WD Rutherford
PORTLAND, ORfiles as WD RUTHERFORD LLC
$276m in 75 US stocks at the end of 30 June 2026. The top 10 are 36.1% of the money. It changed about 15.4% of the portfolio this quarter.
Value
$276m
Stocks
75
Top 10 share
36.1%
Turnover
15.4%
What changed this quarter
New
Bought for the first time this quarter.
- Eli LillyLLY1.6% of the fund
- Honeywell AerospaceHONA1.1% of the fund
- IntelINTC0.6% of the fund
- LindeLIN0.2% of the fund
- Lantheus HoldingsLNTH0.2% of the fund
- Enterprise Products Partners L.P.EPD0.1% of the fund
- L3harris TechnologiesLHX<0.1% of the fund
Added
Bought more of a stock they already held.
- AlphabetGOOGL4.0% of the fund+4%
- Micron TechnologyMU2.5% of the fund+60%
- Lam ResearchLRCX2.1% of the fund+11%
- TJX CompaniesTJX1.7% of the fund+6%
- WalmartWMT1.4% of the fund+15%
- MckessonMCK1.4% of the fund+7%
- NetflixNFLX1.3% of the fund+2%
- CloudflareNET1.3% of the fund+50%
- NextEra EnergyNEE1.2% of the fund+9%
- CoherentCOHR1.2% of the fund+28%
- American ExpressAXP1.0% of the fund+13%
- CorningGLW0.9% of the fund+265%
- CelesticaCLS0.5% of the fund+30%
- Solstice Advanced MaterialsSOLS0.3% of the fund+12%
- Cardinal HealthCAH0.3% of the fund+27%
- ZscalerZS0.3% of the fund+11%
- Morgan StanleyMS0.2% of the fund+27%
- RTXRTX0.1% of the fund+11%
- SempraSRE0.1% of the fund+54%
Cut
Sold some of their stake.
- NvidiaNVDA7.8% of the fund-3%
- Advanced Micro DevicesAMD4.1% of the fund-29%
- CrowdStrike HoldingsCRWD3.7% of the fund-8%
- Palo Alto NetworksPANW3.1% of the fund-4%
- Arista NetworksANET3.0% of the fund-4%
- AppleAAPL3.0% of the fund-2%
- CumminsCMI2.2% of the fund-4%
- MicrosoftMSFT2.1% of the fund-2%
- CaterpillarCAT2.0% of the fund-3%
- Caseys General StoresCASY1.9% of the fund-8%
- SnowflakeSNOW1.8% of the fund-9%
- Vertiv HoldingsVRT1.8% of the fund-5%
- StrykerSYK1.1% of the fund-8%
- Honeywell InternationalHON1.0% of the fund-48%
- US BancorpUSB0.8% of the fund-16%
- Applied MaterialsAMAT0.8% of the fund-36%
- RedditRDDT0.7% of the fund-7%
- AlphabetGOOG0.6% of the fund-12%
- Waste ManagementWM0.5% of the fund-6%
- ShopifySHOP0.5% of the fund-41%
- T-Mobile USTMUS0.4% of the fund-34%
- Intuitive SurgicalISRG0.3% of the fund-71%
- ServiceNowNOW0.3% of the fund-54%
- O'Reilly AutomotiveORLY0.3% of the fund-22%
- FortinetFTNT0.3% of the fund-24%
Sold out
Sold their entire stake.
- Boston ScientificBSX-100%
- McDonald'sMCD-100%
- AutozoneAZO-100%
Holdings
- Honeywell AerospaceHONA
- Share
- 1.1%
- Value
- $3m
- Shares
- 13,653
New
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| NvidiaNVDA | 7.8% | $22m | 107,475 | -3% |
| Advanced Micro DevicesAMD | 4.1% | $11m | 19,362 | -29% |
| AlphabetGOOGL | 4.0% | $11m | 31,112 | +4% |
| CrowdStrike HoldingsCRWD | 3.7% | $10m | 13,467 | -8% |
| Palo Alto NetworksPANW | 3.1% | $9m | 25,328 | -4% |
| Arista NetworksANET | 3.0% | $8m | 48,092 | -4% |
| AppleAAPL | 3.0% | $8m | 28,184 | -2% |
| General ElectricGE | 2.5% | $7m | 18,548 | Held |
| Amazon.comAMZN | 2.5% | $7m | 28,816 | Held |
| Micron TechnologyMU | 2.5% | $7m | 5,930 | +60% |
| GE VernovaGEV | 2.4% | $7m | 5,661 | Held |
| JPMorgan ChaseJPM | 2.4% | $7m | 20,056 | Held |
| CumminsCMI | 2.2% | $6m | 8,690 | -4% |
| Lam ResearchLRCX | 2.1% | $6m | 13,590 | +11% |
| MicrosoftMSFT | 2.1% | $6m | 15,230 | -2% |
| Goldman Sachs GroupGS | 2.0% | $5m | 5,396 | Held |
| CaterpillarCAT | 2.0% | $5m | 5,102 | -3% |
| Taiwan Semiconductor ManufacturingTSM | 2.0% | $5m | 11,309 | Held |
| Caseys General StoresCASY | 1.9% | $5m | 6,701 | -8% |
| Costco WholesaleCOST | 1.9% | $5m | 5,659 | Held |
| VisaV | 1.8% | $5m | 14,720 | Held |
| SnowflakeSNOW | 1.8% | $5m | 19,707 | -9% |
| Vertiv HoldingsVRT | 1.8% | $5m | 14,516 | -5% |
| TJX CompaniesTJX | 1.7% | $5m | 31,673 | +6% |
| Meta PlatformsMETA | 1.7% | $5m | 8,514 | Held |
| Robinhood MarketsHOOD | 1.6% | $5m | 45,181 | Held |
| Eli LillyLLY | 1.6% | $4m | 3,746 | New |
| MastercardMA | 1.6% | $4m | 8,563 | Held |
| Home DepotHD | 1.6% | $4m | 12,435 | Held |
| United RentalsURI | 1.6% | $4m | 3,788 | Held |
| WalmartWMT | 1.4% | $4m | 35,067 | +15% |
| ChevronCVX | 1.4% | $4m | 23,802 | Held |
| MckessonMCK | 1.4% | $4m | 5,123 | +7% |
| AppLovinAPP | 1.3% | $4m | 6,903 | Held |
| NetflixNFLX | 1.3% | $3m | 48,840 | +2% |
| CloudflareNET | 1.3% | $3m | 14,153 | +50% |
| NextEra EnergyNEE | 1.2% | $3m | 36,452 | +9% |
| CoherentCOHR | 1.2% | $3m | 8,090 | +28% |
| StrykerSYK | 1.1% | $3m | 9,923 | -8% |
| Honeywell AerospaceHONA | 1.1% | $3m | 13,653 | New |
| American ExpressAXP | 1.0% | $3m | 8,559 | +13% |
| Honeywell InternationalHON | 1.0% | $3m | 11,764 | -48% |
| CorningGLW | 0.9% | $2m | 9,625 | +265% |
| US BancorpUSB | 0.8% | $2m | 35,733 | -16% |
| Applied MaterialsAMAT | 0.8% | $2m | 2,898 | -36% |
| RedditRDDT | 0.7% | $2m | 11,316 | -7% |
| IntelINTC | 0.6% | $2m | 12,138 | New |
| Banco Santander ChileBSAC | 0.6% | $2m | 115,708 | Held |
| AlphabetGOOG | 0.6% | $2m | 4,400 | -12% |
| Waste ManagementWM | 0.5% | $1m | 5,818 | -6% |
| CelesticaCLS | 0.5% | $1m | 3,540 | +30% |
| ShopifySHOP | 0.5% | $1m | 11,141 | -41% |
| American Electric PowerAEP | 0.4% | $1m | 8,401 | Held |
| T-Mobile USTMUS | 0.4% | $1m | 6,129 | -34% |
| Intuitive SurgicalISRG | 0.3% | $923,413 | 2,322 | -71% |
| Solstice Advanced MaterialsSOLS | 0.3% | $916,833 | 10,348 | +12% |
| ServiceNowNOW | 0.3% | $880,713 | 8,871 | -54% |
| Cardinal HealthCAH | 0.3% | $806,279 | 3,394 | +27% |
| O'Reilly AutomotiveORLY | 0.3% | $799,710 | 8,684 | -22% |
| ZscalerZS | 0.3% | $758,540 | 5,374 | +11% |
| FortinetFTNT | 0.3% | $707,727 | 4,607 | -24% |
| LindeLIN | 0.2% | $646,080 | 1,245 | New |
| Comfort Systems USAFIX | 0.2% | $638,188 | 322 | Held |
| Morgan StanleyMS | 0.2% | $539,114 | 2,579 | +27% |
| Thermo Fisher ScientificTMO | 0.2% | $528,935 | 1,055 | -11% |
| Lantheus HoldingsLNTH | 0.2% | $493,794 | 4,451 | New |
| Public StoragePSA | 0.2% | $444,361 | 1,396 | -13% |
| Otis WorldwideOTIS | 0.2% | $439,767 | 6,142 | -72% |
| Idexx LaboratoriesIDXX | 0.2% | $438,525 | 833 | -3% |
| RTXRTX | 0.1% | $413,232 | 2,178 | +11% |
| Enterprise Products Partners L.P.EPD | 0.1% | $395,905 | 10,770 | New |
| SalesforceCRM | 0.1% | $365,331 | 2,332 | -72% |
| Spotify TechnologySPOT | 0.1% | $359,958 | 784 | -54% |
| SempraSRE | 0.1% | $328,935 | 3,548 | +54% |
| L3harris TechnologiesLHX | <0.1% | $233,925 | 805 | New |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 27.0% since 30 June 2025.
Where the money is
Technology41.6%
Industrials15.6%
Financial services12.0%
Media & telecom10.1%
Retail & consumer6.1%
Health care5.3%
Everyday goods5.3%
Utilities1.8%
Energy1.4%
Materials0.6%
Real estate0.2%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.