WD Rutherford LLC

13F filer · CIK 0001841015

Reported Jul 20, 2026

Net seller this quarter

13F portfolio value$276MU.S. long equity reported on 13F

Positions756 new · 3 closed

Net flow last quarter-$3.08MBuys minus sells

Top 10 positions weight36.1%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 20, 202675 positions
NVDANvidia Corp	$21.5M	7.78%	0.00%	-2.7%	Q4 2020
AMDAdvanced Micro Devices Inc	$11.2M	4.07%	0.00%	-29.2%	Q4 2020
GOOGLAlphabet Inc.	$11.1M	4.02%	0.00%	+4.2%	Q4 2020
CRWDCrowdStrike Holdings, Inc.	$10.3M	3.72%	0.01%	-7.8%	Q4 2020
PANWPalo Alto Networks Inc	$8.64M	3.13%	0.00%	-4.0%	Q4 2020
ANETArista Networks, Inc.	$8.17M	2.96%	0.00%	-4.0%	Q4 2020
AAPLApple Inc.	$8.16M	2.95%	0.00%	-2.5%	Q4 2020
GEGeneral Electric Co	$6.93M	2.51%	0.00%	-2.0%	Q2 2023
AMZNAmazon Com Inc	$6.87M	2.49%	0.00%	+0.9%	Q4 2020
MUMicron Technology Inc	$6.84M	2.48%	0.00%	+60.2%	Q4 2020
GEVGE Vernova Inc.	$6.65M	2.41%	0.00%	-1.1%	Q2 2024
JPMJPMorgan Chase & Co	$6.56M	2.38%	0.00%	-1.7%	Q4 2020
CMICummins Inc	$6.2M	2.24%	0.01%	-4.1%	Q4 2020
LRCXLam Research Corp	$5.89M	2.13%	0.00%	+10.7%	Q4 2020
MSFTMicrosoft Corp	$5.68M	2.06%	0.00%	-2.4%	Q4 2020
GSGoldman Sachs Group Inc	$5.46M	1.98%	0.00%	0.0%	Q4 2020
CATCaterpillar Inc	$5.43M	1.97%	0.00%	-2.8%	Q4 2020
TSMTaiwan Semiconductor Manufacturing Co Ltd	$5.4M	1.96%	0.00%	+1.1%	Q4 2020
CASYCaseys General Stores Inc	$5.33M	1.93%	0.02%	-8.1%	Q4 2020
COSTCostco Wholesale Corp	$5.29M	1.92%	0.00%	-0.8%	Q4 2020
VVisa Inc.	$5.05M	1.83%	0.00%	-1.6%	Q4 2020
SNOWSnowflake Inc.	$5.02M	1.82%	0.01%	-9.1%	Q1 2022
VRTVertiv Holdings Co	$4.86M	1.76%	0.00%	-4.6%	Q2 2025
TJXTJX Companies Inc	$4.8M	1.74%	0.00%	+6.0%	Q4 2020
METAMeta Platforms, Inc.	$4.8M	1.74%	Not reported	-1.1%	Q4 2020
HOODRobinhood Markets, Inc.	$4.53M	1.64%	0.02%	-1.9%	Q1 2025
LLYELI LILLY & Co	$4.49M	1.63%	0.00%	Not reported	Q4 2020
MAMastercard Inc	$4.4M	1.59%	0.00%	-0.8%	Q4 2020
HDHome Depot, Inc.	$4.39M	1.59%	0.00%	-1.2%	Q4 2020
URIUnited Rentals, Inc.	$4.29M	1.55%	0.01%	+1.5%	Q4 2020
WMTWalmart Inc.	$3.97M	1.44%	0.00%	+14.8%	Q2 2022
CVXChevron Corp	$3.95M	1.43%	0.00%	-1.2%	Q2 2021
MCKMckesson Corp	$3.87M	1.40%	0.00%	+7.2%	Q3 2022
APPAppLovin Corp	$3.56M	1.29%	0.00%	-1.7%	Q1 2025
NFLXNetflix Inc	$3.49M	1.26%	0.00%	+2.3%	Q4 2020
NETCloudflare, Inc.	$3.47M	1.26%	Not reported	+50.0%	Q2 2021
NEENextera Energy Inc	$3.2M	1.16%	0.00%	+9.1%	Q4 2020
COHRCoherent Corp.	$3.19M	1.16%	0.00%	+27.8%	Q2 2025
SYKStryker Corp	$3.12M	1.13%	0.00%	-8.0%	Q4 2020
HONAHoneywell Aerospace Inc.	$3.02M	1.09%	Not reported	+21.5%	Q2 2026
AXPAmerican Express Co	$2.9M	1.05%	0.00%	+13.3%	Q1 2026
HONHoneywell International Inc	$2.63M	0.95%	0.00%	+4.7%	Q4 2020
GLWCorning Inc	$2.46M	0.89%	0.00%	+265.0%	Q1 2026
USBUS Bancorp \de\	$2.16M	0.78%	0.00%	-16.2%	Q4 2020
AMATApplied Materials Inc	$2.1M	0.76%	0.00%	-36.0%	Q4 2020
RDDTReddit, Inc.	$1.96M	0.71%	Not reported	-7.0%	Q1 2025
INTCIntel Corp	$1.69M	0.61%	0.00%	Not reported	Q3 2022
BSACBanco Santander Chile	$1.6M	0.58%	0.00%	-1.0%	Q1 2026
GOOGAlphabet Inc.	$1.55M	0.56%	Not reported	-12.1%	Q4 2020
WMWaste Management Inc	$1.3M	0.47%	0.00%	-5.6%	Q4 2020

Q1 2026Reported Apr 24, 202671 positions
NVDANvidia Corp	$19.3M	8.56%	0.00%	-1.4%	Q4 2020
GOOGLAlphabet Inc.	$8.59M	3.82%	0.00%	-1.2%	Q4 2020
AAPLApple Inc.	$7.33M	3.26%	0.00%	-1.8%	Q4 2020
ANETArista Networks, Inc.	$6.15M	2.73%	0.00%	-8.6%	Q4 2020
JPMJPMorgan Chase & Co	$6M	2.67%	0.00%	-5.9%	Q4 2020
AMZNAmazon Com Inc	$5.95M	2.64%	0.00%	-3.9%	Q4 2020
MSFTMicrosoft Corp	$5.78M	2.57%	0.00%	-5.6%	Q4 2020
CRWDCrowdStrike Holdings, Inc.	$5.7M	2.53%	0.01%	+1.9%	Q4 2020
COSTCostco Wholesale Corp	$5.69M	2.53%	0.00%	-3.3%	Q4 2020
AMDAdvanced Micro Devices Inc	$5.56M	2.47%	0.00%	-1.2%	Q4 2020
GEGeneral Electric Co	$5.37M	2.39%	0.00%	-7.5%	Q2 2023
CASYCaseys General Stores Inc	$5.31M	2.36%	0.02%	-9.5%	Q4 2020
HONHoneywell International Inc	$5.08M	2.26%	0.00%	+1.9%	Q4 2020
GEVGE Vernova Inc.	$4.99M	2.22%	0.00%	-4.7%	Q2 2024
CVXChevron Corp	$4.99M	2.22%	0.00%	-7.0%	Q2 2021
METAMeta Platforms, Inc.	$4.92M	2.19%	Not reported	+0.3%	Q4 2020
CMICummins Inc	$4.87M	2.17%	0.01%	-7.5%	Q4 2020
TJXTJX Companies Inc	$4.77M	2.12%	0.00%	+2.5%	Q4 2020
NFLXNetflix Inc	$4.59M	2.04%	0.00%	+4.8%	Q4 2020
GSGoldman Sachs Group Inc	$4.57M	2.03%	0.00%	+6.7%	Q4 2020
VVisa Inc.	$4.52M	2.01%	0.00%	-2.7%	Q4 2020
MAMastercard Inc	$4.31M	1.92%	0.00%	-1.1%	Q4 2020
PANWPalo Alto Networks Inc	$4.23M	1.88%	0.00%	-0.5%	Q4 2020
HDHome Depot, Inc.	$4.14M	1.84%	0.00%	0.0%	Q4 2020
MCKMckesson Corp	$4.14M	1.84%	0.00%	-13.3%	Q3 2022
VRTVertiv Holdings Co	$3.81M	1.69%	0.00%	+0.9%	Q2 2025
WMTWalmart Inc.	$3.8M	1.69%	0.00%	+9.9%	Q2 2022
TSMTaiwan Semiconductor Manufacturing Co Ltd	$3.78M	1.68%	0.00%	+54.5%	Q4 2020
CATCaterpillar Inc	$3.72M	1.65%	0.00%	-11.5%	Q4 2020
ISRGIntuitive Surgical Inc	$3.65M	1.62%	0.00%	-1.9%	Q4 2020
SYKStryker Corp	$3.55M	1.58%	0.00%	+1.2%	Q4 2020
SNOWSnowflake Inc.	$3.27M	1.45%	0.01%	+16.5%	Q1 2022
HOODRobinhood Markets, Inc.	$3.19M	1.42%	0.02%	+13.7%	Q1 2025
NEENextera Energy Inc	$3.1M	1.38%	0.00%	+0.2%	Q4 2020
APPAppLovin Corp	$2.8M	1.24%	0.00%	+19.8%	Q1 2025
URIUnited Rentals, Inc.	$2.72M	1.21%	0.01%	+6.5%	Q4 2020
LRCXLam Research Corp	$2.62M	1.17%	0.00%	+22.0%	Q4 2020
AXPAmerican Express Co	$2.28M	1.02%	0.00%	New	Q1 2026
SHOPShopify Inc.	$2.26M	1.00%	0.00%	+90.8%	Q4 2020
USBUS Bancorp \de\	$2.22M	0.99%	0.00%	-12.5%	Q4 2020
BSXBoston Scientific Corp	$2.05M	0.91%	0.00%	-6.8%	Q2 2024
NOWServiceNow, Inc.	$2.01M	0.89%	0.00%	-2.3%	Q4 2020
NETCloudflare, Inc.	$1.95M	0.86%	Not reported	+101.1%	Q2 2021
TMUST-Mobile US, Inc.	$1.94M	0.86%	0.00%	-53.7%	Q4 2020
OTISOtis Worldwide Corp	$1.69M	0.75%	0.01%	New	Q1 2026
RDDTReddit, Inc.	$1.64M	0.73%	Not reported	+19.1%	Q1 2025
AMATApplied Materials Inc	$1.55M	0.69%	0.00%	-5.2%	Q4 2020
CRMSalesforce, Inc.	$1.55M	0.69%	0.00%	-2.8%	Q4 2020
COHRCoherent Corp.	$1.51M	0.67%	0.00%	+39.0%	Q2 2025
GOOGAlphabet Inc.	$1.44M	0.64%	Not reported	-0.2%	Q4 2020

Q4 2025Reported Feb 6, 202673 positions
NVDANvidia Corp	$20.9M	8.73%	0.00%	+0.8%	Q4 2020
GOOGLAlphabet Inc.	$9.46M	3.96%	0.00%	-0.1%	Q4 2020
AAPLApple Inc.	$8M	3.34%	0.00%	-0.2%	Q4 2020
MSFTMicrosoft Corp	$8M	3.34%	0.00%	+4.3%	Q4 2020
ANETArista Networks, Inc.	$7.18M	3.00%	0.00%	-1.5%	Q4 2020
JPMJPMorgan Chase & Co	$6.99M	2.92%	0.00%	-0.9%	Q4 2020
AMZNAmazon Com Inc	$6.86M	2.87%	0.00%	+4.3%	Q4 2020
CRWDCrowdStrike Holdings, Inc.	$6.72M	2.81%	0.01%	-1.1%	Q4 2020
GEGeneral Electric Co	$6.3M	2.63%	0.00%	-2.0%	Q2 2023
AMDAdvanced Micro Devices Inc	$5.93M	2.48%	0.00%	-0.4%	Q4 2020
METAMeta Platforms, Inc.	$5.66M	2.37%	Not reported	+35.5%	Q4 2020
VVisa Inc.	$5.39M	2.25%	0.00%	+2.0%	Q4 2020
COSTCostco Wholesale Corp	$5.09M	2.13%	0.00%	+1.8%	Q4 2020
CMICummins Inc	$5M	2.09%	0.01%	-1.2%	Q4 2020
MAMastercard Inc	$4.98M	2.08%	0.00%	+3.5%	Q4 2020
PANWPalo Alto Networks Inc	$4.89M	2.04%	0.00%	+0.5%	Q4 2020
HOODRobinhood Markets, Inc.	$4.58M	1.92%	0.02%	+25.4%	Q1 2025
ISRGIntuitive Surgical Inc	$4.57M	1.91%	0.00%	-1.5%	Q4 2020
MCKMckesson Corp	$4.52M	1.89%	0.00%	-2.2%	Q3 2022
TJXTJX Companies Inc	$4.48M	1.87%	0.00%	+7.0%	Q4 2020
CASYCaseys General Stores Inc	$4.45M	1.86%	0.02%	-1.8%	Q4 2020
GSGoldman Sachs Group Inc	$4.45M	1.86%	0.00%	+17.2%	Q4 2020
HDHome Depot, Inc.	$4.33M	1.81%	0.00%	+3.7%	Q4 2020
HONHoneywell International Inc	$4.3M	1.80%	0.00%	+13.1%	Q4 2020
NFLXNetflix Inc	$4.27M	1.78%	0.00%	-2.9%	Q4 2020
SNOWSnowflake Inc.	$4.08M	1.71%	0.01%	+21.8%	Q1 2022
TMUST-Mobile US, Inc.	$4.05M	1.69%	0.00%	-2.7%	Q4 2020
CVXChevron Corp	$3.95M	1.65%	0.00%	-3.3%	Q2 2021
APPAppLovin Corp	$3.95M	1.65%	0.00%	+53.0%	Q1 2025
GEVGE Vernova Inc.	$3.92M	1.64%	0.00%	+32.1%	Q2 2024
SYKStryker Corp	$3.75M	1.57%	0.00%	+0.5%	Q4 2020
CATCaterpillar Inc	$3.4M	1.42%	0.00%	-2.9%	Q4 2020
BSXBoston Scientific Corp	$3.34M	1.40%	0.00%	+53.4%	Q2 2024
WMTWalmart Inc.	$3.1M	1.29%	0.00%	+49.8%	Q2 2022
NOWServiceNow, Inc.	$3.01M	1.26%	0.00%	-19.8%	Q4 2020
URIUnited Rentals, Inc.	$2.84M	1.19%	0.01%	-2.3%	Q4 2020
CDNSCadence Design Systems Inc	$2.82M	1.18%	0.00%	-8.6%	Q4 2020
NEENextera Energy Inc	$2.68M	1.12%	0.00%	+1.7%	Q4 2020
USBUS Bancorp \de\	$2.6M	1.09%	0.00%	-30.8%	Q4 2020
VRTVertiv Holdings Co	$2.44M	1.02%	0.00%	+80.7%	Q2 2025
RDDTReddit, Inc.	$2.35M	0.98%	Not reported	+105.7%	Q1 2025
CRMSalesforce, Inc.	$2.26M	0.94%	0.00%	-36.6%	Q4 2020
TSMTaiwan Semiconductor Manufacturing Co Ltd	$2.2M	0.92%	0.00%	+2.5%	Q4 2020
SPGIS&P Global Inc.	$2.17M	0.91%	0.00%	-33.4%	Q4 2020
LRCXLam Research Corp	$1.72M	0.72%	0.00%	+21.0%	Q4 2020
SHOPShopify Inc.	$1.6M	0.67%	0.00%	+34.5%	Q4 2020
GOOGAlphabet Inc.	$1.57M	0.66%	Not reported	-2.6%	Q4 2020
PSAPublic Storage	$1.55M	0.65%	0.00%	-0.7%	Q4 2020
MRVLMarvell Technology, Inc.	$1.49M	0.62%	0.00%	-40.5%	Q4 2023
FTNTFortinet, Inc.	$1.36M	0.57%	0.00%	-4.2%	Q4 2020

Q3 2025Reported Oct 23, 202573 positions
NVDANvidia Corp	$20.7M	8.82%	0.00%	+0.4%	Q4 2020
MSFTMicrosoft Corp	$8.21M	3.49%	0.00%	0.0%	Q4 2020
ANETArista Networks, Inc.	$8.11M	3.45%	0.00%	-0.3%	Q4 2020
AAPLApple Inc.	$7.51M	3.19%	0.00%	+1.2%	Q4 2020
GOOGLAlphabet Inc.	$7.36M	3.13%	0.00%	+0.4%	Q4 2020
CRWDCrowdStrike Holdings, Inc.	$7.11M	3.02%	0.01%	+0.7%	Q4 2020
JPMJPMorgan Chase & Co	$6.9M	2.94%	0.00%	-1.1%	Q4 2020
GEGeneral Electric Co	$6.28M	2.67%	0.00%	+2.9%	Q2 2023
AMZNAmazon Com Inc	$6.26M	2.66%	0.00%	+0.2%	Q4 2020
NFLXNetflix Inc	$5.62M	2.39%	0.00%	0.0%	Q4 2020
PANWPalo Alto Networks Inc	$5.38M	2.29%	0.00%	+2.8%	Q4 2020
COSTCostco Wholesale Corp	$5.37M	2.28%	0.00%	+1.0%	Q4 2020
VVisa Inc.	$5.15M	2.19%	0.00%	+0.5%	Q4 2020
HDHome Depot, Inc.	$4.92M	2.09%	0.00%	+1.3%	Q4 2020
TMUST-Mobile US, Inc.	$4.91M	2.09%	0.00%	+0.3%	Q4 2020
MAMastercard Inc	$4.8M	2.04%	0.00%	+0.6%	Q4 2020
METAMeta Platforms, Inc.	$4.65M	1.98%	Not reported	+4.1%	Q4 2020
CASYCaseys General Stores Inc	$4.64M	1.97%	0.02%	+1.5%	Q4 2020
HOODRobinhood Markets, Inc.	$4.63M	1.97%	0.01%	+21.5%	Q1 2025
NOWServiceNow, Inc.	$4.51M	1.92%	0.00%	-3.0%	Q4 2020
AMDAdvanced Micro Devices Inc	$4.5M	1.91%	0.00%	+0.8%	Q4 2020
MCKMckesson Corp	$4.35M	1.85%	0.00%	+3.0%	Q3 2022
CMICummins Inc	$4.19M	1.78%	0.01%	0.0%	Q4 2020
CVXChevron Corp	$4.16M	1.77%	0.00%	-0.6%	Q2 2021
HONHoneywell International Inc	$4.1M	1.75%	0.00%	+5.7%	Q4 2020
TJXTJX Companies Inc	$3.94M	1.67%	0.00%	+5.6%	Q4 2020
SYKStryker Corp	$3.92M	1.67%	0.00%	+0.4%	Q4 2020
ISRGIntuitive Surgical Inc	$3.66M	1.56%	0.00%	+0.9%	Q4 2020
CDNSCadence Design Systems Inc	$3.47M	1.48%	0.00%	+6.6%	Q4 2020
SNOWSnowflake Inc.	$3.45M	1.47%	0.00%	+21.3%	Q1 2022
GSGoldman Sachs Group Inc	$3.44M	1.46%	0.00%	+7.6%	Q4 2020
URIUnited Rentals, Inc.	$3.43M	1.46%	0.01%	+1.5%	Q4 2020
USBUS Bancorp \de\	$3.4M	1.45%	0.00%	-7.5%	Q4 2020
CRMSalesforce, Inc.	$3.19M	1.36%	0.00%	-2.0%	Q4 2020
SPGIS&P Global Inc.	$3.04M	1.29%	0.00%	+3.9%	Q4 2020
CATCaterpillar Inc	$2.92M	1.24%	0.00%	+9.1%	Q4 2020
GEVGE Vernova Inc.	$2.8M	1.19%	0.00%	+8.9%	Q2 2024
APPAppLovin Corp	$2.75M	1.17%	0.00%	+41.5%	Q1 2025
MRVLMarvell Technology, Inc.	$2.48M	1.05%	0.00%	-14.0%	Q4 2023
NEENextera Energy Inc	$2.48M	1.05%	0.00%	+2.7%	Q4 2020
BSXBoston Scientific Corp	$2.23M	0.95%	0.00%	+39.0%	Q2 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.97M	0.84%	0.00%	+0.2%	Q4 2020
WMTWalmart Inc.	$1.91M	0.81%	0.00%	+82.6%	Q2 2022
CHDChurch & Dwight Co Inc	$1.81M	0.77%	0.01%	-37.7%	Q4 2020
PSAPublic Storage	$1.74M	0.74%	0.00%	+1.3%	Q4 2020
GEHCGE HealthCare Technologies Inc.	$1.55M	0.66%	0.00%	-9.1%	Q3 2023
FTNTFortinet, Inc.	$1.51M	0.64%	0.00%	+0.3%	Q4 2020
ORLYO Reilly Automotive Inc	$1.5M	0.64%	0.00%	-0.2%	Q3 2022
WMWaste Management Inc	$1.4M	0.59%	0.00%	+1.2%	Q4 2020
CMGChipotle Mexican Grill Inc	$1.39M	0.59%	0.00%	-17.1%	Q3 2021

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