13F HOLDINGS REPORT
WD RUTHERFORD LLC
Quarter ended Q3 2025 · Filed October 23, 2025 · Accession 0001841015-25-000006
Total Value
$235.1M
Positions
73
Other Managers
0
Confidential Omitted
No
Holdings (73)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA Corp. | NVDA | 111,204 | $20.7M | 8.82% |
| 2 | Microsoft Corp. | MSFT | 15,857 | $8.2M | 3.49% |
| 3 | Arista Networks Inc. | ANET | 55,636 | $8.1M | 3.45% |
| 4 | Apple Inc. | AAPL | 29,486 | $7.5M | 3.19% |
| 5 | Alphabet Inc. Class A | GOOG | 30,282 | $7.4M | 3.13% |
| 6 | CrowdStrike Holdings, Inc | CRWD | 14,499 | $7.1M | 3.02% |
| 7 | JPMorgan Chase & Co. | VYLD | 21,884 | $6.9M | 2.94% |
| 8 | GE Aerospace | 369604301 | 20,867 | $6.3M | 2.67% |
| 9 | Amazon Inc. | AMZN | 28,519 | $6.3M | 2.66% |
| 10 | Netflix | NFLX | 4,691 | $5.6M | 2.39% |
| 11 | Palo Alto Networks Inc | PANW | 26,407 | $5.4M | 2.29% |
| 12 | Costco Wholesale Inc. | 22160K105 | 5,799 | $5.4M | 2.28% |
| 13 | Visa Inc. | V | 15,072 | $5.1M | 2.19% |
| 14 | Home Depot Inc. | HD | 12,138 | $4.9M | 2.09% |
| 15 | T-Mobile US, Inc. | TMUSZ | 20,517 | $4.9M | 2.09% |
| 16 | Mastercard Inc. | MA | 8,436 | $4.8M | 2.04% |
| 17 | Meta Platforms Inc (Facebook) | META | 6,334 | $4.7M | 1.98% |
| 18 | Casey's General Stores, Inc. | 147528103 | 8,205 | $4.6M | 1.97% |
| 19 | Robinhood Markets, Inc. | 770700102 | 32,303 | $4.6M | 1.97% |
| 20 | ServiceNow Inc. | NOW | 4,896 | $4.5M | 1.92% |
| 21 | Advanced Micro Devices, Inc. | AMD | 27,786 | $4.5M | 1.91% |
| 22 | McKesson Corporation | MCK | 5,632 | $4.4M | 1.85% |
| 23 | Cummins Inc. | CMI | 9,915 | $4.2M | 1.78% |
| 24 | Chevron Corp. | CVX | 26,804 | $4.2M | 1.77% |
| 25 | Honeywell Intl. Inc | 438516106 | 19,501 | $4.1M | 1.75% |
| 26 | TJX Companies Inc. | 872540109 | 27,248 | $3.9M | 1.67% |
| 27 | Stryker Corp. | SYK | 10,610 | $3.9M | 1.67% |
| 28 | Intuitive Surgical | ISRG | 8,191 | $3.7M | 1.56% |
| 29 | Cadence Design Systems Inc | CDNS | 9,874 | $3.5M | 1.48% |
| 30 | Snowflake Inc. | SNOW | 15,280 | $3.4M | 1.47% |
| 31 | Goldman Sachs Group Inc. | GSCE | 4,317 | $3.4M | 1.46% |
| 32 | United Rentals, Inc. | URI | 3,588 | $3.4M | 1.46% |
| 33 | US Bancorp | USB-PS | 70,400 | $3.4M | 1.45% |
| 34 | Salesforce.com Inc. | CRM | 13,448 | $3.2M | 1.36% |
| 35 | S&P Global Inc. | SPGI | 6,236 | $3.0M | 1.29% |
| 36 | Caterpillar Inc. | CAT | 6,110 | $2.9M | 1.24% |
| 37 | GE Vernova Inc | GEV | 4,546 | $2.8M | 1.19% |
| 38 | AppLovin Corporation | APP | 3,832 | $2.8M | 1.17% |
| 39 | Marvell Technology, Inc | MRVL | 29,466 | $2.5M | 1.05% |
| 40 | Nextera Energy Inc. | NEE-PW | 32,792 | $2.5M | 1.05% |
| 41 | Boston Scientific Corp. | BSX | 22,849 | $2.2M | 0.95% |
| 42 | Taiwan Semiconductor (Taiwan) | 874039100 | 7,061 | $2.0M | 0.84% |
| 43 | Wal-Mart Stores | WMT | 18,561 | $1.9M | 0.81% |
| 44 | Church & Dwight Co. | CHD | 20,618 | $1.8M | 0.77% |
| 45 | Public Storage (REIT) | PSA-PS | 6,007 | $1.7M | 0.74% |
| 46 | GE Healthcare | GEHC | 20,592 | $1.5M | 0.66% |
| 47 | Fortinet, Inc. | FTNT | 17,900 | $1.5M | 0.64% |
| 48 | O'Reilly Automotive Inc | 67103H107 | 13,895 | $1.5M | 0.64% |
| 49 | Waste Management Inc. | WM | 6,324 | $1.4M | 0.59% |
| 50 | Chipotle Mexican Grill, Inc. | CMG | 35,442 | $1.4M | 0.59% |
| 51 | Vertiv Holdings Co CL A | VRT | 8,347 | $1.3M | 0.54% |
| 52 | Alphabet Inc. Class C | GOOG | 5,146 | $1.3M | 0.53% |
| 53 | Adobe Systems Inc. | ADBE | 3,430 | $1.2M | 0.51% |
| 54 | Reddit, Inc. | RDDT | 4,967 | $1.1M | 0.49% |
| 55 | Lam Research Corp. | LRCX | 8,316 | $1.1M | 0.47% |
| 56 | Shopify Inc. | SHOP | 7,412 | $1.1M | 0.47% |
| 57 | McDonalds Corp. | MCD | 3,261 | $990,985 | 0.42% |
| 58 | Applied Materials | 038222105 | 4,768 | $976,200 | 0.42% |
| 59 | Synopsys | SNPS | 1,760 | $868,366 | 0.37% |
| 60 | Oracle Corporation | ORCL-PD | 2,548 | $716,600 | 0.30% |
| 61 | IDEXX Laboratories Inc. | 45168D104 | 976 | $623,557 | 0.27% |
| 62 | Thermo Fisher Scientific | TMO | 1,272 | $616,945 | 0.26% |
| 63 | Axon Enterprise, Inc. | AXON | 817 | $586,312 | 0.25% |
| 64 | Cooper Companies | 216648501 | 8,201 | $562,261 | 0.24% |
| 65 | AutoZone Inc. | AZO | 84 | $360,380 | 0.15% |
| 66 | American Tower Corp. (REIT) | 03027X100 | 1,737 | $334,060 | 0.14% |
| 67 | Arhaus Inc Cl A | ARHS | 27,050 | $287,542 | 0.12% |
| 68 | RTX Corp (Raytheon) | RTX | 1,550 | $259,362 | 0.11% |
| 69 | Edwards Lifesciences | EW | 3,303 | $256,874 | 0.11% |
| 70 | Tractor Supply Company | TSCO | 4,190 | $238,285 | 0.10% |
| 71 | Abbott Laboratories | ABLZF | 1,743 | $233,457 | 0.10% |
| 72 | Steris plc (UK) | STE | 925 | $228,882 | 0.10% |
| 73 | Morgan Stanley | MS-PQ | 1,385 | $220,160 | 0.09% |