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CIK: 0001841015
Total reported value
$276.3M
$276.3M
73 檔
19.4%
At the close of Q4 2025, Wd Rutherford LLC disclosed equity holdings valued at approximately $276.3M, spread across 73 reported holdings.
Wd Rutherford LLC executed strategic sector rebalancing during Q4 2025, establishing 8 new positions while fully exiting 6 holdings and trimming 20 positions.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, GOOGL, AAPL) accounted for 19.4% of total reported equity market value during Q4 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 8.73% | -0.78% | +0.76% | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.96% | +0.20% | -0.14% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.34% | -0.31% | -0.16% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.34% | -0.51% | +4.30% | |
| 5 | ANET | Arista Networks Inc | Stock-Tech | 3.00% | +0.23% | -1.46% | |
| 6 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.92% | -0.29% | -0.92% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.87% | -0.15% | +4.26% | |
| 8 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 2.81% | +1.19% | -1.14% | |
| 9 | GE | General Electric | Stock-Industrials | 2.63% | +0.12% | -1.99% | |
| 10 | AMD | Advanced Micro Devices | Stock-Tech | 2.48% | +1.60% | -0.35% | |
| 11 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.37% | -0.45% | — | |
| 12 | V | Visa Inc-class A Shares | Stock-Financials | 2.25% | -0.18% | +1.98% | |
| 13 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.13% | -0.61% | +1.81% | |
| 14 | CMI | Cummins Inc | Stock-Industrials | 2.09% | +0.07% | -1.23% | |
| 15 | MA | Mastercard Inc - A | Stock-Financials | 2.08% | -0.33% | +3.50% | |
| 16 | PANW | Palo Alto Networks Inc | Stock-Tech | 2.04% | +1.25% | +0.45% | |
| 17 | HOOD | Robinhood Markets Inc - A | Stock-Financials | 1.92% | +0.22% | +25.42% | |
| 18 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 1.91% | -1.29% | -1.48% | |
| 19 | MCK | Mckesson CORP | Stock-Healthcare | 1.89% | -0.44% | -2.15% | |
| 20 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.87% | -0.38% | +7.04% | |
| 21 | CASY | Casey's General Stores Inc | Stock-Consumer Disc | 1.86% | -0.43% | -1.77% | |
| 22 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.86% | -0.05% | +17.21% | |
| 23 | HD | Home Depot Inc | Stock-Consumer Disc | 1.81% | -0.25% | +3.67% | |
| 24 | HON | Honeywell International Inc | Stock-Industrials | 1.80% | -1.31% | +13.14% | |
| 25 | NFLX | Netflix Inc | Stock-Comm Services | 1.78% | -0.78% | +870.80% | |
| 26 | SNOW | Snowflake Inc | Stock-Tech | 1.71% | +0.37% | +21.79% | |
| 27 | TMUS | T-mobile US Inc | Stock-Comm Services | 1.69% | -0.49% | -2.74% | |
| 28 | CVX | Chevron CORP | Stock-Energy | 1.65% | -0.79% | -3.28% | |
| 29 | APP | Applovin Corp-class A | Stock-Tech | 1.65% | +0.05% | +53.00% | |
| 30 | GEV | GE Vernova Inc | Stock-Industrials | 1.64% | +0.19% | +32.09% | |
| 31 | SYK | Stryker CORP | Stock-Healthcare | 1.57% | -0.45% | +0.47% | |
| 32 | CAT | Caterpillar Inc | Stock-Industrials | 1.42% | +0.32% | -2.91% | |
| 33 | BSX | Boston Scientific CORP | Stock-Healthcare | 1.40% | -0.91% | EXIT | |
| 34 | WMT | Walmart Inc | Stock-Consumer Staples | 1.29% | -0.25% | +49.78% | |
| 35 | NOW | Servicenow Inc | Stock-Tech | 1.26% | -0.57% | +301.18% | |
| 36 | URI | United Rentals Inc | Stock-Industrials | 1.19% | +0.34% | -2.31% | |
| 37 | CDNS | Cadence Design Sys Inc | Stock-Tech | 1.18% | — | -8.58% | |
| 38 | NEE | Nextera Energy Inc | Stock-Utilities | 1.12% | -0.22% | +1.67% | |
| 39 | USB | US Bancorp | Stock-Financials | 1.09% | -0.21% | -30.82% | |
| 40 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 1.02% | +0.07% | +80.68% | |
| 41 | RDDT | Reddit Inc-cl A | Stock-Comm Services | 0.98% | -0.02% | +105.68% | |
| 42 | CRM | Salesforce Inc | Stock-Tech | 0.94% | -0.56% | -36.61% | |
| 43 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.92% | +0.28% | +2.54% | |
| 44 | SPGI | S&p Global Inc | Stock-Financials | 0.91% | — | -33.43% | |
| 45 | LRCX | Lam Research CORP | Stock-Tech | 0.72% | +0.96% | +21.01% | |
| 46 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.67% | -0.54% | +34.50% | |
| 47 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.66% | -0.08% | -2.60% | |
| 48 | PSA | Public Storage | Stock-Real Estate | 0.65% | -0.03% | -0.73% | |
| 49 | MRVL | Marvell Technology Inc | Stock-Tech | 0.62% | — | -40.48% | |
| 50 | FTNT | Fortinet Inc | Stock-Tech | 0.57% | +0.04% | -4.18% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.8% | -0.14% | Trim |
| 2 | AMD | Advanced Micro Devices | +0.6% | -0.35% | Trim |
| 3 | RDDT | Reddit Inc-cl A | +0.5% | +105.68% | Add |
| 4 | APP | Applovin Corp-class A | +0.5% | +53.00% | Add |
| 5 | WMT | Walmart Inc | +0.5% | +49.78% | Add |
| 6 | VRT | Vertiv Holdings Co-a | +0.5% | +80.68% | Add |
| 7 | GEV | GE Vernova Inc | +0.5% | +32.09% | Add |
| 8 | BSX | Boston Scientific CORP | +0.5% | +53.35% | Add |
| 9 | GS | Goldman Sachs Group Inc | +0.4% | +17.21% | Add |
| 10 | ISRG | Intuitive Surgical Inc | +0.4% | -1.48% | Trim |
| 11 | CMI | Cummins Inc | +0.3% | -1.23% | Trim |
| 12 | LRCX | Lam Research CORP | +0.3% | +21.01% | Add |
| 13 | SNOW | Snowflake Inc | +0.2% | +21.79% | Add |
| 14 | AMZN | Amazon.com Inc | +0.2% | +4.26% | Add |
| 15 | SHOP | Shopify Inc - Class A | +0.2% | +34.50% | Add |
| 16 | TJX | Tjx Companies Inc | +0.2% | +7.04% | Add |
| 17 | CAT | Caterpillar Inc | +0.2% | -2.91% | Trim |
| 18 | AAPL | Apple Inc | +0.2% | -0.16% | Trim |
| 19 | GOOG | Alphabet Inc-cl C | +0.1% | -2.60% | Trim |
| 20 | ORLY | O'reilly Automotive Inc | -0.1% | -5.40% | Trim |
| 21 | ORCL | Oracle CORP | -0.2% | -28.14% | Trim |
| 22 | SNPS | Synopsys Inc | -0.2% | -53.01% | Trim |
| 23 | CRWD | Crowdstrike Holdings Inc - A | -0.2% | -1.14% | Trim |
| 24 | PANW | Palo Alto Networks Inc | -0.3% | +0.45% | Add |
| 25 | URI | United Rentals Inc | -0.3% | -2.31% | Trim |
| 26 | HD | Home Depot Inc | -0.3% | +3.67% | Add |
| 27 | CDNS | Cadence Design Sys Inc | -0.3% | -8.58% | Trim |
| 28 | USB | US Bancorp | -0.4% | -30.82% | Trim |
| 29 | SPGI | S&p Global Inc | -0.4% | -33.43% | Trim |
| 30 | TMUS | T-mobile US Inc | -0.4% | -2.74% | Trim |
| 31 | CRM | Salesforce Inc | -0.4% | -36.61% | Trim |
| 32 | MRVL | Marvell Technology Inc | -0.4% | -40.48% | Trim |
| 33 | GEHC | GE Healthcare Technology | -0.4% | -68.46% | Trim |
| 34 | ANET | Arista Networks Inc | -0.5% | -1.46% | Trim |
| 35 | NFLX | Netflix Inc | -0.6% | +870.80% | Add |
| 36 | NOW | Servicenow Inc | -0.7% | +301.18% | Add |
| 37 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 38 | ✓ | — | EXIT | Sold out | |
| 39 | CHD | Church & Dwight Co Inc | — | EXIT | Sold out |
| 40 | ✓ | — | EXIT | Sold out | |
| 41 | CMG | Chipotle Mexican Grill Inc | — | EXIT | Sold out |
| 42 | WM | Waste Management Inc | — | NEW | New buy |
| 43 | ADBE | Adobe Inc | — | EXIT | Sold out |
| 44 | NET | Cloudflare Inc - Class A | — | NEW | New buy |
| 45 | COHR | Coherent CORP | — | NEW | New buy |
| 46 | CLS | Celestica Inc | — | NEW | New buy |
| 47 | MU | Micron Technology Inc | — | NEW | New buy |
| 48 | SPOT | Spotify Technology S.A. | — | NEW | New buy |
| 49 | SOLS | Solstice Adv Materials Inc | — | NEW | New buy |
| 50 | AMT | American Tower CORP | — | 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 Q4 2025.
During Q4 2025, Wd Rutherford LLC's top holdings by market value included NVDA (8.7%)、GOOGL (4.0%)、AAPL (3.3%). The largest single position, NVDA, represented 8.7% of total portfolio value.
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Top New Position Initiated
META
市值: $5.7M
Top Position Liquidated / Trimmed
前期市值: $4.7M
In Q4 2025, Wd Rutherford LLC made 50 total portfolio adjustments, initiating 8 new buys, adding to 16 positions, trimming 20 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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