Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
WD RUTHERFORD LLC (CIK 1841015) reported $225.0M across 70 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($19.3M, 8.56%), GOOGL ($8.6M, 3.82%), AAPL ($7.3M, 3.26%), ANET ($6.2M, 2.73%), JPM ($6.0M, 2.67%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA Corp. | $19.3M | 8.56% | 110,492 | Trimmed |
| 2 | GOOGL | Alphabet Inc. Class A | $8.6M | 3.82% | 29,870 | Trimmed |
| 3 | AAPL | Apple Inc. | $7.3M | 3.26% | 28,897 | Trimmed |
| 4 | ANET | Arista Networks Inc. | $6.2M | 2.73% | 50,105 | Trimmed |
| 5 | JPM | JPMorgan Chase & Co. | $6.0M | 2.67% | 20,398 | Trimmed |
| 6 | AMZN | Amazon Inc. | $6.0M | 2.64% | 28,573 | Trimmed |
| 7 | MSFT | Microsoft Corp. | $5.8M | 2.57% | 15,607 | Trimmed |
| 8 | CRWD | CrowdStrike Holdings, Inc | $5.7M | 2.53% | 14,601 | Added |
| 9 | COST | Costco Wholesale Inc. | $5.7M | 2.53% | 5,707 | Trimmed |
| 10 | AMD | Advanced Micro Devices, Inc. | $5.6M | 2.47% | 27,345 | Trimmed |
| 11 | GE | GE Aerospace | $5.4M | 2.39% | 18,917 | Trimmed |
| 12 | CASY | Casey's General Stores, Inc. | $5.3M | 2.36% | 7,293 | Trimmed |
| 13 | HON | Honeywell Intl. Inc | $5.1M | 2.26% | 22,478 | Added |
| 14 | CVX | Chevron Corp. | $5.0M | 2.22% | 24,101 | Trimmed |
| 15 | GEV | GE Vernova Inc | $5.0M | 2.22% | 5,722 | Trimmed |
| 16 | META | Meta Platforms Inc (Facebook) | $4.9M | 2.19% | 8,605 | Added |
| 17 | CMI | Cummins Inc. | $4.9M | 2.17% | 9,061 | Trimmed |
| 18 | TJX | TJX Companies Inc. | $4.8M | 2.12% | 29,886 | Added |
| 19 | NFLX | Netflix | $4.6M | 2.04% | 47,726 | Added |
| 20 | GS | Goldman Sachs Group Inc. | $4.6M | 2.03% | 5,398 | Added |
| 21 | V | Visa Inc. | $4.5M | 2.01% | 14,952 | Trimmed |
| 22 | MA | Mastercard Inc. | $4.3M | 1.92% | 8,634 | Trimmed |
| 23 | PANW | Palo Alto Networks Inc | $4.2M | 1.88% | 26,385 | Trimmed |
| 24 | HD | Home Depot Inc. | $4.1M | 1.84% | 12,587 | Added |
| 25 | MCK | McKesson Corporation | $4.1M | 1.84% | 4,779 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31