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 $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$5.91B
$1.25 Million 0.59% of portfolio
13,920
Q2 2025 Added 1,400.0%
$3.52B
$1.13 Million 0.53% of portfolio
15,872
Q2 2025 Reduced 24.42%
$6.37B
$235,000 0.11% of portfolio
4,455
Q2 2025 Reduced 17.5%
$8.26B
$110,000 0.05% of portfolio
1,309
Q2 2025 New
$8.15B
$73,000 0.03% of portfolio
962
Q2 2025 New
$9.54B
$49,000 0.02% of portfolio
121
Q2 2025 New
$9.46B
$21,000 0.01% of portfolio
425
Q2 2025 New
$9.65B
$17,000 0.01% of portfolio
52
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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