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CIK: 0001841015
Total reported value
$263.4M
$263.4M
75 檔
23.8%
In Q2 2026, Wd Rutherford LLC's U.S. equity holdings reached a combined market value of $263.4M, distributed across 75 disclosed stock positions.
In Q2 2026, Wd Rutherford LLC adopted a defensive or profit-taking posture, trimming 45 positions and completely liquidating 3 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, AMD, GOOGL) accounted for 23.8% of total reported equity market value during Q2 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 7.78% | +0.95% | -2.73% | |
| 2 | AMD | Advanced Micro Devices | Stock-Tech | 4.07% | -0.22% | -29.19% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.02% | — | +4.16% | |
| 4 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 3.72% | +0.75% | -7.77% | |
| 5 | PANW | Palo Alto Networks Inc | Stock-Tech | 3.13% | +0.16% | -4.01% | |
| 6 | ANET | Arista Networks Inc | Stock-Tech | 2.96% | +0.38% | -4.02% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 2.95% | +0.34% | -2.47% | |
| 8 | GE | General Electric | Stock-Industrials | 2.51% | -0.43% | -1.95% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.49% | +0.18% | +0.85% | |
| 10 | MU | Micron Technology Inc | Stock-Tech | 2.48% | -0.06% | +60.23% | |
| 11 | GEV | GE Vernova Inc | Stock-Industrials | 2.41% | -0.44% | -1.07% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.38% | +0.03% | -1.68% | |
| 13 | CMI | Cummins Inc | Stock-Industrials | 2.24% | -0.70% | -4.09% | |
| 14 | LRCX | Lam Research CORP | Stock-Tech | 2.13% | -0.32% | +10.66% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 2.06% | +0.73% | -2.42% | |
| 16 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.98% | -0.11% | -0.04% | |
| 17 | CAT | Caterpillar Inc | Stock-Industrials | 1.97% | -0.59% | -2.84% | |
| 18 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.96% | -0.13% | +1.10% | |
| 19 | CASY | Casey's General Stores Inc | Stock-Consumer Disc | 1.93% | -0.46% | -8.12% | |
| 20 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.92% | -0.06% | -0.84% | |
| 21 | V | Visa Inc-class A Shares | Stock-Financials | 1.83% | +0.10% | -1.55% | |
| 22 | SNOW | Snowflake Inc | Stock-Tech | 1.82% | +0.43% | -9.11% | |
| 23 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 1.76% | -0.39% | -4.63% | |
| 24 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.74% | -0.18% | +5.98% | |
| 25 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.74% | +0.63% | -1.06% | |
| 26 | HOOD | Robinhood Markets Inc - A | Stock-Financials | 1.64% | +0.18% | -1.89% | |
| 27 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.63% | +0.31% | — | |
| 28 | MA | Mastercard Inc - A | Stock-Financials | 1.59% | +0.12% | -0.82% | |
| 29 | HD | Home Depot Inc | Stock-Consumer Disc | 1.59% | -0.30% | -1.21% | |
| 30 | URI | United Rentals Inc | Stock-Industrials | 1.55% | -0.22% | +1.45% | |
| 31 | WMT | Walmart Inc | Stock-Consumer Staples | 1.44% | — | +14.77% | |
| 32 | CVX | Chevron CORP | Stock-Energy | 1.43% | +0.30% | -1.24% | |
| 33 | MCK | Mckesson CORP | Stock-Healthcare | 1.40% | +0.25% | +7.20% | |
| 34 | APP | Applovin Corp-class A | Stock-Tech | 1.29% | -0.63% | -1.71% | |
| 35 | NFLX | Netflix Inc | Stock-Comm Services | 1.26% | -0.01% | +2.33% | |
| 36 | NET | Cloudflare Inc - Class A | Stock-Tech | 1.26% | +0.49% | +50.02% | |
| 37 | NEE | Nextera Energy Inc | Stock-Utilities | 1.16% | -0.08% | +9.08% | |
| 38 | COHR | Coherent CORP | Stock-Tech | 1.16% | -0.05% | +27.82% | |
| 39 | SYK | Stryker CORP | Stock-Healthcare | 1.13% | -1.13% | EXIT | |
| 40 | ✓ | Stock-Other | 1.09% | -0.22% | — | ||
| 41 | AXP | American Express Co | Stock-Financials | 1.05% | +0.01% | +13.32% | |
| 42 | HON | Honeywell International Inc | Stock-Industrials | 0.95% | -0.07% | -47.66% | |
| 43 | GLW | Corning Inc | Stock-Tech | 0.89% | -0.89% | EXIT | |
| 44 | USB | US Bancorp | Stock-Financials | 0.78% | -0.06% | -16.20% | |
| 45 | AMAT | Applied Materials Inc | Stock-Tech | 0.76% | -0.22% | -36.00% | |
| 46 | RDDT | Reddit Inc-cl A | Stock-Comm Services | 0.71% | -0.11% | -6.96% | |
| 47 | INTC | Intel CORP | Stock-Tech | 0.61% | +0.66% | — | |
| 48 | BSAC | Banco Santander-chile-adr | Stock-Other | 0.58% | +0.03% | -1.04% | |
| 49 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.56% | -0.10% | -12.07% | |
| 50 | WM | Waste Management Inc | Stock-Industrials | 0.47% | -0.12% | -5.57% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MU | Micron Technology Inc | +1.9% | +60.23% | Add |
| 2 | LLY | Eli Lilly & Co | +1.6% | NEW | New buy |
| 3 | AMD | Advanced Micro Devices | +1.6% | -29.19% | Trim |
| 4 | PANW | Palo Alto Networks Inc | +1.3% | -4.01% | Trim |
| 5 | CRWD | Crowdstrike Holdings Inc - A | +1.2% | -7.77% | Trim |
| 6 | ✓ | +1.1% | NEW | New buy | |
| 7 | LRCX | Lam Research CORP | +1% | +10.66% | Add |
| 8 | GLW | Corning Inc | +0.7% | +265.00% | Add |
| 9 | INTC | Intel CORP | +0.6% | NEW | New buy |
| 10 | COHR | Coherent CORP | +0.5% | +27.82% | Add |
| 11 | NET | Cloudflare Inc - Class A | +0.4% | +50.02% | Add |
| 12 | SNOW | Snowflake Inc | +0.4% | -9.11% | Trim |
| 13 | URI | United Rentals Inc | +0.3% | +1.45% | Add |
| 14 | CAT | Caterpillar Inc | +0.3% | -2.84% | Trim |
| 15 | TSM | Taiwan Semiconductor-sp Adr | +0.3% | +1.10% | Add |
| 16 | ANET | Arista Networks Inc | +0.2% | -4.02% | Trim |
| 17 | LIN | Linde plc | +0.2% | NEW | New buy |
| 18 | HOOD | Robinhood Markets Inc - A | +0.2% | -1.89% | Trim |
| 19 | GOOGL | Alphabet Inc-cl A | +0.2% | +4.16% | Add |
| 20 | GEV | GE Vernova Inc | +0.2% | -1.07% | Trim |
| 21 | LNTH | Lantheus Holdings Inc | +0.2% | NEW | New buy |
| 22 | EPD | Enterprise Products Partners | +0.1% | NEW | New buy |
| 23 | CLS | Celestica Inc | +0.1% | +30.19% | Add |
| 24 | GE | General Electric | +0.1% | -1.95% | Trim |
| 25 | LHX | L3harris Technologies Inc | +0.1% | NEW | New buy |
| 26 | CMI | Cummins Inc | +0.1% | -4.09% | Trim |
| 27 | VRT | Vertiv Holdings Co-a | +0.1% | -4.63% | Trim |
| 28 | AMAT | Applied Materials Inc | +0.1% | -36.00% | Trim |
| 29 | APP | Applovin Corp-class A | +0.1% | -1.71% | Trim |
| 30 | MS | Morgan Stanley | +0.1% | +26.86% | Add |
| 31 | CAH | Cardinal Health Inc | 0% | +26.88% | Add |
| 32 | FTNT | Fortinet Inc | 0% | -24.38% | Trim |
| 33 | FIX | Comfort Systems USA Inc | 0% | +1.58% | Add |
| 34 | AXP | American Express Co | 0% | +13.32% | Add |
| 35 | SOLS | Solstice Adv Materials Inc | 0% | +11.75% | Add |
| 36 | SRE | Sempra | 0% | +53.59% | Add |
| 37 | BSAC | Banco Santander-chile-adr | 0% | -1.04% | Trim |
| 38 | RDDT | Reddit Inc-cl A | 0% | -6.96% | Trim |
| 39 | RTX | Rtx CORP | 0% | +11.41% | Add |
| 40 | ZS | Zscaler Inc | 0% | +10.62% | Add |
| 41 | PSA | Public Storage | 0% | -13.45% | Trim |
| 42 | GS | Goldman Sachs Group Inc | -0.1% | -0.04% | Trim |
| 43 | IDXX | Idexx Laboratories Inc | -0.1% | -2.69% | Trim |
| 44 | TMO | Thermo Fisher Scientific Inc | -0.1% | -10.82% | Trim |
| 45 | AEP | American Electric Power | -0.1% | -0.77% | Trim |
| 46 | GOOG | Alphabet Inc-cl C | -0.1% | -12.07% | Trim |
| 47 | AZO | Autozone Inc | -0.1% | EXIT | Sold out |
| 48 | AMZN | Amazon.com Inc | -0.2% | +0.85% | Add |
| 49 | WM | Waste Management Inc | -0.2% | -5.57% | Trim |
| 50 | ORLY | O'reilly Automotive Inc | -0.2% | -22.28% | Trim |
According to official SEC Form 13F filings, Wd Rutherford LLC reported a total U.S. public equity portfolio value of $263.4M across 75 disclosed positions in Q2 2026.
During Q2 2026, Wd Rutherford LLC's top holdings by market value included NVDA (7.8%)、AMD (4.1%)、GOOGL (4.0%). The largest single position, NVDA, represented 7.8% 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
LLY
市值: $4.5M
Top Position Liquidated / Trimmed
BSX
前期市值: $2.1M
In Q2 2026, Wd Rutherford LLC made 78 total portfolio adjustments, initiating 7 new buys, adding to 23 positions, trimming 45 holdings, and fully liquidating 3 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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