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CIK: 0001841015
Total reported value
$276.3M
$276.3M
96 檔
16.4%
The Q2 2025 SEC filing reveals that Wd Rutherford LLC held a total portfolio value of $276.3M, covering 96 public equity positions.
In Q2 2025, Wd Rutherford LLC adopted a defensive or profit-taking posture, trimming 33 positions and completely liquidating 1 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, MSFT, CRWD) accounted for 16.4% of total reported equity market value during Q2 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 8.05% | -0.78% | -7.01% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 3.63% | -0.51% | -6.20% | |
| 3 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 3.37% | +1.19% | -3.13% | |
| 4 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.95% | -0.29% | -3.28% | |
| 5 | NFLX | Netflix Inc | Stock-Comm Services | 2.89% | -0.78% | -6.09% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.87% | -0.15% | -2.16% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 2.75% | -0.31% | -6.73% | |
| 8 | ANETEUR | Arista Networks Inc | Stock-Other | 2.63% | — | -2.70% | |
| 9 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.61% | -0.61% | -2.84% | |
| 10 | V | Visa Inc-class A Shares | Stock-Financials | 2.45% | -0.18% | -3.21% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.44% | +0.20% | -2.76% | |
| 12 | PANW | Palo Alto Networks Inc | Stock-Tech | 2.42% | +1.25% | +4.62% | |
| 13 | GE | General Electric | Stock-Industrials | 2.40% | +0.12% | -2.32% | |
| 14 | NOW | Servicenow Inc | Stock-Tech | 2.39% | -0.57% | -2.36% | |
| 15 | TMUS | T-mobile US Inc | Stock-Comm Services | 2.24% | -0.49% | -2.54% | |
| 16 | MA | Mastercard Inc - A | Stock-Financials | 2.17% | -0.33% | -3.62% | |
| 17 | ✓ | Stock-Other | 2.07% | — | -1.14% | ||
| 18 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 2.03% | -1.29% | -3.10% | |
| 19 | HD | Home Depot Inc | Stock-Consumer Disc | 2.02% | -0.25% | -2.30% | |
| 20 | HON | Honeywell International Inc | Stock-Industrials | 1.98% | -1.31% | -0.19% | |
| 21 | SYK | Stryker CORP | Stock-Healthcare | 1.92% | -0.45% | -2.63% | |
| 22 | CASY | Casey's General Stores Inc | Stock-Consumer Disc | 1.90% | -0.43% | -5.92% | |
| 23 | MCK | Mckesson CORP | Stock-Healthcare | 1.84% | -0.44% | -2.06% | |
| 24 | AMD | Advanced Micro Devices | Stock-Tech | 1.80% | +1.60% | -7.93% | |
| 25 | CVX | Chevron CORP | Stock-Energy | 1.77% | -0.79% | -2.02% | |
| 26 | CRM | Salesforce Inc | Stock-Tech | 1.72% | -0.56% | -2.17% | |
| 27 | USB | US Bancorp | Stock-Financials | 1.58% | -0.21% | -9.67% | |
| 28 | CMI | Cummins Inc | Stock-Industrials | 1.49% | +0.07% | -3.46% | |
| 29 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.47% | -0.38% | +6.37% | |
| 30 | CHD | Church & Dwight Co Inc | Stock-Consumer Staples | 1.46% | — | -2.22% | |
| 31 | SPGI | S&p Global Inc | Stock-Financials | 1.46% | — | -5.12% | |
| 32 | ADBE | Adobe Inc | Stock-Tech | 1.43% | — | -1.94% | |
| 33 | CDNS | Cadence Design Sys Inc | Stock-Tech | 1.31% | — | +3.17% | |
| 34 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.31% | -0.05% | +156.79% | |
| 35 | SNOW | Snowflake Inc | Stock-Tech | 1.30% | +0.37% | +2.86% | |
| 36 | URI | United Rentals Inc | Stock-Industrials | 1.22% | +0.34% | -4.56% | |
| 37 | MRVL | Marvell Technology Inc | Stock-Tech | 1.22% | — | +9.00% | |
| 38 | HOOD | Robinhood Markets Inc - A | Stock-Financials | 1.14% | +0.22% | +43.04% | |
| 39 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 1.10% | — | — | |
| 40 | NEE | Nextera Energy Inc | Stock-Utilities | 1.02% | -0.22% | +9.44% | |
| 41 | GEV | GE Vernova Inc | Stock-Industrials | 1.02% | +0.19% | -3.16% | |
| 42 | CAT | Caterpillar Inc | Stock-Industrials | 1.00% | +0.32% | -1.63% | |
| 43 | FTNT | Fortinet Inc | Stock-Tech | 0.87% | +0.04% | -0.51% | |
| 44 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.81% | -0.91% | EXIT | |
| 45 | PSA | Public Storage | Stock-Real Estate | 0.80% | -0.03% | -2.32% | |
| 46 | GEHC | GE Healthcare Technology | Stock-Healthcare | 0.77% | — | +1.75% | |
| 47 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.73% | +0.28% | -0.35% | |
| 48 | ✓ | Stock-Other | 0.66% | — | — | ||
| 49 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 0.58% | -0.17% | +1400.00% | |
| 50 | COO | The Cooper Companies, Inc. | Stock-Healthcare | 0.52% | — | -24.42% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.9% | -7.01% | Trim |
| 2 | GS | Goldman Sachs Group Inc | +0.9% | +156.79% | Add |
| 3 | HOOD | Robinhood Markets Inc - A | +0.7% | +43.04% | Add |
| 4 | ANETEUR | Arista Networks Inc | +0.4% | -2.70% | Trim |
| 5 | META | Meta Platforms Inc-class A | +0.4% | — | Trim |
| 6 | GE | General Electric | +0.4% | -2.32% | Trim |
| 7 | BSX | Boston Scientific CORP | +0.4% | +77.77% | Add |
| 8 | SNOW | Snowflake Inc | +0.3% | +2.86% | Add |
| 9 | MRVL | Marvell Technology Inc | +0.3% | +9.00% | Add |
| 10 | NFLX | Netflix Inc | +0.3% | -6.09% | Trim |
| 11 | AMD | Advanced Micro Devices | +0.3% | -7.93% | Trim |
| 12 | GEV | GE Vernova Inc | +0.3% | -3.16% | Trim |
| 13 | CRWD | Crowdstrike Holdings Inc - A | +0.3% | -3.13% | Trim |
| 14 | MSFT | Microsoft CORP | +0.2% | -6.20% | Trim |
| 15 | PANW | Palo Alto Networks Inc | +0.2% | +4.62% | Add |
| 16 | WMT | Walmart Inc | +0.2% | +63.63% | Add |
| 17 | NOW | Servicenow Inc | +0.1% | -2.36% | Trim |
| 18 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | -0.35% | Trim |
| 19 | JPM | Jpmorgan Chase & Co | +0.1% | -3.28% | Trim |
| 20 | CAT | Caterpillar Inc | +0.1% | -1.63% | Trim |
| 21 | AVGO | Broadcom Inc. | +0.1% | -2.16% | Trim |
| 22 | APP | Applovin Corp-class A | +0.1% | +4.92% | Add |
| 23 | AMZN | Amazon.com Inc | +0.1% | -2.16% | Trim |
| 24 | RTX | Rtx CORP | +0.1% | NEW | New buy |
| 25 | MS | Morgan Stanley | +0.1% | NEW | New buy |
| 26 | ORCL | Oracle CORP | +0.1% | -1.51% | Trim |
| 27 | AMAT | Applied Materials Inc | +0.1% | +11.91% | Add |
| 28 | LRCXEUR | Lam Research CORP | +0.1% | — | Unchanged |
| 29 | CDNS | Cadence Design Sys Inc | +0.1% | +3.17% | Add |
| 30 | URI | United Rentals Inc | 0% | -4.56% | Trim |
| 31 | SHOP | Shopify Inc - Class A | 0% | -4.33% | Trim |
| 32 | HON | Honeywell International Inc | 0% | -0.19% | Trim |
| 33 | GEHC | GE Healthcare Technology | 0% | +1.75% | Add |
| 34 | CMG | Chipotle Mexican Grill Inc | 0% | — | Unchanged |
| 35 | NEE | Nextera Energy Inc | 0% | +9.44% | Add |
| 36 | SYK | Stryker CORP | -0.1% | -2.63% | Trim |
| 37 | CMI | Cummins Inc | -0.1% | -3.46% | Trim |
| 38 | ADBE | Adobe Inc | -0.1% | -1.94% | Trim |
| 39 | GOOGL | Alphabet Inc-cl A | -0.1% | -2.76% | Trim |
| 40 | ISRG | Intuitive Surgical Inc | -0.2% | -3.10% | Trim |
| 41 | USB | US Bancorp | -0.2% | -9.67% | Trim |
| 42 | CMCSA | Comcast Corp-class A | -0.2% | -61.26% | Trim |
| 43 | MA | Mastercard Inc - A | -0.2% | -3.62% | Trim |
| 44 | STZ | Constellation Brands Inc-a | -0.2% | -98.35% | Trim |
| 45 | COO | The Cooper Companies, Inc. | -0.4% | -24.42% | Trim |
| 46 | CHD | Church & Dwight Co Inc | -0.4% | -2.22% | Trim |
| 47 | UNP | Union Pacific CORP | -0.5% | EXIT | Sold out |
| 48 | AAPL | Apple Inc | -0.6% | -6.73% | Trim |
| 49 | TMUS | T-mobile US Inc | -0.7% | -2.54% | Trim |
| 50 | TMO | Thermo Fisher Scientific Inc | -1.4% | -80.69% | Trim |
According to official SEC Form 13F filings, Wd Rutherford LLC reported a total U.S. public equity portfolio value of $276.3M across 96 disclosed positions in Q2 2025.
During Q2 2025, Wd Rutherford LLC's top holdings by market value included NVDA (8.1%)、MSFT (3.6%)、CRWD (3.4%). The largest single position, NVDA, represented 8.1% of total portfolio value.
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Top New Position Initiated
RTX
市值: $200.0K
Top Position Liquidated / Trimmed
UNP
前期市值: $899.5K
In Q2 2025, Wd Rutherford LLC made 48 total portfolio adjustments, initiating 2 new buys, adding to 12 positions, trimming 33 holdings, and fully liquidating 1 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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