WD RUTHERFORD LLC — 13F Holdings & Portfolio
CIK 1841015 · latest 13F-HR filed 2026-04-24
WD RUTHERFORD LLC manages $225.0M in 13F-reported U.S. long-equity assets across 71 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are NVDA (8.56%), GOOGL (3.82%), AAPL (3.26%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 8 new positions, exited 10, added to 24, and trimmed 34.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$225.0M
Long-equity book
71
Distinct positions
2026-03-31
Filed 2026-04-24
+8 / −10 / ↑24 / ↓34
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- Taiwan Semiconductor (Taiwan)$1.6M +71.8%
- Vertiv Holdings Co CL A$1.4M +56.1%
- GE Vernova Inc$1.1M +27.3%
- Chevron Corp.$1.0M +26.2%
- Cloudflare, Inc.$1.0M +110.4%
Top Trims
- Microsoft Corp.-$2.2M -27.8%
- T-Mobile US, Inc.-$2.1M -52.1%
- NVIDIA Corp.-$1.6M -7.8%
- Robinhood Markets, Inc.-$1.4M -30.4%
- Boston Scientific Corp.-$1.3M -38.6%
New Positions
- American Express Company$2.3M
- Otis Worldwide Corp.$1.7M
- Banco Santander (Chile)$1.3M
- American Electric Power$1.1M
- Zscaler, Inc.$681.5K
Exited Positions
- Cadence Design Systems Inc$2.8M
- S&P Global Inc.$2.2M
- Marvell Technology, Inc$1.5M
- GE Healthcare$532.7K
- Axon Enterprise, Inc.$394.7K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | NVIDIA Corp. | NVDA | 67066G104 | $19.3M | 8.56% | 110,492 | SH |
| 2 | Alphabet Inc. Class A | GOOGL | 02079K305 | $8.6M | 3.82% | 29,870 | SH |
| 3 | Apple Inc. | AAPL | 037833100 | $7.3M | 3.26% | 28,897 | SH |
| 4 | Arista Networks Inc. | ANET | 040413205 | $6.2M | 2.73% | 50,105 | SH |
| 5 | JPMorgan Chase & Co. | JPM | 46625H100 | $6.0M | 2.67% | 20,398 | SH |
| 6 | Amazon Inc. | AMZN | 023135106 | $6.0M | 2.64% | 28,573 | SH |
| 7 | Microsoft Corp. | MSFT | 594918104 | $5.8M | 2.57% | 15,607 | SH |
| 8 | CrowdStrike Holdings, Inc | CRWD | 22788C105 | $5.7M | 2.53% | 14,601 | SH |
| 9 | Costco Wholesale Inc. | COST | 22160K105 | $5.7M | 2.53% | 5,707 | SH |
| 10 | Advanced Micro Devices, Inc. | AMD | 007903107 | $5.6M | 2.47% | 27,345 | SH |
| 11 | GE Aerospace | GE | 369604301 | $5.4M | 2.39% | 18,917 | SH |
| 12 | Casey's General Stores, Inc. | CASY | 147528103 | $5.3M | 2.36% | 7,293 | SH |
| 13 | Honeywell Intl. Inc | HON | 438516106 | $5.1M | 2.26% | 22,478 | SH |
| 14 | GE Vernova Inc | GEV | 36828A101 | $5.0M | 2.22% | 5,722 | SH |
| 15 | Chevron Corp. | CVX | 166764100 | $5.0M | 2.22% | 24,101 | SH |
| 16 | Meta Platforms Inc (Facebook) | META | 30303M102 | $4.9M | 2.19% | 8,605 | SH |
| 17 | Cummins Inc. | CMI | 231021106 | $4.9M | 2.17% | 9,061 | SH |
| 18 | TJX Companies Inc. | TJX | 872540109 | $4.8M | 2.12% | 29,886 | SH |
| 19 | Netflix | NFLX | 64110L106 | $4.6M | 2.04% | 47,726 | SH |
| 20 | Goldman Sachs Group Inc. | GS | 38141G104 | $4.6M | 2.03% | 5,398 | SH |
| 21 | Visa Inc. | V | 92826C839 | $4.5M | 2.01% | 14,952 | SH |
| 22 | Mastercard Inc. | MA | 57636Q104 | $4.3M | 1.92% | 8,634 | SH |
| 23 | Palo Alto Networks Inc | PANW | 697435105 | $4.2M | 1.88% | 26,385 | SH |
| 24 | Home Depot Inc. | HD | 437076102 | $4.1M | 1.84% | 12,587 | SH |
| 25 | McKesson Corporation | MCK | 58155Q103 | $4.1M | 1.84% | 4,779 | SH |
| 26 | Vertiv Holdings Co CL A | VRT | 92537N108 | $3.8M | 1.69% | 15,220 | SH |
| 27 | Wal-Mart Stores | WMT | 931142103 | $3.8M | 1.69% | 30,553 | SH |
| 28 | Taiwan Semiconductor (Taiwan) | TSM | 874039100 | $3.8M | 1.68% | 11,186 | SH |
| 29 | Caterpillar Inc. | CAT | 149123101 | $3.7M | 1.65% | 5,251 | SH |
| 30 | Intuitive Surgical | ISRG | 46120E602 | $3.6M | 1.62% | 7,916 | SH |
| 31 | Stryker Corp. | SYK | 863667101 | $3.5M | 1.58% | 10,790 | SH |
| 32 | Snowflake Inc. | SNOW | 833445109 | $3.3M | 1.45% | 21,682 | SH |
| 33 | Robinhood Markets, Inc. | HOOD | 770700102 | $3.2M | 1.42% | 46,050 | SH |
| 34 | Nextera Energy Inc. | NEE | 65339F101 | $3.1M | 1.38% | 33,419 | SH |
| 35 | AppLovin Corporation | APP | 03831W108 | $2.8M | 1.24% | 7,023 | SH |
| 36 | United Rentals, Inc. | URI | 911363109 | $2.7M | 1.21% | 3,734 | SH |
| 37 | Lam Research Corp. | LRCX | 512807306 | $2.6M | 1.17% | 12,281 | SH |
| 38 | American Express Company | AXP | 025816109 | $2.3M | 1.02% | 7,553 | SH |
| 39 | Shopify Inc. | SHOP | 82509L107 | $2.3M | 1.00% | 19,023 | SH |
| 40 | US Bancorp | USB | 902973304 | $2.2M | 0.99% | 42,642 | SH |
| 41 | Boston Scientific Corp. | BSX | 101137107 | $2.1M | 0.91% | 32,675 | SH |
| 42 | ServiceNow Inc. | NOW | 81762P102 | $2.0M | 0.89% | 19,198 | SH |
| 43 | Cloudflare, Inc. | NET | 18915M107 | $1.9M | 0.86% | 9,434 | SH |
| 44 | T-Mobile US, Inc. | TMUS | 872590104 | $1.9M | 0.86% | 9,242 | SH |
| 45 | Otis Worldwide Corp. | OTIS | 68902V107 | $1.7M | 0.75% | 21,965 | SH |
| 46 | Reddit, Inc. | RDDT | 75734B100 | $1.6M | 0.73% | 12,162 | SH |
| 47 | Applied Materials | AMAT | 038222105 | $1.5M | 0.69% | 4,528 | SH |
| 48 | Salesforce.com Inc. | CRM | 79466L302 | $1.5M | 0.69% | 8,285 | SH |
| 49 | Coherent Corp. | COHR | 19247G107 | $1.5M | 0.67% | 6,329 | SH |
| 50 | Alphabet Inc. Class C | GOOG | 02079K107 | $1.4M | 0.64% | 5,004 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-24 | $225.0M | 71 | 0001841015-26-000002 |
| 2025-12-31 | 2026-02-06 | $239.3M | 73 | 0001841015-26-000001 |