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CIK: 0001841015
Total reported value
$276.3M
$276.3M
78 檔
15.0%
At the close of Q3 2024, Wd Rutherford LLC disclosed equity holdings valued at approximately $276.3M, spread across 78 reported holdings.
Wd Rutherford LLC executed strategic sector rebalancing during Q3 2024, establishing 1 new positions while fully exiting 6 holdings and trimming 15 positions.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, AAPL, MSFT) accounted for 15.0% of total reported equity market value during Q3 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 7.42% | -0.78% | -3.81% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.71% | -0.31% | -1.24% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.68% | -0.51% | -0.29% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.71% | -0.15% | +5.37% | |
| 5 | ANETEUR | Arista Networks Inc | Stock-Other | 2.69% | — | -5.69% | |
| 6 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.59% | -0.61% | -5.30% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.57% | +0.20% | +2.15% | |
| 8 | HD | Home Depot Inc | Stock-Consumer Disc | 2.46% | -0.25% | +4.45% | |
| 9 | AMD | Advanced Micro Devices | Stock-Tech | 2.46% | +1.60% | +0.52% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.41% | -0.29% | -0.18% | |
| 11 | TMUS | T-mobile US Inc | Stock-Comm Services | 2.26% | -0.49% | -4.33% | |
| 12 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 2.24% | -0.07% | +1.35% | |
| 13 | NOW | Servicenow Inc | Stock-Tech | 2.19% | -0.57% | -0.30% | |
| 14 | MA | Mastercard Inc - A | Stock-Financials | 2.18% | -0.33% | +2.34% | |
| 15 | V | Visa Inc-class A Shares | Stock-Financials | 2.15% | -0.18% | +2.61% | |
| 16 | COO | The Cooper Companies, Inc. | Stock-Healthcare | 2.10% | — | -2.37% | |
| 17 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 2.06% | +1.19% | +9.43% | |
| 18 | CVX | Chevron CORP | Stock-Energy | 2.00% | -0.79% | +17.07% | |
| 19 | ADBE | Adobe Inc | Stock-Tech | 1.98% | — | -0.48% | |
| 20 | USB | US Bancorp | Stock-Financials | 1.94% | -0.21% | +2.55% | |
| 21 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.89% | +1.25% | +10.58% | |
| 22 | CRM | Salesforce Inc | Stock-Tech | 1.87% | -0.56% | +2.03% | |
| 23 | SYK | Stryker CORP | Stock-Healthcare | 1.85% | -0.45% | +11.68% | |
| 24 | CHD | Church & Dwight Co Inc | Stock-Consumer Staples | 1.84% | — | +1.70% | |
| 25 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 1.81% | -1.29% | -3.65% | |
| 26 | HON | Honeywell International Inc | Stock-Industrials | 1.78% | -1.31% | +5.94% | |
| 27 | GE | General Electric | Stock-Industrials | 1.69% | +0.12% | +50.38% | |
| 28 | NFLX | Netflix Inc | Stock-Comm Services | 1.68% | -0.78% | -2.17% | |
| 29 | CMI | Cummins Inc | Stock-Industrials | 1.54% | +0.07% | +65.12% | |
| 30 | CASY | Casey's General Stores Inc | Stock-Consumer Disc | 1.50% | -0.43% | +1.30% | |
| 31 | URI | United Rentals Inc | Stock-Industrials | 1.41% | +0.34% | +7.36% | |
| 32 | ✓ | Stock-Other | 1.38% | — | — | ||
| 33 | STZ | Constellation Brands Inc-a | Stock-Consumer Staples | 1.35% | — | +1.63% | |
| 34 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 1.33% | — | +30.48% | |
| 35 | SPGI | S&p Global Inc | Stock-Financials | 1.31% | — | -2.60% | |
| 36 | MCK | Mckesson CORP | Stock-Healthcare | 1.30% | -0.44% | +43.19% | |
| 37 | ELF | Elf Beauty Inc | Stock-Consumer Staples | 1.20% | — | +41.21% | |
| 38 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.16% | -0.38% | +122.84% | |
| 39 | CAT | Caterpillar Inc | Stock-Industrials | 1.12% | +0.32% | +39.63% | |
| 40 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 1.09% | — | +52.82% | |
| 41 | CDNS | Cadence Design Sys Inc | Stock-Tech | 0.99% | — | +65.81% | |
| 42 | UNP | Union Pacific CORP | Stock-Industrials | 0.99% | — | -0.60% | |
| 43 | NEE | Nextera Energy Inc | Stock-Utilities | 0.98% | -0.22% | +4.58% | |
| 44 | GEHC | GE Healthcare Technology | Stock-Healthcare | 0.97% | — | +168.01% | |
| 45 | SNOW | Snowflake Inc | Stock-Tech | 0.95% | +0.37% | -1.70% | |
| 46 | PSA | Public Storage | Stock-Real Estate | 0.87% | -0.03% | -0.57% | |
| 47 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 0.84% | -0.05% | -11.70% | |
| 48 | AMT | American Tower CORP | Stock-Real Estate | 0.69% | — | +56.31% | |
| 49 | FTNT | Fortinet Inc | Stock-Tech | 0.69% | +0.04% | -21.44% | |
| 50 | MRVL | Marvell Technology Inc | Stock-Tech | 0.64% | — | +182.54% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CMI | Cummins Inc | +0.7% | +65.12% | Add |
| 2 | GE | General Electric | +0.7% | +50.38% | Add |
| 3 | TJX | Tjx Companies Inc | +0.7% | +122.84% | Add |
| 4 | GEHC | GE Healthcare Technology | +0.7% | +168.01% | Add |
| 5 | GPC | Genuine Parts Co | +0.5% | +4265.88% | Add |
| 6 | META | Meta Platforms Inc-class A | +0.4% | +31.27% | Add |
| 7 | CAT | Caterpillar Inc | +0.4% | +39.63% | Add |
| 8 | MRVL | Marvell Technology Inc | +0.4% | +182.54% | Add |
| 9 | HD | Home Depot Inc | +0.4% | +4.45% | Add |
| 10 | TSM | Taiwan Semiconductor-sp Adr | +0.4% | +701.94% | Add |
| 11 | COO | The Cooper Companies, Inc. | +0.4% | -2.37% | Trim |
| 12 | CMCSA | Comcast Corp-class A | +0.4% | +30.48% | Add |
| 13 | URI | United Rentals Inc | +0.3% | +7.36% | Add |
| 14 | AMT | American Tower CORP | +0.3% | +56.31% | Add |
| 15 | CMG | Chipotle Mexican Grill Inc | +0.3% | +52.82% | Add |
| 16 | CDNS | Cadence Design Sys Inc | +0.3% | +65.81% | Add |
| 17 | ANF | Abercrombie & Fitch Co-cl A | +0.3% | NEW | New buy |
| 18 | USB | US Bancorp | +0.3% | +2.55% | Add |
| 19 | SYK | Stryker CORP | +0.3% | +11.68% | Add |
| 20 | MA | Mastercard Inc - A | +0.2% | +2.34% | Add |
| 21 | AAPL | Apple Inc | +0.2% | -1.24% | Trim |
| 22 | TMO | Thermo Fisher Scientific Inc | +0.2% | +1.35% | Add |
| 23 | NOW | Servicenow Inc | +0.2% | -0.30% | Trim |
| 24 | MCK | Mckesson CORP | +0.2% | +43.19% | Add |
| 25 | TMUS | T-mobile US Inc | +0.2% | -4.33% | Trim |
| 26 | NEE | Nextera Energy Inc | +0.2% | +4.58% | Add |
| 27 | PSA | Public Storage | +0.2% | -0.57% | Trim |
| 28 | PANW | Palo Alto Networks Inc | +0.2% | +10.58% | Add |
| 29 | CVX | Chevron CORP | +0.1% | +17.07% | Add |
| 30 | SPGI | S&p Global Inc | +0.1% | -2.60% | Trim |
| 31 | CRM | Salesforce Inc | +0.1% | +2.03% | Add |
| 32 | V | Visa Inc-class A Shares | +0.1% | +2.61% | Add |
| 33 | NXPI | NXP Semiconductors N.V. | -0.2% | EXIT | Sold out |
| 34 | ABT | Abbott Laboratories | -0.2% | EXIT | Sold out |
| 35 | SNOW | Snowflake Inc | -0.2% | -1.70% | Trim |
| 36 | ADBE | Adobe Inc | -0.2% | -0.48% | Trim |
| 37 | MSFT | Microsoft CORP | -0.3% | -0.29% | Trim |
| 38 | SLB | Slb LTD | -0.3% | EXIT | Sold out |
| 39 | UNH | Unitedhealth Group Inc | -0.3% | -67.16% | Trim |
| 40 | GOOGL | Alphabet Inc-cl A | -0.3% | +2.15% | Add |
| 41 | DE | Deere & Co | -0.4% | EXIT | Sold out |
| 42 | ULTA | Ulta Beauty Inc | -0.4% | -72.41% | Trim |
| 43 | ELF | Elf Beauty Inc | -0.5% | +41.21% | Add |
| 44 | CRWD | Crowdstrike Holdings Inc - A | -0.6% | +9.43% | Add |
| 45 | NKE | Nike Inc -cl B | -0.6% | -86.70% | Trim |
| 46 | NVDA | Nvidia CORP | -0.6% | -3.81% | Trim |
| 47 | LULU | Lululemon Athletica Inc | -1% | EXIT | Sold out |
| 48 | HAL | Halliburton Co | -1.1% | EXIT | Sold out |
| 49 | CRL | Charles River Laboratories | -1.3% | -87.42% | Trim |
| 50 | EW | Edwards Lifesciences CORP | -1.3% | -55.31% | Trim |
According to official SEC Form 13F filings, Wd Rutherford LLC reported a total U.S. public equity portfolio value of $276.3M across 78 disclosed positions in Q3 2024.
During Q3 2024, Wd Rutherford LLC's top holdings by market value included NVDA (7.4%)、AAPL (3.7%)、MSFT (3.7%). The largest single position, NVDA, represented 7.4% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
ANF
市值: $548.8K
Top Position Liquidated / Trimmed
HAL
前期市值: $2.1M
In Q3 2024, Wd Rutherford LLC made 50 total portfolio adjustments, initiating 1 new buys, adding to 28 positions, trimming 15 holdings, and fully liquidating 6 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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