Skip to content
Disclosery

13F-HR filed by WD RUTHERFORD LLC

WD RUTHERFORD LLC filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-07-20, with 75 holding rows worth $276,253,749.

Accession
0001841015-26-000004
Filer
CIK 1841015
Filed
2026-07-20
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2026

A holdings report, 75 entries on the cover page, a total value of $276,253,749 stated on the cover page (in dollars after the unit check, H1), rows summing to $276,253,749 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 Corp67066G104COM107,475$21,504,673dollars as filed
Advanced Micro Devices,Inc.007903107COM19,362$11,247,579dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM31,112$11,118,495dollars as filed
CROWDSTRIKE HLDGS INC22788C105COM13,467$10,277,206dollars as filed
PALO ALTO NETWORKS INC697435105COM25,328$8,637,355dollars as filed
ARISTA NETWORKS INC040413205COM48,092$8,169,869dollars as filed
Apple Inc037833100COM28,184$8,155,322dollars as filed
General Electric Company369604301COM18,548$6,931,944dollars as filed
Amazon.com, Inc023135106COM28,816$6,868,005dollars as filed
Micron Technology,Inc.595112103COM5,930$6,844,940dollars as filed
GE Vernova Inc.36828A101COM5,661$6,650,882dollars as filed
JPMorgan Chase & Co46625H100COM20,056$6,564,930dollars as filed
CUMMINS INC COM231021106Stock8,690$6,197,795dollars as filed
Lam Research Corporation512807306COM13,590$5,888,955dollars as filed
Microsoft Corp594918104COM15,230$5,681,095dollars as filed
Goldman Sachs Group,Inc.38141G104COM5,396$5,457,353dollars as filed
Caterpillar Inc.149123101COM5,102$5,433,120dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS11,309$5,400,839dollars as filed
CASEYS GEN STORES INC147528103COM6,701$5,325,888dollars as filed
Costco Wholesale Corporation22160K105COM5,659$5,293,825dollars as filed
Visa Inc92826C839COM14,720$5,050,285dollars as filed
SNOWFLAKE INC COM SHS833445109Stock19,707$5,015,432dollars as filed
VERTIV HOLDINGS CO COM CL A92537N108Stock14,516$4,860,247dollars as filed
TJX Companies Inc872540109COM31,673$4,798,460dollars as filed
META PLATFORMS INC CL A30303M102COM8,514$4,795,851dollars as filed
ROBINHOOD MKTS INC770700102COM45,181$4,530,751dollars as filed
Eli Lilly and Company532457108COM3,746$4,493,065dollars as filed
MasterCard, Inc57636Q104COM8,563$4,397,957dollars as filed
Home Depot, Inc437076102COM12,435$4,385,576dollars as filed
UNITED RENTALS INC COM911363109Stock3,788$4,291,387dollars as filed
Walmart Inc.931142103COM35,067$3,971,688dollars as filed
Chevron Corporation166764100COM23,802$3,945,420dollars as filed
MCKESSON CORP COM58155Q103Stock5,123$3,870,939dollars as filed
APPLOVIN CORP COM CL A03831W108Stock6,903$3,556,633dollars as filed
Netflix, Inc64110L106COM48,840$3,487,176dollars as filed
CLOUDFLARE INC CL A COM18915M107Stock14,153$3,471,333dollars as filed
NextEra Energy,Inc.65339F101COM36,452$3,199,392dollars as filed
COHERENT CORP COM19247G107Stock8,090$3,191,262dollars as filed
Stryker Corporation863667101COM9,923$3,124,157dollars as filed
HONEYWELL AEROSPACE INC COM43849R105Stock13,653$3,018,405dollars as filed
American Express Company025816109COM8,559$2,895,082dollars as filed
Honeywell Technologies438516106COM11,764$2,633,848dollars as filed
CORNING INC219350105COM9,625$2,458,514dollars as filed
USBANCORPDEL902973304COM NEW35,733$2,158,273dollars as filed
Applied Materials,Inc.038222105COM2,898$2,095,254dollars as filed
REDDIT INC CL A75734B100Stock11,316$1,964,231dollars as filed
Intel Corp458140100COM12,138$1,694,829dollars as filed
BANCO SANTANDER CHILE NEW05965X109SP ADR REP COM115,708$1,596,770dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM4,400$1,554,652dollars as filed
Waste Management, Inc.94106L109COM5,818$1,296,716dollars as filed
CELESTICA INC COM15101Q207Stock3,540$1,291,392dollars as filed
SHOPIFY INC82509L107CL A SUB VTG SHS11,141$1,272,079dollars as filed
AMERICAN ELEC PWR CO INC COM025537101Stock8,401$1,149,341dollars as filed
T-Mobile US,Inc.872590104COM6,129$1,028,017dollars as filed
Intuitive Surgical,Inc.46120E602COM2,322$923,413dollars as filed
SOLS83443Q103COM10,348$916,833dollars as filed
ServiceNow,Inc.81762P102COM8,871$880,713dollars as filed
CARDINAL HEALTH INC14149Y108COM3,394$806,279dollars as filed
OREILLY AUTOMOTIVE INC COM67103H107Stock8,684$799,710dollars as filed
ZSCALERINC98980G102STOK5,374$758,540dollars as filed
FORTINET INC COM34959E109Stock4,607$707,727dollars as filed
Linde plcG54950103COM1,245$646,080dollars as filed
COMFORT SYS USA INC COM199908104Stock322$638,188dollars as filed
Morgan Stanley617446448COM2,579$539,114dollars as filed
Thermo Fisher Scientific Inc.883556102COM1,055$528,935dollars as filed
LANTHEUS HLDGS INC516544103COM4,451$493,794dollars as filed
PUBLIC STORAGE COM74460D109REIT1,396$444,361dollars as filed
OTIS WORLDWIDE CORP COM68902V107Stock6,142$439,767dollars as filed
IDEXX LABS INC COM45168D104Stock833$438,525dollars as filed
Raytheon Technologies Corporation75513E101COM2,178$413,232dollars as filed
ENTERPRISE PRODS PARTNERS L293792107COM10,770$395,905dollars as filed
Salesforce.com, Inc79466L302COM2,332$365,331dollars as filed
SPOTIFYTECHNOLOGYSAFL8681T102STOK784$359,958dollars as filed
SEMPRA COM816851109Stock3,548$328,935dollars as filed
L3HARRIS TECHNOLOGIES INC COM502431109Stock805$233,925dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001841015-26-000004this filing2026-07-20acceptance time not in the bulk data set