Wd Rutherford LLC has filed its 13F form on April 17, 2025 for Q1 2025 where it was disclosed a total value porftolio of $189 Million distributed in 73 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $12.9M, Apple Inc. with a value of $6.94M, Microsoft Corp with a value of $6.35M, Jpmorgan Chase & CO with a value of $5.61M, and T Mobile Us, Inc. with a value of $5.6M.

Examining the 13F form we can see an decrease of $19.3M in the current position value, from $209M to 189M.

Below you can find more details about Wd Rutherford LLC portfolio as well as his latest detailed transactions.

Portfolio value $189 Million
Technology: $67.4 Million
Financial Services: $23.4 Million
Consumer Cyclical: $22.1 Million
Communication Services: $20 Million
Healthcare: $19.4 Million
Industrials: $17.9 Million
Consumer Defensive: $10.3 Million
Energy: $4.6 Million
Other: $4.35 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 73
  • Current Value $189 Million
  • Prior Value $209 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 17, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 9 stocks
  • Additional Purchases 31 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 31 stocks
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