Investor Details
| Filer Name: | WD RUTHERFORD LLC |
|---|---|
| CIK: | 1841015 |
| Period: | 2024-12-31 |
| Filed At: | 2025-01-30 |
| Number of Holdings: | 71 |
| Portfolio Value: | $0.21B |
Wd Rutherford Llc Top Holdings
| Ticker | Exchange | Security | Shares | Value | % of Portfolio | Position Change | Put/Call |
|---|---|---|---|---|---|---|---|
| NVDA | US | NVIDIA CORP | 122,875 | $17M | 7.83% | -1.7% | - |
| AAPL | US | APPLE INC | 31,818 | $8M | 3.78% | -2.5% | - |
| MSFT | US | MICROSOFT CORP | 17,200 | $7M | 3.44% | -1.6% | - |
| AMZN | US | AMAZON.COM INC | 29,353 | $6M | 3.05% | -1.3% | - |
| ANET | US | ARISTA NETWORKS INC | 57,320 | $6M | 3.00% | 299.1% | - |
| GOOGL | US | ALPHABET INC-CL A | 31,310 | $6M | 2.81% | -1.3% | - |
| JPM | US | JPMORGAN CHASE & CO | 22,794 | $5M | 2.59% | -2.4% | - |
| NOW | US | SERVICENOW INC | 5,132 | $5M | 2.58% | 2.3% | - |
| COST | US | COSTCO WHOLESALE CORP | 5,904 | $5M | 2.57% | -1.1% | - |
| CRWD | US | CROWDSTRIKE HOLDINGS INC - A | 14,924 | $5M | 2.42% | -0.7% | - |
| V | US | VISA INC-CLASS A SHARES | 15,728 | $5M | 2.36% | -1.9% | - |
| TMUS | US | T-MOBILE US INC | 21,749 | $5M | 2.28% | -2.9% | - |
| HD | US | HOME DEPOT INC | 12,232 | $5M | 2.26% | -1.8% | - |
| CRM | US | SALESFORCE INC | 13,964 | $5M | 2.21% | -0.1% | - |
| MA | US | MASTERCARD INC - A | 8,850 | $5M | 2.21% | -1.9% | - |
| ISRG | US | INTUITIVE SURGICAL INC | 8,310 | $4M | 2.06% | 9.9% | - |
| PANW | US | PALO ALTO NETWORKS INC | 23,915 | $4M | 2.06% | 111.3% | - |
| NFLX | US | NETFLIX INC | 4,725 | $4M | 2.00% | -2.8% | - |
| HON | US | HONEYWELL INTERNATIONAL INC | 18,473 | $4M | 1.98% | 4.7% | - |
| USB | US | US BANCORP | 84,081 | $4M | 1.91% | -3.1% | - |