WD RUTHERFORD LLC

data from 31/03/2026

Capitalization

$ 225.034 M

-5.95%

Performance

$ 85.576 M

59.38%

Average holding period

12 years

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in WD RUTHERFORD LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2026/03/31 NVDA NVIDIA Corp. 8.56% 19.270 M $ 110492 2020/12/31 -1.356 M $ -6.49 %
2026/03/31 GOOGL Alphabet Inc. Class A 3.82% 8.589 M $ 29870 2020/12/31 -769.280 K $ -8.13 %
2026/03/31 AAPL Apple Inc. 3.26% 7.334 M $ 28897 2020/12/31 -531.962 K $ -6.65 %
2026/03/31 ANET Arista Networks Inc. 2.73% 6.152 M $ 50105 2025/09/30 -452.306 K $ -6.30 %
2026/03/31 JPM JPMorgan Chase & Co. 2.67% 6.000 M $ 20398 2020/12/31 -608.424 K $ -8.71 %
2026/03/31 AMZN Amazon Inc. 2.64% 5.951 M $ 28573 2020/12/31 -670.479 K $ -9.77 %
2026/03/31 MSFT Microsoft Corp. 2.57% 5.777 M $ 15607 2020/12/31 -1.876 M $ -23.46 %
2026/03/31 CRWD CrowdStrike Holdings, Inc 2.53% 5.700 M $ 14601 2020/12/31 -1.123 M $ -16.71 %
2026/03/31 COST Costco Wholesale Inc. 2.53% 5.687 M $ 5707 2020/12/31 791.667 K $ 15.55 %
2026/03/31 AMD Advanced Micro Devices, Inc. 2.47% 5.563 M $ 27345 2020/12/31 -297.102 K $ -5.01 %
2026/03/31 GE GE Aerospace 2.39% 5.368 M $ 18917 2023/06/30 -496.165 K $ -7.88 %
2026/03/31 CASY Casey's General Stores, Inc. 2.36% 5.308 M $ 7293 2023/09/30 1.412 M $ 31.69 %
2026/03/31 HON Honeywell Intl. Inc 2.26% 5.081 M $ 22478 2020/12/31 682.660 K $ 15.86 %
2026/03/31 GEV GE Vernova Inc 2.22% 4.995 M $ 5722 2024/06/30 1.317 M $ 33.56 %
2026/03/31 CVX Chevron Corp. 2.22% 4.986 M $ 24101 2021/06/30 1.413 M $ 35.75 %
2026/03/31 META Meta Platforms Inc (Facebook) 2.19% 4.923 M $ 8605 2024/03/31 -754.872 K $ -13.33 %
2026/03/31 CMI Cummins Inc. 2.17% 4.875 M $ 9061 2020/12/31 269.993 K $ 5.40 %
2026/03/31 TJX TJX Companies Inc. 2.12% 4.773 M $ 29886 2020/12/31 177.627 K $ 3.96 %
2026/03/31 NFLX Netflix 2.04% 4.589 M $ 47726 2020/12/31 108.840 K $ 2.55 %
2026/03/31 GS Goldman Sachs Group Inc. 2.03% 4.567 M $ 5398 2020/12/31 -167.030 K $ -3.76 %
2026/03/31 V Visa Inc. 2.01% 4.519 M $ 14952 2020/12/31 -744.983 K $ -13.82 %
2026/03/31 MA Mastercard Inc. 1.92% 4.314 M $ 8634 2020/12/31 -621.821 K $ -12.48 %
2026/03/31 PANW Palo Alto Networks Inc 1.88% 4.230 M $ 26385 2020/12/31 -633.416 K $ -12.96 %
2026/03/31 HD Home Depot Inc. 1.84% 4.140 M $ 12587 2020/12/31 -191.402 K $ -4.42 %
2026/03/31 MCK McKesson Corporation 1.84% 4.136 M $ 4779 2022/09/30 248.380 K $ 5.49 %
2026/03/31 VRT Vertiv Holdings Co CL A 1.69% 3.814 M $ 15220 2025/06/30 1.336 M $ 54.67 %
2026/03/31 WMT Wal-Mart Stores 1.69% 3.797 M $ 30553 2025/03/31 357.798 K $ 11.55 %
2026/03/31 TSM Taiwan Semiconductor (Taiwan) 1.68% 3.780 M $ 11186 2024/03/31 246.594 K $ 11.21 %
2026/03/31 CAT Caterpillar Inc. 1.65% 3.720 M $ 5251 2020/12/31 804.319 K $ 23.67 %
2026/03/31 ISRG Intuitive Surgical 1.62% 3.649 M $ 7916 2020/12/31 -850.335 K $ -18.60 %
2026/03/31 SYK Stryker Corp. 1.58% 3.545 M $ 10790 2020/12/31 -243.900 K $ -6.51 %
2026/03/31 SNOW Snowflake Inc. 1.45% 3.270 M $ 21682 2024/03/31 -1.276 M $ -31.25 %
2026/03/31 HOOD Robinhood Markets, Inc. 1.42% 3.191 M $ 46050 2025/03/31 -1.775 M $ -38.73 %
2026/03/31 NEE Nextera Energy Inc. 1.38% 3.104 M $ 33419 2020/12/31 420.071 K $ 15.70 %
2026/03/31 APP AppLovin Corporation 1.24% 2.795 M $ 7023 2025/03/31 -1.617 M $ -40.93 %
2026/03/31 URI United Rentals, Inc. 1.21% 2.720 M $ 3734 2020/12/31 -283.063 K $ -9.98 %
2026/03/31 LRCX Lam Research Corp. 1.17% 2.624 M $ 12281 2025/09/30 427.476 K $ 24.82 %
2026/03/31 AXP American Express Company 1.02% 2.285 M $ 7553 2026/03/31 0.000 $ 0.00 %
2026/03/31 SHOP Shopify Inc. 1.00% 2.257 M $ 19023 2025/03/31 -422.187 K $ -26.31 %
2026/03/31 USB US Bancorp 0.99% 2.218 M $ 42642 2020/12/31 -65.753 K $ -2.53 %
2026/03/31 BSX Boston Scientific Corp. 0.91% 2.050 M $ 32675 2024/06/30 -1.142 M $ -34.19 %
2026/03/31 NOW ServiceNow Inc. 0.89% 2.007 M $ 19198 2020/12/31 -955.386 K $ -31.75 %
2026/03/31 NET Cloudflare, Inc. 0.87% 1.947 M $ 9434 2025/12/31 43.119 K $ 4.66 %
2026/03/31 TMUS T-Mobile US, Inc. 0.86% 1.941 M $ 9242 2020/12/31 139.478 K $ 3.44 %
2026/03/31 OTIS Otis Worldwide Corp. 0.75% 1.693 M $ 21965 2026/03/31 0.000 $ 0.00 %
2026/03/31 RDDT Reddit, Inc. 0.73% 1.638 M $ 12162 2025/03/31 -972.767 K $ -41.42 %
2026/03/31 AMAT Applied Materials 0.69% 1.548 M $ 4528 2023/12/31 405.174 K $ 33.00 %
2026/03/31 CRM Salesforce.com Inc. 0.69% 1.547 M $ 8285 2020/12/31 -666.996 K $ -29.53 %
2026/03/31 COHR Coherent Corp. 0.67% 1.508 M $ 6329 2025/06/30 244.276 K $ 29.06 %
2026/03/31 GOOG Alphabet Inc. Class C 0.64% 1.435 M $ 5004 2020/12/31 -135.023 K $ -8.59 %
2026/03/31 WM Waste Management Inc. 0.63% 1.416 M $ 6161 2025/03/31 61.477 K $ 4.59 %
2026/03/31 BSAC Banco Santander (Chile) 0.59% 1.319 M $ 116928 2026/03/31 0.000 $ 0.00 %
2026/03/31 MU Micron Technology, Inc 0.56% 1.250 M $ 3701 2025/12/31 104.702 K $ 18.37 %
2026/03/31 AEP American Electric Power 0.49% 1.110 M $ 8466 2026/03/31 0.000 $ 0.00 %
2026/03/31 ORLY O'Reilly Automotive Inc 0.46% 1.031 M $ 11174 2022/09/30 14.458 K $ 1.21 %
2026/03/31 SPOT Spotify Technology SA (Luxemborg) 0.36% 818.528 K $ 1688 2025/12/31 -75.394 K $ -16.50 %
2026/03/31 CLS Celestica Inc. (Canada) 0.34% 765.888 K $ 2719 2025/12/31 -27.093 K $ -4.71 %
2026/03/31 SOLS Solstice Advanced Materials, I 0.31% 705.242 K $ 9260 2025/12/31 236.636 K $ 56.77 %
2026/03/31 ZS Zscaler, Inc. 0.30% 681.529 K $ 4858 2026/03/31 0.000 $ 0.00 %
2026/03/31 TMO Thermo Fisher Scientific 0.26% 581.480 K $ 1183 2020/12/31 -114.120 K $ -15.17 %
2026/03/31 CAH Cardinal Health, Inc. 0.25% 565.254 K $ 2675 2026/03/31 0.000 $ 0.00 %
2026/03/31 FTNT Fortinet, Inc. 0.22% 497.838 K $ 6092 2020/12/31 39.618 K $ 2.91 %
2026/03/31 IDXX IDEXX Laboratories Inc. 0.21% 480.978 K $ 856 2020/12/31 -98.131 K $ -16.95 %
2026/03/31 MCD McDonalds Corp. 0.20% 442.876 K $ 1425 2022/09/30 16.021 K $ 1.69 %
2026/03/31 FIX Comfort Systems USA, Inc. 0.19% 437.140 K $ 317 2025/12/31 141.286 K $ 47.76 %
2026/03/31 PSA Public Storage (REIT) 0.19% 436.929 K $ 1613 2023/09/30 67.858 K $ 4.39 %
2026/03/31 RTX RTX Corp (Raytheon) 0.17% 377.120 K $ 1955 2025/06/30 18.306 K $ 5.18 %
2026/03/31 GLW Corning Inc. 0.16% 358.553 K $ 2637 2026/03/31 0.000 $ 0.00 %
2026/03/31 MS Morgan Stanley 0.15% 334.571 K $ 2033 2025/06/30 -25.686 K $ -7.30 %
2026/03/31 AZO AutoZone Inc. 0.13% 290.489 K $ 86 2024/03/31 -1.262 K $ -0.40 %
2026/03/31 SRE Sempra 0.10% 224.463 K $ 2310 2026/03/31 0.000 $ 0.00 %
2026/03/31 MRVL Marvell Technology, Inc 0.00% 0.000 $ 0 2023/12/31 0.000 $ 0.00 %
2026/03/31 NKE Nike Inc. 0.00% 0.000 $ 0 2025/12/31 0.000 $ 0.00 %
2026/03/31 SNPS Synopsys 0.00% 0.000 $ 0 2024/03/31 0.000 $ 0.00 %
2026/03/31 AXON Axon Enterprise, Inc. 0.00% 0.000 $ 0 2025/09/30 0.000 $ 0.00 %
2026/03/31 EW Edwards Lifesciences 0.00% 0.000 $ 0 2020/12/31 0.000 $ 0.00 %
2026/03/31 GEHC GE Healthcare 0.00% 0.000 $ 0 2023/09/30 0.000 $ 0.00 %
2026/03/31 ORCL Oracle Corporation 0.00% 0.000 $ 0 2024/03/31 0.000 $ 0.00 %
2026/03/31 SPGI S&P Global Inc. 0.00% 0.000 $ 0 2020/12/31 0.000 $ 0.00 %
2026/03/31 COO Cooper Companies 0.00% 0.000 $ 0 2025/09/30 0.000 $ 0.00 %
2026/03/31 CDNS Cadence Design Systems Inc 0.00% 0.000 $ 0 2020/12/31 0.000 $ 0.00 %