WD RUTHERFORD LLC
Sector Allocation
- Technology54.5%$143.5M
- Financials12.5%$32.8M
- Industrials10.4%$27.3M
- Consumer Discretionary7.3%$19.1M
- Consumer Staples5.8%$15.2M
- Healthcare3.1%$8.3M
- Utilities1.9%$5.0M
- Energy1.9%$5.0M
- Communication Services1.6%$4.2M
- Materials0.6%$1.5M
AUM History
13fpro.ai/research/fund/wd-rutherford-llc-1841015
Conviction and streaks
Concentrating · top 10 = 38.9%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
NVDA
$23.0MCRWD
$11.8MGOOGL
$10.6MAMD
$10.2MANET
$8.8MPANW
$8.7MAAPL
$8.7MMSFT
$7.4MAMZN
$7.0MMU
$6.4MJPM
$6.3MMETA
$6.2MSNOW
$5.9MGE
$5.5MGEV
$5.2MLLY
$5.1MV
$5.1MGS
$4.9MCOST
$4.9MTSM
$4.8M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/wd-rutherford-llc-1841015
WD RUTHERFORD LLC 13F holdings — Q3 2026
$263.4M portfolio (-4.7% QoQ) · 78 holdings · Q3 2026 13F · top 10 are 39% of the stock portfolio
$23.0M
8.7% of stocks
-6%This quarter0.0%Since filed11+ qtrsHeld$11.8M
4.5% of stocks
+230%This quarter0.0%Since filed11+ qtrsHeldAIQuality67.6#354Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row$10.6M
4.0% of stocks
-1%This quarter0.0%Since filed11+ qtrsHeld$10.2M
3.9% of stocks
-14%This quarter0.0%Since filed11+ qtrsHeld$8.8M
3.3% of stocks
-10%This quarter0.0%Since filed11+ qtrsHeld$8.7M
3.3% of stocks
-14%This quarter0.0%Since filed11+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row$8.7M
3.3% of stocks
-8%This quarter0.0%Since filed11+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 3 qtrs in a row$7.4M
2.8% of stocks
-6%This quarter0.0%Since filed11+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 3 qtrs in a row$7.0M
2.7% of stocks
-2%This quarter0.0%Since filed11+ qtrsHeld$6.4M
2.4% of stocks
+1.0%This quarter0.0%Since filed4 qtrsHeld
All holdings — WD RUTHERFORD LLC (Q3 2026)
78 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | JPMORGAN CHASE & CO | Financials | $6.3M | 2.4% | 19K | -5% | 11+ qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | Meta Platforms, Inc. | Technology | $6.2M | 2.4% | 8,601 | +1% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | Snowflake Inc. | Technology | $5.9M | 2.3% | 17K | -11% | 11+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | GENERAL ELECTRIC CO | Industrials | $5.5M | 2.1% | 18K | -6% | 11+ qtrsTrimmed 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | GE Vernova Inc. | Industrials | $5.2M | 2.0% | 5,445 | -4% | 10 qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | ELI LILLY & Co | Healthcare | $5.1M | 1.9% | 4,410 | +18% | 2 qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | VISA INC. | Financials | $5.1M | 1.9% | 14K | -4% | 11+ qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | GOLDMAN SACHS GROUP INC | Financials | $4.9M | 1.9% | 5,459 | +1% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $4.9M | 1.9% | 5,389 | -5% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $4.8M | 1.8% | 11K | -6% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | Robinhood Markets, Inc. | Financials | $4.8M | 1.8% | 43K | -5% | 7 qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | LAM RESEARCH CORP | Technology | $4.8M | 1.8% | 15K | +7% | 11+ qtrsAdded 5 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | Cloudflare, Inc. | Technology | $4.6M | 1.8% | 13K | -6% | 4 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | CHEVRON CORP | Energy | $4.6M | 1.7% | 22K | -6% | 11+ qtrsTrimmed 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | Mastercard Inc | Financials | $4.5M | 1.7% | 8,182 | -4% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $MCK | MCKESSON CORP | Consumer Staples | $4.3M | 1.6% | 5,080 | -0.8% | |||
| 27 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $4.1M | 1.6% | 31K | -2% | |||
| 28 | $CMI | CUMMINS INC | Industrials | $4.1M | 1.5% | 7,848 | -10% | |||
| 29 | $CASY | CASEYS GENERAL STORES INC | Consumer Discretionary | $3.9M | 1.5% | 6,364 | -5% | |||
| 30 | $WMT | Walmart Inc. | Consumer Staples | $3.8M | 1.4% | 36K | +4% | |||
| 31 | $CAT | CATERPILLAR INC | Industrials | $3.6M | 1.4% | 4,469 | -12% | |||
| 32 | $VRT | Vertiv Holdings Co | Technology | $3.6M | 1.4% | 15K | +3% | |||
| 33 | $URI | UNITED RENTALS, INC. | Industrials | $3.5M | 1.3% | 3,503 | -8% | |||
| 34 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $3.4M | 1.3% | 12K | -4% | |||
| 35 | $INTC | INTEL CORP | Technology | $3.3M | 1.3% | 28K | +128% | |||
| 36 | $NFLX | NETFLIX INC | Communication Services | $3.3M | 1.3% | 47K | -3% | |||
| 37 | $COHR | COHERENT CORP. | Technology | $2.9M | 1.1% | 10K | +25% | |||
| 38 | $NEE | NEXTERA ENERGY INC | Utilities | $2.8M | 1.1% | 37K | +3% | |||
| 39 | $AXP | AMERICAN EXPRESS CO | Financials | $2.8M | 1.1% | 9,141 | +7% | |||
| 40 | $HON | HONEYWELL INTERNATIONAL INC | Industrials | $2.3M | 0.9% | 11K | -7% | |||
| 41 | $HONA | Honeywell Aerospace Inc. | Industrials | $2.3M | 0.9% | 15K | +9% | |||
| 42 | $USB | US BANCORP \DE\ | Financials | $1.9M | 0.7% | 33K | -8% | |||
| 43 | $APP | AppLovin Corp | Technology | $1.7M | 0.7% | 5,999 | -13% | |||
| 44 | $BSAC | BANCO SANTANDER CHILE | Financials | $1.6M | 0.6% | 117K | +1% | |||
| 45 | $RDDT | Reddit, Inc. | Technology | $1.6M | 0.6% | 11K | -2% | |||
| 46 | $CAH | CARDINAL HEALTH INC | Consumer Staples | $1.5M | 0.6% | 6,907 | +104% | |||
| 47 | $LIN | LINDE PLC | Materials | $1.5M | 0.6% | 3,099 | +149% | |||
| 48 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $1.4M | 0.5% | 2,798 | -3% | |||
| 49 | $CLS | CELESTICA INC | Technology | $1.4M | 0.5% | 3,886 | +10% | |||
| 50 | $GOOG | Alphabet Inc. | Technology | $1.2M | 0.5% | 3,568 | -19% | |||
| 51 | $ZS | Zscaler, Inc. | Technology | $1.1M | 0.4% | 5,292 | -2% | |||
| 52 | $AEP | AMERICAN ELECTRIC POWER CO INC | Utilities | $1.0M | 0.4% | 8,447 | +0.5% | |||
| 53 | $WM | WASTE MANAGEMENT INC | Utilities | $928K | 0.3% | 4,552 | -22% | |||
| 54 | $SHOP | SHOPIFY INC. | Technology | $859K | 0.3% | 5,794 | -48% | |||
| 55 | $SOLS | Solstice Advanced Materials Inc. | Healthcare | $839K | 0.3% | 15K | +44% | |||
| 56 | $PLTR | Palantir Technologies Inc. | Technology | $836K | 0.3% | 4,470 | New | |||
| 57 | $LNTH | Lantheus Holdings, Inc. | Healthcare | $833K | 0.3% | 8,368 | +88% | |||
| 58 | $FTNT | Fortinet, Inc. | Technology | $809K | 0.3% | 4,524 | -2% | |||
| 59 | $NOW | ServiceNow, Inc. | Technology | $735K | 0.3% | 5,486 | -38% | |||
| 60 | $TMUS | T-Mobile US, Inc. | Communication Services | $694K | 0.3% | 4,258 | -31% | |||
| 61 | $ORLY | O REILLY AUTOMOTIVE INC | Consumer Discretionary | $675K | 0.3% | 7,904 | -9% | |||
| 62 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $667K | 0.3% | 901 | New | |||
| 63 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $618K | 0.2% | 915 | -13% | |||
| 64 | $MS | MORGAN STANLEY | Financials | $562K | 0.2% | 2,990 | +16% | |||
| 65 | — | iShares Russell 1000 Value ETF - ETF | — | $510K | 0.2% | 2,058 | New | |||
| 66 | $FIX | COMFORT SYSTEMS USA INC | Industrials | $509K | 0.2% | 308 | -4% | |||
| 67 | $IDXX | IDEXX LABORATORIES INC /DE | Healthcare | $435K | 0.2% | 833 | — | |||
| 68 | $ISRG | INTUITIVE SURGICAL INC | Healthcare | $429K | 0.2% | 1,056 | -55% | |||
| 69 | $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | Energy | $429K | 0.2% | 12K | +12% | |||
| 70 | $BNY | Bank of New York Mellon Corp | Financials | $335K | 0.1% | 2,317 | New | |||
| 71 | $RTX | RTX Corp | Industrials | $332K | 0.1% | 1,789 | -18% | |||
| 72 | $PSA | Public Storage | Real Estate | $327K | 0.1% | 1,157 | -17% | |||
| 73 | $SRE | SEMPRA | Utilities | $278K | 0.1% | 3,563 | +0.4% | |||
| 74 | $SPOT | Spotify Technology S.A. | Communication Services | $229K | 0.1% | 469 | -40% | |||
| 75 | $CBRE | CBRE GROUP, INC. | Real Estate | $218K | 0.1% | 1,700 | New | |||
| 76 | $MDY | SPDR S&P MIDCAP 400 ETF TRUST | — | $209K | 0.1% | 319 | New | |||
| 77 | $TER | TERADYNE, INC | Technology | $208K | 0.1% | 518 | New | |||
| 78 | — | Schwab S&P 500 Index Fund - FUND | — | $205K | 0.1% | 10K | New |
What changed in Q3 2026
Against the previous quarter's 13F: 8 new, 23 added to, 46 trimmed, 5 sold out. Share-count changes; largest moves by dollar size first.
New positions (8)
$PLTRPalantir Technologies Inc.$836K
first bought this quarter
$PGPROCTER & GAMBLE Co$667K
first bought this quarter
- iShares Russell 1000 Value ETF - ETF$510K
first bought this quarter
$BNYBank of New York Mellon Corp$335K
first bought this quarter
$CBRECBRE GROUP, INC.$218K
first bought this quarter
$MDYSPDR S&P MIDCAP 400 ETF TRUST$209K
first bought this quarter
+2 more in the Excel export
Added to (23)
now $11.8M · held 11+ qtrs
$INTCINTEL CORP+128%
now $3.3M · held 2 qtrs, 2 adds in a row
$LINLINDE PLC+149%
now $1.5M · held 2 qtrs, 2 adds in a row
$CAHCARDINAL HEALTH INC+104%
now $1.5M · held 3 qtrs, 3 adds in a row
now $5.1M · held 2 qtrs, 2 adds in a row
$COHRCOHERENT CORP.+25%
now $2.9M · held 4 qtrs, 4 adds in a row
+17 more in the Excel export
Trimmed (46)
now $10.2M · held 11+ qtrs, 3 trims in a row
now $23.0M · held 11+ qtrs, 3 trims in a row
now $8.7M · held 11+ qtrs, 2 trims in a row
now $8.8M · held 11+ qtrs, 4 trims in a row
$SHOPSHOPIFY INC.-48%
now $859K · held 7 qtrs, 2 trims in a row
now $5.9M · held 11+ qtrs, 2 trims in a row
+40 more in the Excel export
Holdings by quarter
Every 13F WD RUTHERFORD LLC has filed, 23 earlier quarters. Pick one to see what it held then.
Is it too late to follow WD RUTHERFORD?
Q3 2026 13F filed with the SEC on Oct 26, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of WD RUTHERFORD's top 20 holdings: 77/100 (our AI quality score, weighted by position size; 19 of the 20 are scored)
Top 10 since filing
0.0%
Value-weighted move of the 10 largest stock positions
Turnover
4%
Last quarter; 26% over the last 4
Top 10 weight
39%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
91%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
WD RUTHERFORD LLC disclosed 78 positions worth $263.4M in its Form 13F-HR for Q3 2026, led by $NVDA (NVIDIA CORP) at 8.7% of the equity portfolio, followed by $CRWD and $GOOGL. During the quarter the fund opened 8 new positions and exited 5 — including a new stake in $PLTR and a full exit from $SYK. The portfolio is most concentrated in Technology (54.5% of disclosed assets). All figures are sourced directly from WD RUTHERFORD LLC’s Form 13F-HR filing with the SEC under CIK 1841015.
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Every holding in WD RUTHERFORD LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.