13F HOLDINGS REPORT
WD RUTHERFORD LLC
Quarter ended Q4 2024 · Filed January 30, 2025 · Accession 0001841015-25-000001
Total Value
$210.9M
Positions
71
Other Managers
0
Confidential Omitted
No
Holdings (71)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA Corp. | NVDA | 122,875 | $16.5M | 7.83% |
| 2 | Apple Inc. | AAPL | 31,818 | $8.0M | 3.78% |
| 3 | Microsoft Corp. | MSFT | 17,200 | $7.2M | 3.44% |
| 4 | Amazon Inc. | AMZN | 29,353 | $6.4M | 3.05% |
| 5 | Arista Networks Inc. | ANET | 57,320 | $6.3M | 3.00% |
| 6 | Alphabet Inc. Class A | GOOG | 31,310 | $5.9M | 2.81% |
| 7 | JPMorgan Chase & Co. | VYLD | 22,794 | $5.5M | 2.59% |
| 8 | ServiceNow Inc. | NOW | 5,132 | $5.4M | 2.58% |
| 9 | Costco Wholesale Inc. | 22160K105 | 5,904 | $5.4M | 2.57% |
| 10 | CrowdStrike Holdings, Inc | CRWD | 14,924 | $5.1M | 2.42% |
| 11 | Visa Inc. | V | 15,728 | $5.0M | 2.36% |
| 12 | T-Mobile US, Inc. | TMUSZ | 21,749 | $4.8M | 2.28% |
| 13 | Home Depot Inc. | HD | 12,232 | $4.8M | 2.26% |
| 14 | Salesforce.com Inc. | CRM | 13,964 | $4.7M | 2.21% |
| 15 | Mastercard Inc. | MA | 8,850 | $4.7M | 2.21% |
| 16 | Palo Alto Networks Inc | PANW | 23,915 | $4.4M | 2.06% |
| 17 | Intuitive Surgical | ISRG | 8,310 | $4.3M | 2.06% |
| 18 | Netflix | NFLX | 4,725 | $4.2M | 2.00% |
| 19 | Honeywell Intl. Inc | 438516106 | 18,473 | $4.2M | 1.98% |
| 20 | US Bancorp | USB-PS | 84,081 | $4.0M | 1.91% |
| 21 | Chevron Corp. | CVX | 27,505 | $4.0M | 1.89% |
| 22 | Stryker Corp. | SYK | 10,630 | $3.8M | 1.82% |
| 23 | Thermo Fisher Scientific | TMO | 7,266 | $3.8M | 1.79% |
| 24 | Adobe Systems Inc. | ADBE | 8,317 | $3.7M | 1.75% |
| 25 | Advanced Micro Devices, Inc. | AMD | 30,073 | $3.6M | 1.72% |
| 26 | Church & Dwight Co. | CHD | 34,112 | $3.6M | 1.69% |
| 27 | Cummins Inc. | CMI | 10,074 | $3.5M | 1.67% |
| 28 | Cooper Companies | 216648402 | 37,488 | $3.4M | 1.63% |
| 29 | Casey's General Stores, Inc. | 147528103 | 8,425 | $3.3M | 1.58% |
| 30 | General Electric Company | 369604301 | 19,639 | $3.3M | 1.55% |
| 31 | McKesson Corporation | MCK | 5,713 | $3.3M | 1.54% |
| 32 | Meta Platforms Inc (Facebook) | META | 5,460 | $3.2M | 1.52% |
| 33 | e.l.f. Beauty Inc | ELF | 24,161 | $3.0M | 1.44% |
| 34 | TJX Companies Inc. | 872540109 | 23,655 | $2.9M | 1.36% |
| 35 | Marvell Technology, Inc | MRVL | 25,158 | $2.8M | 1.32% |
| 36 | S&P Global Inc. | SPGI | 5,565 | $2.8M | 1.31% |
| 37 | Fortinet, Inc. | CDNS | 8,985 | $2.7M | 1.28% |
| 38 | Chipotle Mexican Grill, Inc. | CMG | 42,495 | $2.6M | 1.22% |
| 39 | United Rentals, Inc. | URI | 3,573 | $2.5M | 1.19% |
| 40 | Comcast Corporation | CCZ | 61,079 | $2.3M | 1.09% |
| 41 | Constellation Brands Inc. | STZ | 10,217 | $2.3M | 1.07% |
| 42 | Caterpillar Inc. | CAT | 5,795 | $2.1M | 1.00% |
| 43 | Snowflake Inc. | SNOW | 12,168 | $1.9M | 0.89% |
| 44 | Public Storage (REIT) | PSA-PS | 5,951 | $1.8M | 0.85% |
| 45 | Nextera Energy Inc. | NEE-PW | 24,720 | $1.8M | 0.84% |
| 46 | Fortinet, Inc. | FTNT | 18,080 | $1.7M | 0.81% |
| 47 | Union Pacific Corp. | UNP | 7,333 | $1.7M | 0.79% |
| 48 | GE Healthcare | GEHC | 20,879 | $1.6M | 0.77% |
| 49 | Taiwan Semiconductor (Taiwan) | 874039100 | 6,784 | $1.3M | 0.64% |
| 50 | American Tower Corp. (REIT) | 03027X100 | 6,144 | $1.1M | 0.53% |
| 51 | O'Reilly Automotive Inc | 67103H107 | 932 | $1.1M | 0.52% |
| 52 | Alphabet Inc. Class C | GOOG | 5,361 | $1.0M | 0.48% |
| 53 | IDEXX Laboratories Inc. | 45168D104 | 2,386 | $986,468 | 0.47% |
| 54 | McDonalds Corp. | MCD | 3,247 | $941,273 | 0.45% |
| 55 | Genuine Parts Company | GPC | 7,661 | $894,498 | 0.42% |
| 56 | Synopsys | SNPS | 1,745 | $846,953 | 0.40% |
| 57 | Lam Research Corp. | LRCX | 9,724 | $702,365 | 0.33% |
| 58 | Edwards Lifesciences | EW | 9,482 | $701,952 | 0.33% |
| 59 | Applied Materials | 038222105 | 4,021 | $653,935 | 0.31% |
| 60 | Abercrombie & Fitch Company | ANF | 4,244 | $634,351 | 0.30% |
| 61 | Goldman Sachs Group Inc. | GSCE | 1,039 | $594,952 | 0.28% |
| 62 | GE Vernova Inc | GEV | 1,734 | $570,365 | 0.27% |
| 63 | Boston Scientific Corp. | BSX | 5,646 | $504,301 | 0.24% |
| 64 | Oracle Corporation | ORCL-PD | 2,509 | $418,100 | 0.20% |
| 65 | Tractor Supply Company | TSCO | 7,540 | $400,072 | 0.19% |
| 66 | Deckers Outdoor Corp. | DECK | 1,735 | $352,361 | 0.17% |
| 67 | Pepsico Inc. | PEP | 2,206 | $335,444 | 0.16% |
| 68 | On Holding AG (Switzerland) | H5919C104 | 6,071 | $332,509 | 0.16% |
| 69 | AutoZone Inc. | AZO | 88 | $281,776 | 0.13% |
| 70 | Arhaus Inc Cl A | ARHS | 27,050 | $254,270 | 0.12% |
| 71 | UnitedHealth Group Inc. | UNH | 470 | $237,754 | 0.11% |