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CIK: 0001841015
Total reported value
$276.3M
$276.3M
97 檔
15.2%
As reported in its official Q2 2024 Form 13F filing, Wd Rutherford LLC's tracked investment portfolio stood at $276.3M with 97 total positions.
During Q2 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, AAPL) accounted for 15.2% of total reported equity market value during Q2 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 8.06% | -0.78% | +778.18% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 3.94% | -0.51% | -2.39% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.49% | -0.31% | -4.35% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.84% | +0.20% | -4.06% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.74% | -0.15% | +2.28% | |
| 6 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.69% | -0.61% | -10.07% | |
| 7 | ANETEUR | Arista Networks Inc | Stock-Other | 2.68% | — | +1.38% | |
| 8 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 2.64% | +1.19% | -21.72% | |
| 9 | AMD | Advanced Micro Devices | Stock-Tech | 2.48% | +1.60% | -8.51% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.38% | -0.29% | -1.17% | |
| 11 | ADBE | Adobe Inc | Stock-Tech | 2.20% | — | -0.49% | |
| 12 | TMUS | T-mobile US Inc | Stock-Comm Services | 2.07% | -0.49% | -2.49% | |
| 13 | HD | Home Depot Inc | Stock-Consumer Disc | 2.06% | -0.25% | +2.77% | |
| 14 | V | Visa Inc-class A Shares | Stock-Financials | 2.06% | -0.18% | +0.84% | |
| 15 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 2.03% | -0.07% | -0.74% | |
| 16 | NOW | Servicenow Inc | Stock-Tech | 1.99% | -0.57% | -1.04% | |
| 17 | MA | Mastercard Inc - A | Stock-Financials | 1.95% | -0.33% | +3.75% | |
| 18 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 1.91% | — | +1.03% | |
| 19 | CVX | Chevron CORP | Stock-Energy | 1.86% | -0.79% | +0.60% | |
| 20 | CHD | Church & Dwight Co Inc | Stock-Consumer Staples | 1.84% | — | -0.25% | |
| 21 | HON | Honeywell International Inc | Stock-Industrials | 1.79% | -1.31% | +3.85% | |
| 22 | CRM | Salesforce Inc | Stock-Tech | 1.77% | -0.56% | -2.50% | |
| 23 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 1.75% | -1.29% | -3.27% | |
| 24 | COO | The Cooper Companies, Inc. | Stock-Healthcare | 1.75% | — | +2.96% | |
| 25 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.74% | +1.25% | -6.01% | |
| 26 | USB | US Bancorp | Stock-Financials | 1.69% | -0.21% | +1.26% | |
| 27 | ELF | Elf Beauty Inc | Stock-Consumer Staples | 1.68% | — | +17.53% | |
| 28 | NFLX | Netflix Inc | Stock-Comm Services | 1.68% | -0.78% | -0.38% | |
| 29 | SYK | Stryker CORP | Stock-Healthcare | 1.60% | -0.45% | +11.57% | |
| 30 | CASY | Casey's General Stores Inc | Stock-Consumer Disc | 1.55% | -0.43% | +24.92% | |
| 31 | CRL | Charles River Laboratories | Stock-Healthcare | 1.41% | — | -6.43% | |
| 32 | STZ | Constellation Brands Inc-a | Stock-Consumer Staples | 1.36% | — | +2.88% | |
| 33 | SPGI | S&p Global Inc | Stock-Financials | 1.20% | — | +5.31% | |
| 34 | SNOW | Snowflake Inc | Stock-Tech | 1.17% | +0.37% | +308.52% | |
| 35 | MCK | Mckesson CORP | Stock-Healthcare | 1.10% | -0.44% | +7.28% | |
| 36 | URI | United Rentals Inc | Stock-Industrials | 1.08% | +0.34% | +302.05% | |
| 37 | HAL | Halliburton Co | Stock-Energy | 1.05% | — | -10.54% | |
| 38 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.98% | — | -1.95% | |
| 39 | GE | General Electric | Stock-Industrials | 0.97% | +0.12% | +225.17% | |
| 40 | LULU | Lululemon Athletica Inc | Stock-Consumer Disc | 0.96% | — | +0.82% | |
| 41 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.95% | -0.45% | +85.27% | |
| 42 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 0.95% | -0.05% | -36.71% | |
| 43 | UNP | Union Pacific CORP | Stock-Industrials | 0.94% | — | -0.73% | |
| 44 | CMI | Cummins Inc | Stock-Industrials | 0.82% | +0.07% | +11.75% | |
| 45 | NEE | Nextera Energy Inc | Stock-Utilities | 0.81% | -0.22% | +9.21% | |
| 46 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 0.79% | — | +5153.01% | |
| 47 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.75% | — | -21.18% | |
| 48 | PSA | Public Storage | Stock-Real Estate | 0.71% | -0.03% | +4.30% | |
| 49 | CAT | Caterpillar Inc | Stock-Industrials | 0.70% | +0.32% | +1.48% | |
| 50 | CDNS | Cadence Design Sys Inc | Stock-Tech | 0.70% | — | +113.34% |
According to official SEC Form 13F filings, Wd Rutherford LLC reported a total U.S. public equity portfolio value of $276.3M across 97 disclosed positions in Q2 2024.
During Q2 2024, Wd Rutherford LLC's top holdings by market value included NVDA (8.1%)、MSFT (3.9%)、AAPL (3.5%). The largest single position, NVDA, represented 8.1% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In Q2 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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