Distribution
Total shares with voting rights: 1.17M
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
1.17M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole71
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings71
Rows:
NVIDIA Corp.
SOLEShares110.49K
TypeSH
Market value$19.27M
8.56%
Sole
0.00
Shared
0.00
None
110.49K
Alphabet Inc. Class A
SOLEShares29.87K
TypeSH
Market value$8.59M
3.82%
Sole
0.00
Shared
0.00
None
29.87K
Apple Inc.
SOLEShares28.90K
TypeSH
Market value$7.33M
3.26%
Sole
0.00
Shared
0.00
None
28.90K
Arista Networks Inc.
SOLEShares50.10K
TypeSH
Market value$6.15M
2.73%
Sole
0.00
Shared
0.00
None
50.10K
JPMorgan Chase & Co.
SOLEShares20.40K
TypeSH
Market value$6.00M
2.67%
Sole
0.00
Shared
0.00
None
20.40K
Amazon Inc.
SOLEShares28.57K
TypeSH
Market value$5.95M
2.64%
Sole
0.00
Shared
0.00
None
28.57K
Microsoft Corp.
SOLEShares15.61K
TypeSH
Market value$5.78M
2.57%
Sole
0.00
Shared
0.00
None
15.61K
CrowdStrike Holdings, Inc
SOLEShares14.60K
TypeSH
Market value$5.70M
2.53%
Sole
0.00
Shared
0.00
None
14.60K
Costco Wholesale Inc.
SOLEShares5.71K
TypeSH
Market value$5.69M
2.53%
Sole
0.00
Shared
0.00
None
5.71K
Advanced Micro Devices, Inc.
SOLEShares27.34K
TypeSH
Market value$5.56M
2.47%
Sole
0.00
Shared
0.00
None
27.34K
GE Aerospace
SOLEShares18.92K
TypeSH
Market value$5.37M
2.39%
Sole
0.00
Shared
0.00
None
18.92K
Casey's General Stores, Inc.
SOLEShares7.29K
TypeSH
Market value$5.31M
2.36%
Sole
0.00
Shared
0.00
None
7.29K
Honeywell Intl. Inc
SOLEShares22.48K
TypeSH
Market value$5.08M
2.26%
Sole
0.00
Shared
0.00
None
22.48K
GE Vernova Inc
SOLEShares5.72K
TypeSH
Market value$4.99M
2.22%
Sole
0.00
Shared
0.00
None
5.72K
Chevron Corp.
SOLEShares24.10K
TypeSH
Market value$4.99M
2.22%
Sole
0.00
Shared
0.00
None
24.10K
Meta Platforms Inc (Facebook)
SOLEShares8.61K
TypeSH
Market value$4.92M
2.19%
Sole
0.00
Shared
0.00
None
8.61K
Cummins Inc.
SOLEShares9.06K
TypeSH
Market value$4.87M
2.17%
Sole
0.00
Shared
0.00
None
9.06K
TJX Companies Inc.
SOLEShares29.89K
TypeSH
Market value$4.77M
2.12%
Sole
0.00
Shared
0.00
None
29.89K
Netflix
SOLEShares47.73K
TypeSH
Market value$4.59M
2.04%
Sole
0.00
Shared
0.00
None
47.73K
Goldman Sachs Group Inc.
SOLEShares5.40K
TypeSH
Market value$4.57M
2.03%
Sole
0.00
Shared
0.00
None
5.40K
Visa Inc.
SOLEShares14.95K
TypeSH
Market value$4.52M
2.01%
Sole
0.00
Shared
0.00
None
14.95K
Mastercard Inc.
SOLEShares8.63K
TypeSH
Market value$4.31M
1.92%
Sole
0.00
Shared
0.00
None
8.63K
Palo Alto Networks Inc
SOLEShares26.39K
TypeSH
Market value$4.23M
1.88%
Sole
0.00
Shared
0.00
None
26.39K
Home Depot Inc.
SOLEShares12.59K
TypeSH
Market value$4.14M
1.84%
Sole
0.00
Shared
0.00
None
12.59K
McKesson Corporation
SOLEShares4.78K
TypeSH
Market value$4.14M
1.84%
Sole
0.00
Shared
0.00
None
4.78K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA Corp.SOLE | COM | 110.49K | SH | $19.27M 8.56% | 0.00 | 0.00 | 110.49K |
Alphabet Inc. Class ASOLE | COM | 29.87K | SH | $8.59M 3.82% | 0.00 | 0.00 | 29.87K |
Apple Inc.SOLE | COM | 28.90K | SH | $7.33M 3.26% | 0.00 | 0.00 | 28.90K |
Arista Networks Inc.SOLE | COM | 50.10K | SH | $6.15M 2.73% | 0.00 | 0.00 | 50.10K |
JPMorgan Chase & Co.SOLE | COM | 20.40K | SH | $6.00M 2.67% | 0.00 | 0.00 | 20.40K |
Amazon Inc.SOLE | COM | 28.57K | SH | $5.95M 2.64% | 0.00 | 0.00 | 28.57K |
Microsoft Corp.SOLE | COM | 15.61K | SH | $5.78M 2.57% | 0.00 | 0.00 | 15.61K |
CrowdStrike Holdings, IncSOLE | COM | 14.60K | SH | $5.70M 2.53% | 0.00 | 0.00 | 14.60K |
Costco Wholesale Inc.SOLE | COM | 5.71K | SH | $5.69M 2.53% | 0.00 | 0.00 | 5.71K |
Advanced Micro Devices, Inc.SOLE | COM | 27.34K | SH | $5.56M 2.47% | 0.00 | 0.00 | 27.34K |
GE AerospaceSOLE | COM | 18.92K | SH | $5.37M 2.39% | 0.00 | 0.00 | 18.92K |
Casey's General Stores, Inc.SOLE | COM | 7.29K | SH | $5.31M 2.36% | 0.00 | 0.00 | 7.29K |
Honeywell Intl. IncSOLE | COM | 22.48K | SH | $5.08M 2.26% | 0.00 | 0.00 | 22.48K |
GE Vernova IncSOLE | COM | 5.72K | SH | $4.99M 2.22% | 0.00 | 0.00 | 5.72K |
Chevron Corp.SOLE | COM | 24.10K | SH | $4.99M 2.22% | 0.00 | 0.00 | 24.10K |
Meta Platforms Inc (Facebook)SOLE | COM | 8.61K | SH | $4.92M 2.19% | 0.00 | 0.00 | 8.61K |
Cummins Inc.SOLE | COM | 9.06K | SH | $4.87M 2.17% | 0.00 | 0.00 | 9.06K |
TJX Companies Inc.SOLE | COM | 29.89K | SH | $4.77M 2.12% | 0.00 | 0.00 | 29.89K |
NetflixSOLE | COM | 47.73K | SH | $4.59M 2.04% | 0.00 | 0.00 | 47.73K |
Goldman Sachs Group Inc.SOLE | COM | 5.40K | SH | $4.57M 2.03% | 0.00 | 0.00 | 5.40K |
Visa Inc.SOLE | COM | 14.95K | SH | $4.52M 2.01% | 0.00 | 0.00 | 14.95K |
Mastercard Inc.SOLE | COM | 8.63K | SH | $4.31M 1.92% | 0.00 | 0.00 | 8.63K |
Palo Alto Networks IncSOLE | COM | 26.39K | SH | $4.23M 1.88% | 0.00 | 0.00 | 26.39K |
Home Depot Inc.SOLE | COM | 12.59K | SH | $4.14M 1.84% | 0.00 | 0.00 | 12.59K |
McKesson CorporationSOLE | COM | 4.78K | SH | $4.14M 1.84% | 0.00 | 0.00 | 4.78K |
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