WD RUTHERFORD LLC Diversified Active

CIK: 0001841015 · Show all filings

Period: Q3 2023 (← Previous) (Next →)

Filing Date: Oct 24, 2023

Total Value ($000): $145,860 (100.0% shares, 0.0% debt)

Holdings (71)

NVDA NVIDIA Corporation 5.6%
Value ($000) $8,148 Shares 18,732 Est. Cost $18.67 Unrealized +139.8%
AAPL Apple Inc 4.2%
Value ($000) $6,135 Shares 35,833 Est. Cost $117.01 Unrealized +55.0%
MSFT Microsoft Corp 4.0%
Value ($000) $5,848 Shares 18,520 Est. Cost $206.04 Unrealized +57.5%
GOOGL Alphabet Inc 2.9%
Value ($000) $4,282 Shares 32,725 Est. Cost $108.24 Unrealized +18.6%
ADBE Adobe Inc 2.9%
Value ($000) $4,261 Shares 8,356 Est. Cost $479.54 Unrealized +9.4%
COST Costco Whsl Corp New 2.9%
Value ($000) $4,167 Shares 7,376 Est. Cost $347.01 Unrealized +53.4%
AMD Advanced Micro Devices Inc 2.7%
Value ($000) $3,966 Shares 38,568 Est. Cost $86.23 Unrealized +25.9%
JPM JPMorgan Chase & Co 2.5%
Value ($000) $3,699 Shares 25,505 Est. Cost $105.92 Unrealized +34.4%
TMO Thermo Fisher Scientific Inc 2.5%
Value ($000) $3,694 Shares 7,298 Est. Cost $462.59 Unrealized +14.3%
CVX Chevron Corp New 2.5%
Value ($000) $3,640 Shares 21,585 Est. Cost $127.13 Unrealized +14.6%
V Visa Inc 2.5%
Value ($000) $3,623 Shares 15,752 Est. Cost $197.81 Unrealized +19.4%
AMZN Amazon Com Inc 2.5%
Value ($000) $3,613 Shares 28,425 Est. Cost $126.83 Unrealized +5.6%
MA Mastercard Incorporated 2.4%
Value ($000) $3,451 Shares 8,717 Est. Cost $324.38 Unrealized +22.1%
HD Home Depot Inc 2.3%
Value ($000) $3,427 Shares 11,342 Est. Cost $244.72 Unrealized +23.8%
TMUS T-Mobile US Inc 2.3%
Value ($000) $3,408 Shares 24,335 Est. Cost $124.85 Unrealized +7.2%
Arista Networks Inc 2.3%
Value ($000) $3,325 Shares 18,080 Est. Cost $181.03 Unrealized
CHD Church & Dwight Co Inc 2.2%
Value ($000) $3,279 Shares 35,790 Est. Cost $83.23 Unrealized +11.9%
CRWD CrowdStrike Hldgs Inc 2.2%
Value ($000) $3,154 Shares 18,846 Est. Cost $152.54 Unrealized +1.9%
CRL Charles Riv Laps Intl Inc 2.1%
Value ($000) $3,018 Shares 15,399 Est. Cost $223.16 Unrealized -8.0%
CRM Salesforce Inc 2.1%
Value ($000) $3,015 Shares 14,868 Est. Cost $229.93 Unrealized -7.2%
Cooper Cos Inc 2.0%
Value ($000) $2,892 Shares 9,093 Est. Cost $363.34 Unrealized
HON Honeywell Intl Inc 1.9%
Value ($000) $2,808 Shares 15,200 Est. Cost $168.02 Unrealized +3.5%
EW Edwards Lifesciences Corp 1.9%
Value ($000) $2,776 Shares 40,065 Est. Cost $82.95 Unrealized -3.1%
NOW ServiceNow Inc 1.9%
Value ($000) $2,757 Shares 4,932 Est. Cost $103.99 Unrealized +9.7%
HAL Halliburton Company 1.9%
Value ($000) $2,746 Shares 67,805 Est. Cost $35.04 Unrealized +5.5%
IDXX IDEXX Laboratories Inc 1.9%
Value ($000) $2,723 Shares 6,228 Est. Cost $447.44 Unrealized +11.4%
PANW Palo Alto Networks Inc 1.9%
Value ($000) $2,705 Shares 11,540 Est. Cost $74.69 Unrealized +58.4%
STZ Constellation Brands Inc 1.8%
Value ($000) $2,651 Shares 10,546 Est. Cost $190.63 Unrealized +30.8%
USB US Bancorp Del 1.8%
Value ($000) $2,641 Shares 79,890 Est. Cost $31.85 Unrealized +2.0%
NKE Nike Inc 1.8%
Value ($000) $2,602 Shares 27,210 Est. Cost $122.49 Unrealized -19.8%
LULU Lululemon Athletica Inc 1.7%
Value ($000) $2,513 Shares 6,517 Est. Cost $344.07 Unrealized +11.0%
ISRG Intuitive Surgical Inc 1.7%
Value ($000) $2,470 Shares 8,451 Est. Cost $311.83 Unrealized +0.2%
SYK Stryker Corporation 1.5%
Value ($000) $2,242 Shares 8,205 Est. Cost $217.39 Unrealized +28.8%
CMCSA Comcast Corp New 1.4%
Value ($000) $2,091 Shares 47,149 Est. Cost $41.54 Unrealized -0.1%
FTNT Fortinet Inc 1.4%
Value ($000) $2,021 Shares 34,445 Est. Cost $52.94 Unrealized +25.0%
SPGI S&P Global Inc 1.3%
Value ($000) $1,876 Shares 5,135 Est. Cost $327.05 Unrealized +18.0%
UNP Union Pac Corp 1.1%
Value ($000) $1,622 Shares 7,967 Est. Cost $180.17 Unrealized +14.4%
MCK McKesson Corp 1.1%
Value ($000) $1,595 Shares 3,667 Est. Cost $341.28 Unrealized +22.1%
DE Deere & Co 1.0%
Value ($000) $1,391 Shares 3,685 Est. Cost $359.04 Unrealized +10.8%
ELF E L F Beauty Inc 0.9%
Value ($000) $1,355 Shares 12,340 Est. Cost $36.05 Unrealized +236.9%
NEE Nextera Energy Inc 0.9%
Value ($000) $1,243 Shares 21,705 Est. Cost $65.27 Unrealized -1.3%
CAT Caterpillar Inc 0.8%
Value ($000) $1,164 Shares 4,265 Est. Cost $168.98 Unrealized +54.7%
UNH UnitedHealth Group Inc 0.8%
Value ($000) $1,145 Shares 2,270 Est. Cost $311.23 Unrealized +51.0%
ABT Abbott Labs 0.7%
Value ($000) $1,083 Shares 11,183 Est. Cost $100.63 Unrealized -0.2%
ULTA Ulta Beauty Inc 0.7%
Value ($000) $963 Shares 2,412 Est. Cost $487.09 Unrealized -10.3%
MCD McDonalds Corp 0.6%
Value ($000) $843 Shares 3,200 Est. Cost $255.76 Unrealized +5.4%
CASY Caseys Gen Stores Inc 0.6%
Value ($000) $836 Shares 3,080 Est. Cost $250.10 Unrealized 0.0%
GOOG Alphabet Inc 0.5%
Value ($000) $799 Shares 6,060 Est. Cost $110.42 Unrealized +16.9%
CMG Chipotle Mexican Grill Inc 0.5%
Value ($000) $795 Shares 434 Est. Cost $31.36 Unrealized +24.3%
NFLX Netflix Inc 0.5%
Value ($000) $748 Shares 1,980 Est. Cost $44.34 Unrealized -4.4%
Lam Research Corp 0.5%
Value ($000) $689 Shares 1,100 Est. Cost $546.13 Unrealized
STE Steris PLC 0.4%
Value ($000) $654 Shares 2,980 Est. Cost $178.53 Unrealized +24.0%
SLB Schlumberger Ltd 0.4%
Value ($000) $611 Shares 10,485 Est. Cost $46.15 Unrealized +17.9%
GE General Electric Co 0.4%
Value ($000) $594 Shares 5,375 Est. Cost $79.83 Unrealized +11.1%
ORLY OReilly Automotive Inc 0.4%
Value ($000) $539 Shares 593 Est. Cost $55.25 Unrealized +13.5%
CMI Cummins Inc 0.4%
Value ($000) $533 Shares 2,332 Est. Cost $204.02 Unrealized +12.0%
CDNS Cadence Design System Inc 0.3%
Value ($000) $498 Shares 2,125 Est. Cost $152.80 Unrealized +53.2%
URI United Rentals Inc 0.3%
Value ($000) $447 Shares 1,005 Est. Cost $280.57 Unrealized +59.5%
AMT American Tower Corp New 0.3%
Value ($000) $435 Shares 2,648 Est. Cost $200.84 Unrealized -16.5%
TSCO Tractor Supply Co 0.3%
Value ($000) $421 Shares 2,075 Est. Cost $37.09 Unrealized +12.1%
PSA Public Storage 0.3%
Value ($000) $404 Shares 1,532 Est. Cost $253.67 Unrealized 0.0%
DGX Quest Diagnostics Inc 0.2%
Value ($000) $326 Shares 2,675 Est. Cost $111.91 Unrealized +13.7%
PEP Pepsico Inc 0.2%
Value ($000) $313 Shares 1,850 Est. Cost $167.15 Unrealized 0.0%
LW Lamb Weston Hldgs Inc 0.2%
Value ($000) $295 Shares 3,190 Est. Cost $96.60 Unrealized 0.0%
TJX TJX Cos Inc New 0.2%
Value ($000) $283 Shares 3,185 Est. Cost $71.27 Unrealized +19.7%
GS Goldman Sachs Group Inc 0.2%
Value ($000) $282 Shares 870 Est. Cost $287.47 Unrealized +9.7%
RTX RTX Corporation 0.2%
Value ($000) $274 Shares 3,805 Est. Cost $81.24 Unrealized 0.0%
FND Floor & Decor Hldgs Inc 0.2%
Value ($000) $268 Shares 2,960 Est. Cost $83.41 Unrealized +22.1%
GEHC GE Healthcare Technologies I 0.2%
Value ($000) $257 Shares 3,780 Est. Cost $72.48 Unrealized 0.0%
Ansys Inc 0.2%
Value ($000) $243 Shares 817 Est. Cost $329.19 Unrealized
NXPI NXP Semiconductors N V 0.2%
Value ($000) $242 Shares 1,210 Est. Cost $169.19 Unrealized +17.1%