WD RUTHERFORD LLC

CIK

1841015

Location

PORTLAND, OR

Portfolio Value

Small $263,108,484

Diversification

Diversified

Filing Date

Global Rank

#3,961 / 8,618 ▲ 150

Top Industry

Semiconductors 17.7%

3Y Alpha vs SPY

+70.0%

Period ended 51 days ago

Filed Jul 20, 2026 · 31d

23 quarters · since Dec 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+592.6%

SPY

+75.8%

Annualised alpha

+69.9%

Max drawdown

−22.3%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

72 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

8.2%

−0.3 pts

Top 5

23.1%

+1.6 pts

Top 10

36.5%

+2.5 pts

HHI

258

Diversified+7

Portfolio Trend

23 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	40.8%	$107,302,438	22
Industrials	15.9%	$41,739,023	12
Financial Services	13.5%	$35,404,004	9
Consumer Cyclical	8.4%	$22,177,635	5
Communication Services	8.2%	$21,514,508	6
Healthcare	5.6%	$14,679,101	8
Consumer Defensive	3.5%	$9,265,512	2
Utilities	1.8%	$4,677,667	3
Energy	1.7%	$4,341,324	2
Basic Materials	0.6%	$1,562,912	2
Real Estate	0.2%	$444,360	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

22 positions

Ticker	Company	Δ Shares	Shares	Value
GLW	Corning Inc /Ny	+6,988	9,625	$2,458,513
NET	Cloudflare, Inc.	+4,719	14,153	$3,471,447
WMT	Walmart Inc.	+4,514	35,067	$3,971,688
NEE	Nextera Energy Inc	+3,033	36,452	$3,199,392
MU	Micron Technology Inc	+2,229	5,930	$6,844,939
TJX	Tjx Companies Inc /De/	+1,787	31,673	$4,798,459
COHR	Coherent Corp.	+1,761	8,090	$3,191,262
LRCX	Lam Research Corp	+1,309	13,590	$5,888,954
SRE	Sempra	+1,238	3,548	$328,935
NFLX	Netflix Inc	+1,114	48,840	$3,487,176
SOLS	Solstice Advanced Materials Inc.	+1,088	10,348	$916,832
AXP	American Express Co	+1,006	8,559	$2,895,081
CLS	Celestica Inc	+821	3,540	$1,291,392
CAH	Cardinal Health Inc	+719	3,394	$806,278
MS	Morgan Stanley	+546	2,579	$539,114
ZS	Zscaler, Inc.	+516	5,374	$758,540
MCK	Mckesson Corp	+344	5,123	$3,870,938
AMZN	Amazon Com Inc	+243	28,816	$6,868,005
RTX	RTX Corp	+223	2,178	$413,231
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+123	11,309	$5,400,839
URI	United Rentals, Inc.	+54	3,788	$4,291,387
FIX	Comfort Systems USA Inc	+5	322	$638,187
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
OTIS	Otis Worldwide Corp	−15,823	6,142	$439,767
HON	Honeywell International Inc	−10,714	11,764	$2,633,959
NOW	ServiceNow, Inc.	−10,327	8,871	$880,712
AMD	Advanced Micro Devices Inc	−7,983	19,362	$11,247,579
SHOP	Shopify Inc.	−7,882	11,141	$1,272,079
USB	US Bancorp De	−6,909	35,733	$2,158,273
CRM	Salesforce, Inc.	−5,953	2,332	$365,331
ISRG	Intuitive Surgical Inc	−5,594	2,322	$923,412
GOOGL	Alphabet Inc.	−3,762	31,112	$11,118,495
TMUS	T-Mobile US, Inc.	−3,113	6,129	$1,028,017
NVDA	Nvidia Corp	−3,017	107,475	$21,504,672
ORLY	O Reilly Automotive Inc	−2,490	8,684	$799,709
ANET	Arista Networks, Inc.	−2,013	48,092	$8,169,868
SNOW	Snowflake Inc.	−1,975	19,707	$5,015,431
AMAT	Applied Materials Inc /De	−1,630	2,898	$2,095,254
FTNT	Fortinet, Inc.	−1,485	4,607	$707,727
BSAC	Banco Santander Chile	−1,220	115,708	$3,810,264
CRWD	CrowdStrike Holdings, Inc.	−1,134	13,467	$2,569,301
PANW	Palo Alto Networks Inc	−1,057	25,328	$8,637,354
SPOT	Spotify Technology S.A.	−904	784	$359,957
HOOD	Robinhood Markets, Inc.	−869	45,181	$4,530,750
SYK	Stryker Corp	−867	9,923	$3,124,157
RDDT	Reddit, Inc.	−846	11,316	$1,964,231
AAPL	Apple Inc.	−713	28,184	$8,155,322
VRT	Vertiv Holdings Co	−704	14,516	$4,860,247
No positions match the current search.

New Positions

Positions the filer opened this quarter

7 positions

Ticker	Company	Shares	Value
LLY	ELI LILLY & Co	3,746	$4,493,065
HONA	Honeywell Aerospace Inc.	13,653	$3,014,582
INTC	Intel Corp	12,138	$1,694,828
LIN	Linde PLC	1,245	$646,080
LNTH	Lantheus Holdings, Inc.	4,451	$493,793
EPD	Enterprise Products Partners L.P.	10,770	$395,905
LHX	L3harris Technologies, Inc. /De/	805	$233,924
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
META	Meta Platforms, Inc.	8,605	$4,923,178
BSX	Boston Scientific Corp	32,675	$2,050,356
WM	Waste Management Inc	6,161	$1,415,736
MCD	Mcdonalds Corp	1,425	$442,875
AZO	Autozone Inc	86	$290,489
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

72 tracked positions · $263,108,484 total · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 72 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	107,475	-3,017	$21,504,672	+11.6%	8.17%
AMD	Advanced Micro Devices Inc Technology	Reduced	19,362	-7,983	$11,247,579	+102.2%	4.27%
GOOGL	Alphabet Inc. Communication Services	Reduced	31,112	-3,762	$11,118,495	+10.9%	4.23%
PANW	Palo Alto Networks Inc Technology	Reduced	25,328	-1,057	$8,637,354	+104.2%	3.28%
ANET	Arista Networks, Inc. Technology	Reduced	48,092	-2,013	$8,169,868	+32.8%	3.11%
AAPL	Apple Inc. Technology	Reduced	28,184	-713	$8,155,322	+11.2%	3.10%
GE	General Electric Co Industrials	Reduced	18,548	-369	$6,931,944	+29.1%	2.63%
AMZN	Amazon Com Inc Consumer Cyclical	Added	28,816	+243	$6,868,005	+15.4%	2.61%
MU	Micron Technology Inc Technology	Added	5,930	+2,229	$6,844,939	+447.4%	2.60%
GEV	GE Vernova Inc. Industrials	Reduced	5,661	-61	$6,650,882	+33.2%	2.53%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	20,056	-342	$6,564,930	+9.4%	2.50%
CMI	Cummins Inc Industrials	Reduced	8,690	-371	$6,197,794	+27.1%	2.36%
LRCX	Lam Research Corp Technology	Added	13,590	+1,309	$5,888,954	+124.4%	2.24%
MSFT	Microsoft Corp Technology	Reduced	15,230	-377	$5,681,094	−1.7%	2.16%
GS	Goldman Sachs Group Inc Financial Services	Reduced	5,396	-2	$5,457,352	+19.5%	2.07%
CAT	Caterpillar Inc Industrials	Reduced	5,102	-149	$5,433,119	+46.0%	2.06%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	11,309	+123	$5,400,839	+42.9%	2.05%
CASY	Caseys General Stores Inc Consumer Cyclical	Reduced	6,701	-592	$5,325,887	+0.3%	2.02%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	5,659	-48	$5,293,824	−6.9%	2.01%
V	Visa Inc. Financial Services	Reduced	14,720	-232	$5,050,284	+11.8%	1.92%
SNOW	Snowflake Inc. Technology	Reduced	19,707	-1,975	$5,015,431	+53.4%	1.91%
VRT	Vertiv Holdings Co Industrials	Reduced	14,516	-704	$4,860,247	+27.4%	1.85%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	31,673	+1,787	$4,798,459	+0.5%	1.82%
HOOD	Robinhood Markets, Inc. Financial Services	Reduced	45,181	-869	$4,530,750	+42.0%	1.72%
LLY	ELI LILLY & Co Healthcare	NEW	3,746	NEW	$4,493,065	NEW	1.71%
MA	Mastercard Inc Financial Services	Reduced	8,563	-71	$4,397,956	+1.9%	1.67%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	12,435	-152	$4,385,575	+5.9%	1.67%
URI	United Rentals, Inc. Industrials	Added	3,788	+54	$4,291,387	+57.7%	1.63%
WMT	Walmart Inc. Consumer Defensive	Added	35,067	+4,514	$3,971,688	+4.6%	1.51%
CVX	Chevron Corp Energy	Reduced	23,802	-299	$3,945,419	−20.9%	1.50%
MCK	Mckesson Corp Healthcare	Added	5,123	+344	$3,870,938	−6.4%	1.47%
BSAC	Banco Santander Chile Financial Services	Reduced	115,708	-1,220	$3,810,264	−2.4%	1.45%
APP	AppLovin Corp Communication Services	Reduced	6,903	-120	$3,556,632	+27.2%	1.35%
NFLX	Netflix Inc Communication Services	Added	48,840	+1,114	$3,487,176	−24.0%	1.33%
NET	Cloudflare, Inc. Technology	Added	14,153	+4,719	$3,471,447	+78.3%	1.32%
NEE	Nextera Energy Inc Utilities	Added	36,452	+3,033	$3,199,392	+3.1%	1.22%
COHR	Coherent Corp. Technology	Added	8,090	+1,761	$3,191,262	+111.7%	1.21%
SYK	Stryker Corp Healthcare	Reduced	9,923	-867	$3,124,157	−11.9%	1.19%
HONA	Honeywell Aerospace Inc. Industrials	NEW	13,653	NEW	$3,014,582	NEW	1.15%
AXP	American Express Co Financial Services	Added	8,559	+1,006	$2,895,081	+26.7%	1.10%
HON	Honeywell International Inc Industrials	Reduced	11,764	-10,714	$2,633,959	−48.2%	1.00%
CRWD	CrowdStrike Holdings, Inc. Technology	Reduced	13,467	-1,134	$2,569,301	−54.9%	0.98%
GLW	Corning Inc /Ny Technology	Added	9,625	+6,988	$2,458,513	+585.7%	0.93%
USB	US Bancorp De Financial Services	Reduced	35,733	-6,909	$2,158,273	−2.7%	0.82%
AMAT	Applied Materials Inc /De Technology	Reduced	2,898	-1,630	$2,095,254	+35.4%	0.80%
RDDT	Reddit, Inc. Communication Services	Reduced	11,316	-846	$1,964,231	+19.9%	0.75%
INTC	Intel Corp Technology	NEW	12,138	NEW	$1,694,828	NEW	0.64%
CLS	Celestica Inc Technology	Added	3,540	+821	$1,291,392	+68.6%	0.49%
SHOP	Shopify Inc. Technology	Reduced	11,141	-7,882	$1,272,079	−43.6%	0.48%
AEP	American Electric Power Co Inc Utilities	Reduced	8,401	-65	$1,149,340	+3.6%	0.44%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.