Wd Rutherford LLC Top Holdings and 13F Report (2025) About Wd Rutherford LLCInvestment ActivityWd Rutherford LLC has $235.13 million in total holdings as of September 30, 2025.Wd Rutherford LLC owns shares of 73 different stocks, but just 35 companies or ETFs make up 80% of its holdings.Approximately 8.01% of the portfolio was purchased this quarter.About 6.08% of the portfolio was sold this quarter.This quarter, Wd Rutherford LLC has purchased 96 new stocks and bought additional shares in 47 stocks.Wd Rutherford LLC sold shares of 18 stocks and completely divested from 27 stocks this quarter.Largest Holdings NVIDIA $20,748,442Microsoft $8,213,133Arista Networks Inc. $8,106,722Apple $7,508,020Alphabet $7,361,554 Largest New Holdings this Quarter 040413205 - Arista Networks Inc. $8,106,722 Holding512807306 - Lam Research Corp. $1,113,512 Holding05464C101 - Axon Enterprise $586,312 Holding216648501 - Cooper Companies $562,261 Holding Largest Purchases this Quarter Arista Networks Inc. 55,636 shares (about $8.11M)Lam Research Corp. 8,316 shares (about $1.11M)Vertiv 7,040 shares (about $1.06M)Walmart 8,396 shares (about $865.29K)Robinhood Markets 5,724 shares (about $819.56K) Largest Sales this Quarter Adobe 4,618 shares (about $1.63M)Church & Dwight 12,453 shares (about $1.09M)Marvell Technology 4,811 shares (about $404.46K)Chipotle Mexican Grill 7,319 shares (about $286.83K)U.S. Bancorp 5,670 shares (about $274.03K) Sector Allocation Over TimeMap of 500 Largest Holdings ofWd Rutherford LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$20,748,442$75,751 ▲0.4%111,2048.8%Computer and TechnologyMSFTMicrosoft$8,213,133$2,072 ▼0.0%15,8573.5%Computer and TechnologyArista Networks Inc.$8,106,722$8,106,722 ▲New Holding55,6363.4%COMAAPLApple$7,508,020$86,065 ▲1.2%29,4863.2%Computer and TechnologyGOOGLAlphabet$7,361,554$28,929 ▲0.4%30,2823.1%Computer and TechnologyCRWDCrowdStrike$7,110,020$46,586 ▲0.7%14,4993.0%Computer and TechnologyJPMJPMorgan Chase & Co.$6,902,870$78,857 ▼-1.1%21,8842.9%FinanceGEGE Aerospace$6,277,211$178,988 ▲2.9%20,8672.7%AerospaceAMZNAmazon.com$6,261,917$10,759 ▲0.2%28,5192.7%Retail/WholesaleNFLXNetflix$5,624,134$1,199 ▲0.0%4,6912.4%Consumer DiscretionaryPANWPalo Alto Networks$5,376,993$144,163 ▲2.8%26,4072.3%Computer and TechnologyCOSTCostco Wholesale$5,367,728$52,761 ▲1.0%5,7992.3%Retail/WholesaleVVisa$5,145,279$23,897 ▲0.5%15,0722.2%Business ServicesHDHome Depot$4,918,196$62,804 ▲1.3%12,1382.1%Retail/WholesaleTMUST-Mobile US$4,911,359$12,927 ▲0.3%20,5172.1%Computer and TechnologyMAMastercard$4,798,481$26,734 ▲0.6%8,4362.0%Business ServicesMETAMeta Platforms$4,651,563$182,126 ▲4.1%6,3342.0%Computer and TechnologyCASYCasey's General Stores$4,638,451$66,142 ▲1.4%8,2052.0%Retail/WholesaleHOODRobinhood Markets$4,625,144$819,562 ▲21.5%32,3032.0%FinanceNOWServiceNow$4,505,691$139,883 ▼-3.0%4,8961.9%Computer and TechnologyAMDAdvanced Micro Devices$4,495,497$34,299 ▲0.8%27,7861.9%Computer and TechnologyMCKMcKesson$4,350,945$128,242 ▲3.0%5,6321.9%MedicalCMICummins$4,187,799$1,267 ▲0.0%9,9151.8%Auto/Tires/TrucksCVXChevron$4,162,393$23,293 ▼-0.6%26,8041.8%EnergyHONHoneywell International$4,104,961$222,920 ▲5.7%19,5011.7%Multi-Sector ConglomeratesTJXTJX Companies$3,938,426$209,149 ▲5.6%27,2481.7%Retail/WholesaleSYKStryker$3,922,199$14,417 ▲0.4%10,6101.7%MedicalISRGIntuitive Surgical$3,663,261$31,753 ▲0.9%8,1911.6%MedicalCDNSCadence Design Systems$3,468,341$213,566 ▲6.6%9,8741.5%Computer and TechnologySNOWSnowflake$3,446,404$605,151 ▲21.3%15,2801.5%Computer and TechnologyGSThe Goldman Sachs Group$3,437,843$243,683 ▲7.6%4,3171.5%FinanceURIUnited Rentals$3,425,320$50,597 ▲1.5%3,5881.5%ConstructionUSBU.S. Bancorp$3,402,432$274,031 ▼-7.5%70,4001.4%FinanceCRMSalesforce$3,187,176$63,990 ▼-2.0%13,4481.4%Computer and TechnologySPGIS&P Global$3,035,124$113,890 ▲3.9%6,2361.3%FinanceCATCaterpillar$2,915,387$242,392 ▲9.1%6,1101.2%IndustrialsGE Vernova Inc$2,795,335$229,358 ▲8.9%4,5461.2%COMAppLovin Corporation$2,753,445$806,920 ▲41.5%3,8321.2%COMMRVLMarvell Technology$2,477,207$404,461 ▼-14.0%29,4661.1%Computer and TechnologyNEENextEra Energy$2,475,468$65,450 ▲2.7%32,7921.1%UtilitiesBSXBoston Scientific$2,230,748$626,199 ▲39.0%22,8490.9%MedicalTSMTaiwan Semiconductor Manufacturing$1,972,067$3,072 ▲0.2%7,0610.8%Computer and TechnologyWMTWalmart$1,912,897$865,292 ▲82.6%18,5610.8%Retail/WholesaleCHDChurch & Dwight$1,806,755$1,091,256 ▼-37.7%20,6180.8%Consumer StaplesPSAPublic Storage$1,735,122$21,953 ▲1.3%6,0070.7%FinanceGEHCGE HealthCare Technologies$1,546,459$154,330 ▼-9.1%20,5920.7%MedicalFTNTFortinet$1,505,032$3,868 ▲0.3%17,9000.6%Computer and TechnologyORLYO'Reilly Automotive$1,498,020$2,695 ▼-0.2%13,8950.6%Retail/WholesaleWMWaste Management$1,396,529$16,783 ▲1.2%6,3240.6%Business ServicesCMGChipotle Mexican Grill$1,388,972$286,832 ▼-17.1%35,4420.6%Retail/WholesaleVRTVertiv$1,259,228$1,062,054 ▲538.6%8,3470.5%Computer and TechnologyGOOGAlphabet$1,253,308$3,166 ▼-0.3%5,1460.5%Computer and TechnologyADBEAdobe$1,209,933$1,629,000 ▼-57.4%3,4300.5%Computer and TechnologyReddit, Inc.$1,142,360$574,285 ▲101.1%4,9670.5%COMLam Research Corp.$1,113,512$1,113,512 ▲New Holding8,3160.5%COMShopify Inc.$1,101,497$84,262 ▲8.3%7,4120.5%COMMCDMcDonald's$990,985$10,028 ▲1.0%3,2610.4%Retail/WholesaleAMATApplied Materials$976,200$91,109 ▲10.3%4,7680.4%Computer and TechnologySNPSSynopsys$868,366$34,537 ▲4.1%1,7600.4%Computer and TechnologyORCLOracle$716,600$17,718 ▼-2.4%2,5480.3%Computer and TechnologyIDXXIDEXX Laboratories$623,557$7,667 ▲1.2%9760.3%MedicalTMOThermo Fisher Scientific$616,945$39,772 ▼-6.1%1,2720.3%MedicalAXONAxon Enterprise$586,312$586,312 ▲New Holding8170.2%AerospaceCooper Companies$562,261$562,261 ▲New Holding8,2010.2%COMAZOAutoZone$360,3800.0%840.2%Retail/WholesaleAMTAmerican Tower$334,060$73,851 ▼-18.1%1,7370.1%FinanceARHSArhaus$287,5420.0%27,0500.1%Retail/WholesaleRTXRTX$259,362$30,119 ▲13.1%1,5500.1%AerospaceEWEdwards Lifesciences$256,874$544 ▼-0.2%3,3030.1%MedicalTSCOTractor Supply$238,285$15,071 ▼-5.9%4,1900.1%Retail/WholesaleABTAbbott Laboratories$233,457$5,759 ▲2.5%1,7430.1%MedicalSTESTERIS$228,8820.0%9250.1%MedicalMSMorgan Stanley$220,1600.0%1,3850.1%FinanceANETArista Networks$0$5,709,819 ▼-100.0%00.0%Computer and TechnologyCooper Companies$0$1,129,452 ▼-100.0%00.0%COMBroadcom Ltd$0$935,280 ▼-100.0%00.0%COMLRCXLam Research$0$717,688 ▼-100.0%00.0%Computer and TechnologyCMCSAComcast$0$201,220 ▼-100.0%00.0%Consumer DiscretionaryDEDeere & Company$0$171,870 ▼-100.0%00.0%IndustrialsBlock Inc. Cl A$0$160,926 ▼-100.0%00.0%COMSRESempra Energy$0$156,465 ▼-100.0%00.0%UtilitiesESTCElastic$0$110,388 ▼-100.0%00.0%Computer and TechnologyLLYEli Lilly and Company$0$85,748 ▼-100.0%00.0%MedicalPEPPepsiCo$0$83,053 ▼-100.0%00.0%Consumer StaplesANSSANSYS$0$74,459 ▼-100.0%00.0%Computer and TechnologyFNDFloor & Decor$0$73,074 ▼-100.0%00.0%Retail/WholesaleONONON$0$73,026 ▼-100.0%00.0%Retail/WholesaleSCHWCharles Schwab$0$52,919 ▼-100.0%00.0%FinanceGPCGenuine Parts$0$50,101 ▼-100.0%00.0%Retail/WholesaleMUSAMurphy USA$0$49,223 ▼-100.0%00.0%Retail/WholesaleOddity Tech Ltd (Israel)$0$47,923 ▼-100.0%00.0%INTLHIMSHims & Hers Health$0$21,186 ▼-100.0%00.0%MedicalCVNACarvana$0$19,881 ▼-100.0%00.0%Retail/WholesaleRIVNRivian Automotive$0$19,497 ▼-100.0%00.0%Auto/Tires/TrucksWINGWingstop$0$17,510 ▼-100.0%00.0%Retail/WholesaleMDTMedtronic$0$10,025 ▼-100.0%00.0%MedicalSGSweetgreen$0$8,422 ▼-100.0%00.0%Retail/WholesaleCOHRCoherent$0$8,029 ▼-100.0%00.0%Business ServicesALGNAlign Technology$0$6,816 ▼-100.0%00.0%MedicalSTZConstellation Brands$0$6,507 ▼-100.0%00.0%Consumer StaplesShowing largest 100 holdings. 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