Fund HoldingsWD RUTHERFORD LLC

Total Portfolio Value
$187.86M
Total Bought
$19.66M
Total Sold
$28.05M
Net Transaction
-$8.39M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
Waste Management Inc.(WM)06,101+6,10101,4120.75%+1,412
GE Vernova Inc(GEV)1,7344,309+2,5755701,4160.75%+845
Robinhood Markets, Inc.(HOOD)018,581+18,58108190.44%+819
T-Mobile US, Inc.(TMUS)21,74920,996-7534,8015,6002.98%+799
CrowdStrike Holdings, Inc(CRWD)14,92414,870-545,1065,8413.11%+735
Netflix(NFLX)4,7254,994+2694,2114,8762.60%+664
Casey's General Stores, Inc.(CASY)8,4258,597+1723,3383,9932.13%+654
AppLovin Corporation(APP)02,582+2,58206340.34%+634
Broadcom Ltd(AVGO)03,468+3,46806210.33%+621
McKesson Corporation(MCK)5,7135,581-1323,2563,8672.06%+611
Shopify Inc.(SHOP)07,155+7,15506000.32%+600
Wal-Mart Stores(WMT)06,212+6,21205840.31%+584
General Electric Company(GE)19,63920,753+1,1143,2763,8532.05%+578
Boston Scientific Corp.(BSX)5,6469,245+3,5995048710.46%+367
Costco Wholesale Inc.(COST)5,9045,910+65,4105,7743.07%+364
TJX Companies Inc.(TJX)23,65524,257+6022,8583,1171.66%+259
Visa Inc.(V)15,72815,499-2294,9715,2052.77%+234
Abbott Laboratories01,700+1,70002150.11%+215
Reddit, Inc.(RDDT)02,160+2,16002080.11%+208
S&P Global Inc.(SPGI)5,5656,326+7612,7722,9781.59%+206
Steris plc (UK)(STE)0925+92502040.11%+204
Nextera Energy Inc.(NEE)24,72029,172+4,4521,7721,9741.05%+202
Goldman Sachs Group Inc.(GS)1,0391,562+5235957930.42%+198
O'Reilly Automotive Inc(ORLY)932928-41,1051,2970.69%+192
Fortinet, Inc.(FTNT)18,08017,945-1351,7081,7800.95%+72
McDonalds Corp.(MCD)3,2473,228-199411,0090.54%+67
AutoZone Inc.(AZO)888802823200.17%+38
Meta Platforms Inc (Facebook)(META)5,4606,156+6963,1973,2101.71%+14
Church & Dwight Co.(CHD)34,11233,821-2913,5723,5541.89%-18
Public Storage (REIT)(PSA)5,9516,072+1211,7821,7540.93%-28
Arhaus Inc Cl A(ARHS)27,05027,05002542040.11%-50
Stryker Corp.(SYK)10,63010,857+2273,8273,7652.00%-62
Oracle Corporation(ORCL)2,5092,651+1424183550.19%-63
Snowflake Inc.(SNOW)12,16812,247+791,8791,7950.96%-84
Palo Alto Networks Inc(PANW)23,91524,564+6494,3524,2632.27%-88
Applied Materials4,0213,863-1586545620.30%-92
Tractor Supply Company(TSCO)7,5405,400-2,1404002750.15%-125
Synopsys(SNPS)1,7451,695-508477210.38%-125
JPMorgan Chase & Co.(JPM)22,79422,884+905,4645,3352.84%-129
Mastercard Inc.(MA)8,8508,704-1464,6604,5032.40%-157
Alphabet Inc. Class C(GOOG)5,3615,324-371,0218450.45%-176
Lam Research Corp.(LRCX)9,7247,373-2,3517025050.27%-198
Taiwan Semiconductor (Taiwan)(TSM)6,7847,075+2911,3401,1130.59%-227
GE Healthcare(GEHC)20,87922,257+1,3781,6321,4040.75%-228
UnitedHealth Group Inc.(UNH)4700-4702380-238
Intuitive Surgical8,3108,380+704,3374,0922.18%-246
Chevron Corp.(CVX)27,50527,509+43,9843,7011.97%-283
United Rentals, Inc.(URI)3,5733,704+1312,5172,2121.18%-305
Cadence Design Systems Inc(CDNS)8,9858,981-42,7002,3741.26%-326
On Holding AG (Switzerland)(ONON)6,0710-6,0713330-333
Pepsico Inc.(PEP)2,2060-2,2063350-335
Deckers Outdoor Corp.(DECK)1,7350-1,7353520-352
Edwards Lifesciences9,4824,785-4,6977023390.18%-363
Home Depot Inc.(HD)12,23212,265+334,7584,3432.31%-415
Caterpillar Inc.(CAT)5,7955,695-1002,1021,6710.89%-431
Chipotle Mexican Grill, Inc.(CMG)42,49542,761+2662,5622,0871.11%-476
Honeywell Intl. Inc(HON)18,47318,477+44,1733,6731.96%-499
Cummins Inc.(CMI)10,07410,267+1933,5122,9501.57%-561
IDEXX Laboratories Inc.(IDXX)2,3861,050-1,3369864240.23%-562
Abercrombie & Fitch Company4,2440-4,2446340-634
American Tower Corp. (REIT)(AMT)6,1442,121-4,0231,1274620.25%-664
Thermo Fisher Scientific(TMO)7,2667,011-2553,7803,0921.65%-688
Microsoft Corp.(MSFT)17,20016,909-2917,2506,5223.47%-728
US Bancorp(USB)84,08184,214+1334,0223,2531.73%-768
Union Pacific Corp.(UNP)7,3334,087-3,2461,6728990.48%-773
Advanced Micro Devices, Inc.(AMD)30,07329,948-1253,6332,8541.52%-779
Adobe Systems Inc.(ADBE)8,3178,207-1103,6982,8761.53%-823
Genuine Parts Company(GPC)7,6610-7,6618940-894
Alphabet Inc. Class A(GOOG)31,31031,018-2925,9274,8482.58%-1,079
Salesforce.com Inc.(CRM)13,96414,023+594,6693,5751.90%-1,094
Marvell Technology, Inc(MRVL)25,15831,447+6,2892,7791,6770.89%-1,102
Amazon Inc.(AMZN)29,35329,100-2536,4405,2262.78%-1,214
ServiceNow Inc.(NOW)5,1325,170+385,4414,2212.25%-1,219
Apple Inc.(AAPL)31,81831,250-5687,9686,3173.36%-1,651
Comcast Corporation(CCZ)61,07914,553-46,5262,2925010.27%-1,792
Cooper Companies(COO)37,48821,000-16,4883,4461,6340.87%-1,812
Constellation Brands Inc.(STZ)10,2172,417-7,8002,2584440.24%-1,814
Arista Networks Inc.57,32057,357+376,3364,1992.23%-2,137
e.l.f. Beauty Inc(ELF)24,1610-24,1613,0330-3,033
NVIDIA Corp.(NVDA)122,875119,155-3,72016,50113,3697.12%-3,132
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