13F HOLDINGS REPORT
WD RUTHERFORD LLC
Quarter ended Q1 2025 · Filed April 17, 2025 · Accession 0001841015-25-000003
Total Value
$187.9M
Positions
73
Other Managers
0
Confidential Omitted
No
Holdings (73)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA Corp. | NVDA | 119,155 | $13.4M | 7.12% |
| 2 | Microsoft Corp. | MSFT | 16,909 | $6.5M | 3.47% |
| 3 | Apple Inc. | AAPL | 31,250 | $6.3M | 3.36% |
| 4 | CrowdStrike Holdings, Inc | CRWD | 14,870 | $5.8M | 3.11% |
| 5 | Costco Wholesale Inc. | 22160K105 | 5,910 | $5.8M | 3.07% |
| 6 | T-Mobile US, Inc. | TMUSZ | 20,996 | $5.6M | 2.98% |
| 7 | JPMorgan Chase & Co. | VYLD | 22,884 | $5.3M | 2.84% |
| 8 | Amazon Inc. | AMZN | 29,100 | $5.2M | 2.78% |
| 9 | Visa Inc. | V | 15,499 | $5.2M | 2.77% |
| 10 | Netflix | NFLX | 4,994 | $4.9M | 2.60% |
| 11 | Alphabet Inc. Class A | GOOG | 31,018 | $4.8M | 2.58% |
| 12 | Mastercard Inc. | MA | 8,704 | $4.5M | 2.40% |
| 13 | Home Depot Inc. | HD | 12,265 | $4.3M | 2.31% |
| 14 | Palo Alto Networks Inc | PANW | 24,564 | $4.3M | 2.27% |
| 15 | ServiceNow Inc. | NOW | 5,170 | $4.2M | 2.25% |
| 16 | Arista Networks Inc. | ANET | 57,357 | $4.2M | 2.23% |
| 17 | Intuitive Surgical | ISRG | 8,380 | $4.1M | 2.18% |
| 18 | Casey's General Stores, Inc. | 147528103 | 8,597 | $4.0M | 2.13% |
| 19 | McKesson Corporation | MCK | 5,581 | $3.9M | 2.06% |
| 20 | General Electric Company | 369604301 | 20,753 | $3.9M | 2.05% |
| 21 | Stryker Corp. | SYK | 10,857 | $3.8M | 2.00% |
| 22 | Chevron Corp. | CVX | 27,509 | $3.7M | 1.97% |
| 23 | Honeywell Intl. Inc | 438516106 | 18,477 | $3.7M | 1.96% |
| 24 | Salesforce.com Inc. | CRM | 14,023 | $3.6M | 1.90% |
| 25 | Church & Dwight Co. | CHD | 33,821 | $3.6M | 1.89% |
| 26 | US Bancorp | USB-PS | 84,214 | $3.3M | 1.73% |
| 27 | Meta Platforms Inc (Facebook) | META | 6,156 | $3.2M | 1.71% |
| 28 | TJX Companies Inc. | 872540109 | 24,257 | $3.1M | 1.66% |
| 29 | Thermo Fisher Scientific | TMO | 7,011 | $3.1M | 1.65% |
| 30 | S&P Global Inc. | SPGI | 6,326 | $3.0M | 1.59% |
| 31 | Cummins Inc. | CMI | 10,267 | $3.0M | 1.57% |
| 32 | Adobe Systems Inc. | ADBE | 8,207 | $2.9M | 1.53% |
| 33 | Advanced Micro Devices, Inc. | AMD | 29,948 | $2.9M | 1.52% |
| 34 | Cadence Design Systems Inc | CDNS | 8,981 | $2.4M | 1.26% |
| 35 | United Rentals, Inc. | URI | 3,704 | $2.2M | 1.18% |
| 36 | Chipotle Mexican Grill, Inc. | CMG | 42,761 | $2.1M | 1.11% |
| 37 | Nextera Energy Inc. | NEE-PW | 29,172 | $2.0M | 1.05% |
| 38 | Snowflake Inc. | SNOW | 12,247 | $1.8M | 0.96% |
| 39 | Fortinet, Inc. | FTNT | 17,945 | $1.8M | 0.95% |
| 40 | Public Storage (REIT) | PSA-PS | 6,072 | $1.8M | 0.93% |
| 41 | Marvell Technology, Inc | MRVL | 31,447 | $1.7M | 0.89% |
| 42 | Caterpillar Inc. | CAT | 5,695 | $1.7M | 0.89% |
| 43 | Cooper Companies | 216648402 | 21,000 | $1.6M | 0.87% |
| 44 | GE Vernova Inc | GEV | 4,309 | $1.4M | 0.75% |
| 45 | Waste Management Inc. | 94106L109 | 6,101 | $1.4M | 0.75% |
| 46 | GE Healthcare | GEHC | 22,257 | $1.4M | 0.75% |
| 47 | O'Reilly Automotive Inc | 67103H107 | 928 | $1.3M | 0.69% |
| 48 | Taiwan Semiconductor (Taiwan) | 874039100 | 7,075 | $1.1M | 0.59% |
| 49 | McDonalds Corp. | MCD | 3,228 | $1.0M | 0.54% |
| 50 | Union Pacific Corp. | UNP | 4,087 | $899,467 | 0.48% |
| 51 | Boston Scientific Corp. | BSX | 9,245 | $871,156 | 0.46% |
| 52 | Alphabet Inc. Class C | GOOG | 5,324 | $844,812 | 0.45% |
| 53 | Robinhood Markets, Inc. | 770700102 | 18,581 | $819,050 | 0.44% |
| 54 | Goldman Sachs Group Inc. | GSCE | 1,562 | $793,324 | 0.42% |
| 55 | Synopsys | SNPS | 1,695 | $721,477 | 0.38% |
| 56 | AppLovin Corporation | APP | 2,582 | $633,804 | 0.34% |
| 57 | Broadcom Ltd | AVGO | 3,468 | $620,599 | 0.33% |
| 58 | Shopify Inc. | SHOP | 7,155 | $600,376 | 0.32% |
| 59 | Wal-Mart Stores | WMT | 6,212 | $583,742 | 0.31% |
| 60 | Applied Materials | 038222105 | 3,863 | $561,873 | 0.30% |
| 61 | Lam Research Corp. | LRCX | 7,373 | $504,608 | 0.27% |
| 62 | Comcast Corporation | CCZ | 14,553 | $500,623 | 0.27% |
| 63 | American Tower Corp. (REIT) | 03027X100 | 2,121 | $462,399 | 0.25% |
| 64 | Constellation Brands Inc. | STZ | 2,417 | $444,390 | 0.24% |
| 65 | IDEXX Laboratories Inc. | 45168D104 | 1,050 | $424,221 | 0.23% |
| 66 | Oracle Corporation | ORCL-PD | 2,651 | $355,075 | 0.19% |
| 67 | Edwards Lifesciences | EW | 4,785 | $338,587 | 0.18% |
| 68 | AutoZone Inc. | AZO | 88 | $319,543 | 0.17% |
| 69 | Tractor Supply Company | TSCO | 5,400 | $275,400 | 0.15% |
| 70 | Abbott Laboratories | ABLZF | 1,700 | $214,574 | 0.11% |
| 71 | Reddit, Inc. | RDDT | 2,160 | $208,354 | 0.11% |
| 72 | Arhaus Inc Cl A | ARHS | 27,050 | $204,498 | 0.11% |
| 73 | Steris plc (UK) | STE | 925 | $204,462 | 0.11% |