WR

WD RUTHERFORD LLC

13F
WD RUTHERFORD LLC
Last update 2024-10-25 78 Stocks (2 new)
Value $205.00 Mil Turnover 9 %
Countries:
Top Holdings: NVDA(7.42%)AAPL(3.71%)MSFT(3.68%)AMZN(2.71%)ANET(2.69%)
Portfolio Report
Summary Stock Picks Current Portfolio
WD RUTHERFORD LLC Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
NVDA 		NVIDIA Corp
125,032
15183.890
-3.81%
7.420
-0.31%
0.000
+0.82%
+1.21%
3328435.900
Semiconductors
AAPL 		Apple Inc
32,635
7603.960
-1.24%
3.710
-0.04%
0.000
+3.52%
-5.42%
3580182.678
Hardware
MSFT 		Microsoft Corp
17,488
7525.090
-0.29%
3.680
-0.01%
0.000
+0.95%
-0.60%
3114843.301
Software
AMZN 		Amazon.com Inc
29,725
5538.660
+5.37%
2.710
+0.14%
0.000
+17.30%
-0.21%
2302156.510
Retail - Cyclical
ANET 		Arista Networks Inc
57,456
5513.190
-5.69%
2.690
-0.15%
0.000
+11.62%
+3.45%
144040.905
Hardware
COST 		Costco Wholesale Corp
5,971
5293.410
-5.30%
2.590
-0.14%
0.000
+4.99%
+2.26%
415906.607
Retail - Defensive
GOOGL 		Alphabet Inc
31,715
5259.930
+2.15%
2.570
+0.05%
0.000
+18.62%
+1.45%
2357015.060
Interactive Media
HD 		The Home Depot Inc
12,454
5046.360
+4.45%
2.460
+0.10%
0.000
-4.39%
+0.23%
387302.149
Retail - Cyclical
AMD 		Advanced Micro Devices Inc
30,640
5027.410
+0.52%
2.460
+0.01%
0.000
-29.32%
-3.93%
188310.564
Semiconductors
JPM 		JPMorgan Chase & Co
23,361
4925.900
-0.18%
2.410
0%
0.000
+13.28%
+0.58%
675315.707
Banks

WD RUTHERFORD LLC's Historical Top Holdings Breakdowns

WD RUTHERFORD LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
CRWD 		CrowdStrike Holdings Inc2023-09-30Add
+1.99%
●
143.61 ($155.44) 172.29
$348.84
124.42%
Add 1152.23%
18,846
17,341
NVDA 		NVIDIA Corp2023-09-30Reduce
-1.90%
●
40.86 ($44.8) 49.36
$135.91
203.37%
Reduce -27.29%
187,320
-7,029
USB 		U.S. Bancorp2023-09-30Add
+1.52%
●
32.47 ($36.43) 40.23
$47.38
30.06%
Add 527.57%
79,890
67,160
CRL 		Charles River Laboratories International Inc2023-09-30Add
+1.26%
●
194.44 ($205.3) 217.61
$186.12
-9.34%
Add 155.03%
15,399
9,361
CRL 		Charles River Laboratories International Inc2024-09-30Reduce
-1.23%
●
187.96 ($207.82) 245.29
$186.12
-10.44%
Reduce -87.42%
1,714
-11,914
CMCSA 		Comcast Corp2023-09-30Add
+1.23%
●
41.21 ($44.65) 47.12
$36.36
-18.57%
Add 632.24%
47,149
40,710
HAL 		Halliburton Co2023-09-30Add
+1.20%
●
33.01 ($39.17) 42.64
$26.97
-31.15%
Add 178.17%
67,805
43,430
NVDA 		NVIDIA Corp2024-03-31Reduce
-1.19%
●
47.57 ($72.48) 95
$135.91
87.51%
Reduce -18.83%
148,010
-3,433
EW 		Edwards Lifesciences Corp2024-09-30Reduce
-1.06%
●
59.7 ($72.66) 93.78
$73.42
1.05%
Reduce -55.31%
18,375
-22,745
HAL 		Halliburton Co2024-09-30Sold Out
-1.05%
●
27.81 ($31.53) 36.44
$26.97
-14.46%
Sold Out
0
-62,040

WD RUTHERFORD LLC Total Holding History ($B)

To

WD RUTHERFORD LLC's Asset Allocation

To

WD RUTHERFORD LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

WD RUTHERFORD LLC's Hypothetical Growth since 2024-09-30

WD RUTHERFORD LLC's Yearly Returns

Year Portfolio % % Excess Gain %

WD RUTHERFORD LLC's Holdings Heat Map

Size field:

WD RUTHERFORD LLC's Holdings Bubble Chart

WD RUTHERFORD LLC News

  • 1

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