Latest WD RUTHERFORD LLC Stock Portfolio

WD RUTHERFORD LLC Performance:

2026 Q1: -4.47%YTD: -4.47%2025: 15.15%

Performance for 2026 Q1 is -4.47%, and YTD is -4.47%, and 2025 is 15.15%.

About WD RUTHERFORD LLC and 13F Hedge Fund Stock Holdings

On 2026-04-24, the fund reported it's updated stock portfolio. In the 13F Holdings report, WD RUTHERFORD LLC reported an equity portfolio of $225 Millions as of 31 Mar, 2026.

The top stock holdings of WD RUTHERFORD LLC are NVDA, GOOG, AAPL. The fund has invested 8.6% of it's portfolio in NVIDIA CORP. and 3.8% of portfolio in ALPHABET INC. CLASS A.

The fund managers got completely rid off CADENCE DESIGN SYSTEMS INC (CDNS), S&P GLOBAL INC. (SPGI) and MARVELL TECHNOLOGY, INC (MRVL) stocks. They significantly reduced their stock positions in PUBLIC STORAGE (REIT) (PSA), FORTINET, INC. (FTNT) and MCDONALDS CORP. (MCD). WD RUTHERFORD LLC opened new stock positions in AMERICAN EXPRESS COMPANY (AXP), OTIS WORLDWIDE CORP. (OTIS) and BANCO SANTANDER (CHILE) (BSAC). The fund showed a lot of confidence in some stocks as they added substantially to SPOTIFY TECHNOLOGY SA (LUXEMBORG) (SPOT), CLOUDFLARE, INC. (NET) and SHOPIFY INC. (SHOP).

WD RUTHERFORD LLC Annual Return Estimates Vs S&P 500

Our best estimate is that WD RUTHERFORD LLC made a return of -4.47% in the last quarter. In trailing 12 months, it's portfolio return was 20.03%.

Performance
S&P 500

New Buys

Ticker	$ Bought
american express company	2,284,630
otis worldwide corp.	1,693,060
banco santander (chile)	1,318,950
american electric power	1,109,720
zscaler, inc.	681,529
cardinal health, inc.	565,254
corning inc.	358,553
sempra	224,463

New stocks bought by WD RUTHERFORD LLC

Additions

Ticker	% Inc.
spotify technology sa (luxemborg)	114
cloudflare, inc.	101
shopify inc.	90.82
micron technology, inc	85.33
taiwan semiconductor (taiwan)	54.5
celestica inc. (canada)	39.79
coherent corp.	38.98
lam research corp.	22.04

Additions to existing portfolio by WD RUTHERFORD LLC

Reductions

Ticker	% Reduced
public storage (reit)	-72.95
fortinet, inc.	-64.48
mcdonalds corp.	-54.11
t-mobile us, inc.	-53.68
o'reilly automotive inc	-14.99
mckesson corporation	-13.28
us bancorp	-12.45
caterpillar inc.	-11.48

WD RUTHERFORD LLC reduced stake in above stock

Sold off

Ticker	$ Sold
marvell technology, inc	-1,490,380
cadence design systems inc	-2,821,660
ge healthcare	-532,720
cooper companies	-392,670
s&p global inc.	-2,169,270
nike inc.	-241,461
edwards lifesciences	-281,581
oracle corporation	-356,880

WD RUTHERFORD LLC got rid off the above stocks

Sector Distribution

WD RUTHERFORD LLC has about 34.3% of it's holdings in Technology sector.

Sector	%
Technology	34.3
Industrials	13.1
Financial Services	10.8
Consumer Cyclical	9.7
Communication Services	9.5
Others	7.2
Healthcare	6.7
Consumer Defensive	4.2
Energy	2.2
Utilities	2

Market Cap. Distribution

WD RUTHERFORD LLC has about 92.7% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
MEGA-CAP	53.9
LARGE-CAP	38.8
UNALLOCATED	7.2

Stocks belong to which Index?

About 80% of the stocks held by WD RUTHERFORD LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	80
Others	19.8

Top 5 Winners (%)		%
VRT	vertiv holdings co cl a	54.3 %
	solstice advanced materials, i	53.6 %
FIX	comfort systems usa, inc.	47.8 %
CVX	chevron corp.	34.5 %
	ge vernova inc	32.8 %

Top 5 Winners ($)		$
CVX	chevron corp.	1.4 M
CASY	casey's general stores, inc.	1.3 M
VRT	vertiv holdings co cl a	1.3 M
	ge vernova inc	1.3 M
COST	costco wholesale inc.	0.8 M

Top 5 Losers (%)		%
	reddit, inc.	-39.4 %
APP	applovin corporation	-38.9 %
HOOD	robinhood markets, inc.	-37.3 %
BSX	boston scientific corp.	-33.0 %
NOW	servicenow inc.	-31.4 %

Top 5 Losers ($)		$
HOOD	robinhood markets, inc.	-1.9 M
MSFT	microsoft corp.	-1.8 M
APP	applovin corporation	-1.8 M
SNOW	snowflake inc.	-1.4 M
NVDA	nvidia corp.	-1.3 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 71 stocks in it's portfolio. About 33.8% of the portfolio is in top 10 stocks. HOOD proved to be the most loss making stock for the portfolio. CVX was the most profitable stock for WD RUTHERFORD LLC last quarter.

Last Reported on: 24 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc.	3.26	28,897	7,333,770	reduced	-1.84

AEP	american electric power	0.49	8,466	1,109,720	new

AMAT	applied materials	0.69	4,528	1,547,620	reduced	-5.23

AMD	advanced micro devices, inc.	2.47	27,345	5,562,790	reduced	-1.24

AMZN	amazon inc.	2.64	28,573	5,950,900	reduced	-3.9

ANET	arista networks inc.	2.73	50,105	6,151,890	reduced	-8.61

APP	applovin corporation	1.24	7,023	2,795,150	added	19.79

AXON	axon enterprise, inc.	0.00	0.00	0.00	sold off	-100

AXP	american express company	1.01	7,553	2,284,630	new

AZO	autozone inc.	0.13	86.00	290,489	reduced	-6.52

BSAC	banco santander (chile)	0.59	116,928	1,318,950	new

BSX	boston scientific corp.	0.91	32,675	2,050,360	reduced	-6.75

CAH	cardinal health, inc.	0.25	2,675	565,254	new

CASY	casey's general stores, inc.	2.36	7,293	5,308,280	reduced	-9.52

CAT	caterpillar inc.	1.65	5,251	3,720,120	reduced	-11.48

CDNS	cadence design systems inc	0.00	0.00	0.00	sold off	-100

CLS	celestica inc. (canada)	0.34	2,719	765,888	added	39.79

CMI	cummins inc.	2.17	9,061	4,875,000	reduced	-7.47

COHR	coherent corp.	0.67	6,329	1,507,630	added	38.98

COO	cooper companies	0.00	0.00	0.00	sold off	-100