WD RUTHERFORD LLC Diversified Active

Location: Portland, OR

CIK: 0001841015 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: May 10, 2022

Total Value: $175M (100.0% shares, 0.0% debt)

Holdings (133)

NVDA NVIDIA Corp. 5.4%
Value $9.482M Shares 34,751 Est. Cost $18.67 Unrealized +34.1%
AAPL Apple Inc. 4.5%
Value $7.918M Shares 45,344 Est. Cost $117.01 Unrealized +40.9%
MSFT Microsoft Corp. 3.7%
Value $6.427M Shares 20,846 Est. Cost $206.04 Unrealized +41.4%
COST Costco Wholesale Inc. 3.6%
Value $6.36M Shares 11,044 Est. Cost $347.01 Unrealized +44.3%
AMD Advanced Micro Devices, Inc. 3.2%
Value $5.525M Shares 50,527 Est. Cost $86.41 Unrealized +38.2%
EW Edwards Lifesciences 3.1%
Value $5.453M Shares 46,320 Est. Cost $82.95 Unrealized +35.2%
TMO Thermo Fisher Scientific 2.9%
Value $5.158M Shares 8,732 Est. Cost $462.59 Unrealized +22.8%
GOOGL Alphabet Inc. Class A 2.9%
Value $5.045M Shares 1,814 Est. Cost $84.43 Unrealized +59.7%
AMZN Amazon Inc. 2.8%
Value $4.906M Shares 1,505 Est. Cost $159.72 Unrealized -3.3%
ADBE Adobe Systems Inc. 2.6%
Value $4.536M Shares 9,956 Est. Cost $483.11 Unrealized -0.4%
Cooper Companies 2.5%
Value $4.432M Shares 10,613 Est. Cost $363.34 Unrealized
IDXX IDEXX Laboratories Inc. 2.4%
Value $4.174M Shares 7,630 Est. Cost $447.44 Unrealized +17.6%
V Visa Inc. 2.3%
Value $4.104M Shares 18,505 Est. Cost $197.81 Unrealized +6.2%
MA Mastercard Inc. 2.2%
Value $3.891M Shares 10,887 Est. Cost $324.38 Unrealized +8.4%
HD Home Depot Inc. 2.2%
Value $3.832M Shares 12,802 Est. Cost $244.72 Unrealized +28.3%
NKE Nike Inc. 2.2%
Value $3.803M Shares 28,260 Est. Cost $123.62 Unrealized +6.7%
CHD Church & Dwight Co. 2.1%
Value $3.69M Shares 37,127 Est. Cost $83.28 Unrealized +14.2%
Arista Networks Inc. 2.1%
Value $3.654M Shares 26,295 Est. Cost $181.03 Unrealized
ALGN Align Technology Inc. 2.1%
Value $3.625M Shares 8,315 Est. Cost $449.62 Unrealized +8.3%
ISRG Intuitive Surgical 2.0%
Value $3.496M Shares 11,590 Est. Cost $311.83 Unrealized -6.3%
FTNT Fortinet, Inc. 1.9%
Value $3.399M Shares 9,946 Est. Cost $26.97 Unrealized +130.5%
CRM Salesforce.com Inc. 1.9%
Value $3.333M Shares 15,696 Est. Cost $240.13 Unrealized -11.5%
NOW ServiceNow Inc. 1.9%
Value $3.316M Shares 5,955 Est. Cost $103.99 Unrealized +7.8%
JPM JPMorgan Chase & Co. 1.9%
Value $3.258M Shares 23,900 Est. Cost $101.66 Unrealized +31.5%
NFLX Netflix 1.8%
Value $3.07M Shares 8,195 Est. Cost $50.86 Unrealized -18.1%
PANW Palo Alto Networks Inc 1.7%
Value $2.926M Shares 4,700 Est. Cost $49.55 Unrealized +80.6%
SYK Stryker Corp. 1.5%
Value $2.561M Shares 9,580 Est. Cost $217.39 Unrealized +14.2%
XYZ Block Inc. Cl A 1.5%
Value $2.546M Shares 18,778 Est. Cost $193.23 Unrealized -37.3%
UNP Union Pacific Corp. 1.4%
Value $2.398M Shares 8,777 Est. Cost $179.86 Unrealized +28.2%
SPGI S&P Global Inc. 1.4%
Value $2.395M Shares 5,840 Est. Cost $327.05 Unrealized +20.5%
GPN Global Payments Inc 1.3%
Value $2.357M Shares 17,224 Est. Cost $178.06 Unrealized -24.4%
LULU Lululemon Athletica Inc. 1.3%
Value $2.335M Shares 6,392 Est. Cost $347.29 Unrealized -6.3%
TMUS T-Mobile US, Inc. 1.3%
Value $2.262M Shares 17,622 Est. Cost $120.90 Unrealized -4.8%
STZ Constellation Brands Inc. 1.3%
Value $2.229M Shares 9,680 Est. Cost $180.83 Unrealized +19.4%
UNH UnitedHealth Group Inc. 1.3%
Value $2.221M Shares 4,355 Est. Cost $308.66 Unrealized +46.2%
HON Honeywell Intl. Inc 1.2%
Value $2.173M Shares 11,170 Est. Cost $165.50 Unrealized +2.9%
BURL Burlington Stores 1.1%
Value $1.891M Shares 10,380 Est. Cost $222.79 Unrealized -1.6%
CVX Chevron Corp. 1.0%
Value $1.793M Shares 11,009 Est. Cost $118.70 Unrealized +3.4%
CRL Charles River Laboratories Int 1.0%
Value $1.73M Shares 6,093 Est. Cost $250.99 Unrealized +22.9%
PYPL Paypal Holdings Inc. 1.0%
Value $1.723M Shares 14,895 Est. Cost $205.31 Unrealized -35.3%
EL Lauder Estee Cos Inc Cl A 0.9%
Value $1.627M Shares 5,975 Est. Cost $226.57 Unrealized +24.6%
Mosaic Co. 0.8%
Value $1.369M Shares 20,590 Est. Cost $66.49 Unrealized
DHR Danaher Corp 0.7%
Value $1.247M Shares 4,252 Est. Cost $208.60 Unrealized +17.8%
NEE Nextera Energy Inc. 0.7%
Value $1.209M Shares 14,278 Est. Cost $65.91 Unrealized +9.3%
CAT Caterpillar Inc. 0.6%
Value $1.124M Shares 5,044 Est. Cost $167.75 Unrealized +16.5%
GOOG Alphabet Inc. Class C 0.6%
Value $1.008M Shares 361 Est. Cost $85.01 Unrealized +58.7%
Lam Research Corp. 0.6%
Value $1.007M Shares 1,874 Est. Cost $547.59 Unrealized
AMT American Tower Corp. (REIT) 0.5%
Value $952K Shares 3,788 Est. Cost $200.84 Unrealized +7.0%
TGT Target Inc. 0.5%
Value $869K Shares 4,095 Est. Cost $167.97 Unrealized +13.9%
ZWS Zurn Water Solutions Corp 0.5%
Value $863K Shares 24,380 Est. Cost $34.58 Unrealized -7.6%
STE Steris plc (UK) 0.5%
Value $812K Shares 3,360 Est. Cost $178.53 Unrealized +25.4%
ELF e.l.f. Beauty Inc 0.5%
Value $794K Shares 30,745 Est. Cost $26.41 Unrealized +3.0%
DGX Quest Diagnostics Inc. 0.4%
Value $749K Shares 5,475 Est. Cost $111.91 Unrealized +15.4%
DE Deere & Co. 0.4%
Value $725K Shares 1,745 Est. Cost $316.02 Unrealized +14.9%
CMI Cummins Inc. 0.4%
Value $690K Shares 3,362 Est. Cost $203.71 Unrealized -3.5%
URI United Rentals, Inc. 0.4%
Value $673K Shares 1,895 Est. Cost $274.64 Unrealized +15.1%
TSM Taiwan Semiconductor (Taiwan) 0.3%
Value $467K Shares 4,475 Est. Cost $110.54 Unrealized
PRWAX T. Rowe Price New America Grow 0.3%
Value $439K Shares 6,850 Est. Cost $69.94 Unrealized
GS Goldman Sachs Group Inc. 0.3%
Value $439K Shares 1,330 Est. Cost $287.47 Unrealized +11.2%
SVB Financial Group 0.2%
Value $417K Shares 745 Est. Cost $614.24 Unrealized
ABT Abbott Laboratories 0.2%
Value $352K Shares 2,975 Est. Cost $101.24 Unrealized +14.0%
PAYX Paychex Inc. 0.2%
Value $342K Shares 2,505 Est. Cost $77.66 Unrealized +41.3%
CMCSA Comcast Corporation 0.2%
Value $317K Shares 6,769 Est. Cost $42.01 Unrealized +2.0%
Dollar General Corp. 0.2%
Value $301K Shares 1,350 Est. Cost $210.41 Unrealized
UPS United Parcel Service, Inc. 0.2%
Value $296K Shares 1,380 Est. Cost $141.37 Unrealized +25.3%
LITE Lumentum Holdings Inc. 0.2%
Value $279K Shares 2,862 Est. Cost $86.24 Unrealized +13.4%
Medtronic PLC (Ireland) 0.2%
Value $279K Shares 2,519 Est. Cost $115.51 Unrealized
CSCO Cisco Systems Inc. 0.2%
Value $269K Shares 4,820 Est. Cost $50.47 Unrealized -0.4%
FND Floor & Decor Holdings, Inc. 0.2%
Value $263K Shares 3,245 Est. Cost $83.41 Unrealized +21.4%
PSA Public Storage (REIT) 0.1%
Value $249K Shares 637 Est. Cost $183.60 Unrealized +64.0%
EBAY Ebay Inc. 0.1%
Value $244K Shares 4,269 Est. Cost $48.04 Unrealized +12.5%
CDNS Cadence Design Systems Inc 0.1%
Value $227K Shares 1,380 Est. Cost $120.12 Unrealized +27.7%
KBH KB Home 0.1%
Value $216K Shares 6,677 Est. Cost $38.63 Unrealized -4.5%
DLR Digital Realty Trust (REIT) 0.1%
Value $209K Shares 1,475 Est. Cost $117.67 Unrealized +6.6%
SWKS Skyworks Solutions 0.1%
Value $208K Shares 1,560 Est. Cost $133.32 Unrealized -6.2%
KR Kroger Co. 0.1%
Value $198K Shares 3,455 Est. Cost $31.15 Unrealized +46.5%
DAC Danaos Corporation (Greece) 0.1%
Value $197K Shares 1,920 Est. Cost $78.87 Unrealized 0.0%
ABBV Abbvie Inc. 0.1%
Value $183K Shares 1,128 Est. Cost $79.45 Unrealized +59.1%
MU Micron Technology, Inc 0.1%
Value $176K Shares 2,265 Est. Cost $76.89 Unrealized +8.4%
LLY Eli Lilly and Company 0.1%
Value $163K Shares 570 Est. Cost $141.36 Unrealized +75.8%
PFE Pfizer Incorporated 0.1%
Value $151K Shares 2,910 Est. Cost $40.23 Unrealized +5.6%
CMG Chipotle Mexican Grill, Inc. 0.1%
Value $150K Shares 95 Est. Cost $36.38 Unrealized -17.2%
Canadian Pacific Railway Ltd ( 0.1%
Value $145K Shares 1,758 Est. Cost $72.07 Unrealized
VWUAX Vanguard US Growth Fund Adm Sh 0.1%
Value $143K Shares 999 Est. Cost $169.92 Unrealized
MS Morgan Stanley 0.1%
Value $142K Shares 1,625 Est. Cost $67.47 Unrealized +25.4%
DIS Walt Disney Co. 0.1%
Value $139K Shares 1,010 Est. Cost $166.63 Unrealized -15.2%
AMAT Applied Materials 0.1%
Value $138K Shares 1,048 Est. Cost $103.90 Unrealized +27.9%
Broadcom Ltd 0.1%
Value $126K Shares 200 Est. Cost $447.67 Unrealized
Laboratory Corp of America 0.1%
Value $123K Shares 465 Est. Cost $211.17 Unrealized
TSCO Tractor Supply Company 0.1%
Value $120K Shares 515 Est. Cost $30.78 Unrealized +34.1%
RBLX Roblox Corporation 0.1%
Value $117K Shares 2,520 Est. Cost $60.34 Unrealized 0.0%
Meta Platforms Inc (Facebook) 0.1%
Value $109K Shares 492 Est. Cost $263.41 Unrealized
USB US Bancorp 0.1%
Value $99,000 Shares 1,865 Est. Cost $36.78 Unrealized +30.1%
CASY Casey's General Stores, Inc. 0.1%
Value $88,000 Shares 445 Est. Cost $179.37 Unrealized +2.5%
PAYC Paycom Software Inc. 0.0%
Value $85,000 Shares 245 Est. Cost $390.57 Unrealized -15.8%
T AT & T Inc. 0.0%
Value $80,000 Shares 3,395 Est. Cost $16.07 Unrealized -7.2%
TREX Trex Company Inc 0.0%
Value $68,000 Shares 1,040 Est. Cost $83.74 Unrealized +6.3%
HSIC Henry Schein Inc. 0.0%
Value $68,000 Shares 780 Est. Cost $64.52 Unrealized +26.2%
BMY Bristol-Myers Squibb Co. 0.0%
Value $65,000 Shares 890 Est. Cost $56.83 Unrealized 0.0%
FDX FedEx Corp. 0.0%
Value $58,000 Shares 250 Est. Cost $229.11 Unrealized -5.7%
TJX TJX Companies Inc. 0.0%
Value $58,000 Shares 955 Est. Cost $59.86 Unrealized +5.6%
MLM Martin Marietta Materials Inc 0.0%
Value $56,000 Shares 145 Est. Cost $353.89 Unrealized +6.9%
CABO Cable One Inc. 0.0%
Value $51,000 Shares 35 Est. Cost $1835.62 Unrealized -22.5%
SHOP Shopify Inc. 0.0%
Value $50,000 Shares 74 Est. Cost $107.48 Unrealized -23.6%
Waste Management Inc. 0.0%
Value $46,000 Shares 293 Est. Cost $119.45 Unrealized
EXP Eagle Materials Inc. 0.0%
Value $46,000 Shares 360 Est. Cost $139.95 Unrealized -0.9%
BGS B&G Foods, Inc. 0.0%
Value $45,000 Shares 1,655 Est. Cost $18.46 Unrealized +10.2%
LEN Lennar Corp 0.0%
Value $44,000 Shares 545 Est. Cost $75.13 Unrealized +13.1%
F Ford Motor Company 0.0%
Value $43,000 Shares 2,563 Est. Cost $10.09 Unrealized +44.2%
Switch Inc. 0.0%
Value $42,000 Shares 1,350 Est. Cost $28.72 Unrealized
BCS Barclays PLC 0.0%
Value $39,000 Shares 4,875 Est. Cost $8.00 Unrealized
DDOG Datadog, Inc. 0.0%
Value $39,000 Shares 255 Est. Cost $146.28 Unrealized 0.0%
ULTA Ulta Beauty Inc. 0.0%
Value $36,000 Shares 90 Est. Cost $368.81 Unrealized +2.1%
SBUX Starbucks Corp. 0.0%
Value $34,000 Shares 370 Est. Cost $102.32 Unrealized -16.0%
NET Cloudflare, Inc. 0.0%
Value $31,000 Shares 255 Est. Cost $119.15 Unrealized -12.5%
CRWD CrowdStrike Holdings, Inc 0.0%
Value $30,000 Shares 130 Est. Cost $155.87 Unrealized +19.6%
EQIX Equinix Inc (REIT) 0.0%
Value $30,000 Shares 40 Est. Cost $674.73 Unrealized -1.5%
COIN Coinbase Global, Inc. 0.0%
Value $28,000 Shares 150 Est. Cost $195.40 Unrealized 0.0%
KMX CarMax, Inc. 0.0%
Value $26,000 Shares 265 Est. Cost $107.57 Unrealized 0.0%
SLB Schlumberger Ltd. 0.0%
Value $26,000 Shares 640 Est. Cost $35.90 Unrealized 0.0%
Stericycle, Inc. 0.0%
Value $25,000 Shares 430 Est. Cost $68.53 Unrealized
SNOW Snowflake Inc. 0.0%
Value $24,000 Shares 103 Est. Cost $258.49 Unrealized 0.0%
WDAY Workday, Inc 0.0%
Value $22,000 Shares 90 Est. Cost $224.69 Unrealized +6.1%
LOGI Logitech Intl S.A. (Switzerlan 0.0%
Value $16,000 Shares 215 Est. Cost $108.19 Unrealized -33.1%
ASTLW Algoma Steel Group Eq Warrant 0.0%
Value $16,000 Shares 5,000 Est. Cost Unrealized
QCOM Qualcomm Inc. 0.0%
Value $10,000 Shares 65 Est. Cost $153.59 Unrealized 0.0%
MELI MercadoLibre, Inc. (Argentina) 0.0%
Value $8,000 Shares 7 Est. Cost $1088.25 Unrealized 0.0%
DHI D.R. Horton, Inc. 0.0%
Value $7,000 Shares 95 Est. Cost $88.14 Unrealized -5.4%
TER Teradyne Inc 0.0%
Value $6,000 Shares 50 Est. Cost $100.07 Unrealized +24.5%
FRCB First Republic Bank 0.0%
Value $5,000 Shares 30 Est. Cost $159.91 Unrealized +8.2%
ACN Accenture plc (Ireland) 0.0%
Value $5,000 Shares 16 Est. Cost $223.05 Unrealized +42.8%
ZM Zoom Video Communications, Inc 0.0%
Value $4,000 Shares 35 Est. Cost $396.34 Unrealized -65.7%
SNAP Snap Inc Class A 0.0%
Value $2,000 Shares 60 Est. Cost $72.25 Unrealized -49.9%