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CIK: 0001841015
Total reported value
$276.3M
$276.3M
71 檔
16.1%
As reported in its official Q4 2024 Form 13F filing, Wd Rutherford LLC's tracked investment portfolio stood at $276.3M with 71 total positions.
In Q4 2024, Wd Rutherford LLC adopted a defensive or profit-taking posture, trimming 23 positions and completely liquidating 8 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, AAPL, MSFT) accounted for 16.1% of total reported equity market value during Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 7.83% | -0.78% | -1.73% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.78% | -0.31% | -2.50% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.44% | -0.51% | -1.65% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.05% | -0.15% | -1.25% | |
| 5 | ANETEUR | Arista Networks Inc | Stock-Other | 3.00% | — | +299.05% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.81% | +0.20% | -1.28% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.59% | -0.29% | -2.43% | |
| 8 | NOW | Servicenow Inc | Stock-Tech | 2.58% | -0.57% | +2.33% | |
| 9 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.57% | -0.61% | -1.12% | |
| 10 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 2.42% | +1.19% | -0.69% | |
| 11 | V | Visa Inc-class A Shares | Stock-Financials | 2.36% | -0.18% | -1.93% | |
| 12 | TMUS | T-mobile US Inc | Stock-Comm Services | 2.28% | -0.49% | -2.87% | |
| 13 | HD | Home Depot Inc | Stock-Consumer Disc | 2.26% | -0.25% | -1.78% | |
| 14 | CRM | Salesforce Inc | Stock-Tech | 2.21% | -0.56% | -0.12% | |
| 15 | MA | Mastercard Inc - A | Stock-Financials | 2.21% | -0.33% | -1.91% | |
| 16 | PANW | Palo Alto Networks Inc | Stock-Tech | 2.06% | +1.25% | +111.32% | |
| 17 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 2.06% | -1.29% | +9.92% | |
| 18 | NFLX | Netflix Inc | Stock-Comm Services | 2.00% | -0.78% | -2.78% | |
| 19 | HON | Honeywell International Inc | Stock-Industrials | 1.98% | -1.31% | +4.69% | |
| 20 | USB | US Bancorp | Stock-Financials | 1.91% | -0.21% | -3.10% | |
| 21 | CVX | Chevron CORP | Stock-Energy | 1.89% | -0.79% | -1.00% | |
| 22 | SYK | Stryker CORP | Stock-Healthcare | 1.82% | -0.45% | +1.56% | |
| 23 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.79% | -0.07% | -2.17% | |
| 24 | ADBE | Adobe Inc | Stock-Tech | 1.75% | — | +6.10% | |
| 25 | AMD | Advanced Micro Devices | Stock-Tech | 1.72% | +1.60% | -1.85% | |
| 26 | CHD | Church & Dwight Co Inc | Stock-Consumer Staples | 1.69% | — | -4.97% | |
| 27 | CMI | Cummins Inc | Stock-Industrials | 1.67% | +0.07% | +3.16% | |
| 28 | COO | The Cooper Companies, Inc. | Stock-Healthcare | 1.63% | — | -3.77% | |
| 29 | CASY | Casey's General Stores Inc | Stock-Consumer Disc | 1.58% | -0.43% | +2.81% | |
| 30 | GE | General Electric | Stock-Industrials | 1.55% | +0.12% | +6.96% | |
| 31 | MCK | Mckesson CORP | Stock-Healthcare | 1.54% | -0.44% | +6.11% | |
| 32 | ✓ | Stock-Other | 1.52% | — | +10.98% | ||
| 33 | ELF | Elf Beauty Inc | Stock-Consumer Staples | 1.44% | — | +7.50% | |
| 34 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.36% | -0.38% | +16.91% | |
| 35 | MRVL | Marvell Technology Inc | Stock-Tech | 1.32% | — | +37.73% | |
| 36 | SPGI | S&p Global Inc | Stock-Financials | 1.31% | — | +7.02% | |
| 37 | CDNS | Cadence Design Sys Inc | Stock-Tech | 1.28% | — | +19.75% | |
| 38 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 1.22% | — | +10.05% | |
| 39 | URI | United Rentals Inc | Stock-Industrials | 1.19% | +0.34% | -0.03% | |
| 40 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 1.09% | — | -6.51% | |
| 41 | STZ | Constellation Brands Inc-a | Stock-Consumer Staples | 1.07% | — | -4.50% | |
| 42 | CAT | Caterpillar Inc | Stock-Industrials | 1.00% | +0.32% | -0.97% | |
| 43 | SNOW | Snowflake Inc | Stock-Tech | 0.89% | +0.37% | -28.28% | |
| 44 | PSA | Public Storage | Stock-Real Estate | 0.85% | -0.03% | +21.65% | |
| 45 | NEE | Nextera Energy Inc | Stock-Utilities | 0.84% | -0.22% | +4.28% | |
| 46 | FTNT | Fortinet Inc | Stock-Tech | 0.81% | +0.04% | -0.13% | |
| 47 | UNP | Union Pacific CORP | Stock-Industrials | 0.79% | — | -11.03% | |
| 48 | GEHC | GE Healthcare Technology | Stock-Healthcare | 0.77% | — | -1.21% | |
| 49 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.64% | +0.28% | +26.07% | |
| 50 | AMT | American Tower CORP | Stock-Real Estate | 0.53% | — | +0.79% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MRVL | Marvell Technology Inc | +0.7% | +37.73% | Add |
| 2 | NVDA | Nvidia CORP | +0.4% | -1.73% | Trim |
| 3 | NOW | Servicenow Inc | +0.4% | +2.33% | Add |
| 4 | CRWD | Crowdstrike Holdings Inc - A | +0.4% | -0.69% | Trim |
| 5 | AMZN | Amazon.com Inc | +0.3% | -1.25% | Trim |
| 6 | CRM | Salesforce Inc | +0.3% | -0.12% | Trim |
| 7 | NFLX | Netflix Inc | +0.3% | -2.78% | Trim |
| 8 | ANETEUR | Arista Networks Inc | +0.3% | +299.05% | Add |
| 9 | CDNS | Cadence Design Sys Inc | +0.3% | +19.75% | Add |
| 10 | ISRG | Intuitive Surgical Inc | +0.3% | +9.92% | Add |
| 11 | GOOGL | Alphabet Inc-cl A | +0.2% | -1.28% | Trim |
| 12 | MCK | Mckesson CORP | +0.2% | +6.11% | Add |
| 13 | ELF | Elf Beauty Inc | +0.2% | +7.50% | Add |
| 14 | V | Visa Inc-class A Shares | +0.2% | -1.93% | Trim |
| 15 | HON | Honeywell International Inc | +0.2% | +4.69% | Add |
| 16 | TJX | Tjx Companies Inc | +0.2% | +16.91% | Add |
| 17 | JPM | Jpmorgan Chase & Co | +0.2% | -2.43% | Trim |
| 18 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | +26.07% | Add |
| 19 | PANW | Palo Alto Networks Inc | +0.2% | +111.32% | Add |
| 20 | GEV | GE Vernova Inc | +0.2% | +85.45% | Add |
| 21 | META | Meta Platforms Inc-class A | +0.1% | — | Add |
| 22 | CMI | Cummins Inc | +0.1% | +3.16% | Add |
| 23 | CMG | Chipotle Mexican Grill Inc | +0.1% | +10.05% | Add |
| 24 | FTNT | Fortinet Inc | +0.1% | -0.13% | Trim |
| 25 | ARHS | Arhaus Inc | +0.1% | NEW | New buy |
| 26 | CASY | Casey's General Stores Inc | +0.1% | +2.81% | Add |
| 27 | AAPL | Apple Inc | +0.1% | -2.50% | Trim |
| 28 | NKE | Nike Inc -cl B | -0.1% | EXIT | Sold out |
| 29 | LLY | Eli Lilly & Co | -0.1% | EXIT | Sold out |
| 30 | WING | Wingstop Inc | -0.1% | EXIT | Sold out |
| 31 | ULTA | Ulta Beauty Inc | -0.2% | EXIT | Sold out |
| 32 | CRL | Charles River Laboratories | -0.2% | EXIT | Sold out |
| 33 | VOO | Vanguard S&P 500 ETF | -0.2% | EXIT | Sold out |
| 34 | AMT | American Tower CORP | -0.2% | +0.79% | Add |
| 35 | MCD | Mcdonald's CORP | -0.2% | -22.38% | Trim |
| 36 | ALGN | Align Technology Inc | -0.2% | EXIT | Sold out |
| 37 | UNP | Union Pacific CORP | -0.2% | -11.03% | Trim |
| 38 | GEHC | GE Healthcare Technology | -0.2% | -1.21% | Trim |
| 39 | HD | Home Depot Inc | -0.2% | -1.78% | Trim |
| 40 | URI | United Rentals Inc | -0.2% | -0.03% | Trim |
| 41 | ADBE | Adobe Inc | -0.2% | +6.10% | Add |
| 42 | CMCSA | Comcast Corp-class A | -0.2% | -6.51% | Trim |
| 43 | MSFT | Microsoft CORP | -0.2% | -1.65% | Trim |
| 44 | EW | Edwards Lifesciences CORP | -0.3% | -48.40% | Trim |
| 45 | STE | STERIS plc | -0.3% | EXIT | Sold out |
| 46 | STZ | Constellation Brands Inc-a | -0.3% | -4.50% | Trim |
| 47 | IDXX | Idexx Laboratories Inc | -0.4% | -30.21% | Trim |
| 48 | TMO | Thermo Fisher Scientific Inc | -0.5% | -2.17% | Trim |
| 49 | COO | The Cooper Companies, Inc. | -0.5% | -3.77% | Trim |
| 50 | AMD | Advanced Micro Devices | -0.7% | -1.85% | Trim |
According to official SEC Form 13F filings, Wd Rutherford LLC reported a total U.S. public equity portfolio value of $276.3M across 71 disclosed positions in Q4 2024.
During Q4 2024, Wd Rutherford LLC's top holdings by market value included NVDA (7.8%)、AAPL (3.8%)、MSFT (3.4%). The largest single position, NVDA, represented 7.8% of total portfolio value.
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Top New Position Initiated
ARHS
市值: $254.3K
Top Position Liquidated / Trimmed
STE
前期市值: $555.9K
In Q4 2024, Wd Rutherford LLC made 50 total portfolio adjustments, initiating 1 new buys, adding to 18 positions, trimming 23 holdings, and fully liquidating 8 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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