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CIK: 0001841015
Total reported value
$276.3M
$276.3M
73 檔
18.8%
As reported in its official Q3 2025 Form 13F filing, Wd Rutherford LLC's tracked investment portfolio stood at $276.3M with 73 total positions.
Wd Rutherford LLC executed strategic sector rebalancing during Q3 2025, establishing 6 new positions while fully exiting 7 holdings and trimming 20 positions.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, MSFT, ANET) accounted for 18.8% of total reported equity market value during Q3 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 8.82% | -0.78% | +0.37% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 3.49% | -0.51% | -0.03% | |
| 3 | ANET | Arista Networks Inc | Stock-Tech | 3.45% | +0.23% | — | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.19% | -0.31% | +1.16% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.13% | +0.20% | +0.39% | |
| 6 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 3.02% | +1.19% | +0.66% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.94% | -0.29% | -1.13% | |
| 8 | GE | General Electric | Stock-Industrials | 2.67% | +0.12% | +2.94% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.66% | -0.15% | +0.17% | |
| 10 | NFLX | Netflix Inc | Stock-Comm Services | 2.39% | -0.78% | +0.02% | |
| 11 | PANW | Palo Alto Networks Inc | Stock-Tech | 2.29% | +1.25% | +2.75% | |
| 12 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.28% | -0.61% | +0.99% | |
| 13 | V | Visa Inc-class A Shares | Stock-Financials | 2.19% | -0.18% | +0.47% | |
| 14 | HD | Home Depot Inc | Stock-Consumer Disc | 2.09% | -0.25% | +1.29% | |
| 15 | TMUS | T-mobile US Inc | Stock-Comm Services | 2.09% | -0.49% | +0.26% | |
| 16 | MA | Mastercard Inc - A | Stock-Financials | 2.04% | -0.33% | +0.56% | |
| 17 | ✓ | Stock-Other | 1.98% | — | +4.07% | ||
| 18 | CASY | Casey's General Stores Inc | Stock-Consumer Disc | 1.97% | -0.43% | +1.45% | |
| 19 | HOOD | Robinhood Markets Inc - A | Stock-Financials | 1.97% | +0.22% | +21.54% | |
| 20 | NOW | Servicenow Inc | Stock-Tech | 1.92% | -0.57% | -3.01% | |
| 21 | AMD | Advanced Micro Devices | Stock-Tech | 1.91% | +1.60% | +0.77% | |
| 22 | MCK | Mckesson CORP | Stock-Healthcare | 1.85% | -0.44% | +3.04% | |
| 23 | CMI | Cummins Inc | Stock-Industrials | 1.78% | +0.07% | +0.03% | |
| 24 | CVX | Chevron CORP | Stock-Energy | 1.77% | -0.79% | -0.56% | |
| 25 | HON | Honeywell International Inc | Stock-Industrials | 1.75% | -1.31% | +5.74% | |
| 26 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.67% | -0.38% | +5.61% | |
| 27 | SYK | Stryker CORP | Stock-Healthcare | 1.67% | -0.45% | +0.37% | |
| 28 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 1.56% | -1.29% | +0.87% | |
| 29 | CDNS | Cadence Design Sys Inc | Stock-Tech | 1.48% | — | +6.56% | |
| 30 | SNOW | Snowflake Inc | Stock-Tech | 1.47% | +0.37% | +21.30% | |
| 31 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.46% | -0.05% | +7.63% | |
| 32 | URI | United Rentals Inc | Stock-Industrials | 1.46% | +0.34% | +1.50% | |
| 33 | USB | US Bancorp | Stock-Financials | 1.45% | -0.21% | -7.45% | |
| 34 | CRM | Salesforce Inc | Stock-Tech | 1.36% | -0.56% | -1.97% | |
| 35 | SPGI | S&p Global Inc | Stock-Financials | 1.29% | — | +3.90% | |
| 36 | CAT | Caterpillar Inc | Stock-Industrials | 1.24% | +0.32% | +9.07% | |
| 37 | GEV | GE Vernova Inc | Stock-Industrials | 1.19% | +0.19% | +8.94% | |
| 38 | APP | Applovin Corp-class A | Stock-Tech | 1.17% | +0.05% | +41.45% | |
| 39 | MRVL | Marvell Technology Inc | Stock-Tech | 1.05% | — | -14.04% | |
| 40 | NEE | Nextera Energy Inc | Stock-Utilities | 1.05% | -0.22% | +2.72% | |
| 41 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.95% | -0.91% | EXIT | |
| 42 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.84% | +0.28% | +0.16% | |
| 43 | WMT | Walmart Inc | Stock-Consumer Staples | 0.81% | -0.25% | +82.60% | |
| 44 | CHD | Church & Dwight Co Inc | Stock-Consumer Staples | 0.77% | — | -37.66% | |
| 45 | PSA | Public Storage | Stock-Real Estate | 0.74% | -0.03% | +1.28% | |
| 46 | GEHC | GE Healthcare Technology | Stock-Healthcare | 0.66% | — | -9.07% | |
| 47 | FTNT | Fortinet Inc | Stock-Tech | 0.64% | +0.04% | +0.26% | |
| 48 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 0.64% | -0.17% | -0.18% | |
| 49 | ✓ | Stock-Other | 0.59% | — | +1.22% | ||
| 50 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 0.59% | — | -17.12% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.7% | +0.37% | Trim |
| 2 | HOOD | Robinhood Markets Inc - A | +1.5% | +21.54% | Add |
| 3 | GS | Goldman Sachs Group Inc | +1% | +7.63% | Add |
| 4 | APP | Applovin Corp-class A | +0.8% | +41.45% | Add |
| 5 | GE | General Electric | +0.6% | +2.94% | Add |
| 6 | GOOGL | Alphabet Inc-cl A | +0.6% | +0.39% | Trim |
| 7 | SNOW | Snowflake Inc | +0.5% | +21.30% | Add |
| 8 | WMT | Walmart Inc | +0.5% | +82.60% | Add |
| 9 | BSX | Boston Scientific CORP | +0.5% | +39.03% | Add |
| 10 | GEV | GE Vernova Inc | +0.4% | +8.94% | Add |
| 11 | AMD | Advanced Micro Devices | +0.4% | +0.77% | Trim |
| 12 | RDDT | Reddit Inc-cl A | +0.4% | +101.09% | Add |
| 13 | CAT | Caterpillar Inc | +0.4% | +9.07% | Add |
| 14 | URI | United Rentals Inc | +0.3% | +1.50% | Trim |
| 15 | ✓ | +0.3% | +4.07% | Add | |
| 16 | TSM | Taiwan Semiconductor-sp Adr | +0.3% | +0.16% | Trim |
| 17 | CDNS | Cadence Design Sys Inc | +0.2% | +6.56% | Add |
| 18 | CMI | Cummins Inc | +0.2% | +0.03% | Trim |
| 19 | MRVL | Marvell Technology Inc | +0.2% | -14.04% | Trim |
| 20 | SHOP | Shopify Inc - Class A | +0.2% | +8.28% | Add |
| 21 | JPM | Jpmorgan Chase & Co | +0.1% | -1.13% | Trim |
| 22 | MSFT | Microsoft CORP | 0% | -0.03% | Trim |
| 23 | PANW | Palo Alto Networks Inc | 0% | +2.75% | Add |
| 24 | TJX | Tjx Companies Inc | 0% | +5.61% | Add |
| 25 | NEE | Nextera Energy Inc | — | +2.72% | Add |
| 26 | CRWD | Crowdstrike Holdings Inc - A | -0.1% | +0.66% | Trim |
| 27 | AMZN | Amazon.com Inc | -0.1% | +0.17% | Trim |
| 28 | CASY | Casey's General Stores Inc | -0.2% | +1.45% | Trim |
| 29 | AAPL | Apple Inc | -0.2% | +1.16% | Trim |
| 30 | NFLX | Netflix Inc | -0.2% | +0.02% | Trim |
| 31 | MCK | Mckesson CORP | -0.2% | +3.04% | Add |
| 32 | HD | Home Depot Inc | -0.2% | +1.29% | Trim |
| 33 | CMG | Chipotle Mexican Grill Inc | -0.5% | -17.12% | Trim |
| 34 | TMUS | T-mobile US Inc | -0.9% | +0.26% | Trim |
| 35 | ADBE | Adobe Inc | -1% | -57.38% | Trim |
| 36 | CHD | Church & Dwight Co Inc | -1.1% | -37.66% | Trim |
| 37 | TMO | Thermo Fisher Scientific Inc | -1.4% | -6.06% | Trim |
| 38 | ANET | Arista Networks Inc | — | NEW | New buy |
| 39 | ANETEUR | Arista Networks Inc | — | EXIT | Sold out |
| 40 | COO | The Cooper Companies, Inc. | — | EXIT | Sold out |
| 41 | WM | Waste Management Inc | — | EXIT | Sold out |
| 42 | ✓ | — | NEW | New buy | |
| 43 | VRT | Vertiv Holdings Co-a | — | NEW | New buy |
| 44 | LRCX | Lam Research CORP | — | NEW | New buy |
| 45 | UNP | Union Pacific CORP | — | EXIT | Sold out |
| 46 | AVGO | Broadcom Inc. | — | EXIT | Sold out |
| 47 | AXON | Axon Enterprise Inc | — | NEW | New buy |
| 48 | COO | Cooper Cos Inc/the | — | NEW | New buy |
| 49 | LRCXEUR | Lam Research CORP | — | EXIT | Sold out |
| 50 | CMCSA | Comcast Corp-class A | — | EXIT | Sold out |
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 Q3 2025.
During Q3 2025, Wd Rutherford LLC's top holdings by market value included NVDA (8.8%)、MSFT (3.5%)、ANET (3.5%). The largest single position, NVDA, represented 8.8% of total portfolio value.
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Top New Position Initiated
ANET
市值: $8.1M
Top Position Liquidated / Trimmed
ANETEUR
前期市值: $4.2M
In Q3 2025, Wd Rutherford LLC made 50 total portfolio adjustments, initiating 6 new buys, adding to 17 positions, trimming 20 holdings, and fully liquidating 7 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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