Fund HoldingsWD RUTHERFORD LLC

Total Portfolio Value
$276.25M
Total Bought
$35.66M
Total Sold
$51.21M
Net Transaction
-$15.56M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
Advanced Micro Devices, Inc.(AMD)27,34519,362-7,9835,56311,2484.07%+5,685
Micron Technology, Inc(MU)3,7015,930+2,2291,2506,8452.48%+5,595
CrowdStrike Holdings, Inc(CRWD)14,60113,467-1,1345,70010,2773.72%+4,577
Eli Lilly and Company(LLY)03,746+3,74604,4931.63%+4,493
Palo Alto Networks Inc(PANW)26,38525,328-1,0574,2308,6373.13%+4,407
Lam Research Corp.(LRCX)12,28113,590+1,3092,6245,8892.13%+3,265
Honeywell Aerospace Inc.013,653+13,65303,0181.09%+3,018
Alphabet Inc. Class A(GOOG)29,87031,112+1,2428,58911,1184.02%+2,529
NVIDIA Corp.(NVDA)110,492107,475-3,01719,27021,5057.78%+2,235
Corning Inc.(GLW)2,6379,625+6,9883592,4590.89%+2,100
Arista Networks Inc.(ANET)50,10548,092-2,0136,1528,1702.96%+2,018
Snowflake Inc.(SNOW)21,68219,707-1,9753,2705,0151.82%+1,745
Caterpillar Inc.(CAT)5,2515,102-1493,7205,4331.97%+1,713
Intel Corp.(INTC)012,138+12,13801,6950.61%+1,695
Coherent Corp.(COHR)6,3298,090+1,7611,5083,1911.16%+1,684
GE Vernova Inc(GEV)5,7225,661-614,9956,6512.41%+1,656
Taiwan Semiconductor (Taiwan)(TSM)11,18611,309+1233,7805,4011.96%+1,621
United Rentals, Inc.(URI)3,7343,788+542,7204,2911.55%+1,571
GE Aerospace(GE)18,91718,548-3695,3686,9322.51%+1,564
Cloudflare, Inc.(NET)9,43414,153+4,7191,9473,4711.26%+1,525
Robinhood Markets, Inc.(HOOD)46,05045,181-8693,1914,5311.64%+1,339
Cummins Inc.(CMI)9,0618,690-3714,8756,1982.24%+1,323
Vertiv Holdings Co CL A(VRT)15,22014,516-7043,8144,8601.76%+1,046
Amazon Inc.(AMZN)28,57328,816+2435,9516,8682.49%+917
Goldman Sachs Group Inc.(GS)5,3985,396-24,5675,4571.98%+891
Apple Inc.(AAPL)28,89728,184-7137,3348,1552.95%+822
AppLovin Corporation(APP)7,0236,903-1202,7953,5571.29%+761
Linde PLC (UK)(LIN)01,245+1,24506460.23%+646
American Express Company(AXP)7,5538,559+1,0062,2852,8951.05%+610
JPMorgan Chase & Co.(JPM)20,39820,056-3426,0006,5652.38%+565
Applied Materials4,5282,898-1,6301,5482,0950.76%+548
Visa Inc.(V)14,95214,720-2324,5195,0501.83%+531
Celestica Inc. (Canada)(CLS)2,7193,540+8217661,2910.47%+526
Lantheus Holdings, Inc.(LNTH)04,451+4,45104940.18%+494
Enterprise Products Partners L(EPD)010,770+10,77003960.14%+396
Reddit, Inc.(RDDT)12,16211,316-8461,6381,9640.71%+327
Banco Santander (Chile)(BSAC)116,928115,708-1,2201,3191,5970.58%+278
Home Depot Inc.(HD)12,58712,435-1524,1404,3861.59%+246
Cardinal Health, Inc.(CAH)2,6753,394+7195658060.29%+241
L3Harris Technologies, Inc.(LHX)0805+80502340.08%+234
Solstice Advanced Materials, I(SOLS)9,26010,348+1,0887059170.33%+212
Fortinet, Inc.(FTNT)6,0924,607-1,4854987080.26%+210
Morgan Stanley(MS)2,0332,579+5463355390.20%+205
Comfort Systems USA, Inc.(FIX)317322+54376380.23%+201
Wal-Mart Stores(WMT)30,55335,067+4,5143,7973,9721.44%+175
Alphabet Inc. Class C(GOOG)5,0044,400-6041,4351,5550.56%+119
Sempra(SRE)2,3103,548+1,2382243290.12%+104
Nextera Energy Inc.(NEE)33,41936,452+3,0333,1043,1991.16%+95
Mastercard Inc.(MA)8,6348,563-714,3144,3981.59%+84
Zscaler, Inc.(ZS)4,8585,374+5166827590.27%+77
American Electric Power8,4668,401-651,1101,1490.42%+40
RTX Corp (Raytheon)(RTX)1,9552,178+2233774130.15%+36
TJX Companies Inc.(TJX)29,88631,673+1,7874,7734,7981.74%+26
Casey's General Stores, Inc.(CASY)7,2936,701-5925,3085,3261.93%+18
Public Storage (REIT)(PSA)1,6131,396-2174374440.16%+7
IDEXX Laboratories Inc.(IDXX)856833-234814390.16%-42
Thermo Fisher Scientific(TMO)1,1831,055-1285815290.19%-53
US Bancorp(USB)42,64235,733-6,9092,2182,1580.78%-60
Microsoft Corp.(MSFT)15,60715,230-3775,7775,6812.06%-96
Waste Management Inc.(WM)6,1615,818-3431,4161,2970.47%-119
Meta Platforms Inc (Facebook)(META)8,6058,514-914,9234,7961.74%-127
O'Reilly Automotive Inc(ORLY)11,1748,684-2,4901,0318000.29%-232
McKesson Corporation(MCK)4,7795,123+3444,1363,8711.40%-265
AutoZone Inc.(AZO)860-862900-290
Costco Wholesale Inc.(COST)5,7075,659-485,6875,2941.92%-393
Stryker Corp.(SYK)10,7909,923-8673,5453,1241.13%-421
McDonalds Corp.(MCD)1,4250-1,4254430-443
Spotify Technology SA (Luxemborg)(SPOT)1,688784-9048193600.13%-459
T-Mobile US, Inc.(TMUS)9,2426,129-3,1131,9411,0280.37%-913
Shopify Inc.(SHOP)19,02311,141-7,8822,2571,2720.46%-984
Chevron Corp.(CVX)24,10123,802-2994,9863,9451.43%-1,041
Netflix(NFLX)47,72648,840+1,1144,5893,4871.26%-1,102
ServiceNow Inc.(NOW)19,1988,871-10,3272,0078810.32%-1,126
Salesforce.com Inc.(CRM)8,2852,332-5,9531,5473650.13%-1,181
Otis Worldwide Corp.(OTIS)21,9656,142-15,8231,6934400.16%-1,253
Boston Scientific Corp.(BSX)32,6750-32,6752,0500-2,050
Honeywell Intl. Inc(HON)22,47811,764-10,7145,0812,6340.95%-2,447
Intuitive Surgical7,9162,322-5,5943,6499230.33%-2,726
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