WD RUTHERFORD LLC
Top Portfolio Positions
70 positions ·
$221,910,183 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
110,492 | $19,269,804 | 8.68% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
29,870 | $8,589,417 | 3.87% | |
| AAPL |
Apple Inc.
Technology
|
28,897 | $7,333,769 | 3.30% | |
| ANET |
Arista Networks, Inc.
Technology
|
50,105 | $6,151,891 | 2.77% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
20,398 | $6,000,275 | 2.70% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
28,573 | $5,950,898 | 2.68% | |
| MSFT |
Microsoft Corp
Technology
|
15,607 | $5,777,243 | 2.60% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
5,707 | $5,686,626 | 2.56% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
27,345 | $5,562,793 | 2.51% | |
| GE |
General Electric Co
Industrials
|
18,917 | $5,368,077 | 2.42% |
Portfolio Trend
22 quarters · across all stocks
Holdings in BSAC
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,905,395 | 116,928 | Shares | Sole | 2026-04-24 | |
| No 13F history on record for this holder in this stock. | ||||||