WD RUTHERFORD LLC Diversified Active

CIK: 0001841015 · Show all filings

Period: Q4 2020 (Next →)

Filing Date: Feb 8, 2021

Total Value ($000): $158,072 (100.0% shares, 0.0% debt)

Holdings (115)

AAPL Apple Inc. 4.6%
Value ($000) $7,219 Shares 54,406 Est. Cost $117.01 Unrealized 0.0%
NVDA NVIDIA Corp. 3.8%
Value ($000) $5,991 Shares 11,472 Est. Cost $13.35 Unrealized 0.0%
MSFT Microsoft Corp. 3.5%
Value ($000) $5,464 Shares 24,568 Est. Cost $206.04 Unrealized 0.0%
ADBE Adobe Systems Inc. 3.4%
Value ($000) $5,412 Shares 10,821 Est. Cost $483.11 Unrealized 0.0%
ALGN Align Technology Inc. 3.1%
Value ($000) $4,889 Shares 9,149 Est. Cost $449.62 Unrealized 0.0%
AMZN Amazon Inc. 3.1%
Value ($000) $4,879 Shares 1,498 Est. Cost $159.58 Unrealized 0.0%
AMD Advanced Micro Devices, Inc. 3.0%
Value ($000) $4,798 Shares 52,317 Est. Cost $86.30 Unrealized 0.0%
MA Mastercard Inc. 3.0%
Value ($000) $4,748 Shares 13,301 Est. Cost $323.35 Unrealized 0.0%
IDXX IDEXX Laboratories Inc. 3.0%
Value ($000) $4,713 Shares 9,429 Est. Cost $447.44 Unrealized 0.0%
GPN Global Payments Inc 2.9%
Value ($000) $4,523 Shares 20,994 Est. Cost $178.40 Unrealized 0.0%
XYZ Square Inc. 2.8%
Value ($000) $4,474 Shares 20,555 Est. Cost $195.07 Unrealized 0.0%
TMO Thermo Fisher Scientific 2.8%
Value ($000) $4,444 Shares 9,542 Est. Cost $462.59 Unrealized 0.0%
NFLX Netflix 2.8%
Value ($000) $4,371 Shares 8,084 Est. Cost $50.70 Unrealized 0.0%
EW Edwards Lifesciences 2.8%
Value ($000) $4,364 Shares 47,840 Est. Cost $82.95 Unrealized 0.0%
V Visa Inc. 2.7%
Value ($000) $4,267 Shares 19,510 Est. Cost $197.22 Unrealized 0.0%
COST Costco Wholesale Inc. 2.6%
Value ($000) $4,173 Shares 11,075 Est. Cost $347.39 Unrealized 0.0%
NKE Nike Inc. 2.6%
Value ($000) $4,067 Shares 28,748 Est. Cost $123.21 Unrealized 0.0%
Cooper Companies 2.4%
Value ($000) $3,855 Shares 10,610 Est. Cost $363.34 Unrealized
NOW ServiceNow Inc. 2.4%
Value ($000) $3,820 Shares 6,940 Est. Cost $103.99 Unrealized 0.0%
PYPL Paypal Holdings Inc. 2.4%
Value ($000) $3,800 Shares 16,225 Est. Cost $206.72 Unrealized 0.0%
CRM Salesforce.com Inc. 2.1%
Value ($000) $3,387 Shares 15,221 Est. Cost $240.26 Unrealized 0.0%
BURL Burlington Stores 2.1%
Value ($000) $3,310 Shares 12,657 Est. Cost $222.79 Unrealized 0.0%
HD Home Depot Inc. 2.1%
Value ($000) $3,294 Shares 12,402 Est. Cost $242.47 Unrealized 0.0%
GOOGL Alphabet Inc. Class A 2.1%
Value ($000) $3,286 Shares 1,875 Est. Cost $83.49 Unrealized 0.0%
CHD Church & Dwight Co. 2.0%
Value ($000) $3,196 Shares 36,642 Est. Cost $83.37 Unrealized 0.0%
ISRG Intuitive Surgical 1.9%
Value ($000) $3,023 Shares 3,695 Est. Cost $248.30 Unrealized 0.0%
JPM JPMorgan Chase & Co. 1.7%
Value ($000) $2,766 Shares 21,770 Est. Cost $98.14 Unrealized 0.0%
SYK Stryker Corp. 1.4%
Value ($000) $2,197 Shares 8,965 Est. Cost $214.57 Unrealized 0.0%
STZ Constellation Brands Inc. 1.4%
Value ($000) $2,134 Shares 9,740 Est. Cost $180.83 Unrealized 0.0%
HON Honeywell Intl. Inc 1.3%
Value ($000) $2,117 Shares 9,955 Est. Cost $163.73 Unrealized 0.0%
TMUS T-Mobile US, Inc. 1.3%
Value ($000) $2,025 Shares 15,020 Est. Cost $119.35 Unrealized 0.0%
LULU Lululemon Athletica Inc. 1.2%
Value ($000) $1,935 Shares 5,560 Est. Cost $347.27 Unrealized 0.0%
Arista Networks Inc. 1.2%
Value ($000) $1,886 Shares 6,490 Est. Cost $290.60 Unrealized
UNP Union Pacific Corp. 1.1%
Value ($000) $1,676 Shares 8,048 Est. Cost $178.06 Unrealized 0.0%
PANW Palo Alto Networks Inc 1.0%
Value ($000) $1,539 Shares 4,330 Est. Cost $46.72 Unrealized 0.0%
UNH UnitedHealth Group Inc. 1.0%
Value ($000) $1,529 Shares 4,360 Est. Cost $308.19 Unrealized 0.0%
CLX Clorox Company 1.0%
Value ($000) $1,518 Shares 7,520 Est. Cost $176.37 Unrealized 0.0%
EL Lauder Estee Cos Inc Cl A 0.9%
Value ($000) $1,467 Shares 5,510 Est. Cost $223.63 Unrealized 0.0%
FTNT Fortinet, Inc. 0.9%
Value ($000) $1,449 Shares 9,755 Est. Cost $25.28 Unrealized 0.0%
SPGI S&P Global Inc. 0.9%
Value ($000) $1,437 Shares 4,370 Est. Cost $323.21 Unrealized 0.0%
SHOP Shopify Inc. 0.8%
Value ($000) $1,335 Shares 1,179 Est. Cost $104.97 Unrealized 0.0%
ROKU Roku, Inc 0.7%
Value ($000) $1,182 Shares 3,560 Est. Cost $262.32 Unrealized 0.0%
CRL Charles River Laboratories Int 0.7%
Value ($000) $1,109 Shares 4,440 Est. Cost $238.16 Unrealized 0.0%
Dollar General Corp. 0.7%
Value ($000) $1,097 Shares 5,215 Est. Cost $210.35 Unrealized
NEE Nextera Energy Inc. 0.6%
Value ($000) $1,017 Shares 13,183 Est. Cost $65.64 Unrealized 0.0%
AMT American Tower Corp. (REIT) 0.5%
Value ($000) $841 Shares 3,748 Est. Cost $199.71 Unrealized 0.0%
T AT & T Inc. 0.4%
Value ($000) $702 Shares 24,400 Est. Cost $15.38 Unrealized 0.0%
GOOG Alphabet Inc. Class C 0.4%
Value ($000) $690 Shares 394 Est. Cost $83.74 Unrealized 0.0%
STE Steris plc (UK) 0.4%
Value ($000) $629 Shares 3,320 Est. Cost $178.36 Unrealized 0.0%
CAT Caterpillar Inc. 0.4%
Value ($000) $575 Shares 3,159 Est. Cost $153.98 Unrealized 0.0%
Lam Research Corp. 0.4%
Value ($000) $558 Shares 1,181 Est. Cost $472.48 Unrealized
DHR Danaher Corp 0.3%
Value ($000) $552 Shares 2,487 Est. Cost $196.00 Unrealized 0.0%
CMI Cummins Inc. 0.3%
Value ($000) $496 Shares 2,182 Est. Cost $198.26 Unrealized 0.0%
DGX Quest Diagnostics Inc. 0.3%
Value ($000) $422 Shares 3,545 Est. Cost $110.49 Unrealized 0.0%
CMCSA Comcast Corporation 0.2%
Value ($000) $354 Shares 6,754 Est. Cost $41.66 Unrealized 0.0%
ELF e.l.f. Beauty Inc 0.2%
Value ($000) $342 Shares 13,575 Est. Cost $21.51 Unrealized 0.0%
ABT Abbott Laboratories 0.2%
Value ($000) $332 Shares 3,030 Est. Cost $99.26 Unrealized 0.0%
TSM Taiwan Semiconductor (Taiwan) 0.2%
Value ($000) $303 Shares 2,780 Est. Cost $108.99 Unrealized
FND Floor & Decor Holdings, Inc. 0.2%
Value ($000) $301 Shares 3,245 Est. Cost $83.41 Unrealized 0.0%
LITE Lumentum Holdings Inc. 0.2%
Value ($000) $283 Shares 2,982 Est. Cost $86.24 Unrealized 0.0%
TGT Target Inc. 0.2%
Value ($000) $243 Shares 1,375 Est. Cost $144.87 Unrealized 0.0%
PAYX Paychex Inc. 0.2%
Value ($000) $238 Shares 2,555 Est. Cost $76.93 Unrealized 0.0%
LEN Lennar Corp 0.1%
Value ($000) $228 Shares 2,985 Est. Cost $69.65 Unrealized 0.0%
Kansas City Southern 0.1%
Value ($000) $226 Shares 1,105 Est. Cost $204.52 Unrealized
PRWAX T. Rowe Price New America Grow 0.1%
Value ($000) $215 Shares 3,145 Est. Cost $68.36 Unrealized
Medtronic PLC (Ireland) 0.1%
Value ($000) $212 Shares 1,812 Est. Cost $117.00 Unrealized
CDNS Cadence Design Systems Inc 0.1%
Value ($000) $203 Shares 1,485 Est. Cost $117.30 Unrealized 0.0%
DOCU DocuSign Inc 0.1%
Value ($000) $201 Shares 905 Est. Cost $224.62 Unrealized 0.0%
UPS United Parcel Service, Inc. 0.1%
Value ($000) $200 Shares 1,190 Est. Cost $136.91 Unrealized 0.0%
Activision Blizzard Inc. 0.1%
Value ($000) $198 Shares 2,130 Est. Cost $92.96 Unrealized
SWKS Skyworks Solutions 0.1%
Value ($000) $197 Shares 1,290 Est. Cost $128.41 Unrealized 0.0%
EBAY Ebay Inc. 0.1%
Value ($000) $183 Shares 3,644 Est. Cost $46.69 Unrealized 0.0%
AMGN Amgen Inc. 0.1%
Value ($000) $177 Shares 769 Est. Cost $196.32 Unrealized 0.0%
Slack Technologies Inc. 0.1%
Value ($000) $172 Shares 4,067 Est. Cost $42.29 Unrealized
VWUAX Vanguard US Growth Fund Adm Sh 0.1%
Value ($000) $159 Shares 935 Est. Cost $170.05 Unrealized
URI United Rentals, Inc. 0.1%
Value ($000) $157 Shares 675 Est. Cost $204.61 Unrealized 0.0%
DE Deere & Co. 0.1%
Value ($000) $155 Shares 575 Est. Cost $232.12 Unrealized 0.0%
PSA Public Storage (REIT) 0.1%
Value ($000) $147 Shares 637 Est. Cost $183.60 Unrealized 0.0%
AMWD American Woodmark Corp. 0.1%
Value ($000) $141 Shares 1,500 Est. Cost $90.91 Unrealized 0.0%
ABBV Abbvie Inc. 0.1%
Value ($000) $119 Shares 1,113 Est. Cost $78.94 Unrealized 0.0%
Coupa Software Incorporated 0.1%
Value ($000) $119 Shares 350 Est. Cost $340.00 Unrealized
PAYC Paycom Software Inc. 0.1%
Value ($000) $111 Shares 245 Est. Cost $390.57 Unrealized 0.0%
Facebook Inc. 0.1%
Value ($000) $107 Shares 390 Est. Cost $274.36 Unrealized
TSCO Tractor Supply Company 0.1%
Value ($000) $97 Shares 690 Est. Cost $25.75 Unrealized 0.0%
LLY Eli Lilly and Company 0.1%
Value ($000) $96 Shares 570 Est. Cost $141.36 Unrealized 0.0%
DLR Digital Realty Trust (REIT) 0.1%
Value ($000) $86 Shares 614 Est. Cost $119.44 Unrealized 0.0%
KR Kroger Co. 0.1%
Value ($000) $86 Shares 2,710 Est. Cost $29.06 Unrealized 0.0%
CASY Casey's General Stores, Inc. 0.1%
Value ($000) $85 Shares 475 Est. Cost $175.67 Unrealized 0.0%
TREX Trex Company Inc 0.1%
Value ($000) $81 Shares 970 Est. Cost $76.52 Unrealized 0.0%
Laboratory Corp of America 0.1%
Value ($000) $81 Shares 400 Est. Cost $202.50 Unrealized
CABO Cable One Inc. 0.0%
Value ($000) $78 Shares 35 Est. Cost $1835.62 Unrealized 0.0%
USB US Bancorp 0.0%
Value ($000) $71 Shares 1,520 Est. Cost $33.86 Unrealized 0.0%
INTU Intuit Inc. 0.0%
Value ($000) $66 Shares 175 Est. Cost $340.30 Unrealized 0.0%
HSIC Henry Schein Inc. 0.0%
Value ($000) $62 Shares 930 Est. Cost $64.52 Unrealized 0.0%
Broadcom Ltd 0.0%
Value ($000) $61 Shares 140 Est. Cost $435.71 Unrealized
CRWD CrowdStrike Holdings, Inc 0.0%
Value ($000) $59 Shares 280 Est. Cost $155.87 Unrealized 0.0%
Coresite Realty Corp. (REIT) 0.0%
Value ($000) $54 Shares 430 Est. Cost $125.58 Unrealized
MS Morgan Stanley 0.0%
Value ($000) $38 Shares 555 Est. Cost $48.82 Unrealized 0.0%
TJX TJX Companies Inc. 0.0%
Value ($000) $36 Shares 525 Est. Cost $56.47 Unrealized 0.0%
Waste Management Inc. 0.0%
Value ($000) $35 Shares 293 Est. Cost $119.45 Unrealized
EQIX Equinix Inc (REIT) 0.0%
Value ($000) $29 Shares 40 Est. Cost $674.73 Unrealized 0.0%
BGS B&G Foods, Inc. 0.0%
Value ($000) $28 Shares 1,005 Est. Cost $17.68 Unrealized 0.0%
CHGG Chegg Inc 0.0%
Value ($000) $23 Shares 255 Est. Cost $79.46 Unrealized 0.0%
WDAY Workday, Inc 0.0%
Value ($000) $22 Shares 90 Est. Cost $224.69 Unrealized 0.0%
AMAT Applied Materials 0.0%
Value ($000) $18 Shares 213 Est. Cost $70.69 Unrealized 0.0%
OLLI Ollies Bargain Outlet 0.0%
Value ($000) $18 Shares 220 Est. Cost $87.40 Unrealized 0.0%
GS Goldman Sachs Group Inc. 0.0%
Value ($000) $16 Shares 60 Est. Cost $197.01 Unrealized 0.0%
Stericycle, Inc. 0.0%
Value ($000) $16 Shares 225 Est. Cost $71.11 Unrealized
CACI CACI International Inc. 0.0%
Value ($000) $15 Shares 61 Est. Cost $230.36 Unrealized 0.0%
ZM Zoom Video Communications, Inc 0.0%
Value ($000) $13 Shares 40 Est. Cost $445.83 Unrealized 0.0%
SO Southern Company 0.0%
Value ($000) $11 Shares 173 Est. Cost $49.52 Unrealized 0.0%
MU Micron Technology, Inc 0.0%
Value ($000) $8 Shares 110 Est. Cost $58.84 Unrealized 0.0%
TER Teradyne Inc 0.0%
Value ($000) $6 Shares 50 Est. Cost $100.07 Unrealized 0.0%
ACN Accenture plc (Ireland) 0.0%
Value ($000) $4 Shares 16 Est. Cost $223.05 Unrealized 0.0%
Switch Inc. 0.0%
Value ($000) $3 Shares 200 Est. Cost $15.00 Unrealized