Sponsored

The Analysis of WD RUTHERFORD LLC's Holdings & P&L

Currently, WD RUTHERFORD LLC holds 71 types of securities in its portfolio with a total value $225.0M. In the most recent quarter, they have increased their positions in N/A (+8.6K shares, valued at $4.9M), AXP (+7.6K shares, valued at $2.3M), OTIS (+22.0K shares, valued at $1.7M); decreased their positions in TMUS (-10.7K shares, valued at $2.2M), PSA (-4.3K shares, valued at $1.2M), FTNT (-11.1K shares, valued at $903.7K); initiated new positions in N/A (+8.6K shares, valued at $4.9M), AXP (+7.6K shares, valued at $2.3M), OTIS (+22.0K shares, valued at $1.7M).

1M P&L

+13.0M+6.10%

3M P&L

+22.8M+11.23%

HY P&L

+23.7M+11.71%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Semiconductors29.9M

15.6%

2Software - Infrastructure18.8M

9.8%

3Software - Application11.9M

6.2%

Top Industries by Stock Count

1Software - Infrastructure6 stocks

9.8%

2Software - Application5 stocks

8.2%

3Semiconductors4 stocks

6.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVDA NVIDIA Corp.110.5K shares-1.39%2026-03-312026-04-24

Alphabet Inc. Class A Alphabet Inc. Class A29.9K shares-1.22%2026-03-312026-04-24

AAPL Apple Inc.28.9K shares-1.84%2026-03-312026-04-24

Arista Networks Inc. Arista Networks Inc.50.1K shares-8.61%2026-03-312026-04-24

JPM JPMorgan Chase & Co.20.4K shares-5.93%2026-03-312026-04-24

AMZN Amazon Inc.28.6K shares-3.90%2026-03-312026-04-24

MSFT Microsoft Corp.15.6K shares-5.64%2026-03-312026-04-24

CRWD CrowdStrike Holdings, Inc14.6K shares1.87%2026-03-312026-04-24

Sponsored

COST Costco Wholesale Inc.5.7K shares-3.34%2026-03-312026-04-24

AMD Advanced Micro Devices, Inc.27.3K shares-1.24%2026-03-312026-04-24

GE Aerospace GE Aerospace18.9K shares-7.51%2026-03-312026-04-24

CASY Casey's General Stores, Inc.7.3K shares-9.52%2026-03-312026-04-24

HON Honeywell Intl. Inc22.5K shares1.88%2026-03-312026-04-24

GEV GE Vernova Inc5.7K shares-4.71%2026-03-312026-04-24

CVX Chevron Corp.24.1K shares-7.04%2026-03-312026-04-24

Meta Platforms Inc (Facebook) Meta Platforms Inc (Facebook)8.6K sharesnew addition2026-03-312026-04-24

Sponsored

CMI Cummins Inc.9.1K shares-7.47%2026-03-312026-04-24

TJX TJX Companies Inc.29.9K shares2.47%2026-03-312026-04-24

NFLX Netflix47.7K shares4.80%2026-03-312026-04-24

GS Goldman Sachs Group Inc.5.4K shares6.68%2026-03-312026-04-24

V Visa Inc.15.0K shares-2.72%2026-03-312026-04-24

MA Mastercard Inc.8.6K shares-1.11%2026-03-312026-04-24

PANW Palo Alto Networks Inc26.4K shares-0.53%2026-03-312026-04-24

HD Home Depot Inc.12.6K shares0.02%2026-03-312026-04-24

Sponsored

MCK McKesson Corporation4.8K shares-13.28%2026-03-312026-04-24

VRT Vertiv Holdings Co CL A15.2K shares0.92%2026-03-312026-04-24

WMT Wal-Mart Stores30.6K shares9.90%2026-03-312026-04-24

TSM Taiwan Semiconductor (Taiwan)11.2K shares54.50%2026-03-312026-04-24

CAT Caterpillar Inc.5.3K shares-11.48%2026-03-312026-04-24

ISRG Intuitive Surgical7.9K shares-1.91%2026-03-312026-04-24

SYK Stryker Corp.10.8K shares1.22%2026-03-312026-04-24

SNOW Snowflake Inc.21.7K shares16.51%2026-03-312026-04-24

Sponsored

HOOD Robinhood Markets, Inc.46.0K shares13.66%2026-03-312026-04-24

NEE Nextera Energy Inc.33.4K shares0.24%2026-03-312026-04-24

APP AppLovin Corporation7.0K shares19.79%2026-03-312026-04-24

URI United Rentals, Inc.3.7K shares6.53%2026-03-312026-04-24

Lam Research Corp. Lam Research Corp.12.3K shares22.04%2026-03-312026-04-24

AXP American Express Company7.6K sharesnew addition2026-03-312026-04-24

SHOP Shopify Inc.19.0K shares90.82%2026-03-312026-04-24

USB US Bancorp42.6K shares-12.45%2026-03-312026-04-24

Sponsored

BSX Boston Scientific Corp.32.7K shares-6.75%2026-03-312026-04-24

NOW ServiceNow Inc.19.2K shares-2.26%2026-03-312026-04-24

NET Cloudflare, Inc.9.4K shares101.07%2026-03-312026-04-24

TMUS T-Mobile US, Inc.9.2K shares-53.68%2026-03-312026-04-24

OTIS Otis Worldwide Corp.22.0K sharesnew addition2026-03-312026-04-24

RDDT Reddit, Inc.12.2K shares19.05%2026-03-312026-04-24

AMAT Applied Materials4.5K shares-5.23%2026-03-312026-04-24

CRM Salesforce.com Inc.8.3K shares-2.82%2026-03-312026-04-24

Sponsored

Coherent Corp. Coherent Corp.6.3K shares38.98%2026-03-312026-04-24

Alphabet Inc. Class C Alphabet Inc. Class C5.0K shares-0.16%2026-03-312026-04-24

Waste Management Inc. Waste Management Inc.6.2K sharesnew addition2026-03-312026-04-24

BSAC Banco Santander (Chile)116.9K sharesnew addition2026-03-312026-04-24

MU Micron Technology, Inc3.7K shares85.33%2026-03-312026-04-24

AEP American Electric Power8.5K sharesnew addition2026-03-312026-04-24

ORLY O'Reilly Automotive Inc11.2K shares-14.99%2026-03-312026-04-24

SPOT Spotify Technology SA (Luxemborg)1.7K shares114.49%2026-03-312026-04-24

Sponsored

Celestica Inc. (Canada) Celestica Inc. (Canada)2.7K shares39.79%2026-03-312026-04-24

Solstice Advanced Materials, I Solstice Advanced Materials, I9.3K shares7.93%2026-03-312026-04-24

ZS Zscaler, Inc.4.9K sharesnew addition2026-03-312026-04-24

TMO Thermo Fisher Scientific1.2K shares-8.86%2026-03-312026-04-24

CAH Cardinal Health, Inc.2.7K sharesnew addition2026-03-312026-04-24

FTNT Fortinet, Inc.6.1K shares-64.48%2026-03-312026-04-24

IDXX IDEXX Laboratories Inc.856 shares0.00%2026-03-312026-04-24

MCD McDonalds Corp.1.4K shares-54.11%2026-03-312026-04-24

Sponsored

FIX Comfort Systems USA, Inc.317 shares0.00%2026-03-312026-04-24

PSA Public Storage (REIT)1.6K shares-72.95%2026-03-312026-04-24

RTX RTX Corp (Raytheon)2.0K shares1.45%2026-03-312026-04-24

GLW Corning Inc.2.6K sharesnew addition2026-03-312026-04-24

MS Morgan Stanley2.0K shares2.57%2026-03-312026-04-24

AZO AutoZone Inc.86 shares-6.52%2026-03-312026-04-24

SRE Sempra2.3K sharesnew addition2026-03-312026-04-24

NVDA

NVIDIA Corp.

-1.39%

Shares110.5K

Event2026-03-31

Filed2026-04-24

Alphabet Inc. Class A

-1.22%

Shares29.9K

Event2026-03-31

Filed2026-04-24

AAPL

Apple Inc.

-1.84%

Shares28.9K

Event2026-03-31

Filed2026-04-24

Arista Networks Inc.

-8.61%

Shares50.1K

Event2026-03-31

Filed2026-04-24

JPM

JPMorgan Chase & Co.

-5.93%

Shares20.4K

Event2026-03-31

Filed2026-04-24

AMZN

Amazon Inc.

-3.90%

Shares28.6K

Event2026-03-31

Filed2026-04-24

MSFT

Microsoft Corp.

-5.64%

Shares15.6K

Event2026-03-31

Filed2026-04-24

CRWD

CrowdStrike Holdings, Inc

1.87%

Shares14.6K

Event2026-03-31

Filed2026-04-24

COST

Costco Wholesale Inc.

-3.34%

Shares5.7K

Event2026-03-31

Filed2026-04-24

AMD

Advanced Micro Devices, Inc.

-1.24%

Shares27.3K

Event2026-03-31

Filed2026-04-24

GE Aerospace

-7.51%

Shares18.9K

Event2026-03-31

Filed2026-04-24

CASY

Casey's General Stores, Inc.

-9.52%

Shares7.3K

Event2026-03-31

Filed2026-04-24

HON

Honeywell Intl. Inc

1.88%

Shares22.5K

Event2026-03-31

Filed2026-04-24

GEV

GE Vernova Inc

-4.71%

Shares5.7K

Event2026-03-31

Filed2026-04-24

CVX

Chevron Corp.

-7.04%

Shares24.1K

Event2026-03-31

Filed2026-04-24

Meta Platforms Inc (Facebook)

New

Shares8.6K

Event2026-03-31

Filed2026-04-24

CMI

Cummins Inc.

-7.47%

Shares9.1K

Event2026-03-31

Filed2026-04-24

TJX

TJX Companies Inc.

2.47%

Shares29.9K

Event2026-03-31

Filed2026-04-24

NFLX

Netflix

4.80%

Shares47.7K

Event2026-03-31

Filed2026-04-24

Goldman Sachs Group Inc.

6.68%

Shares5.4K

Event2026-03-31

Filed2026-04-24

Visa Inc.

-2.72%

Shares15.0K

Event2026-03-31

Filed2026-04-24

Mastercard Inc.

-1.11%

Shares8.6K

Event2026-03-31

Filed2026-04-24

PANW

Palo Alto Networks Inc

-0.53%

Shares26.4K

Event2026-03-31

Filed2026-04-24

Home Depot Inc.

0.02%

Shares12.6K

Event2026-03-31

Filed2026-04-24

MCK

McKesson Corporation

-13.28%

Shares4.8K

Event2026-03-31

Filed2026-04-24

VRT

Vertiv Holdings Co CL A

0.92%

Shares15.2K

Event2026-03-31

Filed2026-04-24

WMT

Wal-Mart Stores

9.90%

Shares30.6K

Event2026-03-31

Filed2026-04-24

TSM

Taiwan Semiconductor (Taiwan)

54.50%

Shares11.2K

Event2026-03-31

Filed2026-04-24

CAT

Caterpillar Inc.

-11.48%

Shares5.3K

Event2026-03-31

Filed2026-04-24

ISRG

Intuitive Surgical

-1.91%

Shares7.9K

Event2026-03-31

Filed2026-04-24

SYK

Stryker Corp.

1.22%

Shares10.8K

Event2026-03-31

Filed2026-04-24

SNOW

Snowflake Inc.

16.51%

Shares21.7K

Event2026-03-31

Filed2026-04-24

HOOD

Robinhood Markets, Inc.

13.66%

Shares46.0K

Event2026-03-31

Filed2026-04-24

NEE

Nextera Energy Inc.

0.24%

Shares33.4K

Event2026-03-31

Filed2026-04-24

APP

AppLovin Corporation

19.79%

Shares7.0K

Event2026-03-31

Filed2026-04-24

URI

United Rentals, Inc.

6.53%

Shares3.7K

Event2026-03-31

Filed2026-04-24

Lam Research Corp.

22.04%

Shares12.3K

Event2026-03-31

Filed2026-04-24

AXP

American Express Company

New

Shares7.6K

Event2026-03-31

Filed2026-04-24

SHOP

Shopify Inc.

90.82%

Shares19.0K

Event2026-03-31

Filed2026-04-24

USB

US Bancorp

-12.45%

Shares42.6K

Event2026-03-31

Filed2026-04-24

BSX

Boston Scientific Corp.

-6.75%

Shares32.7K

Event2026-03-31

Filed2026-04-24

NOW

ServiceNow Inc.

-2.26%

Shares19.2K

Event2026-03-31

Filed2026-04-24

NET

Cloudflare, Inc.

101.07%

Shares9.4K

Event2026-03-31

Filed2026-04-24

TMUS

T-Mobile US, Inc.

-53.68%

Shares9.2K

Event2026-03-31

Filed2026-04-24

OTIS

Otis Worldwide Corp.

New

Shares22.0K

Event2026-03-31

Filed2026-04-24

RDDT

Reddit, Inc.

19.05%

Shares12.2K

Event2026-03-31

Filed2026-04-24

AMAT

Applied Materials

-5.23%

Shares4.5K

Event2026-03-31

Filed2026-04-24

CRM

Salesforce.com Inc.

-2.82%

Shares8.3K

Event2026-03-31

Filed2026-04-24

Coherent Corp.

38.98%

Shares6.3K

Event2026-03-31

Filed2026-04-24

Alphabet Inc. Class C

-0.16%

Shares5.0K

Event2026-03-31

Filed2026-04-24

Waste Management Inc.

New

Shares6.2K

Event2026-03-31

Filed2026-04-24

BSAC

Banco Santander (Chile)

New

Shares116.9K

Event2026-03-31

Filed2026-04-24

Micron Technology, Inc

85.33%

Shares3.7K

Event2026-03-31

Filed2026-04-24

AEP

American Electric Power

New

Shares8.5K

Event2026-03-31

Filed2026-04-24

ORLY

O'Reilly Automotive Inc

-14.99%

Shares11.2K

Event2026-03-31

Filed2026-04-24

SPOT

Spotify Technology SA (Luxemborg)

114.49%

Shares1.7K

Event2026-03-31

Filed2026-04-24

Celestica Inc. (Canada)

39.79%

Shares2.7K

Event2026-03-31

Filed2026-04-24

Solstice Advanced Materials, I

7.93%

Shares9.3K

Event2026-03-31

Filed2026-04-24

Zscaler, Inc.

New

Shares4.9K

Event2026-03-31

Filed2026-04-24

TMO

Thermo Fisher Scientific

-8.86%

Shares1.2K

Event2026-03-31

Filed2026-04-24

CAH

Cardinal Health, Inc.

New

Shares2.7K

Event2026-03-31

Filed2026-04-24

FTNT

Fortinet, Inc.

-64.48%

Shares6.1K

Event2026-03-31

Filed2026-04-24

IDXX

IDEXX Laboratories Inc.

0.00%

Shares856

Event2026-03-31

Filed2026-04-24

MCD

McDonalds Corp.

-54.11%

Shares1.4K

Event2026-03-31

Filed2026-04-24

FIX

Comfort Systems USA, Inc.

0.00%

Shares317

Event2026-03-31

Filed2026-04-24

PSA

Public Storage (REIT)

-72.95%

Shares1.6K

Event2026-03-31

Filed2026-04-24

RTX

RTX Corp (Raytheon)

1.45%

Shares2.0K

Event2026-03-31

Filed2026-04-24

GLW

Corning Inc.

New

Shares2.6K

Event2026-03-31

Filed2026-04-24

Morgan Stanley

2.57%

Shares2.0K

Event2026-03-31

Filed2026-04-24

AZO

AutoZone Inc.

-6.52%

Shares86

Event2026-03-31

Filed2026-04-24

SRE

Sempra

New

Shares2.3K

Event2026-03-31

Filed2026-04-24

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available