account_balance
Investment manager · 13F filer · SEC CIK 1841015
Wd Rutherford LLC
Reported value$263Mas of Sep 30, 2026
Positions78 8 new, 5 sold out
Top 10 weight38.9%NVDA alone is 9%
FiledOct 2626 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
NVDANVIDIA Corp
8.7%Trimmed −6%
CRWDCrowdStrike Holdings, Inc.
4.5%Trimmed −17%
GOOGLAlphabet Inc.
4.0%
AMDAdvanced Micro Devices Inc
3.9%Trimmed −14%
ANETArista Networks, Inc.
3.3%Trimmed −10%
PANWPalo Alto Networks Inc
3.3%Trimmed −14%
AAPLApple Inc.
3.3%Trimmed −8%
MSFTMicrosoft Corp
2.8%Trimmed −6%
AMZNAmazon.com Inc
2.7%
MUMicron Technology Inc
2.4%
JPMJPMorgan Chase & Co
2.4%−5%
METAMeta Platforms, Inc.
2.4%
NVDANVIDIA Corp
8.7%Trimmed −6%
CRWDCrowdStrike Holdings, Inc.
4.5%−17%
GOOGLAlphabet Inc.
4.0%
AMDAdvanced Micro Devices Inc
3.9%−14%
ANETArista Networks, Inc.
3.3%−10%
PANWPalo Alto Networks Inc
3.3%
AAPLApple Inc.
3.3%
MSFTMicrosoft Corp
2.8%
AMZNAmazon.com Inc
2.7%
MU2.4%JPM2.4%META2.4%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
NVDA NVIDIA Corp 8.7% Trimmed −6%CRWD CrowdStrike Holdings, Inc. 4.5% Trimmed −17%GOOGL Alphabet Inc. 4.0% HeldAMD Advanced Micro Devices Inc 3.9% Trimmed −14%ANET Arista Networks, Inc. 3.3% Trimmed −10%PANW Palo Alto Networks Inc 3.3% Trimmed −14%AAPL Apple Inc. 3.3% Trimmed −8%MSFT Microsoft Corp 2.8% Trimmed −6%AMZN Amazon.com Inc 2.7% HeldMU Micron Technology Inc 2.4% HeldJPM JPMorgan Chase & Co 2.4% Trimmed −5%META Meta Platforms, Inc. 2.4% Held
What changed
Biggest moves since Jun 30, 2026
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