WD RUTHERFORD LLC
75 holdingsFiling period: 2026-06-30Current AUM: $268.5Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA Corp. | 107.5K | $21.5M | $22.8M | 8.49% | -3,017 | 2026-06-30 |
| 2 | AMD | Advanced Micro Devices, Inc. | 19.4K | $11.2M | $9.8M | 3.64% | -7,983 | 2026-06-30 |
| 3 | GOOGL | Alphabet Inc. Class A | 31.1K | $11.1M | $10.7M | 4.00% | +1.2K | 2026-06-30 |
| 4 | CRWD | CrowdStrike Holdings, Inc | 13.5K | $10.3M | $13.1M | 4.86% | -1,134 | 2026-06-30 |
| 5 | PANW | Palo Alto Networks Inc | 25.3K | $8.6M | $9.5M | 3.54% | -1,057 | 2026-06-30 |
| 6 | ANET | Arista Networks Inc. | 48.1K | $8.2M | $9.3M | 3.45% | -2,013 | 2026-06-30 |
| 7 | AAPL | Apple Inc. | 28.2K | $8.2M | $9.3M | 3.48% | -713 | 2026-06-30 |
| 8 | GE | GE Aerospace | 18.5K | $6.9M | $5.7M | 2.12% | -369 | 2026-06-30 |
| 9 | AMZN | Amazon Inc. | 28.8K | $6.9M | $7.2M | 2.67% | +243 | 2026-06-30 |
| 10 | MU | Micron Technology, Inc | 5.9K | $6.8M | $5.5M | 2.05% | +2.2K | 2026-06-30 |
| 11 | GEV | GE Vernova Inc | 5.7K | $6.7M | $5.0M | 1.86% | -61 | 2026-06-30 |
| 12 | JPM | JPMorgan Chase & Co. | 20.1K | $6.6M | $7.1M | 2.63% | -342 | 2026-06-30 |
| 13 | CMI | Cummins Inc. | 8.7K | $6.2M | $4.7M | 1.74% | -371 | 2026-06-30 |
| 14 | LRCX | Lam Research Corp. | 13.6K | $5.9M | $3.7M | 1.37% | +1.3K | 2026-06-30 |
| 15 | MSFT | Microsoft Corp. | 15.2K | $5.7M | $7.6M | 2.82% | -377 | 2026-06-30 |
| 16 | GS | Goldman Sachs Group Inc. | 5.4K | $5.5M | $5.3M | 1.96% | -2 | 2026-06-30 |
| 17 | CAT | Caterpillar Inc. | 5.1K | $5.4M | $4.0M | 1.49% | -149 | 2026-06-30 |
| 18 | TSM | Taiwan Semiconductor (Taiwan) | 11.3K | $5.4M | $4.7M | 1.74% | +123 | 2026-06-30 |
| 19 | CASY | Casey's General Stores, Inc. | 6.7K | $5.3M | $3.9M | 1.46% | -592 | 2026-06-30 |
| 20 | COST | Costco Wholesale Inc. | 5.7K | $5.3M | $5.1M | 1.90% | -48 | 2026-06-30 |
| 21 | V | Visa Inc. | 14.7K | $5.0M | $5.5M | 2.06% | -232 | 2026-06-30 |
| 22 | SNOW | Snowflake Inc. | 19.7K | $5.0M | $6.4M | 2.37% | -1,975 | 2026-06-30 |
| 23 | VRT | Vertiv Holdings Co CL A | 14.5K | $4.9M | $3.4M | 1.27% | -704 | 2026-06-30 |
| 24 | TJX | TJX Companies Inc. | 31.7K | $4.8M | $3.9M | 1.47% | +1.8K | 2026-06-30 |
| 25 | — | Meta Platforms Inc (Facebook) | 8.5K | $4.8M | $4.8M | 1.79% | -91 | 2026-06-30 |
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