Wd Rutherford LLC Top Holdings and 13F Report (2026) About Wd Rutherford LLCInvestment ActivityWd Rutherford LLC has $276.25 million in total holdings as of June 30, 2026.Wd Rutherford LLC owns shares of 75 different stocks, but just 35 companies or ETFs make up 80% of its holdings.Approximately 7.61% of the portfolio was purchased this quarter.About 8.99% of the portfolio was sold this quarter.This quarter, Wd Rutherford LLC has purchased 71 new stocks and bought additional shares in 23 stocks.Wd Rutherford LLC sold shares of 45 stocks and completely divested from 3 stocks this quarter.Largest Holdings NVIDIA $21,504,673Advanced Micro Devices $11,247,579Alphabet $11,118,495CrowdStrike $10,277,206Palo Alto Networks $8,637,355 Largest New Holdings this Quarter 532457108 - Eli Lilly and Company $4,493,065 Holding43849R105 - Honeywell Aerospace Inc. $3,018,405 Holding458140100 - Intel $1,694,829 HoldingG54950103 - Linde PLC (UK) $646,080 Holding516544103 - Lantheus $493,794 Holding Largest Purchases this Quarter Eli Lilly and Company 3,746 shares (about $4.49M)Honeywell Aerospace Inc. 13,653 shares (about $3.02M)Micron Technology 2,229 shares (about $2.57M)Corning 6,988 shares (about $1.78M)Intel 12,138 shares (about $1.69M) Largest Sales this Quarter Advanced Micro Devices 7,983 shares (about $4.64M)Honeywell International 10,714 shares (about $2.40M)Intuitive Surgical 5,594 shares (about $2.22M)Applied Materials 1,630 shares (about $1.18M)Otis Worldwide 15,823 shares (about $1.13M) 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$21,504,673$603,672 â–¼-2.7%107,4757.8%Computer and TechnologyAMDAdvanced Micro Devices$11,247,579$4,637,404 â–¼-29.2%19,3624.1%Computer and TechnologyGOOGLAlphabet$11,118,495$443,854 â–²4.2%31,1124.0%Computer and TechnologyCRWDCrowdStrike$10,277,206$865,401 â–¼-7.8%13,4673.7%Computer and TechnologyPANWPalo Alto Networks$8,637,355$360,458 â–¼-4.0%25,3283.1%Computer and TechnologyArista Networks Inc.$8,169,869$341,968 â–¼-4.0%48,0923.0%COMAAPLApple$8,155,322$206,314 â–¼-2.5%28,1843.0%Computer and TechnologyGEGE Aerospace$6,931,944$137,906 â–¼-2.0%18,5482.5%AerospaceAMZNAmazon.com$6,868,005$57,917 â–²0.9%28,8162.5%Retail/WholesaleMUMicron Technology$6,844,940$2,572,913 â–²60.2%5,9302.5%Computer and TechnologyGE Vernova Inc$6,650,882$71,666 â–¼-1.1%5,6612.4%COMJPMJPMorgan Chase & Co.$6,564,930$111,947 â–¼-1.7%20,0562.4%FinanceCMICummins$6,197,795$264,601 â–¼-4.1%8,6902.2%Auto/Tires/TrucksLam Research Corp.$5,888,955$567,229 â–²10.7%13,5902.1%COMMSFTMicrosoft$5,681,095$140,629 â–¼-2.4%15,2302.1%Computer and TechnologyGSThe Goldman Sachs Group$5,457,353$2,023 â–¼0.0%5,3962.0%FinanceCATCaterpillar$5,433,120$158,670 â–¼-2.8%5,1022.0%IndustrialsTSMTaiwan Semiconductor Manufacturing$5,400,839$58,741 â–²1.1%11,3092.0%Computer and TechnologyCASYCasey's General Stores$5,325,888$470,516 â–¼-8.1%6,7011.9%Retail/WholesaleCOSTCostco Wholesale$5,293,825$44,903 â–¼-0.8%5,6591.9%Retail/WholesaleVVisa$5,050,285$79,597 â–¼-1.6%14,7201.8%Business ServicesSNOWSnowflake$5,015,432$502,638 â–¼-9.1%19,7071.8%Computer and TechnologyVRTVertiv$4,860,247$235,713 â–¼-4.6%14,5161.8%Computer and TechnologyTJXTJX Companies$4,798,460$270,731 â–²6.0%31,6731.7%Retail/WholesaleMETAMeta Platforms$4,795,851$51,259 â–¼-1.1%8,5141.7%Computer and TechnologyHOODRobinhood Markets$4,530,751$87,143 â–¼-1.9%45,1811.6%FinanceLLYEli Lilly and Company$4,493,065$4,493,065 â–²New Holding3,7461.6%MedicalMAMastercard$4,397,957$36,466 â–¼-0.8%8,5631.6%Business ServicesHDHome Depot$4,385,576$53,607 â–¼-1.2%12,4351.6%Retail/WholesaleURIUnited Rentals$4,291,387$61,176 â–²1.4%3,7881.6%ConstructionWal-Mart Stores$3,971,688$511,256 â–²14.8%35,0671.4%COMCVXChevron$3,945,420$49,562 â–¼-1.2%23,8021.4%EnergyMCKMcKesson$3,870,939$259,926 â–²7.2%5,1231.4%MedicalAppLovin Corporation$3,556,633$61,828 â–¼-1.7%6,9031.3%COMNFLXNetflix$3,487,176$79,540 â–²2.3%48,8401.3%Consumer DiscretionaryNETCloudflare$3,471,333$1,157,438 â–²50.0%14,1531.3%Computer and TechnologyNEENextEra Energy$3,199,392$266,206 â–²9.1%36,4521.2%UtilitiesCOHRCoherent$3,191,262$694,662 â–²27.8%8,0901.2%Business ServicesSYKStryker$3,124,157$272,966 â–¼-8.0%9,9231.1%MedicalHoneywell Aerospace Inc.$3,018,405$3,018,405 â–²New Holding13,6531.1%COMAXPAmerican Express$2,895,082$340,280 â–²13.3%8,5591.0%FinanceHONHoneywell International$2,633,848$2,398,763 â–¼-47.7%11,7641.0%Multi-Sector ConglomeratesGLWCorning$2,458,514$1,784,945 â–²265.0%9,6250.9%Computer and TechnologyUSBU.S. Bancorp$2,158,273$417,304 â–¼-16.2%35,7330.8%FinanceAMATApplied Materials$2,095,254$1,178,490 â–¼-36.0%2,8980.8%Computer and TechnologyReddit, Inc.$1,964,231$146,849 â–¼-7.0%11,3160.7%COMINTCIntel$1,694,829$1,694,829 â–²New Holding12,1380.6%Computer and TechnologyBSACBanco Santander Chile$1,596,770$16,836 â–¼-1.0%115,7080.6%FinanceGOOGAlphabet$1,554,652$213,411 â–¼-12.1%4,4000.6%Computer and TechnologyWMWaste Management$1,296,716$76,448 â–¼-5.6%5,8180.5%Business ServicesCelestica Inc. (Canada)$1,291,392$299,501 â–²30.2%3,5400.5%INTLShopify Inc.$1,272,079$899,966 â–¼-41.4%11,1410.5%COMAEPAmerican Electric Power$1,149,341$8,893 â–¼-0.8%8,4010.4%UtilitiesTMUST-Mobile US$1,028,017$522,143 â–¼-33.7%6,1290.4%Computer and TechnologyISRGIntuitive Surgical$923,413$2,224,622 â–¼-70.7%2,3220.3%MedicalSolstice Advanced Materials, I$916,833$96,397 â–²11.7%10,3480.3%COMNOWServiceNow$880,713$1,025,265 â–¼-53.8%8,8710.3%Computer and TechnologyCAHCardinal Health$806,279$170,806 â–²26.9%3,3940.3%MedicalORLYO'Reilly Automotive$799,710$229,304 â–¼-22.3%8,6840.3%Retail/WholesaleZSZscaler$758,540$72,833 â–²10.6%5,3740.3%Computer and TechnologyFTNTFortinet$707,727$228,126 â–¼-24.4%4,6070.3%Computer and TechnologyLinde PLC (UK)$646,080$646,080 â–²New Holding1,2450.2%INTLFIXComfort Systems USA$638,188$9,910 â–²1.6%3220.2%ConstructionMSMorgan Stanley$539,114$114,136 â–²26.9%2,5790.2%FinanceTMOThermo Fisher Scientific$528,935$64,174 â–¼-10.8%1,0550.2%MedicalLNTHLantheus$493,794$493,794 â–²New Holding4,4510.2%MedicalPSAPublic Storage$444,361$69,073 â–¼-13.5%1,3960.2%FinanceOTISOtis Worldwide$439,767$1,132,926 â–¼-72.0%6,1420.2%IndustrialsIDXXIDEXX Laboratories$438,525$12,108 â–¼-2.7%8330.2%MedicalRTXRTX$413,232$42,310 â–²11.4%2,1780.1%AerospaceEPDEnterprise Products Partners$395,905$395,905 â–²New Holding10,7700.1%EnergyCRMSalesforce$365,331$932,597 â–¼-71.9%2,3320.1%Computer and TechnologySPOTSpotify Technology$359,958$415,054 â–¼-53.6%7840.1%Computer and TechnologySRESempra Energy$328,935$114,775 â–²53.6%3,5480.1%UtilitiesLHXL3Harris Technologies$233,925$233,925 â–²New Holding8050.1%AerospaceBSXBoston Scientific$0$2,050,356 â–¼-100.0%00.0%MedicalMCDMcDonald's$0$442,876 â–¼-100.0%00.0%Retail/WholesaleAZOAutoZone$0$290,489 â–¼-100.0%00.0%Retail/WholesaleShowing largest 100 holdings. 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