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Disclosery

13F-HR filed by WD RUTHERFORD LLC

WD RUTHERFORD LLC filed this 13F-HR for the quarter ended 2025-09-30, filed 2025-10-23, with 73 holding rows worth $235,130,538.

Accession
0001841015-25-000006
Filer
CIK 1841015
Filed
2025-10-23
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q3 2025

A holdings report, 73 entries on the cover page, a total value of $235,130,538 stated on the cover page (in dollars after the unit check, H1), rows summing to $235,130,538 with VALUE read as dollars as filed, 13F file number 028-20610. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
NVIDIA Corp67066G104COM111,204$20,748,442dollars as filed
Microsoft Corp594918104COM15,857$8,213,133dollars as filed
ARISTA NETWORKS INC040413205COM55,636$8,106,722dollars as filed
Apple Inc037833100COM29,486$7,508,020dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM30,282$7,361,554dollars as filed
CROWDSTRIKE HLDGS INC22788C105COM14,499$7,110,020dollars as filed
JPMorgan Chase & Co46625H100COM21,884$6,902,870dollars as filed
General Electric Company369604301COM20,867$6,277,211dollars as filed
Amazon.com, Inc023135106COM28,519$6,261,917dollars as filed
Netflix, Inc64110L106COM4,691$5,624,134dollars as filed
PALO ALTO NETWORKS INC697435105COM26,407$5,376,993dollars as filed
Costco Wholesale Corporation22160K105COM5,799$5,367,728dollars as filed
Visa Inc92826C839COM15,072$5,145,279dollars as filed
Home Depot, Inc437076102COM12,138$4,918,196dollars as filed
T-Mobile US,Inc.872590104COM20,517$4,911,359dollars as filed
MasterCard, Inc57636Q104COM8,436$4,798,481dollars as filed
META PLATFORMS INC CL A30303M102COM6,334$4,651,563dollars as filed
CASEYS GEN STORES INC147528103COM8,205$4,638,451dollars as filed
ROBINHOOD MKTS INC770700102COM32,303$4,625,144dollars as filed
ServiceNow,Inc.81762P102COM4,896$4,505,691dollars as filed
Advanced Micro Devices,Inc.007903107COM27,786$4,495,497dollars as filed
MCKESSON CORP COM58155Q103Stock5,632$4,350,945dollars as filed
CUMMINS INC COM231021106Stock9,915$4,187,799dollars as filed
Chevron Corporation166764100COM26,804$4,162,393dollars as filed
Honeywell Technologies438516106COM19,501$4,104,961dollars as filed
TJX Companies Inc872540109COM27,248$3,938,426dollars as filed
Stryker Corporation863667101COM10,610$3,922,199dollars as filed
Intuitive Surgical,Inc.46120E602COM8,191$3,663,261dollars as filed
CADENCE DESIGN SYSTEM INC COM127387108Stock9,874$3,468,341dollars as filed
SNOWFLAKE INC COM SHS833445109Stock15,280$3,446,404dollars as filed
Goldman Sachs Group,Inc.38141G104COM4,317$3,437,843dollars as filed
UNITED RENTALS INC COM911363109Stock3,588$3,425,320dollars as filed
USBANCORPDEL902973304COM NEW70,400$3,402,432dollars as filed
Salesforce.com, Inc79466L302COM13,448$3,187,176dollars as filed
S&P Global,Inc.78409V104COM6,236$3,035,124dollars as filed
Caterpillar Inc.149123101COM6,110$2,915,387dollars as filed
GE Vernova Inc.36828A101COM4,546$2,795,335dollars as filed
APPLOVIN CORP COM CL A03831W108Stock3,832$2,753,445dollars as filed
MARVELL TECHNOLOGY INC573874104COM29,466$2,477,207dollars as filed
NextEra Energy,Inc.65339F101COM32,792$2,475,468dollars as filed
Boston Scientific Corporation101137107COM22,849$2,230,748dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS7,061$1,972,067dollars as filed
Walmart Inc.931142103COM18,561$1,912,897dollars as filed
CHURCH & DWIGHT CO INC COM171340102Stock20,618$1,806,755dollars as filed
PUBLIC STORAGE COM74460D109REIT6,007$1,735,122dollars as filed
GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK36266G107Stock20,592$1,546,459dollars as filed
FORTINET INC COM34959E109Stock17,900$1,505,032dollars as filed
OREILLY AUTOMOTIVE INC COM67103H107Stock13,895$1,498,020dollars as filed
Waste Management, Inc.94106L109COM6,324$1,396,529dollars as filed
CHIPOTLEMEXICANGRILLI169656105STOK35,442$1,388,972dollars as filed
VERTIV HOLDINGS CO COM CL A92537N108Stock8,347$1,259,228dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM5,146$1,253,308dollars as filed
Adobe Inc00724F101COM3,430$1,209,933dollars as filed
REDDIT INC CL A75734B100Stock4,967$1,142,360dollars as filed
Lam Research Corporation512807306COM8,316$1,113,512dollars as filed
SHOPIFY INC82509L107CL A SUB VTG SHS7,412$1,101,497dollars as filed
McDonalds Corporation580135101COM3,261$990,985dollars as filed
Applied Materials,Inc.038222105COM4,768$976,200dollars as filed
SYNOPSYS INC COM871607107Stock1,760$868,366dollars as filed
Oracle Corporation68389X105COM2,548$716,600dollars as filed
IDEXX LABS INC COM45168D104Stock976$623,557dollars as filed
Thermo Fisher Scientific Inc.883556102COM1,272$616,945dollars as filed
AXONENTERPRISEINC05464C101STOK817$586,312dollars as filed
COOPER COS INC216648501COM8,201$562,261dollars as filed
AUTOZONE INC COM053332102Stock84$360,380dollars as filed
American Tower Corporation03027X100COM1,737$334,060dollars as filed
ARHAUS INC04035M102COMMON STOCK27,050$287,542dollars as filed
Raytheon Technologies Corporation75513E101COM1,550$259,362dollars as filed
EDWARDS LIFESCIENCES CORP COM28176E108Stock3,303$256,874dollars as filed
TRACTOR SUPPLY CO COM892356106Stock4,190$238,285dollars as filed
Abbott Laboratories002824100COM1,743$233,457dollars as filed
STERIS PLC SHS USDG8473T100Stock925$228,882dollars as filed
Morgan Stanley617446448COM1,385$220,160dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001841015-25-000006this filing2025-10-23acceptance time not in the bulk data set