WD RUTHERFORD LLC
71 holdingsFiling period: 2026-03-31Current AUM: $269.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA Corp. | 110.5K | $19.3M | $22.2M | 8.24% | -1,562 | 2026-03-31 |
| 2 | GOOGL | Alphabet Inc. Class A | 29.9K | $8.6M | $10.6M | 3.95% | -369 | 2026-03-31 |
| 3 | AAPL | Apple Inc. | 28.9K | $7.3M | $8.9M | 3.32% | -542 | 2026-03-31 |
| 4 | ANET | Arista Networks Inc. | 50.1K | $6.2M | $9.0M | 3.36% | -4,720 | 2026-03-31 |
| 5 | JPM | JPMorgan Chase & Co. | 20.4K | $6.0M | $7.2M | 2.67% | -1,285 | 2026-03-31 |
| 6 | AMZN | Amazon Inc. | 28.6K | $6.0M | $7.8M | 2.88% | -1,160 | 2026-03-31 |
| 7 | MSFT | Microsoft Corp. | 15.6K | $5.8M | $7.3M | 2.69% | -932 | 2026-03-31 |
| 8 | CRWD | CrowdStrike Holdings, Inc | 14.6K | $5.7M | $11.1M | 4.14% | +268 | 2026-03-31 |
| 9 | COST | Costco Wholesale Inc. | 5.7K | $5.7M | $5.4M | 2.02% | -197 | 2026-03-31 |
| 10 | AMD | Advanced Micro Devices, Inc. | 27.3K | $5.6M | $13.0M | 4.84% | -344 | 2026-03-31 |
| 11 | GE | GE Aerospace | 18.9K | $5.4M | $6.8M | 2.53% | -1,535 | 2026-03-31 |
| 12 | CASY | Casey's General Stores, Inc. | 7.3K | $5.3M | $6.4M | 2.36% | -767 | 2026-03-31 |
| 13 | HON | Honeywell Intl. Inc | 22.5K | $5.1M | $2.7M | 1.01% | +414 | 2026-03-31 |
| 14 | GEV | GE Vernova Inc | 5.7K | $5.0M | $5.7M | 2.11% | -283 | 2026-03-31 |
| 15 | CVX | Chevron Corp. | 24.1K | $5.0M | $4.7M | 1.76% | -1,824 | 2026-03-31 |
| 16 | — | Meta Platforms Inc (Facebook) | 8.6K | $4.9M | $4.9M | 1.83% | -- | 2026-03-31 |
| 17 | CMI | Cummins Inc. | 9.1K | $4.9M | $5.7M | 2.13% | -732 | 2026-03-31 |
| 18 | TJX | TJX Companies Inc. | 29.9K | $4.8M | $4.7M | 1.75% | +719 | 2026-03-31 |
| 19 | NFLX | Netflix | 47.7K | $4.6M | $3.4M | 1.27% | +2.2K | 2026-03-31 |
| 20 | GS | Goldman Sachs Group Inc. | 5.4K | $4.6M | $5.5M | 2.04% | +338 | 2026-03-31 |
| 21 | V | Visa Inc. | 15.0K | $4.5M | $5.5M | 2.03% | -418 | 2026-03-31 |
| 22 | MA | Mastercard Inc. | 8.6K | $4.3M | $4.9M | 1.84% | -97 | 2026-03-31 |
| 23 | PANW | Palo Alto Networks Inc | 26.4K | $4.2M | $8.8M | 3.25% | -140 | 2026-03-31 |
| 24 | HD | Home Depot Inc. | 12.6K | $4.1M | $4.2M | 1.55% | +3 | 2026-03-31 |
| 25 | MCK | McKesson Corporation | 4.8K | $4.1M | $4.1M | 1.52% | -732 | 2026-03-31 |
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