Fund HoldingsWD RUTHERFORD LLC

Total Portfolio Value
$217.44M
Total Bought
$14.94M
Total Sold
$32.37M
Net Transaction
-$17.43M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
NVIDIA Corp.(NVDA)119,155110,798-8,35713,36917,5058.05%+4,136
Goldman Sachs Group Inc.(GS)1,5624,011+2,4497932,8391.31%+2,045
Robinhood Markets, Inc.(HOOD)18,58126,579+7,9988192,4891.14%+1,670
Taiwan Semiconductor (Taiwan)(TSM)07,050+7,05001,5970.73%+1,597
Arista Networks Inc.57,35755,809-1,5484,1995,7102.63%+1,511
CrowdStrike Holdings, Inc(CRWD)14,87014,404-4665,8417,3363.37%+1,495
Waste Management Inc.(WM)06,248+6,24801,4300.66%+1,430
Netflix(NFLX)4,9944,690-3044,8766,2812.89%+1,405
Microsoft Corp.(MSFT)16,90915,861-1,0486,5227,8893.63%+1,367
General Electric Company(GE)20,75320,272-4813,8535,2182.40%+1,365
Meta Platforms Inc (Facebook)(META)6,1566,086-703,2104,4922.07%+1,282
JPMorgan Chase & Co.(JPM)22,88422,134-7505,3356,4172.95%+1,082
Advanced Micro Devices, Inc.(AMD)29,94827,574-2,3742,8543,9131.80%+1,059
Snowflake Inc.(SNOW)12,24712,597+3501,7952,8191.30%+1,024
Amazon Inc.(AMZN)29,10028,470-6305,2266,2462.87%+1,020
Palo Alto Networks Inc(PANW)24,56425,699+1,1354,2635,2592.42%+996
Marvell Technology, Inc(MRVL)31,44734,277+2,8301,6772,6531.22%+976
ServiceNow Inc.(NOW)5,1705,048-1224,2215,1902.39%+968
Boston Scientific Corp.(BSX)9,24516,435+7,1908711,7650.81%+894
GE Vernova Inc(GEV)4,3094,173-1361,4162,2081.02%+792
Honeywell Intl. Inc(HON)18,47718,442-353,6734,2951.98%+621
Caterpillar Inc.(CAT)5,6955,602-931,6712,1751.00%+504
Cadence Design Systems Inc(CDNS)8,9819,266+2852,3742,8551.31%+482
Alphabet Inc. Class A(GOOG)31,01830,163-8554,8485,3162.44%+467
United Rentals, Inc.(URI)3,7043,535-1692,2122,6631.22%+451
Stryker Corp.(SYK)10,85710,571-2863,7654,1821.92%+417
Wal-Mart Stores(WMT)6,21210,165+3,9535849940.46%+410
Intuitive Surgical8,3808,120-2604,0924,4122.03%+321
Broadcom Ltd(AVGO)3,4683,393-756219350.43%+315
AppLovin Corporation(APP)2,5822,709+1276349480.44%+315
Chipotle Mexican Grill, Inc.(CMG)42,76142,76102,0872,4011.10%+314
Cummins Inc.(CMI)10,2679,912-3552,9503,2461.49%+296
GE Healthcare(GEHC)22,25722,647+3901,4041,6770.77%+273
Nextera Energy Inc.(NEE)29,17231,925+2,7531,9742,2161.02%+242
Adobe Systems Inc.(ADBE)8,2078,048-1592,8763,1141.43%+238
Applied Materials3,8634,323+4605627910.36%+230
Steris plc (UK)(STE)0925+92502220.10%+222
Oracle Corporation(ORCL)2,6512,611-403555710.26%+216
Lam Research Corp.(LRCX)7,3737,37305057180.33%+213
Mastercard Inc.(MA)8,7048,389-3154,5034,7142.17%+211
RTX Corp (Raytheon)(RTX)01,370+1,37002000.09%+200
Morgan Stanley(MS)01,385+1,38501950.09%+195
Shopify Inc.(SHOP)7,1556,845-3106007900.36%+189
US Bancorp(USB)84,21476,070-8,1443,2533,4421.58%+189
S&P Global Inc.(SPGI)6,3266,002-3242,9783,1651.46%+187
Deere & Co.(DE)0338+33801720.08%+172
Vertiv Holdings Co CL A(VRT)01,307+1,30701680.08%+168
Salesforce.com Inc.(CRM)14,02313,718-3053,5753,7411.72%+166
Reddit, Inc.(RDDT)2,1602,470+3102083720.17%+164
Block Inc. Cl A(XYZ)02,369+2,36901610.07%+161
Chevron Corp.(CVX)27,50926,954-5553,7013,8601.77%+158
Sempra Energy(SRE)02,065+2,06501560.07%+156
Synopsys(SNPS)1,6951,690-57218660.40%+145
McKesson Corporation(MCK)5,5815,466-1153,8674,0051.84%+139
Casey's General Stores, Inc.(CASY)8,5978,088-5093,9934,1271.90%+135
Visa Inc.(V)15,49915,002-4975,2055,3262.45%+122
Elastic N.V. (Netherlands)
ORD SHS
01,309+1,30901100.05%+110
Fortinet, Inc.(FTNT)17,94517,854-911,7801,8880.87%+107
IDEXX Laboratories Inc.(IDXX)1,050964-864245170.24%+93
Eli Lilly and Company(LLY)0110+1100860.04%+86
Pepsico Inc.(PEP)0629+6290830.04%+83
Ansys, Inc.0212+2120740.03%+74
Floor & Decor Holdings, Inc.(FND)0962+9620730.03%+73
On Holding AG (Switzerland)(ONON)01,403+1,4030730.03%+73
Alphabet Inc. Class C(GOOG)5,3245,159-1658459150.42%+70
TJX Companies Inc.(TJX)24,25725,801+1,5443,1173,1861.47%+69
Schwab (Charles) Corp(SCHW)0580+5800530.02%+53
Home Depot Inc.(HD)12,26511,983-2824,3434,3932.02%+50
Genuine Parts Company(GPC)0413+4130500.02%+50
Murphy Usa Inc(MUSA)0121+1210490.02%+49
Oddity Tech Ltd (Israel)
SHS CL A
0635+6350480.02%+48
Arhaus Inc Cl A(ARHS)27,05027,05002042350.11%+30
Hims & Hers Health, Inc.(HIMS)0425+4250210.01%+21
Carvana(CVNA)059+590200.01%+20
Rivian Automotive, Inc.(RIVN)01,419+1,4190190.01%+19
Wingstop Inc.(WING)052+520180.01%+18
Abbott Laboratories1,7001,70002152310.11%+17
Medtronic PLC (Ireland)(MDT)0115+1150100.00%+10
Sweetgreen Inc Cl A0566+566080.00%+8
Coherent Corp.(COHR)090+90080.00%+8
Align Technology Inc.036+36070.00%+7
American Tower Corp. (REIT)(AMT)2,1212,12104624690.22%+6
AutoZone Inc.(AZO)8884-43203120.14%-8
Public Storage (REIT)(PSA)6,0725,931-1411,7541,7400.80%-14
Tractor Supply Company(TSCO)5,4004,455-9452752350.11%-40
O'Reilly Automotive Inc(ORLY)92813,920+12,9921,2971,2550.58%-43
McDonalds Corp.(MCD)3,2283,22801,0099430.43%-66
Edwards Lifesciences4,7853,310-1,4753392590.12%-80
Costco Wholesale Inc.(COST)5,9105,742-1685,7745,6842.61%-89
Steris plc (UK)(STE)9250-9252040-204
Comcast Corporation(CCZ)14,5535,638-8,9155012010.09%-299
Apple Inc.(AAPL)31,25029,148-2,1026,3175,9802.75%-337
Church & Dwight Co.(CHD)33,82133,071-7503,5543,1781.46%-375
Constellation Brands Inc.(STZ)2,41740-2,37744470.00%-438
Cooper Companies(COO)21,00015,872-5,1281,6341,1290.52%-504
T-Mobile US, Inc.(TMUS)20,99620,463-5335,6004,8762.24%-724
Union Pacific Corp.(UNP)4,0870-4,0878990-899
Taiwan Semiconductor (Taiwan)(TSM)7,0750-7,0751,1130-1,113
Waste Management Inc.(WM)6,1010-6,1011,4120-1,412
Thermo Fisher Scientific(TMO)7,0111,354-5,6573,0925490.25%-2,543
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