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Disclosery

13F-HR filed by WD RUTHERFORD LLC

WD RUTHERFORD LLC filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-02-06, with 73 holding rows worth $239,261,322.

Accession
0001841015-26-000001
Filer
CIK 1841015
Filed
2026-02-06
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2025

A holdings report, 73 entries on the cover page, a total value of $239,261,322 stated on the cover page (in dollars after the unit check, H1), rows summing to $239,261,322 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 Corp67066G104COM112,054$20,898,071dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM30,239$9,464,807dollars as filed
Apple Inc037833100COM29,439$8,003,287dollars as filed
Microsoft Corp594918104COM16,539$7,998,591dollars as filed
ARISTA NETWORKS INC040413205COM54,825$7,183,720dollars as filed
JPMorgan Chase & Co46625H100COM21,683$6,986,696dollars as filed
Amazon.com, Inc023135106COM29,733$6,862,971dollars as filed
CROWDSTRIKE HLDGS INC22788C105COM14,333$6,718,737dollars as filed
General Electric Company369604301COM20,452$6,299,830dollars as filed
Advanced Micro Devices,Inc.007903107COM27,689$5,929,876dollars as filed
META PLATFORMS INC CL A30303M102COM8,582$5,664,892dollars as filed
Visa Inc92826C839COM15,370$5,390,413dollars as filed
Costco Wholesale Corporation22160K105COM5,904$5,091,255dollars as filed
CUMMINS INC COM231021106Stock9,793$4,998,837dollars as filed
MasterCard, Inc57636Q104COM8,731$4,984,353dollars as filed
PALO ALTO NETWORKS INC697435105COM26,525$4,885,905dollars as filed
ROBINHOOD MKTS INC770700102COM40,514$4,582,133dollars as filed
Intuitive Surgical,Inc.46120E602COM8,070$4,570,525dollars as filed
MCKESSON CORP COM58155Q103Stock5,511$4,520,618dollars as filed
TJX Companies Inc872540109COM29,167$4,480,343dollars as filed
CASEYS GEN STORES INC147528103COM8,060$4,454,843dollars as filed
Goldman Sachs Group,Inc.38141G104COM5,060$4,447,740dollars as filed
Home Depot, Inc437076102COM12,584$4,330,154dollars as filed
Honeywell Technologies438516106COM22,064$4,304,466dollars as filed
Netflix, Inc64110L106COM45,540$4,269,830dollars as filed
SNOWFLAKE INC COM SHS833445109Stock18,610$4,082,290dollars as filed
T-Mobile US,Inc.872590104COM19,954$4,051,460dollars as filed
Chevron Corporation166764100COM25,925$3,951,229dollars as filed
APPLOVIN CORP COM CL A03831W108Stock5,863$3,950,607dollars as filed
GE Vernova Inc.36828A101COM6,005$3,924,688dollars as filed
Stryker Corporation863667101COM10,660$3,746,670dollars as filed
Caterpillar Inc.149123101COM5,932$3,398,265dollars as filed
Boston Scientific Corporation101137107COM35,040$3,341,064dollars as filed
Walmart Inc.931142103COM27,801$3,097,309dollars as filed
ServiceNow,Inc.81762P102COM19,642$3,008,958dollars as filed
UNITED RENTALS INC COM911363109Stock3,505$2,836,667dollars as filed
CADENCE DESIGN SYSTEM INC COM127387108Stock9,027$2,821,660dollars as filed
NextEra Energy,Inc.65339F101COM33,339$2,676,455dollars as filed
USBANCORPDEL902973304COM NEW48,706$2,598,952dollars as filed
VERTIV HOLDINGS CO COM CL A92537N108Stock15,081$2,443,273dollars as filed
REDDIT INC CL A75734B100Stock10,216$2,348,352dollars as filed
Salesforce.com, Inc79466L302COM8,525$2,258,358dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS7,240$2,200,164dollars as filed
S&P Global,Inc.78409V104COM4,151$2,169,271dollars as filed
Lam Research Corporation512807306COM10,063$1,722,584dollars as filed
SHOPIFY INC82509L107CL A SUB VTG SHS9,969$1,604,710dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM5,012$1,572,766dollars as filed
PUBLIC STORAGE COM74460D109REIT5,963$1,547,399dollars as filed
MARVELL TECHNOLOGY INC573874104COM17,538$1,490,379dollars as filed
FORTINET INC COM34959E109Stock17,151$1,361,961dollars as filed
Waste Management, Inc.94106L109COM6,099$1,340,011dollars as filed
Applied Materials,Inc.038222105COM4,778$1,227,898dollars as filed
OREILLY AUTOMOTIVE INC COM67103H107Stock13,144$1,198,864dollars as filed
McDonalds Corporation580135101COM3,105$948,981dollars as filed
CLOUDFLARE INC CL A COM18915M107Stock4,692$925,028dollars as filed
COHERENT CORP COM19247G107Stock4,554$840,532dollars as filed
Thermo Fisher Scientific Inc.883556102COM1,298$752,126dollars as filed
IDEXX LABS INC COM45168D104Stock856$579,110dollars as filed
CELESTICA INC COM15101Q207Stock1,945$574,961dollars as filed
Micron Technology,Inc.595112103COM1,997$569,964dollars as filed
GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK36266G107Stock6,495$532,720dollars as filed
SPOTIFYTECHNOLOGYSAFL8681T102STOK787$457,019dollars as filed
SOLS83443Q103COM8,580$416,816dollars as filed
AXONENTERPRISEINC05464C101STOK695$394,711dollars as filed
COOPER COS INC216648501COM4,791$392,670dollars as filed
SYNOPSYS INC COM871607107Stock827$388,458dollars as filed
Oracle Corporation68389X105COM1,831$356,880dollars as filed
Raytheon Technologies Corporation75513E101COM1,927$353,412dollars as filed
Morgan Stanley617446448COM1,982$351,864dollars as filed
AUTOZONE INC COM053332102Stock92$312,018dollars as filed
COMFORT SYS USA INC COM199908104Stock317$295,853dollars as filed
EDWARDS LIFESCIENCES CORP COM28176E108Stock3,303$281,581dollars as filed
NIKE,Inc. Class B654106103COM3,790$241,461dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001841015-26-000001this filing2026-02-06acceptance time not in the bulk data set