Wd Rutherford LLC Top Holdings and 13F Report (2025) About Wd Rutherford LLCInvestment ActivityWd Rutherford LLC has $217.44 million in total holdings as of June 30, 2025.Wd Rutherford LLC owns shares of 96 different stocks, but just 35 companies or ETFs make up 80% of its holdings.Approximately 4.28% of the portfolio was purchased this quarter.About 5.25% of the portfolio was sold this quarter.This quarter, Wd Rutherford LLC has purchased 72 new stocks and bought additional shares in 15 stocks.Wd Rutherford LLC sold shares of 49 stocks and completely divested from 1 stock this quarter.Largest Holdings NVIDIA $17,504,976Microsoft $7,889,420CrowdStrike $7,336,101JPMorgan Chase & Co. $6,416,868Netflix $6,280,520 Largest New Holdings this Quarter 94106l109 - Waste Management $1,429,667 Holding75513E101 - RTX $200,047 Holding617446448 - Morgan Stanley $195,091 Holding244199105 - Deere & Company $171,870 Holding92537N108 - Vertiv $167,832 Holding Largest Purchases this Quarter The Goldman Sachs Group 2,449 shares (about $1.73M)Waste Management 6,248 shares (about $1.43M)O'Reilly Automotive 12,992 shares (about $1.17M)Boston Scientific 7,190 shares (about $772.28K)Robinhood Markets 7,998 shares (about $748.85K) Largest Sales this Quarter Thermo Fisher Scientific 5,657 shares (about $2.29M)NVIDIA 8,357 shares (about $1.32M)Microsoft 1,048 shares (about $521.29K)Apple 2,102 shares (about $431.27K)Netflix 304 shares (about $407.10K) 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$17,504,976$1,320,322 ▼-7.0%110,7988.1%Computer and TechnologyMSFTMicrosoft$7,889,420$521,286 ▼-6.2%15,8613.6%Computer and TechnologyCRWDCrowdStrike$7,336,101$237,338 ▼-3.1%14,4043.4%Computer and TechnologyJPMJPMorgan Chase & Co.$6,416,868$217,433 ▼-3.3%22,1343.0%FinanceNFLXNetflix$6,280,520$407,096 ▼-6.1%4,6902.9%Consumer DiscretionaryAMZNAmazon.com$6,246,033$138,216 ▼-2.2%28,4702.9%Retail/WholesaleAAPLApple$5,980,295$431,267 ▼-6.7%29,1482.8%Computer and TechnologyANETArista Networks$5,709,819$158,376 ▼-2.7%55,8092.6%Computer and TechnologyCOSTCostco Wholesale$5,684,235$166,310 ▼-2.8%5,7422.6%Retail/WholesaleVVisa$5,326,460$176,460 ▼-3.2%15,0022.4%Business ServicesGOOGLAlphabet$5,315,625$150,677 ▼-2.8%30,1632.4%Computer and TechnologyPANWPalo Alto Networks$5,259,043$232,266 ▲4.6%25,6992.4%Computer and TechnologyGEGE Aerospace$5,217,810$123,805 ▼-2.3%20,2722.4%AerospaceNOWServiceNow$5,189,748$125,426 ▼-2.4%5,0482.4%Computer and TechnologyTMUST-Mobile US$4,875,514$126,993 ▼-2.5%20,4632.2%Computer and TechnologyMAMastercard$4,714,115$177,011 ▼-3.6%8,3892.2%Business ServicesMETAMeta Platforms$4,492,016$51,666 ▼-1.1%6,0862.1%Computer and TechnologyISRGIntuitive Surgical$4,412,489$141,287 ▼-3.1%8,1202.0%MedicalHDHome Depot$4,393,447$103,392 ▼-2.3%11,9832.0%Retail/WholesaleHONHoneywell International$4,294,773$8,151 ▼-0.2%18,4422.0%Multi-Sector ConglomeratesSYKStryker$4,182,205$113,150 ▼-2.6%10,5711.9%MedicalCASYCasey's General Stores$4,127,064$259,727 ▼-5.9%8,0881.9%Retail/WholesaleMCKMcKesson$4,005,375$84,270 ▼-2.1%5,4661.8%MedicalAMDAdvanced Micro Devices$3,912,751$336,871 ▼-7.9%27,5741.8%Computer and TechnologyCVXChevron$3,859,543$79,470 ▼-2.0%26,9541.8%EnergyCRMSalesforce$3,740,761$83,170 ▼-2.2%13,7181.7%Computer and TechnologyUSBU.S. Bancorp$3,442,168$368,516 ▼-9.7%76,0701.6%FinanceCMICummins$3,246,180$116,263 ▼-3.5%9,9121.5%Auto/Tires/TrucksTJXTJX Companies$3,186,165$190,669 ▲6.4%25,8011.5%Retail/WholesaleCHDChurch & Dwight$3,178,454$72,083 ▼-2.2%33,0711.5%Consumer StaplesSPGIS&P Global$3,164,795$170,842 ▼-5.1%6,0021.5%FinanceADBEAdobe$3,113,610$61,514 ▼-1.9%8,0481.4%Computer and TechnologyCDNSCadence Design Systems$2,855,318$87,823 ▲3.2%9,2661.3%Computer and TechnologyGSThe Goldman Sachs Group$2,838,785$1,733,280 ▲156.8%4,0111.3%FinanceSNOWSnowflake$2,818,831$78,320 ▲2.9%12,5971.3%Computer and TechnologyURIUnited Rentals$2,663,269$127,325 ▼-4.6%3,5351.2%ConstructionMRVLMarvell Technology$2,653,040$219,042 ▲9.0%34,2771.2%Computer and TechnologyHOODRobinhood Markets$2,488,592$748,853 ▲43.0%26,5791.1%FinanceCMGChipotle Mexican Grill$2,401,0300.0%42,7611.1%Retail/WholesaleNEENextEra Energy$2,216,234$191,113 ▲9.4%31,9251.0%UtilitiesGE Vernova Inc$2,208,143$71,964 ▼-3.2%4,1731.0%COMCATCaterpillar$2,174,752$36,104 ▼-1.6%5,6021.0%IndustrialsFTNTFortinet$1,887,525$9,621 ▼-0.5%17,8540.9%Computer and TechnologyBSXBoston Scientific$1,765,283$772,278 ▲77.8%16,4350.8%MedicalPSAPublic Storage$1,740,274$41,372 ▼-2.3%5,9310.8%FinanceGEHCGE HealthCare Technologies$1,677,463$28,887 ▲1.8%22,6470.8%MedicalTSMTaiwan Semiconductor Manufacturing$1,596,755$5,662 ▼-0.4%7,0500.7%Computer and TechnologyWMWaste Management$1,429,667$1,429,667 ▲New Holding6,2480.7%Business ServicesORLYO'Reilly Automotive$1,254,610$1,170,969 ▲1,400.0%13,9200.6%Retail/WholesaleCooper Companies$1,129,452$364,909 ▼-24.4%15,8720.5%COMWMTWalmart$993,934$386,524 ▲63.6%10,1650.5%Retail/WholesaleAppLovin Corporation$948,367$44,460 ▲4.9%2,7090.4%COMMCDMcDonald's$943,1250.0%3,2280.4%Retail/WholesaleBroadcom Ltd$935,280$20,674 ▼-2.2%3,3930.4%COMGOOGAlphabet$915,155$29,269 ▼-3.1%5,1590.4%Computer and TechnologySNPSSynopsys$866,429$2,563 ▼-0.3%1,6900.4%Computer and TechnologyAMATApplied Materials$791,412$84,212 ▲11.9%4,3230.4%Computer and TechnologySHOPShopify$789,571$35,759 ▼-4.3%6,8450.4%Computer and TechnologyLRCXLam Research$717,6880.0%7,3730.3%Computer and TechnologyORCLOracle$570,843$8,745 ▼-1.5%2,6110.3%Computer and TechnologyTMOThermo Fisher Scientific$548,993$2,293,688 ▼-80.7%1,3540.3%MedicalIDXXIDEXX Laboratories$517,032$46,125 ▼-8.2%9640.2%MedicalAMTAmerican Tower$468,7830.0%2,1210.2%FinanceReddit, Inc.$371,908$46,677 ▲14.4%2,4700.2%COMAZOAutoZone$311,827$14,849 ▼-4.5%840.1%Retail/WholesaleEWEdwards Lifesciences$258,875$115,360 ▼-30.8%3,3100.1%MedicalTSCOTractor Supply$235,090$49,868 ▼-17.5%4,4550.1%Retail/WholesaleARHSArhaus$234,5240.0%27,0500.1%Retail/WholesaleABTAbbott Laboratories$231,2170.0%1,7000.1%MedicalSTESTERIS$222,2040.0%9250.1%MedicalCMCSAComcast$201,220$318,176 ▼-61.3%5,6380.1%Consumer DiscretionaryRTXRTX$200,047$200,047 ▲New Holding1,3700.1%AerospaceMSMorgan Stanley$195,091$195,091 ▲New Holding1,3850.1%FinanceDEDeere & Company$171,870$171,870 ▲New Holding3380.1%IndustrialsVRTVertiv$167,832$167,832 ▲New Holding1,3070.1%Computer and TechnologyBlock Inc. Cl A$160,926$160,926 ▲New Holding2,3690.1%COMSRESempra Energy$156,465$156,465 ▲New Holding2,0650.1%UtilitiesESTCElastic$110,388$110,388 ▲New Holding1,3090.1%Computer and TechnologyLLYEli Lilly and Company$85,748$85,748 ▲New Holding1100.0%MedicalPEPPepsiCo$83,053$83,053 ▲New Holding6290.0%Consumer StaplesANSSANSYS$74,459$74,459 ▲New Holding2120.0%Computer and TechnologyFNDFloor & Decor$73,074$73,074 ▲New Holding9620.0%Retail/WholesaleONONON$73,026$73,026 ▲New Holding1,4030.0%Retail/WholesaleSCHWCharles Schwab$52,919$52,919 ▲New Holding5800.0%FinanceGPCGenuine Parts$50,101$50,101 ▲New Holding4130.0%Retail/WholesaleMUSAMurphy USA$49,223$49,223 ▲New Holding1210.0%Retail/WholesaleOddity Tech Ltd (Israel)$47,923$47,923 ▲New Holding6350.0%INTLHIMSHims & Hers Health$21,186$21,186 ▲New Holding4250.0%MedicalCVNACarvana$19,881$19,881 ▲New Holding590.0%Retail/WholesaleRIVNRivian Automotive$19,497$19,497 ▲New Holding1,4190.0%Auto/Tires/TrucksWINGWingstop$17,510$17,510 ▲New Holding520.0%Retail/WholesaleMDTMedtronic$10,025$10,025 ▲New Holding1150.0%MedicalSGSweetgreen$8,422$8,422 ▲New Holding5660.0%Retail/WholesaleCOHRCoherent$8,029$8,029 ▲New Holding900.0%Business ServicesALGNAlign Technology$6,816$6,816 ▲New Holding360.0%MedicalSTZConstellation Brands$6,507$386,678 ▼-98.3%400.0%Consumer StaplesUNPUnion Pacific$0$899,467 ▼-100.0%00.0%TransportationShowing largest 100 holdings. 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