The Analysis of WD RUTHERFORD LLC's Holdings
Currently, WD RUTHERFORD LLC holds 73 types of securities in its portfolio with a total value $235.1M. In the most recent quarter, they have increased their positions in ANET (+55.6K shares, valued at $8.1M), LRCX (+8.3K shares, valued at $1.1M), VRT (+7.0K shares, valued at $1.1M); decreased their positions in ADBE (-4.6K shares, valued at $1.6M), CHD (-12.5K shares, valued at $1.1M), MRVL (-4.8K shares, valued at $404.5K); initiated new positions in ANET (+55.6K shares, valued at $8.1M), LRCX (+8.3K shares, valued at $1.1M), AXON (+817 shares, valued at $586.3K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
NVDA NVIDIA Corp.111.2K shares0.37%2025-09-302025-10-23
MSFT Microsoft Corp.15.9K shares-0.03%2025-09-302025-10-23 ANET Arista Networks Inc.55.6K sharesnew addition2025-09-302025-10-23 AAPL Apple Inc.29.5K shares1.16%2025-09-302025-10-23 GOOGL Alphabet Inc. Class A30.3K shares0.39%2025-09-302025-10-23 CRWD CrowdStrike Holdings, Inc14.5K shares0.66%2025-09-302025-10-23 JPM JPMorgan Chase & Co.21.9K shares-1.13%2025-09-302025-10-23 GE GE Aerospace20.9K shares2.94%2025-09-302025-10-23 AMZN Amazon Inc.28.5K shares0.17%2025-09-302025-10-23 NFLX Netflix4.7K shares0.02%2025-09-302025-10-23 PANW Palo Alto Networks Inc26.4K shares2.75%2025-09-302025-10-23 COST Costco Wholesale Inc.5.8K shares0.99%2025-09-302025-10-23 V Visa Inc.15.1K shares0.47%2025-09-302025-10-23 HD Home Depot Inc.12.1K shares1.29%2025-09-302025-10-23 TMUS T-Mobile US, Inc.20.5K shares0.26%2025-09-302025-10-23 MA Mastercard Inc.8.4K shares0.56%2025-09-302025-10-23 CASY Casey's General Stores, Inc.8.2K shares1.45%2025-09-302025-10-23 HOOD Robinhood Markets, Inc.32.3K shares21.54%2025-09-302025-10-23 NOW ServiceNow Inc.4.9K shares-3.01%2025-09-302025-10-23 AMD Advanced Micro Devices, Inc.27.8K shares0.77%2025-09-302025-10-23 MCK McKesson Corporation5.6K shares3.04%2025-09-302025-10-23 CMI Cummins Inc.9.9K shares0.03%2025-09-302025-10-23 CVX Chevron Corp.26.8K shares-0.56%2025-09-302025-10-23 HON Honeywell Intl. Inc19.5K shares5.74%2025-09-302025-10-23 TJX TJX Companies Inc.27.2K shares5.61%2025-09-302025-10-23 SYK Stryker Corp.10.6K shares0.37%2025-09-302025-10-23 ISRG Intuitive Surgical8.2K shares0.87%2025-09-302025-10-23 CDNS Cadence Design Systems Inc9.9K shares6.56%2025-09-302025-10-23 SNOW Snowflake Inc.15.3K shares21.30%2025-09-302025-10-23 GS Goldman Sachs Group Inc.4.3K shares7.63%2025-09-302025-10-23 URI United Rentals, Inc.3.6K shares1.50%2025-09-302025-10-23 USB US Bancorp70.4K shares-7.45%2025-09-302025-10-23 CRM Salesforce.com Inc.13.4K shares-1.97%2025-09-302025-10-23 SPGI S&P Global Inc.6.2K shares3.90%2025-09-302025-10-23 CAT Caterpillar Inc.6.1K shares9.07%2025-09-302025-10-23 GEV GE Vernova Inc4.5K shares8.94%2025-09-302025-10-23 APP AppLovin Corporation3.8K shares41.45%2025-09-302025-10-23 MRVL Marvell Technology, Inc29.5K shares-14.04%2025-09-302025-10-23 NEE Nextera Energy Inc.32.8K shares2.72%2025-09-302025-10-23 BSX Boston Scientific Corp.22.8K shares39.03%2025-09-302025-10-23 TSM Taiwan Semiconductor (Taiwan)7.1K shares0.16%2025-09-302025-10-23 WMT Wal-Mart Stores18.6K shares82.60%2025-09-302025-10-23 CHD Church & Dwight Co.20.6K shares-37.66%2025-09-302025-10-23 PSA Public Storage (REIT)6.0K shares1.28%2025-09-302025-10-23 GEHC GE Healthcare20.6K shares-9.07%2025-09-302025-10-23 FTNT Fortinet, Inc.17.9K shares0.26%2025-09-302025-10-23 ORLY O'Reilly Automotive Inc13.9K shares-0.18%2025-09-302025-10-23 CMG Chipotle Mexican Grill, Inc.35.4K shares-17.12%2025-09-302025-10-23 VRT Vertiv Holdings Co CL A8.3K shares538.64%2025-09-302025-10-23 GOOG Alphabet Inc. Class C5.1K shares-0.25%2025-09-302025-10-23 ADBE Adobe Systems Inc.3.4K shares-57.38%2025-09-302025-10-23 RDDT Reddit, Inc.5.0K shares101.09%2025-09-302025-10-23 LRCX Lam Research Corp.8.3K sharesnew addition2025-09-302025-10-23 SHOP Shopify Inc.7.4K shares8.28%2025-09-302025-10-23 MCD McDonalds Corp.3.3K shares1.02%2025-09-302025-10-23 AMAT Applied Materials4.8K shares10.29%2025-09-302025-10-23 SNPS Synopsys1.8K shares4.14%2025-09-302025-10-23 ORCL Oracle Corporation2.5K shares-2.41%2025-09-302025-10-23 IDXX IDEXX Laboratories Inc.976 shares1.24%2025-09-302025-10-23 TMO Thermo Fisher Scientific1.3K shares-6.06%2025-09-302025-10-23 AXON Axon Enterprise, Inc.817 sharesnew addition2025-09-302025-10-23 COO Cooper Companies8.2K sharesnew addition2025-09-302025-10-23 AZO AutoZone Inc.84 shares0.00%2025-09-302025-10-23 AMT American Tower Corp. (REIT)1.7K shares-18.10%2025-09-302025-10-23 ARHS Arhaus Inc Cl A27.1K shares0.00%2025-09-302025-10-23 RTX RTX Corp (Raytheon)1.6K shares13.14%2025-09-302025-10-23 EW Edwards Lifesciences3.3K shares-0.21%2025-09-302025-10-23 TSCO Tractor Supply Company4.2K shares-5.95%2025-09-302025-10-23 ABT Abbott Laboratories1.7K shares2.53%2025-09-302025-10-23 STE Steris plc (UK)925 shares0.00%2025-09-302025-10-23 MS Morgan Stanley1.4K shares0.00%2025-09-302025-10-23 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available