§ 13F · FUND PROFILE
WD RUTHERFORD LLC.
AUM · $276M (13F)Positions · 75Turnover · n/a · Q2Filed · Jul 20, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$11M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 20, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA Corp. | 107K | $22M | 7.8% | −3% |
| 2 | AMD | Advanced Micro Devices, Inc. | 19K | $11M | 4.1% | −29% |
| 3 | GOOGL | Alphabet Inc. Class A | 31K | $11M | 4.0% | +4% |
| 4 | CRWD | CrowdStrike Holdings, Inc | 13K | $10M | 3.7% | −8% |
| 5 | PANW | Palo Alto Networks Inc | 25K | $9M | 3.1% | −4% |
| 6 | ANET | Arista Networks Inc. | 48K | $8M | 3.0% | −4% |
| 7 | AAPL | Apple Inc. | 28K | $8M | 3.0% | −2% |
| 8 | GE | GE Aerospace | 19K | $7M | 2.5% | −2% |
| 9 | AMZN | Amazon Inc. | 29K | $7M | 2.5% | +1% |
| 10 | MU | Micron Technology, Inc | 6K | $7M | 2.5% | +60% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WD SIGNAL
AC read
WD RUTHERFORD LLC is a Other fund managing $276 million in assets. The fund runs a portfolio of 75 positions.
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