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CIK: 0001841015
Total reported value
$276.3M
$276.3M
73 檔
17.1%
As reported in its official Q1 2026 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 Q1 2026, establishing 10 new positions while fully exiting 12 holdings and trimming 33 positions.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, GOOGL, AAPL) accounted for 17.1% of total reported equity market value during Q1 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 8.56% | -0.78% | -1.39% | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.82% | +0.20% | -1.22% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.26% | -0.31% | -1.84% | |
| 4 | ANET | Arista Networks Inc | Stock-Tech | 2.73% | +0.23% | -8.61% | |
| 5 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.67% | -0.29% | -5.93% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.64% | -0.15% | -3.90% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.57% | -0.51% | -5.64% | |
| 8 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 2.53% | +1.19% | +1.87% | |
| 9 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.53% | -0.61% | -3.34% | |
| 10 | AMD | Advanced Micro Devices | Stock-Tech | 2.47% | +1.60% | -1.24% | |
| 11 | GE | General Electric | Stock-Industrials | 2.39% | +0.12% | -7.51% | |
| 12 | CASY | Casey's General Stores Inc | Stock-Consumer Disc | 2.36% | -0.43% | -9.52% | |
| 13 | HON | Honeywell International Inc | Stock-Industrials | 2.26% | -1.31% | +1.88% | |
| 14 | GEV | GE Vernova Inc | Stock-Industrials | 2.22% | +0.19% | -4.71% | |
| 15 | CVX | Chevron CORP | Stock-Energy | 2.22% | -0.79% | -7.04% | |
| 16 | ✓ | Stock-Other | 2.19% | — | — | ||
| 17 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.19% | -0.45% | +0.27% | |
| 18 | CMI | Cummins Inc | Stock-Industrials | 2.17% | +0.07% | -7.47% | |
| 19 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 2.12% | -0.38% | +2.47% | |
| 20 | NFLX | Netflix Inc | Stock-Comm Services | 2.04% | -0.78% | +4.80% | |
| 21 | GS | Goldman Sachs Group Inc | Stock-Financials | 2.03% | -0.05% | +6.68% | |
| 22 | V | Visa Inc-class A Shares | Stock-Financials | 2.01% | -0.18% | -2.72% | |
| 23 | MA | Mastercard Inc - A | Stock-Financials | 1.92% | -0.33% | -1.11% | |
| 24 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.88% | +1.25% | -0.53% | |
| 25 | HD | Home Depot Inc | Stock-Consumer Disc | 1.84% | -0.25% | +0.02% | |
| 26 | MCK | Mckesson CORP | Stock-Healthcare | 1.84% | -0.44% | -13.28% | |
| 27 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 1.69% | +0.07% | +0.92% | |
| 28 | WMT | Walmart Inc | Stock-Consumer Staples | 1.69% | -0.25% | +9.90% | |
| 29 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.68% | +0.28% | +54.50% | |
| 30 | CAT | Caterpillar Inc | Stock-Industrials | 1.65% | +0.32% | -11.48% | |
| 31 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 1.62% | -1.29% | -1.91% | |
| 32 | SYK | Stryker CORP | Stock-Healthcare | 1.58% | -0.45% | +1.22% | |
| 33 | SNOW | Snowflake Inc | Stock-Tech | 1.45% | +0.37% | +16.51% | |
| 34 | HOOD | Robinhood Markets Inc - A | Stock-Financials | 1.42% | +0.22% | +13.66% | |
| 35 | NEE | Nextera Energy Inc | Stock-Utilities | 1.38% | -0.22% | +0.24% | |
| 36 | APP | Applovin Corp-class A | Stock-Tech | 1.24% | +0.05% | +19.79% | |
| 37 | URI | United Rentals Inc | Stock-Industrials | 1.21% | +0.34% | +6.53% | |
| 38 | LRCX | Lam Research CORP | Stock-Tech | 1.17% | +0.96% | +22.04% | |
| 39 | AXP | American Express Co | Stock-Financials | 1.02% | +0.03% | — | |
| 40 | SHOP | Shopify Inc - Class A | Stock-Tech | 1.00% | -0.54% | +90.82% | |
| 41 | USB | US Bancorp | Stock-Financials | 0.99% | -0.21% | -12.45% | |
| 42 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.91% | -0.91% | EXIT | |
| 43 | NOW | Servicenow Inc | Stock-Tech | 0.89% | -0.57% | -2.26% | |
| 44 | NET | Cloudflare Inc - Class A | Stock-Tech | 0.86% | +0.40% | +101.07% | |
| 45 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.86% | -0.49% | -53.68% | |
| 46 | OTIS | Otis Worldwide CORP | Stock-Industrials | 0.75% | -0.59% | — | |
| 47 | RDDT | Reddit Inc-cl A | Stock-Comm Services | 0.73% | -0.02% | +19.05% | |
| 48 | AMAT | Applied Materials Inc | Stock-Tech | 0.69% | +0.07% | -5.23% | |
| 49 | CRM | Salesforce Inc | Stock-Tech | 0.69% | -0.56% | -2.82% | |
| 50 | COHR | Coherent CORP | Stock-Tech | 0.67% | +0.49% | +38.98% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TSM | Taiwan Semiconductor-sp Adr | +0.8% | +54.50% | Add |
| 2 | VRT | Vertiv Holdings Co-a | +0.7% | +0.92% | Add |
| 3 | GEV | GE Vernova Inc | +0.6% | -4.71% | Trim |
| 4 | CVX | Chevron CORP | +0.6% | -7.04% | Trim |
| 5 | CASY | Casey's General Stores Inc | +0.5% | -9.52% | Trim |
| 6 | NET | Cloudflare Inc - Class A | +0.5% | +101.07% | Add |
| 7 | HON | Honeywell International Inc | +0.5% | +1.88% | Add |
| 8 | LRCX | Lam Research CORP | +0.5% | +22.04% | Add |
| 9 | WMT | Walmart Inc | +0.4% | +9.90% | Add |
| 10 | COST | Costco Wholesale CORP | +0.4% | -3.34% | Trim |
| 11 | SHOP | Shopify Inc - Class A | +0.3% | +90.82% | Add |
| 12 | MU | Micron Technology Inc | +0.3% | +85.33% | Add |
| 13 | COHR | Coherent CORP | +0.3% | +38.98% | Add |
| 14 | NEE | Nextera Energy Inc | +0.3% | +0.24% | Add |
| 15 | NFLX | Netflix Inc | +0.3% | +4.80% | Add |
| 16 | TJX | Tjx Companies Inc | +0.3% | +2.47% | Add |
| 17 | CAT | Caterpillar Inc | +0.2% | -11.48% | Trim |
| 18 | AMAT | Applied Materials Inc | +0.2% | -5.23% | Trim |
| 19 | SPOT | Spotify Technology S.A. | +0.2% | +114.49% | Add |
| 20 | GS | Goldman Sachs Group Inc | +0.2% | +6.68% | Add |
| 21 | SOLS | Solstice Adv Materials Inc | +0.1% | +7.93% | Add |
| 22 | CLS | Celestica Inc | +0.1% | +39.79% | Add |
| 23 | CMI | Cummins Inc | +0.1% | -7.47% | Trim |
| 24 | FIX | Comfort Systems USA Inc | +0.1% | — | Unchanged |
| 25 | HD | Home Depot Inc | 0% | +0.02% | Add |
| 26 | URI | United Rentals Inc | 0% | +6.53% | Add |
| 27 | RTX | Rtx CORP | 0% | +1.45% | Add |
| 28 | SYK | Stryker CORP | 0% | +1.22% | Add |
| 29 | AZO | Autozone Inc | — | -6.52% | Trim |
| 30 | MS | Morgan Stanley | — | +2.57% | Add |
| 31 | AMD | Advanced Micro Devices | 0% | -1.24% | Trim |
| 32 | GOOG | Alphabet Inc-cl C | 0% | -0.16% | Trim |
| 33 | IDXX | Idexx Laboratories Inc | 0% | — | Unchanged |
| 34 | ORLY | O'reilly Automotive Inc | 0% | -14.99% | Trim |
| 35 | MCK | Mckesson CORP | -0.1% | -13.28% | Trim |
| 36 | TMO | Thermo Fisher Scientific Inc | -0.1% | -8.86% | Trim |
| 37 | AAPL | Apple Inc | -0.1% | -1.84% | Trim |
| 38 | USB | US Bancorp | -0.1% | -12.45% | Trim |
| 39 | GOOGL | Alphabet Inc-cl A | -0.1% | -1.22% | Trim |
| 40 | MA | Mastercard Inc - A | -0.2% | -1.11% | Trim |
| 41 | PANW | Palo Alto Networks Inc | -0.2% | -0.53% | Trim |
| 42 | NVDA | Nvidia CORP | -0.2% | -1.39% | Trim |
| 43 | MCD | Mcdonald's CORP | -0.2% | -54.11% | Trim |
| 44 | AMZN | Amazon.com Inc | -0.2% | -3.90% | Trim |
| 45 | GE | General Electric | -0.2% | -7.51% | Trim |
| 46 | V | Visa Inc-class A Shares | -0.2% | -2.72% | Trim |
| 47 | JPM | Jpmorgan Chase & Co | -0.3% | -5.93% | Trim |
| 48 | CRM | Salesforce Inc | -0.3% | -2.82% | Trim |
| 49 | RDDT | Reddit Inc-cl A | -0.3% | +19.05% | Add |
| 50 | SNOW | Snowflake Inc | -0.3% | +16.51% | Add |
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 2026.
During Q1 2026, Wd Rutherford LLC's top holdings by market value included NVDA (8.6%)、GOOGL (3.8%)、AAPL (3.3%). The largest single position, NVDA, represented 8.6% 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.
Top New Position Initiated
市值: $4.9M
Top Position Liquidated / Trimmed
META
前期市值: $5.7M
In Q1 2026, Wd Rutherford LLC made 81 total portfolio adjustments, initiating 10 new buys, adding to 26 positions, trimming 33 holdings, and fully liquidating 12 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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