Fund HoldingsWD RUTHERFORD LLC

Total Portfolio Value
$171.88M
Total Bought
$33.67M
Total Sold
$45.14M
Net Transaction
-$11.47M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
CrowdStrike Holdings, Inc(CRWD)018,506+18,50605,5273.22%+5,527
Alphabet Inc. Class A(GOOG)032,183+32,18304,6982.73%+4,698
Visa Inc.(V)015,612+15,61204,2342.46%+4,234
Mastercard Inc.(MA)08,602+8,60203,7832.20%+3,783
US Bancorp(USB)077,500+77,50003,2381.88%+3,238
Intuitive Surgical08,401+8,40103,1571.84%+3,157
NVIDIA Corp.(NVDA)18,73218,234-4988,14810,8776.33%+2,729
Nike Inc.(NKE)025,775+25,77502,5921.51%+2,592
Advanced Micro Devices, Inc.(AMD)38,56837,568-1,0003,9666,3183.68%+2,353
Microsoft Corp.(MSFT)18,52018,221-2995,8487,2254.20%+1,377
Palo Alto Networks Inc(PANW)11,54011,460-802,7053,9612.30%+1,256
Arista Networks Inc.18,08017,027-1,0533,3254,5392.64%+1,214
Salesforce.com Inc.(CRM)14,86814,698-1703,0154,1202.40%+1,105
ServiceNow Inc.(NOW)4,9325,042+1102,7573,7942.21%+1,037
Costco Wholesale Inc.(COST)7,3767,277-994,1675,0392.93%+872
Alphabet Inc. Class C(GOOG)05,792+5,79208560.50%+856
Amazon Inc.(AMZN)28,42528,006-4193,6134,3352.52%+721
Cooper Companies(COO)9,0939,126+332,8923,5412.06%+649
Steris plc (UK)(STE)02,740+2,74006030.35%+603
Adobe Systems Inc.(ADBE)8,3568,056-3004,2614,8632.83%+602
Apple Inc.(AAPL)35,83334,668-1,1656,1356,7223.91%+587
JPMorgan Chase & Co.(JPM)25,50525,161-3443,6994,2802.49%+581
Lululemon Athletica Inc.(LULU)6,5176,402-1152,5133,0851.79%+572
T-Mobile US, Inc.(TMUS)24,33524,213-1223,4083,9802.32%+572
Home Depot Inc.(HD)11,34211,197-1453,4273,9942.32%+567
IDEXX Laboratories Inc.(IDXX)6,2286,153-752,7233,2701.90%+547
Schlumberger Ltd.(SLB)010,485+10,48505310.31%+531
e.l.f. Beauty Inc(ELF)12,34012,230-1101,3551,8821.09%+526
S&P Global Inc.(SPGI)5,1355,130-51,8762,2801.33%+404
Stryker Corp.(SYK)8,2058,425+2202,2422,6391.54%+397
Marvell Technology, Inc(MRVL)05,415+5,41503800.22%+380
Chipotle Mexican Grill, Inc.(CMG)434490+567951,1390.66%+344
Thermo Fisher Scientific(TMO)7,2987,222-763,6943,9972.33%+303
Union Pacific Corp.(UNP)7,9677,837-1301,6221,9051.11%+283
NXP Semiconductors NV (Netherlands)
COM
01,210+1,21002650.15%+265
Ulta Beauty Inc.(ULTA)2,4122,542+1309631,2120.71%+249
Applied Materials01,391+1,39102340.14%+234
Netflix(NFLX)1,9801,98007489620.56%+214
Honeywell Intl. Inc(HON)15,20015,015-1852,8083,0191.76%+211
Edwards Lifesciences40,06539,670-3952,7762,9821.73%+206
GE Healthcare(GEHC)3,7806,085+2,3052574540.26%+197
McKesson Corporation(MCK)3,6673,662-51,5951,7851.04%+190
Lam Research Corp.(LRCX)1,1001,032-686898600.50%+171
Abbott Laboratories11,18310,968-2151,0831,2520.73%+169
Church & Dwight Co.(CHD)35,79035,245-5453,2793,4412.00%+161
Charles River Laboratories Int(CRL)15,39914,719-6803,0183,1771.85%+159
Cadence Design Systems Inc(CDNS)2,1252,121-44986270.36%+129
United Rentals, Inc.(URI)1,005985-204475700.33%+123
McDonalds Corp.(MCD)3,2003,20008439550.56%+112
American Tower Corp. (REIT)(AMT)2,6482,638-104355380.31%+103
Casey's General Stores, Inc.(CASY)3,0803,240+1608369270.54%+91
O'Reilly Automotive Inc(ORLY)59359305396140.36%+75
Fortinet, Inc.(FTNT)34,44533,350-1,0952,0212,0901.22%+68
Public Storage (REIT)(PSA)1,5321,561+294044580.27%+55
Goldman Sachs Group Inc.(GS)87087002823360.20%+54
Tractor Supply Company(TSCO)2,0752,015-604214680.27%+47
Caterpillar Inc.(CAT)4,2654,195-701,1641,2110.70%+47
Lamb Weston Holdings, Inc.(LW)3,1903,010-1802953300.19%+35
RTX Corp (Raytheon)(RTX)3,8053,635-1702743090.18%+35
TJX Companies Inc.(TJX)3,1853,18502833030.18%+20
Quest Diagnostics Inc.(DGX)2,6752,645-303263460.20%+20
Cummins Inc.(CMI)2,3322,33205335450.32%+13
Ansys, Inc.817742-752432530.15%+10
UnitedHealth Group Inc.(UNH)2,2702,215-551,1451,1360.66%-8
Constellation Brands Inc.(STZ)10,54610,353-1932,6512,6051.52%-45
General Electric Company(GE)5,3754,100-1,2755945380.31%-56
Comcast Corporation(CCZ)47,14946,609-5402,0912,0331.18%-58
Deere & Co.(DE)3,6853,300-3851,3911,2690.74%-121
Nextera Energy Inc.(NEE)21,70519,330-2,3751,2431,0990.64%-145
NXP Semiconductors N V
COM
1,2100-1,2102420-242
Floor & Decor Hldgs Inc(FND)2,9600-2,9602680-268
Pepsico Inc(PEP)1,8500-1,8503130-313
Halliburton Company(HAL)67,80563,985-3,8202,7462,2031.28%-543
Chevron Corp.(CVX)21,58521,670+853,6403,0881.80%-552
Schlumberger Ltd(SLB)10,4850-10,4856110-611
Steris PLC(STE)2,9800-2,9806540-654
Alphabet Inc(GOOG)6,0600-6,0607990-799
Intuitive Surgical Inc8,4510-8,4512,4700-2,470
Nike Inc(NKE)27,2100-27,2102,6020-2,602
US Bancorp Del(USB)79,8900-79,8902,6410-2,641
CrowdStrike Hldgs Inc(CRWD)18,8460-18,8463,1540-3,154
Mastercard Incorporated(MA)8,7170-8,7173,4510-3,451
Visa Inc(V)15,7520-15,7523,6230-3,623
Alphabet Inc(GOOG)32,7250-32,7254,2820-4,282
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