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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$416B
$17.5 Million 8.25% of portfolio
110,798
Q2 2025 Reduced 7.01%
$3.77T
$7.89 Million 3.72% of portfolio
15,861
Q2 2025 Reduced 6.2%
$855B
$6.42 Million 3.03% of portfolio
22,134
Q2 2025 Reduced 3.28%
$530B
$6.28 Million 2.96% of portfolio
4,690
Q2 2025 Reduced 6.09%
$2.32T
$6.25 Million 2.95% of portfolio
28,470
Q2 2025 Reduced 2.16%
$3.45T
$5.98 Million 2.82% of portfolio
29,148
Q2 2025 Reduced 6.73%
$417B
$5.68 Million 2.68% of portfolio
5,742
Q2 2025 Reduced 2.84%
$1.14T
$5.32 Million 2.51% of portfolio
30,163
Q2 2025 Reduced 2.76%
$575B
$5.33 Million 2.51% of portfolio
15,002
Q2 2025 Reduced 3.21%
$283B
$5.22 Million 2.46% of portfolio
20,272
Q2 2025 Reduced 2.32%
$290B
$4.88 Million 2.3% of portfolio
20,463
Q2 2025 Reduced 2.54%
$533B
$4.71 Million 2.22% of portfolio
8,389
Q2 2025 Reduced 3.62%
$1.58T
$4.49 Million 2.12% of portfolio
6,086
Q2 2025 Reduced 1.14%
$380B
$4.39 Million 2.07% of portfolio
11,983
Q2 2025 Reduced 2.3%
$250B
$3.91 Million 1.84% of portfolio
27,574
Q2 2025 Reduced 7.93%
$294B
$3.86 Million 1.82% of portfolio
26,954
Q2 2025 Reduced 2.02%
$239B
$2.84 Million 1.34% of portfolio
4,011
Q2 2025 Added 156.79%
$220B
$2.17 Million 1.03% of portfolio
5,602
Q2 2025 Reduced 1.63%
$1.22T
$1.6 Million 0.75% of portfolio
7,050
Q2 2025 Reduced 0.35%
$260B
$993,000 0.47% of portfolio
10,165
Q2 2025 Added 63.63%
$220B
$943,000 0.44% of portfolio
3,228
Q1 2025 Reduced 0.59%
$1.17T
$915,000 0.43% of portfolio
5,159
Q2 2025 Reduced 3.1%
$642B
$570,000 0.27% of portfolio
2,611
Q2 2025 Reduced 1.51%
$220B
$231,000 0.11% of portfolio
1,700
Q1 2025 New
$237B
$195,000 0.09% of portfolio
1,385
Q2 2025 New
$219B
$200,000 0.09% of portfolio
1,370
Q2 2025 New
$201B
$83,000 0.04% of portfolio
629
Q2 2025 New
$738B
$85,000 0.04% of portfolio
110
Q2 2025 New

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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