Fund Holdings — WD RUTHERFORD LLC

Total Portfolio Value
$225.03M
Total Bought
$25.04M
Total Sold
$34.99M
Net Transaction
-$9.95M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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American Express Company(AXP)07,553+7,55302,2851.02%+2,285
Otis Worldwide Corp.(OTIS)021,965+21,96501,6930.75%+1,693
Taiwan Semiconductor (Taiwan)(TSM)7,24011,186+3,9462,2003,7801.68%+1,580
Vertiv Holdings Co CL A(VRT)15,08115,220+1392,4433,8141.69%+1,371
Banco Santander (Chile)(BSAC)0116,928+116,92801,3190.59%+1,319
American Electric Power08,466+8,46601,1100.49%+1,110
GE Vernova Inc(GEV)6,0055,722-2833,9254,9952.22%+1,070
Chevron Corp.(CVX)25,92524,101-1,8243,9514,9862.22%+1,035
Cloudflare, Inc.(NET)4,6929,434+4,7429251,9470.86%+1,021
Lam Research Corp.(LRCX)10,06312,281+2,2181,7232,6241.17%+901
Casey's General Stores, Inc.(CASY)8,0607,293-7674,4555,3082.36%+853
Honeywell Intl. Inc(HON)22,06422,478+4144,3045,0812.26%+776
Wal-Mart Stores(WMT)27,80130,553+2,7523,0973,7971.69%+700
Zscaler, Inc.(ZS)04,858+4,85806820.30%+682
Micron Technology, Inc(MU)1,9973,701+1,7045701,2500.56%+680
Coherent Corp.(COHR)4,5546,329+1,7758411,5080.67%+667
Shopify Inc.(SHOP)9,96919,023+9,0541,6052,2571.00%+652
Costco Wholesale Inc.(COST)5,9045,707-1975,0915,6872.53%+595
Cardinal Health, Inc.(CAH)02,675+2,67505650.25%+565
Nextera Energy Inc.(NEE)33,33933,419+802,6763,1041.38%+428
Spotify Technology SA (Luxemborg)(SPOT)7871,688+9014578190.36%+362
Corning Inc.(GLW)02,637+2,63703590.16%+359
Caterpillar Inc.(CAT)5,9325,251-6813,3983,7201.65%+322
Applied Materials4,7784,528-2501,2281,5480.69%+320
Netflix(NFLX)45,54047,726+2,1864,2704,5892.04%+319
TJX Companies Inc.(TJX)29,16729,886+7194,4804,7732.12%+292
Solstice Advanced Materials, I(SOLS)8,5809,260+6804177050.31%+288
Sempra(SRE)02,310+2,31002240.10%+224
Celestica Inc. (Canada)(CLS)1,9452,719+7745757660.34%+191
Comfort Systems USA, Inc.(FIX)31731702964370.19%+141
Goldman Sachs Group Inc.(GS)5,0605,398+3384,4484,5672.03%+119
Waste Management Inc.(WM)6,0996,161+621,3401,4160.63%+76
RTX Corp (Raytheon)(RTX)1,9271,955+283533770.17%+24
Morgan Stanley(MS)1,9822,033+513523350.15%-17
AutoZone Inc.(AZO)9286-63122900.13%-22
IDEXX Laboratories Inc.(IDXX)85685605794810.21%-98
United Rentals, Inc.(URI)3,5053,734+2292,8372,7201.21%-116
Cummins Inc.(CMI)9,7939,061-7324,9994,8752.17%-124
Alphabet Inc. Class C(GOOG)5,0125,004-81,5731,4350.64%-137
O'Reilly Automotive Inc(ORLY)13,14411,174-1,9701,1991,0310.46%-167
Thermo Fisher Scientific(TMO)1,2981,183-1157525810.26%-171
Home Depot Inc.(HD)12,58412,587+34,3304,1401.84%-190
Stryker Corp.(SYK)10,66010,790+1303,7473,5451.58%-201
Nike Inc.(NKE)3,7900-3,7902410—-241
Edwards Lifesciences3,3030-3,3032820—-282
Oracle Corporation(ORCL)1,8310-1,8313570—-357
Advanced Micro Devices, Inc.(AMD)27,68927,345-3445,9305,5632.47%-367
US Bancorp(USB)48,70642,642-6,0642,5992,2180.99%-381
McKesson Corporation(MCK)5,5114,779-7324,5214,1361.84%-385
Synopsys(SNPS)8270-8273880—-388
Cooper Companies(COO)4,7910-4,7913930—-393
Axon Enterprise, Inc.(AXON)6950-6953950—-395
McDonalds Corp.(MCD)3,1051,425-1,6809494430.20%-506
GE Healthcare(GEHC)6,4950-6,4955330—-533
Palo Alto Networks Inc(PANW)26,52526,385-1404,8864,2301.88%-656
Apple Inc.(AAPL)29,43928,897-5428,0037,3343.26%-670
Mastercard Inc.(MA)8,7318,634-974,9844,3141.92%-670
Reddit, Inc.(RDDT)10,21612,162+1,9462,3481,6380.73%-711
Salesforce.com Inc.(CRM)8,5258,285-2402,2581,5470.69%-712
Meta Platforms Inc (Facebook)(META)8,5828,605+235,6654,9232.19%-742
Snowflake Inc.(SNOW)18,61021,682+3,0724,0823,2701.45%-812
Fortinet, Inc.(FTNT)17,1516,092-11,0591,3624980.22%-864
Visa Inc.(V)15,37014,952-4185,3904,5192.01%-871
Alphabet Inc. Class A(GOOG)30,23929,870-3699,4658,5893.82%-875
Amazon Inc.(AMZN)29,73328,573-1,1606,8635,9512.64%-912
Intuitive Surgical8,0707,916-1544,5713,6491.62%-921
GE Aerospace(GE)20,45218,917-1,5356,3005,3682.39%-932
JPMorgan Chase & Co.(JPM)21,68320,398-1,2856,9876,0002.67%-986
ServiceNow Inc.(NOW)19,64219,198-4443,0092,0070.89%-1,002
CrowdStrike Holdings, Inc(CRWD)14,33314,601+2686,7195,7002.53%-1,018
Arista Networks Inc.(ANET)54,82550,105-4,7207,1846,1522.73%-1,032
Public Storage (REIT)(PSA)5,9631,613-4,3501,5474370.19%-1,110
AppLovin Corporation(APP)5,8637,023+1,1603,9512,7951.24%-1,155
Boston Scientific Corp.(BSX)35,04032,675-2,3653,3412,0500.91%-1,291
Robinhood Markets, Inc.(HOOD)40,51446,050+5,5364,5823,1911.42%-1,391
Marvell Technology, Inc(MRVL)17,5380-17,5381,4900—-1,490
NVIDIA Corp.(NVDA)112,054110,492-1,56220,89819,2708.56%-1,628
T-Mobile US, Inc.(TMUS)19,9549,242-10,7124,0511,9410.86%-2,110
S&P Global Inc.(SPGI)4,1510-4,1512,1690—-2,169
Microsoft Corp.(MSFT)16,53915,607-9327,9995,7772.57%-2,221
Cadence Design Systems Inc(CDNS)9,0270-9,0272,8220—-2,822
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WD RUTHERFORD LLC — 13F Holdings — Q1 2026 | TickerTrail