WD RUTHERFORD LLC
CIK 0001841015 · PORTLAND, OR · Quarter end: 2026-06-30 · Filed on: 2026-07-20 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$276.3M
2026 Q2
Positions
75
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
36.1%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
NVDA
NVIDIA Corp.
7.8%
AMD
Advanced Micro Devices, Inc.
4.1%
GOOGL
Alphabet Inc. Class A
4.0%
CRWD
CrowdStrike Holdings, Inc
3.7%
PANW
Palo Alto Networks Inc
3.1%
ANET
Arista Networks Inc.
3.0%
AAPL
Apple Inc.
3.0%
GE
GE Aerospace
2.5%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.