Grufity logo
Grufity logo

Latest WD RUTHERFORD LLC Stock Portfolio

$263Million | No. of Holdings #78

WD RUTHERFORD LLC Performance

2026 Q3+0.33%
YTD+17.54%
2025+15.15%

About WD RUTHERFORD LLC and 13F Hedge Fund Stock Holdings

On 2026-10-26, the fund reported it's updated stock portfolio. In the 13F Holdings report, WD RUTHERFORD LLC reported an equity portfolio of $263.4 Millions as of 30 Sep, 2026. <br><br> The top stock holdings of WD RUTHERFORD LLC are NVDA, CRWD, GOOG. The fund has invested 8.7% of it's portfolio in NVIDIA CORP. and 4.5% of portfolio in CROWDSTRIKE HOLDINGS, INC. <br><br> The fund managers got completely rid off STRYKER CORP. (SYK), CORNING INC. (GLW) and OTIS WORLDWIDE CORP. (OTIS) stocks. They significantly reduced their stock positions in INTUITIVE SURGICAL (ISRG), SHOPIFY INC. (SHOP) and SPOTIFY TECHNOLOGY SA (LUXEMBO (SPOT). WD RUTHERFORD LLC opened new stock positions in PALANTIR TECHNOLOGIES INC. (PLTR), POWERSHARES QQQ ETF (QQQ) and ISHARES RUSSELL 1000 VALUE ETF (IJR). The fund showed a lot of confidence in some stocks as they added substantially to LINDE PLC (UK) (LIN), INTEL CORP. (INTC) and CARDINAL HEALTH, INC. (CAH).
WD RUTHERFORD LLC Equity Portfolio Value
Last Reported on: 26 Oct, 2026
$263Million
  as of Oct 26, 2026

WD RUTHERFORD LLC Annual Return Estimates Vs S&P 500

Our best estimate is that WD RUTHERFORD LLC made a return of 0.33% in the last quarter. In trailing 12 months, it's portfolio return was 18.08%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
palantir technologies inc.836,114
powershares qqq etf666,533
ishares russell 1000 value etf510,240
the bank of new york mellon co335,108
cbre group, inc.218,399
midcap spdr etf209,490
teradyne inc207,671
schwab s&p 500 index fund204,559
New stocks bought by WD RUTHERFORD LLC

Additions

Ticker% Inc.
linde plc (uk)148
intel corp.128
cardinal health, inc.103
lantheus holdings, inc. 88.00
solstice advanced materials, i43.89
coherent corp.25.07
eli lilly and company17.73
morgan stanley15.94
Additions to existing portfolio by WD RUTHERFORD LLC

Reductions

Ticker% Reduced
intuitive surgical-54.52
shopify inc.-47.99
spotify technology sa (luxembo-40.18
servicenow inc.-38.16
t-mobile us, inc.-30.53
waste management inc.-21.76
alphabet inc. class c-18.91
rtx corp (raytheon)-17.86
WD RUTHERFORD LLC reduced stake in above stock

Sold off

Ticker$ Sold
stryker corp.-3,124,160
corning inc.-2,458,510
otis worldwide corp.-439,767
salesforce.com inc.-365,331
l3harris technologies, inc. -233,925
WD RUTHERFORD LLC got rid off the above stocks

Sector Distribution

WD RUTHERFORD LLC has about 44.8% of it's holdings in Technology sector.

  • Technology
  • Financial Services
  • Industrials
  • Communication Services
  • Others
  • Consumer Cyclical
  • Healthcare
  • Consumer Defensive
  • Energy
  • Utilities
Sector%
Technology44.8
Financial Services10
Industrials9.2
Communication Services8.4
Others7.7
Consumer Cyclical7.3
Healthcare5
Consumer Defensive3.3
Energy1.9
Utilities1.6

Market Cap. Distribution

WD RUTHERFORD LLC has about 91.9% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • LARGE-CAP
  • UNALLOCATED
Category%
MEGA-CAP60.9
LARGE-CAP31
UNALLOCATED7.8

Stocks belong to which Index?

About 76% of the stocks held by WD RUTHERFORD LLC either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
Index%
S&P 50076
Others23.5
Top 5 Winners (%)%
ZS
zscaler, inc.
41.0 %
NET
cloudflare, inc.
40.3 %
MSFT
microsoft corp.
36.4 %
CRWD
crowdstrike holdings, inc
35.4 %
TMO
thermo fisher scientific
32.4 %
Top 5 Winners ($)$
CRWD
crowdstrike holdings, inc
3.6 M
NVDA
nvidia corp.
2.9 M
MSFT
microsoft corp.
2.1 M
SNOW
snowflake inc.
1.6 M
ANET
arista networks inc.
1.5 M
Top 5 Losers (%)%
APP
applovin corporation
-40.8 %
solstice advanced materials, i
-32.7 %
honeywell aerospace inc.
-29.1 %
AMAT
applied materials
-28.8 %
VRT
vertiv holdings co cl a
-27.6 %
Top 5 Losers ($)$
CMI
cummins inc.
-1.6 M
LRCX
lam research corp.
-1.5 M
APP
applovin corporation
-1.5 M
VRT
vertiv holdings co cl a
-1.4 M
ge vernova inc
-1.2 M

WD RUTHERFORD LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of WD RUTHERFORD LLC

WD RUTHERFORD LLC has 78 stocks in it's portfolio. About 38.9% of the portfolio is in top 10 stocks. CMI proved to be the most loss making stock for the portfolio. CRWD was the most profitable stock for WD RUTHERFORD LLC last quarter.

$263.36MTotal Value
83.00Positions
26 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of WD RUTHERFORD LLC, last reported on 26 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
BSAC
Banco Santander (Chile)

Banco Santander (Chile)

BSAC
WD RUTHERFORD LLC's holding in Banco Santander (Chile) over time
0.61%116,986
$1.62M
0.61%
increased 1.1 percentadded
CLS
Celestica Inc. (Canada)

Celestica Inc. (Canada)

CLS
WD RUTHERFORD LLC's holding in Celestica Inc. (Canada) over time
0.53%3,886
$1.40M
0.53%
increased 9.77 percentadded