WD RUTHERFORD LLC

CIK

1841015

Location

PORTLAND, OR

Portfolio Value

Small $222,157,958

Diversification

Diversified

Filing Date

Global Rank

#3,954 / 8,603 ▲ 60 · as of Mar 2026

Top Industry

Semiconductors 13.4%

3Y Alpha vs SPY

-1.4%

Period ended 3 months ago

Filed Apr 24, 2026 · 3mo

22 quarters · since Dec 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+68.9%

SPY

+76.0%

Annualised alpha

-1.6%

Max drawdown

−21.4%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

70 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

8.7%

−0.3 pts

Top 5

21.3%

−1.7 pts

Top 10

34.1%

−2.6 pts

HHI

253

Diversified−11

Portfolio Trend

22 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	33.2%	$73,791,217	21
Industrials	15.6%	$34,743,735	11
Financial Services	14.1%	$31,333,756	9
Communication Services	11.4%	$25,293,841	7
Consumer Cyclical	9.9%	$21,936,547	7
Healthcare	6.8%	$15,008,303	7
Consumer Defensive	4.3%	$9,483,752	2
Energy	2.2%	$4,986,496	1
Utilities	2.0%	$4,438,141	3
Basic Materials	0.3%	$705,241	1
Real Estate	0.2%	$436,929	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
SHOP	Shopify Inc.	+9,054	19,023	$2,256,508
HOOD	Robinhood Markets, Inc.	+5,536	46,050	$3,191,265
NET	Cloudflare, Inc.	+4,742	9,434	$1,946,611
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+3,946	11,186	$3,780,308
SNOW	Snowflake Inc.	+3,072	21,682	$3,270,079
WMT	Walmart Inc.	+2,752	30,553	$3,797,126
LRCX	Lam Research Corp	+2,218	12,281	$2,623,958
NFLX	Netflix Inc	+2,186	47,726	$4,588,854
RDDT	Reddit, Inc.	+1,946	12,162	$1,637,613
COHR	Coherent Corp.	+1,775	6,329	$1,507,631
MU	Micron Technology Inc	+1,704	3,701	$1,250,345
APP	AppLovin Corp	+1,160	7,023	$2,795,154
SPOT	Spotify Technology S.A.	+901	1,688	$818,528
CLS	Celestica Inc	+774	2,719	$765,887
TJX	Tjx Companies Inc /De/	+719	29,886	$4,772,794
SOLS	Solstice Advanced Materials Inc.	+680	9,260	$705,241
HON	Honeywell International Inc	+414	22,478	$5,328,477
GS	Goldman Sachs Group Inc	+338	5,398	$4,566,654
CRWD	CrowdStrike Holdings, Inc.	+268	14,601	$1,425,094
URI	United Rentals, Inc.	+229	3,734	$2,720,443
VRT	Vertiv Holdings Co	+139	15,220	$3,813,827
SYK	Stryker Corp	+130	10,790	$3,545,486
NEE	Nextera Energy Inc	+80	33,419	$3,103,956
WM	Waste Management Inc	+62	6,161	$1,415,736
MS	Morgan Stanley	+51	2,033	$334,570
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
FTNT	Fortinet, Inc.	−11,059	6,092	$497,838
TMUS	T-Mobile US, Inc.	−10,712	9,242	$1,941,097
USB	US Bancorp De	−6,064	42,642	$2,217,810
ANET	Arista Networks, Inc.	−4,720	50,105	$6,151,891
PSA	Public Storage	−4,350	1,613	$436,929
BSX	Boston Scientific Corp	−2,365	32,675	$2,050,356
ORLY	O Reilly Automotive Inc	−1,970	11,174	$1,031,471
CVX	Chevron Corp	−1,824	24,101	$4,986,496
MCD	Mcdonalds Corp	−1,680	1,425	$442,875
NVDA	Nvidia Corp	−1,562	110,492	$19,269,804
GE	General Electric Co	−1,535	18,917	$5,368,077
JPM	Jpmorgan Chase & Co	−1,285	20,398	$6,000,275
AMZN	Amazon Com Inc	−1,160	28,573	$5,950,898
MSFT	Microsoft Corp	−932	15,607	$5,777,243
CASY	Caseys General Stores Inc	−767	7,293	$5,308,282
CMI	Cummins Inc	−732	9,061	$4,874,999
MCK	Mckesson Corp	−732	4,779	$4,135,555
CAT	Caterpillar Inc	−681	5,251	$3,720,123
AAPL	Apple Inc.	−542	28,897	$7,333,769
NOW	ServiceNow, Inc.	−444	19,198	$2,007,150
V	Visa Inc.	−418	14,952	$4,519,092
GOOGL	Alphabet Inc.	−369	29,870	$8,589,417
AMD	Advanced Micro Devices Inc	−344	27,345	$5,562,793
GEV	GE Vernova Inc.	−283	5,722	$4,994,733
AMAT	Applied Materials Inc /De	−250	4,528	$1,547,625
No positions match the current search.

New Positions

Positions the filer opened this quarter

8 positions

Ticker	Company	Shares	Value
BSAC	Banco Santander Chile	116,928	$3,905,395
AXP	American Express Co	7,553	$2,284,631
OTIS	Otis Worldwide Corp	21,965	$1,693,062
AEP	American Electric Power Co Inc	8,466	$1,109,723
ZS	Zscaler, Inc.	4,858	$681,528
CAH	Cardinal Health Inc	2,675	$565,254
GLW	Corning Inc /Ny	2,637	$358,552
SRE	Sempra	2,310	$224,462
No positions match the current search.

Sold Out

Positions the filer fully exited

10 positions

Ticker	Company	Shares	Value
CDNS	Cadence Design Systems Inc	9,027	$2,821,659
SPGI	S&P Global Inc.	4,151	$2,052,290
MRVL	Marvell Technology, Inc.	17,538	$1,490,379
GEHC	GE HealthCare Technologies Inc.	6,495	$532,719
AXON	Axon Enterprise, Inc.	695	$394,711
COO	Cooper Companies, Inc.	4,791	$392,670
SNPS	Synopsys Inc	827	$388,458
ORCL	Oracle Corp	1,831	$356,880
EW	Edwards Lifesciences Corp	3,303	$281,580
NKE	NIKE, Inc.	3,790	$241,460
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

70 positions · $222,157,958 total · as of Mar 31, 2026

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

Showing 1–50 of 70 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	110,492	-1,562	$19,269,804	−7.8%	8.67%
GOOGL	Alphabet Inc. Communication Services	Reduced	29,870	-369	$8,589,417	−9.2%	3.87%
AAPL	Apple Inc. Technology	Reduced	28,897	-542	$7,333,769	−8.4%	3.30%
ANET	Arista Networks, Inc. Technology	Reduced	50,105	-4,720	$6,151,891	−14.4%	2.77%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	20,398	-1,285	$6,000,275	−14.1%	2.70%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	28,573	-1,160	$5,950,898	−13.3%	2.68%
MSFT	Microsoft Corp Technology	Reduced	15,607	-932	$5,777,243	−27.8%	2.60%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	5,707	-197	$5,686,626	+11.7%	2.56%
AMD	Advanced Micro Devices Inc Technology	Reduced	27,345	-344	$5,562,793	−6.2%	2.50%
GE	General Electric Co Industrials	Reduced	18,917	-1,535	$5,368,077	−14.8%	2.42%
HON	Honeywell International Inc Industrials	Added	22,478	+414	$5,328,477	+18.0%	2.40%
CASY	Caseys General Stores Inc Consumer Cyclical	Reduced	7,293	-767	$5,308,282	+19.2%	2.39%
GEV	GE Vernova Inc. Industrials	Reduced	5,722	-283	$4,994,733	+27.3%	2.25%
CVX	Chevron Corp Energy	Reduced	24,101	-1,824	$4,986,496	+26.2%	2.24%
META	Meta Platforms, Inc. Communication Services	Added	8,605	+23	$4,923,178	−13.1%	2.22%
CMI	Cummins Inc Industrials	Reduced	9,061	-732	$4,874,999	−2.5%	2.19%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	29,886	+719	$4,772,794	+6.5%	2.15%
NFLX	Netflix Inc Communication Services	Added	47,726	+2,186	$4,588,854	+7.5%	2.07%
GS	Goldman Sachs Group Inc Financial Services	Added	5,398	+338	$4,566,654	+2.7%	2.06%
V	Visa Inc. Financial Services	Reduced	14,952	-418	$4,519,092	−16.2%	2.03%
MA	Mastercard Inc Financial Services	Reduced	8,634	-97	$4,314,064	−13.4%	1.94%
PANW	Palo Alto Networks Inc Technology	Reduced	26,385	-140	$4,230,043	−13.4%	1.90%
HD	Home Depot, Inc. Consumer Cyclical	Added	12,587	+3	$4,139,738	−4.4%	1.86%
MCK	Mckesson Corp Healthcare	Reduced	4,779	-732	$4,135,555	−8.5%	1.86%
BSAC	Banco Santander Chile Financial Services	NEW	116,928	NEW	$3,905,395	NEW	1.76%
VRT	Vertiv Holdings Co Industrials	Added	15,220	+139	$3,813,827	+56.1%	1.72%
WMT	Walmart Inc. Consumer Defensive	Added	30,553	+2,752	$3,797,126	+22.6%	1.71%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	11,186	+3,946	$3,780,308	+71.8%	1.70%
CAT	Caterpillar Inc Industrials	Reduced	5,251	-681	$3,720,123	+9.5%	1.67%
ISRG	Intuitive Surgical Inc Healthcare	Reduced	7,916	-154	$3,649,196	−20.2%	1.64%
SYK	Stryker Corp Healthcare	Added	10,790	+130	$3,545,486	−5.4%	1.60%
SNOW	Snowflake Inc. Technology	Added	21,682	+3,072	$3,270,079	−19.9%	1.47%
HOOD	Robinhood Markets, Inc. Financial Services	Added	46,050	+5,536	$3,191,265	−30.4%	1.44%
NEE	Nextera Energy Inc Utilities	Added	33,419	+80	$3,103,956	+16.0%	1.40%
APP	AppLovin Corp Communication Services	Added	7,023	+1,160	$2,795,154	−29.2%	1.26%
URI	United Rentals, Inc. Industrials	Added	3,734	+229	$2,720,443	−4.1%	1.22%
LRCX	Lam Research Corp Technology	Added	12,281	+2,218	$2,623,958	+52.3%	1.18%
AXP	American Express Co Financial Services	NEW	7,553	NEW	$2,284,631	NEW	1.03%
SHOP	Shopify Inc. Technology	Added	19,023	+9,054	$2,256,508	+40.6%	1.02%
USB	US Bancorp De Financial Services	Reduced	42,642	-6,064	$2,217,810	−14.7%	1.00%
BSX	Boston Scientific Corp Healthcare	Reduced	32,675	-2,365	$2,050,356	−38.6%	0.92%
NOW	ServiceNow, Inc. Technology	Reduced	19,198	-444	$2,007,150	−33.3%	0.90%
NET	Cloudflare, Inc. Technology	Added	9,434	+4,742	$1,946,611	+110.4%	0.88%
TMUS	T-Mobile US, Inc. Communication Services	Reduced	9,242	-10,712	$1,941,097	−52.1%	0.87%
OTIS	Otis Worldwide Corp Industrials	NEW	21,965	NEW	$1,693,062	NEW	0.76%
RDDT	Reddit, Inc. Communication Services	Added	12,162	+1,946	$1,637,613	−30.3%	0.74%
AMAT	Applied Materials Inc /De Technology	Reduced	4,528	-250	$1,547,625	+26.0%	0.70%
CRM	Salesforce, Inc. Technology	Reduced	8,285	-240	$1,546,560	−31.5%	0.70%
COHR	Coherent Corp. Technology	Added	6,329	+1,775	$1,507,631	+79.4%	0.68%
CRWD	CrowdStrike Holdings, Inc. Technology	Added	14,601	+268	$1,425,094	−15.2%	0.64%