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CIK: 0001841015
Total reported value
$276.3M
$276.3M
94 檔
13.9%
In Q1 2024, Wd Rutherford LLC's U.S. equity holdings reached a combined market value of $276.3M, distributed across 94 disclosed stock positions.
During Q1 2024, Wd Rutherford LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, MSFT, AMD) accounted for 13.9% of total reported equity market value during Q1 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 6.92% | -0.78% | -18.83% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 3.91% | -0.51% | -1.38% | |
| 3 | AMD | Advanced Micro Devices | Stock-Tech | 3.11% | +1.60% | -11.32% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.07% | -0.31% | -0.35% | |
| 5 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 2.91% | +1.19% | -5.20% | |
| 6 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.66% | -0.61% | -3.66% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.57% | -0.15% | -1.52% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.53% | +0.20% | +0.55% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.45% | -0.29% | -5.89% | |
| 10 | HD | Home Depot Inc | Stock-Consumer Disc | 2.30% | -0.25% | +3.62% | |
| 11 | ANETEUR | Arista Networks Inc | Stock-Other | 2.25% | — | -11.78% | |
| 12 | V | Visa Inc-class A Shares | Stock-Financials | 2.24% | -0.18% | -0.72% | |
| 13 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 2.22% | -0.07% | +2.23% | |
| 14 | CRM | Salesforce Inc | Stock-Tech | 2.19% | -0.56% | -4.37% | |
| 15 | MA | Mastercard Inc - A | Stock-Financials | 2.12% | -0.33% | -1.22% | |
| 16 | ADBE | Adobe Inc | Stock-Tech | 2.07% | — | -1.74% | |
| 17 | CRL | Charles River Laboratories | Stock-Healthcare | 2.04% | — | -1.05% | |
| 18 | COO | The Cooper Companies, Inc. | Stock-Healthcare | 2.04% | — | +324.68% | |
| 19 | TMUS | T-mobile US Inc | Stock-Comm Services | 2.03% | -0.49% | -0.87% | |
| 20 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 2.01% | — | +2.60% | |
| 21 | NOW | Servicenow Inc | Stock-Tech | 2.01% | -0.57% | +0.81% | |
| 22 | USB | US Bancorp | Stock-Financials | 1.93% | -0.21% | +7.82% | |
| 23 | CVX | Chevron CORP | Stock-Energy | 1.93% | -0.79% | +8.86% | |
| 24 | CHD | Church & Dwight Co Inc | Stock-Consumer Staples | 1.91% | — | +0.40% | |
| 25 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 1.71% | -0.05% | -0.57% | |
| 26 | HON | Honeywell International Inc | Stock-Industrials | 1.70% | -1.31% | +6.81% | |
| 27 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 1.68% | -1.29% | -3.45% | |
| 28 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.60% | +1.25% | -4.99% | |
| 29 | NFLX | Netflix Inc | Stock-Comm Services | 1.57% | -0.78% | +151.87% | |
| 30 | SYK | Stryker CORP | Stock-Healthcare | 1.56% | -0.45% | -0.30% | |
| 31 | STZ | Constellation Brands Inc-a | Stock-Consumer Staples | 1.44% | — | -1.18% | |
| 32 | HAL | Halliburton Co | Stock-Energy | 1.41% | — | +8.38% | |
| 33 | ELF | Elf Beauty Inc | Stock-Consumer Staples | 1.37% | — | +10.73% | |
| 34 | LULU | Lululemon Athletica Inc | Stock-Consumer Disc | 1.29% | — | -0.52% | |
| 35 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 1.23% | — | -2.10% | |
| 36 | FTNT | Fortinet Inc | Stock-Tech | 1.18% | +0.04% | -0.04% | |
| 37 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 1.15% | — | +9.57% | |
| 38 | ULTA | Ulta Beauty Inc | Stock-Consumer Disc | 1.15% | — | +66.52% | |
| 39 | SPGI | S&p Global Inc | Stock-Financials | 1.12% | — | -1.17% | |
| 40 | CASY | Casey's General Stores Inc | Stock-Consumer Disc | 1.07% | -0.43% | +99.88% | |
| 41 | UNP | Union Pacific CORP | Stock-Industrials | 1.06% | — | +6.58% | |
| 42 | MCK | Mckesson CORP | Stock-Healthcare | 0.97% | -0.44% | -4.29% | |
| 43 | CMI | Cummins Inc | Stock-Industrials | 0.81% | +0.07% | +126.93% | |
| 44 | CAT | Caterpillar Inc | Stock-Industrials | 0.78% | +0.32% | -1.55% | |
| 45 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 0.72% | — | -1.84% | |
| 46 | PSA | Public Storage | Stock-Real Estate | 0.71% | -0.03% | +202.18% | |
| 47 | NEE | Nextera Energy Inc | Stock-Utilities | 0.69% | -0.22% | +7.37% | |
| 48 | ABT | Abbott Laboratories | Stock-Healthcare | 0.68% | — | +5.29% | |
| 49 | DE | Deere & Co | Stock-Industrials | 0.67% | — | -4.58% | |
| 50 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.59% | -0.20% | EXIT |
According to official SEC Form 13F filings, Wd Rutherford LLC reported a total U.S. public equity portfolio value of $276.3M across 94 disclosed positions in Q1 2024.
During Q1 2024, Wd Rutherford LLC's top holdings by market value included NVDA (6.9%)、MSFT (3.9%)、AMD (3.1%). The largest single position, NVDA, represented 6.9% of total portfolio value.
In Q1 2024, Wd Rutherford LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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