Grufity logo
Grufity logo

Latest WD RUTHERFORD LLC Stock Portfolio

$276Million | No. of Holdings #75

WD RUTHERFORD LLC Performance

2026 Q2+22.63%
YTD+17.15%
2025+15.15%

About WD RUTHERFORD LLC and 13F Hedge Fund Stock Holdings

On 2026-07-20, the fund reported it's updated stock portfolio. In the 13F Holdings report, WD RUTHERFORD LLC reported an equity portfolio of $276.3 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of WD RUTHERFORD LLC are NVDA, AMD, GOOG. The fund has invested 7.8% of it's portfolio in NVIDIA CORP. and 4.1% of portfolio in ADVANCED MICRO DEVICES, INC. <br><br> The fund managers got completely rid off BOSTON SCIENTIFIC CORP. (BSX), MCDONALDS CORP. (MCD) and AUTOZONE INC. (AZO) stocks. They significantly reduced their stock positions in OTIS WORLDWIDE CORP. (OTIS), SALESFORCE.COM INC. (CRM) and INTUITIVE SURGICAL (ISRG). WD RUTHERFORD LLC opened new stock positions in ELI LILLY AND COMPANY (LLY), HONEYWELL AEROSPACE INC. and INTEL CORP. (INTC). The fund showed a lot of confidence in some stocks as they added substantially to CORNING INC. (GLW), MICRON TECHNOLOGY, INC (MU) and SEMPRA (SRE).
WD RUTHERFORD LLC Equity Portfolio Value
Last Reported on: 20 Jul, 2026
$276Million
  as of Jul 20, 2026

WD RUTHERFORD LLC Annual Return Estimates Vs S&P 500

Our best estimate is that WD RUTHERFORD LLC made a return of 22.63% in the last quarter. In trailing 12 months, it's portfolio return was 24.97%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
eli lilly and company4,493,060
honeywell aerospace inc.3,018,400
intel corp.1,694,830
linde plc (uk)646,080
lantheus holdings, inc. 493,794
enterprise products partners l395,905
l3harris technologies, inc. 233,925
New stocks bought by WD RUTHERFORD LLC

Additions

Ticker% Inc.
corning inc.265
micron technology, inc60.23
sempra53.59
cloudflare, inc.50.02
celestica inc. (canada)30.19
coherent corp.27.82
cardinal health, inc.26.88
morgan stanley26.86
Additions to existing portfolio by WD RUTHERFORD LLC

Reductions

Ticker% Reduced
otis worldwide corp.-72.04
salesforce.com inc.-71.85
intuitive surgical-70.67
servicenow inc.-53.79
spotify technology sa (luxemborg)-53.55
honeywell intl. inc-47.66
shopify inc.-41.43
applied materials-36.00
WD RUTHERFORD LLC reduced stake in above stock

Sold off

Ticker$ Sold
boston scientific corp.-2,050,360
mcdonalds corp.-442,876
autozone inc.-290,489
WD RUTHERFORD LLC got rid off the above stocks

Sector Distribution

WD RUTHERFORD LLC has about 41.7% of it's holdings in Technology sector.

  • Technology
  • Industrials
  • Financial Services
  • Others
  • Consumer Cyclical
  • Communication Services
  • Healthcare
  • Consumer Defensive
  • Utilities
  • Energy
Sector%
Technology41.7
Industrials12.1
Financial Services9.8
Others8.1
Consumer Cyclical8
Communication Services8
Healthcare5.3
Consumer Defensive3.4
Utilities1.7
Energy1.6

Market Cap. Distribution

WD RUTHERFORD LLC has about 91.7% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • LARGE-CAP
  • UNALLOCATED
Category%
MEGA-CAP55.2
LARGE-CAP36.5
UNALLOCATED8.1

Stocks belong to which Index?

About 76.5% 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 50076.5
Others23.1
Top 5 Winners (%)%
AMD
advanced micro devices, inc.
158.5 %
MU
micron technology, inc
134.9 %
PANW
palo alto networks inc
110.5 %
LRCX
lam research corp.
93.2 %
CRWD
crowdstrike holdings, inc
91.8 %
Top 5 Winners ($)$
AMD
advanced micro devices, inc.
8.8 M
CRWD
crowdstrike holdings, inc
5.2 M
PANW
palo alto networks inc
4.7 M
MU
micron technology, inc
3.9 M
LRCX
lam research corp.
2.8 M
Top 5 Losers (%)%
NFLX
netflix
-25.5 %
CVX
chevron corp.
-19.8 %
TMUS
t-mobile us, inc.
-16.8 %
MCK
mckesson corporation
-12.3 %
CRM
salesforce.com inc.
-10.3 %
Top 5 Losers ($)$
NFLX
netflix
-1.2 M
CVX
chevron corp.
-1.0 M
MCK
mckesson corporation
-0.5 M
WMT
wal-mart stores
-0.4 M
COST
costco wholesale inc.
-0.3 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 75 stocks in it's portfolio. About 36.1% of the portfolio is in top 10 stocks. NFLX proved to be the most loss making stock for the portfolio. AMD was the most profitable stock for WD RUTHERFORD LLC last quarter.

$276.25MTotal Value
78.00Positions
20 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of WD RUTHERFORD LLC, last reported on 20 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
BSAC
Banco Santander (Chile)

Banco Santander (Chile)

BSAC
WD RUTHERFORD LLC's holding in Banco Santander (Chile) over time
0.58%115,708
$1.60M
0.58%
decreased 1.04 percentreduced
CLS
Celestica Inc. (Canada)

Celestica Inc. (Canada)

CLS
WD RUTHERFORD LLC's holding in Celestica Inc. (Canada) over time
0.47%3,540
$1.29M
0.47%
increased 30.19 percentadded