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Size ($ in 1000's)
At 03/31/2024: $193,216
At 12/31/2023: $166,962
WD Rutherford LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from WD Rutherford LLC 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the WD Rutherford LLC top holdings by largest position size, as per the latest 13f filing made by WD Rutherford LLC.
In the WD Rutherford LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by WD Rutherford LLC in that top holding, then the share count change between reporting periods, and finally the WD Rutherford LLC top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| NVIDIA Corp. |
14,801 |
-3,433 |
$13,374 | | NVDA | 14,801 | -3,433 | $13,374 | | Microsoft Corp. |
17,969 |
-252 |
$7,560 | | MSFT | 17,969 | -252 | $7,560 | | Advanced Micro Devices Inc. |
33,316 |
-4,252 |
$6,013 | | AMD | 33,316 | -4,252 | $6,013 | | Apple Inc. |
34,548 |
-120 |
$5,924 | | AAPL | 34,548 | -120 | $5,924 | | CrowdStrike Holdings Inc |
17,543 |
-963 |
$5,624 | | CRWD | 17,543 | -963 | $5,624 | | Costco Wholesale Corp New |
7,011 |
-266 |
$5,136 | | COST | 7,011 | -266 | $5,136 | | Amazon Inc. |
27,581 |
-425 |
$4,975 | | AMZN | 27,581 | -425 | $4,975 | | Alphabet Inc. Class A |
32,360 |
+177 |
$4,884 | | GOOGL | 32,360 | +177 | $4,884 | | JPMorgan Chase & Co. |
23,678 |
-1,483 |
$4,743 | | JPM | 23,678 | -1,483 | $4,743 | | Home Depot Inc. |
11,602 |
+405 |
$4,451 | | HD | 11,602 | +405 | $4,451 | | Arista Networks Inc. |
15,022 |
-2,005 |
$4,356 | | ANET | 15,022 | -2,005 | $4,356 | | Visa Inc. |
15,499 |
-113 |
$4,325 | | V | 15,499 | -113 | $4,325 | | Thermo Fisher Scientific |
7,383 |
+161 |
$4,291 | | TMO | 7,383 | +161 | $4,291 | | Salesforce.com Inc. |
14,055 |
-643 |
$4,233 | | CRM | 14,055 | -643 | $4,233 | | Mastercard Inc. |
8,497 |
-105 |
$4,092 | | MA | 8,497 | -105 | $4,092 | | Adobe Systems Inc. |
7,916 |
-140 |
$3,994 | | ADBE | 7,916 | -140 | $3,994 | | Charles River Laboratories Int |
14,564 |
-155 |
$3,946 | | CRL | 14,564 | -155 | $3,946 | | Cooper Companies |
38,756 |
+29,630 |
$3,932 | | COO | 38,756 | +29,630 | $3,932 | | T Mobile US Inc. |
24,003 |
-210 |
$3,918 | | TMUS | 24,003 | -210 | $3,918 | | Edwards Lifesciences |
40,700 |
+1,030 |
$3,889 | | EW | 40,700 | +1,030 | $3,889 | | ServiceNow Inc. |
5,083 |
+41 |
$3,875 | | NOW | 5,083 | +41 | $3,875 | | US Bancorp |
83,560 |
+6,060 |
$3,735 | | USB | 83,560 | +6,060 | $3,735 | | Chevron Corp New |
23,591 |
+1,921 |
$3,721 | | CVX | 23,591 | +1,921 | $3,721 | | Church & Dwight Co. |
35,385 |
+140 |
$3,691 | | CHD | 35,385 | +140 | $3,691 | | IDEXX Laboratories Inc. |
6,118 |
-35 |
$3,303 | | IDXX | 6,118 | -35 | $3,303 | | Honeywell Intl. Inc |
16,038 |
+1,023 |
$3,292 | | HON | 16,038 | +1,023 | $3,292 | | Intuitive Surgical |
8,111 |
-290 |
$3,237 | | ISRG | 8,111 | -290 | $3,237 | | Palo Alto Networks Inc |
10,888 |
-572 |
$3,094 | | PANW | 10,888 | -572 | $3,094 | | Netflix Inc |
4,987 |
+3,007 |
$3,029 | | NFLX | 4,987 | +3,007 | $3,029 | | Stryker Corp. |
8,400 |
-25 |
$3,006 | | SYK | 8,400 | -25 | $3,006 | | Constellation Brands Inc. |
10,231 |
-122 |
$2,780 | | STZ | 10,231 | -122 | $2,780 | | Halliburton Company |
69,350 |
+5,365 |
$2,734 | | HAL | 69,350 | +5,365 | $2,734 | | E L F Beauty Inc |
13,542 |
+1,312 |
$2,655 | | ELF | 13,542 | +1,312 | $2,655 | | Lululemon Athletica Inc. |
6,369 |
-33 |
$2,488 | | LULU | 6,369 | -33 | $2,488 | | Nike Inc. |
25,235 |
-540 |
$2,372 | | NKE | 25,235 | -540 | $2,372 | | Fortinet Inc. |
33,335 |
-15 |
$2,277 | | FTNT | 33,335 | -15 | $2,277 | | Comcast Corp New |
51,069 |
+4,460 |
$2,214 | | CMCSA | 51,069 | +4,460 | $2,214 | | Ulta Beauty Inc. |
4,233 |
+1,691 |
$2,213 | | ULTA | 4,233 | +1,691 | $2,213 | | S&P Global Inc. |
5,070 |
-60 |
$2,157 | | SPGI | 5,070 | -60 | $2,157 | | Casey s General Stores Inc. |
6,476 |
+3,236 |
$2,062 | | CASY | 6,476 | +3,236 | $2,062 | | Union Pacific Corp. |
8,353 |
+516 |
$2,054 | | UNP | 8,353 | +516 | $2,054 | | McKesson Corporation |
3,505 |
-157 |
$1,882 | | MCK | 3,505 | -157 | $1,882 | | Cummins Inc. |
5,292 |
+2,960 |
$1,559 | | CMI | 5,292 | +2,960 | $1,559 | | Caterpillar Inc. |
4,130 |
-65 |
$1,513 | | CAT | 4,130 | -65 | $1,513 | | Chipotle Mexican Grill Inc. |
481 |
-9 |
$1,398 | | CMG | 481 | -9 | $1,398 | | Public Storage REIT |
4,717 |
+3,156 |
$1,368 | | PSA | 4,717 | +3,156 | $1,368 | | Nextera Energy Inc. |
20,755 |
+1,425 |
$1,326 | | NEE | 20,755 | +1,425 | $1,326 | | Abbott Laboratories |
11,548 |
+580 |
$1,313 | | ABT | 11,548 | +580 | $1,313 | | Deere & Co. |
3,149 |
-151 |
$1,293 | | DE | 3,149 | -151 | $1,293 | | McDonalds Corp. |
4,035 |
+835 |
$1,138 | | MCD | 4,035 | +835 | $1,138 |
See Full List: All Stocks Held By WD Rutherford LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By WD Rutherford LLC
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