13F HOLDINGS REPORT
WD RUTHERFORD LLC
Quarter ended Q2 2025 · Filed July 17, 2025 · Accession 0001841015-25-000004
Total Value
$217.4M
Positions
96
Other Managers
0
Confidential Omitted
No
Holdings (96)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA Corp. | NVDA | 110,798 | $17.5M | 8.05% |
| 2 | Microsoft Corp. | MSFT | 15,861 | $7.9M | 3.63% |
| 3 | CrowdStrike Holdings, Inc | CRWD | 14,404 | $7.3M | 3.37% |
| 4 | JPMorgan Chase & Co. | VYLD | 22,134 | $6.4M | 2.95% |
| 5 | Netflix | NFLX | 4,690 | $6.3M | 2.89% |
| 6 | Amazon Inc. | AMZN | 28,470 | $6.2M | 2.87% |
| 7 | Apple Inc. | AAPL | 29,148 | $6.0M | 2.75% |
| 8 | Arista Networks Inc. | ANET | 55,809 | $5.7M | 2.63% |
| 9 | Costco Wholesale Inc. | 22160K105 | 5,742 | $5.7M | 2.61% |
| 10 | Visa Inc. | V | 15,002 | $5.3M | 2.45% |
| 11 | Alphabet Inc. Class A | GOOG | 30,163 | $5.3M | 2.44% |
| 12 | Palo Alto Networks Inc | PANW | 25,699 | $5.3M | 2.42% |
| 13 | General Electric Company | 369604301 | 20,272 | $5.2M | 2.40% |
| 14 | ServiceNow Inc. | NOW | 5,048 | $5.2M | 2.39% |
| 15 | T-Mobile US, Inc. | TMUSZ | 20,463 | $4.9M | 2.24% |
| 16 | Mastercard Inc. | MA | 8,389 | $4.7M | 2.17% |
| 17 | Meta Platforms Inc (Facebook) | META | 6,086 | $4.5M | 2.07% |
| 18 | Intuitive Surgical | ISRG | 8,120 | $4.4M | 2.03% |
| 19 | Home Depot Inc. | HD | 11,983 | $4.4M | 2.02% |
| 20 | Honeywell Intl. Inc | 438516106 | 18,442 | $4.3M | 1.98% |
| 21 | Stryker Corp. | SYK | 10,571 | $4.2M | 1.92% |
| 22 | Casey's General Stores, Inc. | 147528103 | 8,088 | $4.1M | 1.90% |
| 23 | McKesson Corporation | MCK | 5,466 | $4.0M | 1.84% |
| 24 | Advanced Micro Devices, Inc. | AMD | 27,574 | $3.9M | 1.80% |
| 25 | Chevron Corp. | CVX | 26,954 | $3.9M | 1.77% |
| 26 | Salesforce.com Inc. | CRM | 13,718 | $3.7M | 1.72% |
| 27 | US Bancorp | USB-PS | 76,070 | $3.4M | 1.58% |
| 28 | Cummins Inc. | CMI | 9,912 | $3.2M | 1.49% |
| 29 | TJX Companies Inc. | 872540109 | 25,801 | $3.2M | 1.47% |
| 30 | Church & Dwight Co. | CHD | 33,071 | $3.2M | 1.46% |
| 31 | S&P Global Inc. | SPGI | 6,002 | $3.2M | 1.46% |
| 32 | Adobe Systems Inc. | ADBE | 8,048 | $3.1M | 1.43% |
| 33 | Cadence Design Systems Inc | CDNS | 9,266 | $2.9M | 1.31% |
| 34 | Goldman Sachs Group Inc. | GSCE | 4,011 | $2.8M | 1.31% |
| 35 | Snowflake Inc. | SNOW | 12,597 | $2.8M | 1.30% |
| 36 | United Rentals, Inc. | URI | 3,535 | $2.7M | 1.22% |
| 37 | Marvell Technology, Inc | MRVL | 34,277 | $2.7M | 1.22% |
| 38 | Robinhood Markets, Inc. | 770700102 | 26,579 | $2.5M | 1.14% |
| 39 | Chipotle Mexican Grill, Inc. | CMG | 42,761 | $2.4M | 1.10% |
| 40 | Nextera Energy Inc. | NEE-PW | 31,925 | $2.2M | 1.02% |
| 41 | GE Vernova Inc | GEV | 4,173 | $2.2M | 1.02% |
| 42 | Caterpillar Inc. | CAT | 5,602 | $2.2M | 1.00% |
| 43 | Fortinet, Inc. | FTNT | 17,854 | $1.9M | 0.87% |
| 44 | Boston Scientific Corp. | BSX | 16,435 | $1.8M | 0.81% |
| 45 | Public Storage (REIT) | PSA-PS | 5,931 | $1.7M | 0.80% |
| 46 | GE Healthcare | GEHC | 22,647 | $1.7M | 0.77% |
| 47 | Taiwan Semiconductor (Taiwan) | 874039100 | 7,050 | $1.6M | 0.73% |
| 48 | Waste Management Inc. | WM | 6,248 | $1.4M | 0.66% |
| 49 | O'Reilly Automotive Inc | 67103H107 | 13,920 | $1.3M | 0.58% |
| 50 | Cooper Companies | 216648402 | 15,872 | $1.1M | 0.52% |
| 51 | Wal-Mart Stores | WMT | 10,165 | $993,934 | 0.46% |
| 52 | AppLovin Corporation | APP | 2,709 | $948,367 | 0.44% |
| 53 | McDonalds Corp. | MCD | 3,228 | $943,125 | 0.43% |
| 54 | Broadcom Ltd | AVGO | 3,393 | $935,280 | 0.43% |
| 55 | Alphabet Inc. Class C | GOOG | 5,159 | $915,155 | 0.42% |
| 56 | Synopsys | SNPS | 1,690 | $866,429 | 0.40% |
| 57 | Applied Materials | 038222105 | 4,323 | $791,412 | 0.36% |
| 58 | Shopify Inc. | SHOP | 6,845 | $789,571 | 0.36% |
| 59 | Lam Research Corp. | LRCX | 7,373 | $717,688 | 0.33% |
| 60 | Oracle Corporation | ORCL-PD | 2,611 | $570,843 | 0.26% |
| 61 | Thermo Fisher Scientific | TMO | 1,354 | $548,993 | 0.25% |
| 62 | IDEXX Laboratories Inc. | 45168D104 | 964 | $517,032 | 0.24% |
| 63 | American Tower Corp. (REIT) | 03027X100 | 2,121 | $468,783 | 0.22% |
| 64 | Reddit, Inc. | RDDT | 2,470 | $371,908 | 0.17% |
| 65 | AutoZone Inc. | AZO | 84 | $311,827 | 0.14% |
| 66 | Edwards Lifesciences | EW | 3,310 | $258,875 | 0.12% |
| 67 | Tractor Supply Company | TSCO | 4,455 | $235,090 | 0.11% |
| 68 | Arhaus Inc Cl A | ARHS | 27,050 | $234,524 | 0.11% |
| 69 | Abbott Laboratories | ABLZF | 1,700 | $231,217 | 0.11% |
| 70 | Steris plc (UK) | STE | 925 | $222,204 | 0.10% |
| 71 | Comcast Corporation | CCZ | 5,638 | $201,220 | 0.09% |
| 72 | RTX Corp (Raytheon) | RTX | 1,370 | $200,047 | 0.09% |
| 73 | Morgan Stanley | MS-PQ | 1,385 | $195,091 | 0.09% |
| 74 | Deere & Co. | DE | 338 | $171,870 | 0.08% |
| 75 | Vertiv Holdings Co CL A | VRT | 1,307 | $167,832 | 0.08% |
| 76 | Block Inc. Cl A | BSQKZ | 2,369 | $160,926 | 0.07% |
| 77 | Sempra Energy | SREA | 2,065 | $156,465 | 0.07% |
| 78 | Elastic N.V. (Netherlands) | ESTC | 1,309 | $110,388 | 0.05% |
| 79 | Eli Lilly and Company | LLY | 110 | $85,748 | 0.04% |
| 80 | Pepsico Inc. | PEP | 629 | $83,053 | 0.04% |
| 81 | Ansys, Inc. | 03662Q105 | 212 | $74,459 | 0.03% |
| 82 | Floor & Decor Holdings, Inc. | FND | 962 | $73,074 | 0.03% |
| 83 | On Holding AG (Switzerland) | H5919C104 | 1,403 | $73,026 | 0.03% |
| 84 | Schwab (Charles) Corp | SCHW-PJ | 580 | $52,919 | 0.02% |
| 85 | Genuine Parts Company | GPC | 413 | $50,101 | 0.02% |
| 86 | Murphy Usa Inc | MUSA | 121 | $49,223 | 0.02% |
| 87 | Oddity Tech Ltd (Israel) | ODD | 635 | $47,923 | 0.02% |
| 88 | Hims & Hers Health, Inc. | HIMS | 425 | $21,186 | 0.01% |
| 89 | Carvana | CVNA | 59 | $19,881 | 0.01% |
| 90 | Rivian Automotive, Inc. | RIVN | 1,419 | $19,497 | 0.01% |
| 91 | Wingstop Inc. | WING | 52 | $17,510 | 0.01% |
| 92 | Medtronic PLC (Ireland) | MDT | 115 | $10,025 | 0.00% |
| 93 | Sweetgreen Inc Cl A | SG | 566 | $8,422 | 0.00% |
| 94 | Coherent Corp. | COHR | 90 | $8,029 | 0.00% |
| 95 | Align Technology Inc. | ALGN | 36 | $6,816 | 0.00% |
| 96 | Constellation Brands Inc. | STZ | 40 | $6,507 | 0.00% |