Skip to content

13F-HR filed by WD RUTHERFORD LLC

WD RUTHERFORD LLC filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-04-24, with 71 holding rows worth $225,034,399.

Accession
0001841015-26-000002
Filed
2026-04-24
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2026

A holdings report, 71 entries on the cover page, a total value of $225,034,399 stated on the cover page (in dollars after the unit check, H1), rows summing to $225,034,399 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 Corp67066G104COM110,492$19,269,805dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM29,870$8,589,417dollars as filed
Apple Inc037833100COM28,897$7,333,770dollars as filed
ARISTA NETWORKS INC040413205COM50,105$6,151,892dollars as filed
JPMorgan Chase & Co46625H100COM20,398$6,000,276dollars as filed
Amazon.com, Inc023135106COM28,573$5,950,899dollars as filed
Microsoft Corp594918104COM15,607$5,777,243dollars as filed
CROWDSTRIKE HLDGS INC22788C105COM14,601$5,700,376dollars as filed
Costco Wholesale Corporation22160K105COM5,707$5,686,626dollars as filed
Advanced Micro Devices,Inc.007903107COM27,345$5,562,793dollars as filed
General Electric Company369604301COM18,917$5,368,077dollars as filed
CASEYS GEN STORES INC147528103COM7,293$5,308,283dollars as filed
Honeywell Technologies438516106COM22,478$5,080,702dollars as filed
GE Vernova Inc.36828A101COM5,722$4,994,734dollars as filed
Chevron Corporation166764100COM24,101$4,986,497dollars as filed
META PLATFORMS INC CL A30303M102COM8,605$4,923,179dollars as filed
CUMMINS INC COM231021106Stock9,061$4,874,999dollars as filed
TJX Companies Inc872540109COM29,886$4,772,794dollars as filed
Netflix, Inc64110L106COM47,726$4,588,855dollars as filed
Goldman Sachs Group,Inc.38141G104COM5,398$4,566,654dollars as filed
Visa Inc92826C839COM14,952$4,519,092dollars as filed
MasterCard, Inc57636Q104COM8,634$4,314,064dollars as filed
PALO ALTO NETWORKS INC697435105COM26,385$4,230,043dollars as filed
Home Depot, Inc437076102COM12,587$4,139,738dollars as filed
MCKESSON CORP COM58155Q103Stock4,779$4,135,555dollars as filed
VERTIV HOLDINGS CO COM CL A92537N108Stock15,220$3,813,828dollars as filed
Walmart Inc.931142103COM30,553$3,797,127dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS11,186$3,780,309dollars as filed
Caterpillar Inc.149123101COM5,251$3,720,123dollars as filed
Intuitive Surgical,Inc.46120E602COM7,916$3,649,197dollars as filed
Stryker Corporation863667101COM10,790$3,545,486dollars as filed
SNOWFLAKE INC COM SHS833445109Stock21,682$3,270,079dollars as filed
ROBINHOOD MKTS INC770700102COM46,050$3,191,265dollars as filed
NextEra Energy,Inc.65339F101COM33,419$3,103,957dollars as filed
APPLOVIN CORP COM CL A03831W108Stock7,023$2,795,154dollars as filed
UNITED RENTALS INC COM911363109Stock3,734$2,720,443dollars as filed
Lam Research Corporation512807306COM12,281$2,623,958dollars as filed
American Express Company025816109COM7,553$2,284,631dollars as filed
SHOPIFY INC82509L107CL A SUB VTG SHS19,023$2,256,508dollars as filed
USBANCORPDEL902973304COM NEW42,642$2,217,810dollars as filed
Boston Scientific Corporation101137107COM32,675$2,050,356dollars as filed
ServiceNow,Inc.81762P102COM19,198$2,007,151dollars as filed
CLOUDFLARE INC CL A COM18915M107Stock9,434$1,946,515dollars as filed
T-Mobile US,Inc.872590104COM9,242$1,941,097dollars as filed
OTIS WORLDWIDE CORP COM68902V107Stock21,965$1,693,062dollars as filed
REDDIT INC CL A75734B100Stock12,162$1,637,613dollars as filed
Applied Materials,Inc.038222105COM4,528$1,547,625dollars as filed
Salesforce.com, Inc79466L302COM8,285$1,546,561dollars as filed
COHERENT CORP COM19247G107Stock6,329$1,507,631dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM5,004$1,435,447dollars as filed
Waste Management, Inc.94106L109COM6,161$1,415,736dollars as filed
BANCO SANTANDER CHILE NEW05965X109SP ADR REP COM116,928$1,318,948dollars as filed
Micron Technology,Inc.595112103COM3,701$1,250,346dollars as filed
AMERICAN ELEC PWR CO INC COM025537101Stock8,466$1,109,723dollars as filed
OREILLY AUTOMOTIVE INC COM67103H107Stock11,174$1,031,472dollars as filed
SPOTIFYTECHNOLOGYSAFL8681T102STOK1,688$818,528dollars as filed
CELESTICA INC COM15101Q207Stock2,719$765,888dollars as filed
SOLS83443Q103COM9,260$705,242dollars as filed
ZSCALERINC98980G102STOK4,858$681,529dollars as filed
Thermo Fisher Scientific Inc.883556102COM1,183$581,480dollars as filed
CARDINAL HEALTH INC14149Y108COM2,675$565,254dollars as filed
FORTINET INC COM34959E109Stock6,092$497,838dollars as filed
IDEXX LABS INC COM45168D104Stock856$480,978dollars as filed
McDonalds Corporation580135101COM1,425$442,876dollars as filed
COMFORT SYS USA INC COM199908104Stock317$437,140dollars as filed
PUBLIC STORAGE COM74460D109REIT1,613$436,929dollars as filed
Raytheon Technologies Corporation75513E101COM1,955$377,120dollars as filed
CORNING INC219350105COM2,637$358,553dollars as filed
Morgan Stanley617446448COM2,033$334,571dollars as filed
AUTOZONE INC COM053332102Stock86$290,489dollars as filed
SEMPRA COM816851109Stock2,310$224,463dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001841015-26-000002this filing2026-04-24acceptance time not in the bulk data set