Wd Rutherford LLC Portfolio Holdings

Wd Rutherford LLC

  • $212 Million
  • Q2 2025

Wd Rutherford LLC has filed its 13F form on July 16, 2025 for Q2 2025 where it was disclosed a total value porftolio of $212 Million distributed in 96 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $17.5M, Microsoft Corp with a value of $7.89M, Crowd Strike Holdings, Inc. with a value of $7.34M, Jpmorgan Chase & CO with a value of $6.42M, and Netflix Inc with a value of $6.28M.

Examining the 13F form we can see an increase of $22.7M in the current position value, from $189M to 212M.

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

Portfolio value $212 Million
Technology: $84.9 Million
Financial Services: $26.1 Million
Consumer Cyclical: $23.6 Million
Communication Services: $22.1 Million
Industrials: $19.5 Million
Healthcare: $17.4 Million
Consumer Defensive: $9.97 Million
Energy: $3.86 Million
Other: $4.58 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$456B
$17.5 Million 8.25% of portfolio
110,798
Q2 2025 Reduced 7.01%
$3.95T
$7.89 Million 3.72% of portfolio
15,861
Q2 2025 Reduced 6.2%
$93.6B
$7.34 Million 3.46% of portfolio
14,404
Q2 2025 Reduced 3.13%
$859B
$6.42 Million 3.03% of portfolio
22,134
Q2 2025 Reduced 3.28%
$545B
$6.28 Million 2.96% of portfolio
4,690
Q2 2025 Reduced 6.09%
$2.26T
$6.25 Million 2.95% of portfolio
28,470
Q2 2025 Reduced 2.16%
$3.69T
$5.98 Million 2.82% of portfolio
29,148
Q2 2025 Reduced 6.73%
$43.4B
$5.71 Million 2.69% of portfolio
55,809
Q2 2025 Reduced 2.7%
$439B
$5.68 Million 2.68% of portfolio
5,742
Q2 2025 Reduced 2.84%
$1.21T
$5.32 Million 2.51% of portfolio
30,163
Q2 2025 Reduced 2.76%
$551B
$5.33 Million 2.51% of portfolio
15,002
Q2 2025 Reduced 3.21%
$52.5B
$5.26 Million 2.48% of portfolio
25,699
Q2 2025 Added 4.62%
$306B
$5.22 Million 2.46% of portfolio
20,272
Q2 2025 Reduced 2.32%
$172B
$5.19 Million 2.45% of portfolio
5,048
Q2 2025 Reduced 2.36%
$314B
$4.88 Million 2.3% of portfolio
20,463
Q2 2025 Reduced 2.54%
$548B
$4.71 Million 2.22% of portfolio
8,389
Q2 2025 Reduced 3.62%
$169B
$4.41 Million 2.08% of portfolio
8,120
Q2 2025 Reduced 3.1%
$405B
$4.39 Million 2.07% of portfolio
11,983
Q2 2025 Reduced 2.3%
$146B
$4.29 Million 2.02% of portfolio
18,442
Q2 2025 Reduced 0.19%
$142B
$4.18 Million 1.97% of portfolio
10,571
Q2 2025 Reduced 2.63%
$19.4B
$4.13 Million 1.95% of portfolio
8,088
Q2 2025 Reduced 5.92%
$94.7B
$4.01 Million 1.89% of portfolio
5,466
Q2 2025 Reduced 2.06%
$282B
$3.91 Million 1.84% of portfolio
27,574
Q2 2025 Reduced 7.93%
$302B
$3.86 Million 1.82% of portfolio
26,954
Q2 2025 Reduced 2.02%
$232B
$3.74 Million 1.76% of portfolio
13,718
Q2 2025 Reduced 2.17%
$68B
$3.44 Million 1.62% of portfolio
76,070
Q2 2025 Reduced 9.67%
$56.3B
$3.25 Million 1.53% of portfolio
9,912
Q2 2025 Reduced 3.46%
$22.4B
$3.18 Million 1.5% of portfolio
33,071
Q2 2025 Reduced 2.22%
$155B
$3.19 Million 1.5% of portfolio
25,801
Q2 2025 Added 6.37%
$182B
$3.16 Million 1.49% of portfolio
6,002
Q2 2025 Reduced 5.12%
$157B
$3.11 Million 1.47% of portfolio
8,048
Q2 2025 Reduced 1.94%
$97B
$2.86 Million 1.35% of portfolio
9,266
Q2 2025 Added 3.17%
$254B
$2.84 Million 1.34% of portfolio
4,011
Q2 2025 Added 156.79%
$61.8B
$2.82 Million 1.33% of portfolio
12,597
Q2 2025 Added 2.86%
$63.6B
$2.66 Million 1.26% of portfolio
3,535
Q2 2025 Reduced 4.56%
$66.3B
$2.65 Million 1.25% of portfolio
34,277
Q2 2025 Added 9.0%
$95.5B
$2.49 Million 1.17% of portfolio
26,579
Q2 2025 Added 43.04%
$1.19B
$2.4 Million 1.13% of portfolio
42,761
Q1 2025 Added 0.63%
$141B
$2.22 Million 1.04% of portfolio
31,925
Q2 2025 Added 9.44%
$218B
$2.17 Million 1.03% of portfolio
5,602
Q2 2025 Reduced 1.63%
$61.9B
$1.89 Million 0.89% of portfolio
17,854
Q2 2025 Reduced 0.51%
$147B
$1.77 Million 0.83% of portfolio
16,435
Q2 2025 Added 77.77%
$49.2B
$1.74 Million 0.82% of portfolio
5,931
Q2 2025 Reduced 2.32%
$1.27T
$1.6 Million 0.75% of portfolio
7,050
Q2 2025 Reduced 0.35%
$95.6B
$1.43 Million 0.67% of portfolio
6,248
Q2 2025 New
$6.4B
$1.25 Million 0.59% of portfolio
13,920
Q2 2025 Added 1,400.0%
$3.59B
$1.13 Million 0.53% of portfolio
15,872
Q2 2025 Reduced 24.42%
$281B
$993,000 0.47% of portfolio
10,165
Q2 2025 Added 63.63%
$136B
$948,000 0.45% of portfolio
2,709
Q2 2025 Added 4.92%

Summary

  • Portfolio
  • No. of Stocks 96
  • Current Value $212 Million
  • Prior Value $189 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 16, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 25 stocks
  • Additional Purchases 15 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 49 stocks
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