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CIK: 0001841015
Total reported value
$276.3M
$276.3M
73 檔
13.7%
According to the latest 13F quarterly dataset, Wd Rutherford LLC managed an equity portfolio of $276.3M at the end of Q1 2025, spanning 73 distinct U.S. exchange-listed positions.
In Q1 2025, Wd Rutherford LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 7.12% | -0.78% | -3.03% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 3.47% | -0.51% | -1.69% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.36% | -0.31% | -1.79% | |
| 4 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 3.11% | +1.19% | -0.36% | |
| 5 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 3.07% | -0.61% | +0.10% | |
| 6 | TMUS | T-mobile US Inc | Stock-Comm Services | 2.98% | -0.49% | -3.46% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.84% | -0.29% | +0.39% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.78% | -0.15% | -0.86% | |
| 9 | V | Visa Inc-class A Shares | Stock-Financials | 2.77% | -0.18% | -1.46% | |
| 10 | NFLX | Netflix Inc | Stock-Comm Services | 2.60% | -0.78% | +5.69% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.58% | +0.20% | -0.93% | |
| 12 | MA | Mastercard Inc - A | Stock-Financials | 2.40% | -0.33% | -1.65% | |
| 13 | HD | Home Depot Inc | Stock-Consumer Disc | 2.31% | -0.25% | +0.27% | |
| 14 | PANW | Palo Alto Networks Inc | Stock-Tech | 2.27% | +1.25% | +2.71% | |
| 15 | NOW | Servicenow Inc | Stock-Tech | 2.25% | -0.57% | +0.74% | |
| 16 | ANETEUR | Arista Networks Inc | Stock-Other | 2.23% | — | +0.06% | |
| 17 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 2.18% | -1.29% | +0.84% | |
| 18 | CASY | Casey's General Stores Inc | Stock-Consumer Disc | 2.13% | -0.43% | +2.04% | |
| 19 | MCK | Mckesson CORP | Stock-Healthcare | 2.06% | -0.44% | -2.31% | |
| 20 | GE | General Electric | Stock-Industrials | 2.05% | +0.12% | +5.67% | |
| 21 | SYK | Stryker CORP | Stock-Healthcare | 2.00% | -0.45% | +2.14% | |
| 22 | CVX | Chevron CORP | Stock-Energy | 1.97% | -0.79% | +0.01% | |
| 23 | HON | Honeywell International Inc | Stock-Industrials | 1.96% | -1.31% | +0.02% | |
| 24 | CRM | Salesforce Inc | Stock-Tech | 1.90% | -0.56% | +0.42% | |
| 25 | CHD | Church & Dwight Co Inc | Stock-Consumer Staples | 1.89% | — | -0.85% | |
| 26 | USB | US Bancorp | Stock-Financials | 1.73% | -0.21% | +0.16% | |
| 27 | ✓ | Stock-Other | 1.71% | — | +12.75% | ||
| 28 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.66% | -0.38% | +2.54% | |
| 29 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.65% | -0.07% | -3.51% | |
| 30 | SPGI | S&p Global Inc | Stock-Financials | 1.59% | — | +13.67% | |
| 31 | CMI | Cummins Inc | Stock-Industrials | 1.57% | +0.07% | +1.92% | |
| 32 | ADBE | Adobe Inc | Stock-Tech | 1.53% | — | -1.32% | |
| 33 | AMD | Advanced Micro Devices | Stock-Tech | 1.52% | +1.60% | -0.42% | |
| 34 | CDNS | Cadence Design Sys Inc | Stock-Tech | 1.26% | — | -0.04% | |
| 35 | URI | United Rentals Inc | Stock-Industrials | 1.18% | +0.34% | +3.67% | |
| 36 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 1.11% | — | +0.63% | |
| 37 | NEE | Nextera Energy Inc | Stock-Utilities | 1.05% | -0.22% | +18.01% | |
| 38 | SNOW | Snowflake Inc | Stock-Tech | 0.96% | +0.37% | +0.65% | |
| 39 | FTNT | Fortinet Inc | Stock-Tech | 0.95% | +0.04% | -0.75% | |
| 40 | PSA | Public Storage | Stock-Real Estate | 0.93% | -0.03% | +2.03% | |
| 41 | MRVL | Marvell Technology Inc | Stock-Tech | 0.89% | — | +25.00% | |
| 42 | CAT | Caterpillar Inc | Stock-Industrials | 0.89% | +0.32% | -1.73% | |
| 43 | COO | The Cooper Companies, Inc. | Stock-Healthcare | 0.87% | — | -43.98% | |
| 44 | GEV | GE Vernova Inc | Stock-Industrials | 0.75% | +0.19% | +148.50% | |
| 45 | WM | Waste Management Inc | Stock-Industrials | 0.75% | -0.16% | — | |
| 46 | GEHC | GE Healthcare Technology | Stock-Healthcare | 0.75% | — | +6.60% | |
| 47 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 0.69% | -0.17% | -0.43% | |
| 48 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.59% | +0.28% | +4.29% | |
| 49 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.54% | -0.20% | EXIT | |
| 50 | UNP | Union Pacific CORP | Stock-Industrials | 0.48% | — | -44.27% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | — | NEW | New buy |
| 2 | MSFT | Microsoft CORP | — | NEW | New buy |
| 3 | AAPL | Apple Inc | — | NEW | New buy |
| 4 | CRWD | Crowdstrike Holdings Inc - A | — | NEW | New buy |
| 5 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 6 | TMUS | T-mobile US Inc | — | NEW | New buy |
| 7 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 8 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 9 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 10 | NFLX | Netflix Inc | — | NEW | New buy |
| 11 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 12 | MA | Mastercard Inc - A | — | NEW | New buy |
| 13 | HD | Home Depot Inc | — | NEW | New buy |
| 14 | PANW | Palo Alto Networks Inc | — | NEW | New buy |
| 15 | NOW | Servicenow Inc | — | NEW | New buy |
| 16 | ANETEUR | Arista Networks Inc | — | NEW | New buy |
| 17 | ISRG | Intuitive Surgical Inc | — | NEW | New buy |
| 18 | CASY | Casey's General Stores Inc | — | NEW | New buy |
| 19 | MCK | Mckesson CORP | — | NEW | New buy |
| 20 | GE | General Electric | — | NEW | New buy |
| 21 | SYK | Stryker CORP | — | NEW | New buy |
| 22 | CVX | Chevron CORP | — | NEW | New buy |
| 23 | HON | Honeywell International Inc | — | NEW | New buy |
| 24 | CRM | Salesforce Inc | — | NEW | New buy |
| 25 | CHD | Church & Dwight Co Inc | — | NEW | New buy |
| 26 | USB | US Bancorp | — | NEW | New buy |
| 27 | ✓ | — | NEW | New buy | |
| 28 | TJX | Tjx Companies Inc | — | NEW | New buy |
| 29 | TMO | Thermo Fisher Scientific Inc | — | NEW | New buy |
| 30 | SPGI | S&p Global Inc | — | NEW | New buy |
| 31 | CMI | Cummins Inc | — | NEW | New buy |
| 32 | ADBE | Adobe Inc | — | NEW | New buy |
| 33 | AMD | Advanced Micro Devices | — | NEW | New buy |
| 34 | CDNS | Cadence Design Sys Inc | — | NEW | New buy |
| 35 | URI | United Rentals Inc | — | NEW | New buy |
| 36 | CMG | Chipotle Mexican Grill Inc | — | NEW | New buy |
| 37 | NEE | Nextera Energy Inc | — | NEW | New buy |
| 38 | SNOW | Snowflake Inc | — | NEW | New buy |
| 39 | FTNT | Fortinet Inc | — | NEW | New buy |
| 40 | PSA | Public Storage | — | NEW | New buy |
| 41 | MRVL | Marvell Technology Inc | — | NEW | New buy |
| 42 | CAT | Caterpillar Inc | — | NEW | New buy |
| 43 | COO | The Cooper Companies, Inc. | — | NEW | New buy |
| 44 | GEV | GE Vernova Inc | — | NEW | New buy |
| 45 | WM | Waste Management Inc | — | NEW | New buy |
| 46 | GEHC | GE Healthcare Technology | — | NEW | New buy |
| 47 | ORLY | O'reilly Automotive Inc | — | NEW | New buy |
| 48 | TSM | Taiwan Semiconductor-sp Adr | — | NEW | New buy |
| 49 | MCD | Mcdonald's CORP | — | NEW | New buy |
| 50 | UNP | Union Pacific CORP | — | NEW | New buy |
According to official SEC Form 13F filings, Wd Rutherford LLC reported a total U.S. public equity portfolio value of $276.3M across 73 disclosed positions in Q1 2025.
During Q1 2025, Wd Rutherford LLC's top holdings by market value included NVDA (7.1%)、MSFT (3.5%)、AAPL (3.4%). The largest single position, NVDA, represented 7.1% 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.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, MSFT, AAPL) accounted for 13.7% of total reported equity market value during Q1 2025.
Top New Position Initiated
NVDA
市值: $13.4M
In Q1 2025, Wd Rutherford LLC made 50 total portfolio adjustments, initiating 50 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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