WD RUTHERFORD LLC Diversified Active

CIK: 0001841015 · Show all filings

Period: Q1 2024 (← Previous) (Next →)

Filing Date: Apr 16, 2024

Total Value ($000): $193,217 (100.0% shares, 0.0% debt)

Holdings (94)

NVDA NVIDIA Corp. 6.9%
Value ($000) $13,374 Shares 14,801 Est. Cost $18.67 Unrealized +288.0%
MSFT Microsoft Corp. 3.9%
Value ($000) $7,560 Shares 17,969 Est. Cost $206.04 Unrealized +93.8%
AMD Advanced Micro Devices, Inc. 3.1%
Value ($000) $6,013 Shares 33,316 Est. Cost $86.23 Unrealized +102.7%
AAPL Apple Inc. 3.1%
Value ($000) $5,924 Shares 34,548 Est. Cost $117.01 Unrealized +54.1%
CRWD CrowdStrike Holdings, Inc 2.9%
Value ($000) $5,624 Shares 17,543 Est. Cost $152.54 Unrealized +100.7%
COST Costco Wholesale Corp New 2.7%
Value ($000) $5,136 Shares 7,011 Est. Cost $347.01 Unrealized +103.7%
AMZN Amazon Inc. 2.6%
Value ($000) $4,975 Shares 27,581 Est. Cost $126.83 Unrealized +31.6%
GOOGL Alphabet Inc. Class A 2.5%
Value ($000) $4,884 Shares 32,360 Est. Cost $108.24 Unrealized +31.2%
JPM JPMorgan Chase & Co. 2.5%
Value ($000) $4,743 Shares 23,678 Est. Cost $105.92 Unrealized +63.9%
HD Home Depot Inc. 2.3%
Value ($000) $4,451 Shares 11,602 Est. Cost $248.35 Unrealized +40.3%
Arista Networks Inc. 2.3%
Value ($000) $4,356 Shares 15,022 Est. Cost $181.03 Unrealized
V Visa Inc. 2.2%
Value ($000) $4,325 Shares 15,499 Est. Cost $197.81 Unrealized +37.7%
TMO Thermo Fisher Scientific 2.2%
Value ($000) $4,291 Shares 7,383 Est. Cost $464.66 Unrealized +20.0%
CRM Salesforce.com Inc. 2.2%
Value ($000) $4,233 Shares 14,055 Est. Cost $229.93 Unrealized +24.0%
MA Mastercard Inc. 2.1%
Value ($000) $4,092 Shares 8,497 Est. Cost $324.38 Unrealized +39.5%
ADBE Adobe Systems Inc. 2.1%
Value ($000) $3,994 Shares 7,916 Est. Cost $479.54 Unrealized +19.5%
CRL Charles River Laboratories Int 2.0%
Value ($000) $3,946 Shares 14,564 Est. Cost $223.16 Unrealized +7.0%
Cooper Companies 2.0%
Value ($000) $3,932 Shares 38,756 Est. Cost $163.12 Unrealized
TMUS T-Mobile US, Inc. 2.0%
Value ($000) $3,918 Shares 24,003 Est. Cost $124.85 Unrealized +26.7%
EW Edwards Lifesciences 2.0%
Value ($000) $3,889 Shares 40,700 Est. Cost $82.98 Unrealized +1.2%
NOW ServiceNow Inc. 2.0%
Value ($000) $3,875 Shares 5,083 Est. Cost $104.47 Unrealized +45.0%
USB US Bancorp 1.9%
Value ($000) $3,735 Shares 83,560 Est. Cost $32.34 Unrealized +19.5%
CVX Chevron Corp New 1.9%
Value ($000) $3,721 Shares 23,591 Est. Cost $128.10 Unrealized +8.5%
CHD Church & Dwight Co. 1.9%
Value ($000) $3,691 Shares 35,385 Est. Cost $83.23 Unrealized +17.5%
IDXX IDEXX Laboratories Inc. 1.7%
Value ($000) $3,303 Shares 6,118 Est. Cost $447.44 Unrealized +22.1%
HON Honeywell Intl. Inc 1.7%
Value ($000) $3,292 Shares 16,038 Est. Cost $168.83 Unrealized +7.1%
ISRG Intuitive Surgical 1.7%
Value ($000) $3,237 Shares 8,111 Est. Cost $311.83 Unrealized +21.2%
PANW Palo Alto Networks Inc 1.6%
Value ($000) $3,094 Shares 10,888 Est. Cost $74.69 Unrealized +111.2%
NFLX Netflix Inc 1.6%
Value ($000) $3,029 Shares 4,987 Est. Cost $51.60 Unrealized +9.3%
SYK Stryker Corp. 1.6%
Value ($000) $3,006 Shares 8,400 Est. Cost $218.89 Unrealized +50.9%
STZ Constellation Brands Inc. 1.4%
Value ($000) $2,780 Shares 10,231 Est. Cost $190.63 Unrealized +27.7%
HAL Halliburton Company 1.4%
Value ($000) $2,734 Shares 69,350 Est. Cost $34.97 Unrealized -2.4%
ELF E L F Beauty Inc 1.4%
Value ($000) $2,655 Shares 13,542 Est. Cost $49.77 Unrealized +256.9%
LULU Lululemon Athletica Inc. 1.3%
Value ($000) $2,488 Shares 6,369 Est. Cost $344.07 Unrealized +34.4%
NKE Nike Inc. 1.2%
Value ($000) $2,372 Shares 25,235 Est. Cost $122.49 Unrealized -20.1%
FTNT Fortinet, Inc. 1.2%
Value ($000) $2,277 Shares 33,335 Est. Cost $52.94 Unrealized +25.8%
CMCSA Comcast Corp New 1.1%
Value ($000) $2,214 Shares 51,069 Est. Cost $41.46 Unrealized -2.0%
ULTA Ulta Beauty Inc. 1.1%
Value ($000) $2,213 Shares 4,233 Est. Cost $496.84 Unrealized +4.0%
SPGI S&P Global Inc. 1.1%
Value ($000) $2,157 Shares 5,070 Est. Cost $327.05 Unrealized +30.6%
CASY Casey's General Stores, Inc. 1.1%
Value ($000) $2,062 Shares 6,476 Est. Cost $270.20 Unrealized +7.1%
UNP Union Pacific Corp. 1.1%
Value ($000) $2,054 Shares 8,353 Est. Cost $183.60 Unrealized +28.3%
MCK McKesson Corporation 1.0%
Value ($000) $1,882 Shares 3,505 Est. Cost $341.28 Unrealized +47.5%
CMI Cummins Inc. 0.8%
Value ($000) $1,559 Shares 5,292 Est. Cost $228.39 Unrealized +8.4%
CAT Caterpillar Inc. 0.8%
Value ($000) $1,513 Shares 4,130 Est. Cost $168.98 Unrealized +84.1%
CMG Chipotle Mexican Grill, Inc. 0.7%
Value ($000) $1,398 Shares 481 Est. Cost $32.53 Unrealized +57.2%
PSA Public Storage (REIT) 0.7%
Value ($000) $1,368 Shares 4,717 Est. Cost $261.24 Unrealized +1.5%
NEE Nextera Energy Inc. 0.7%
Value ($000) $1,326 Shares 20,755 Est. Cost $64.59 Unrealized -14.2%
ABT Abbott Laboratories 0.7%
Value ($000) $1,313 Shares 11,548 Est. Cost $101.14 Unrealized +9.5%
DE Deere & Co. 0.7%
Value ($000) $1,293 Shares 3,149 Est. Cost $359.04 Unrealized +3.8%
MCD McDonalds Corp. 0.6%
Value ($000) $1,138 Shares 4,035 Est. Cost $260.36 Unrealized +6.8%
UNH UnitedHealth Group Inc. 0.6%
Value ($000) $1,081 Shares 2,185 Est. Cost $311.23 Unrealized +57.1%
META Meta Platforms Inc (Facebook) 0.5%
Value ($000) $982 Shares 2,023 Est. Cost $443.21 Unrealized 0.0%
Lam Research Corp. 0.5%
Value ($000) $920 Shares 947 Est. Cost $546.13 Unrealized
GOOG Alphabet Inc. Class C 0.4%
Value ($000) $869 Shares 5,707 Est. Cost $110.42 Unrealized +29.7%
ORLY OReilly Automotive Inc 0.4%
Value ($000) $822 Shares 728 Est. Cost $57.97 Unrealized +20.6%
SLB Schlumberger Ltd. 0.4%
Value ($000) $735 Shares 13,415 Est. Cost $46.51 Unrealized +2.8%
SNOW Snowflake Inc. 0.4%
Value ($000) $683 Shares 4,225 Est. Cost $193.91 Unrealized 0.0%
CDNS Cadence Design Systems Inc 0.3%
Value ($000) $660 Shares 2,121 Est. Cost $152.80 Unrealized +93.6%
GE General Electric Company 0.3%
Value ($000) $659 Shares 3,755 Est. Cost $79.83 Unrealized +45.8%
STE Steris plc (UK) 0.3%
Value ($000) $616 Shares 2,740 Est. Cost $178.53 Unrealized +24.3%
ALGN Align Technology Inc. 0.3%
Value ($000) $610 Shares 1,859 Est. Cost $293.39 Unrealized 0.0%
URI United Rentals, Inc. 0.3%
Value ($000) $597 Shares 828 Est. Cost $280.57 Unrealized +124.9%
AMAT Applied Materials 0.3%
Value ($000) $588 Shares 2,851 Est. Cost $162.71 Unrealized +10.9%
GEHC GE Healthcare 0.3%
Value ($000) $553 Shares 6,085 Est. Cost $71.46 Unrealized +16.1%
AMT American Tower Corp New 0.3%
Value ($000) $521 Shares 2,638 Est. Cost $200.84 Unrealized -7.3%
TJX TJX Companies Inc. 0.3%
Value ($000) $510 Shares 5,025 Est. Cost $79.82 Unrealized +18.5%
PEP Pepsico Inc. 0.3%
Value ($000) $504 Shares 2,880 Est. Cost $157.27 Unrealized 0.0%
DHI D.R. Horton, Inc. 0.3%
Value ($000) $488 Shares 2,965 Est. Cost $147.13 Unrealized 0.0%
MRVL Marvell Technology, Inc 0.2%
Value ($000) $458 Shares 6,465 Est. Cost $55.95 Unrealized +21.6%
TSCO Tractor Supply Company 0.2%
Value ($000) $433 Shares 1,655 Est. Cost $37.09 Unrealized +24.9%
DGX Quest Diagnostics Inc. 0.2%
Value ($000) $386 Shares 2,900 Est. Cost $113.08 Unrealized +10.7%
RTX RTX Corp (Raytheon) 0.2%
Value ($000) $358 Shares 3,670 Est. Cost $81.24 Unrealized +6.9%
GS Goldman Sachs Group Inc. 0.2%
Value ($000) $357 Shares 855 Est. Cost $287.47 Unrealized +29.5%
NXPI NXP Semiconductors NV (Netherlands) 0.2%
Value ($000) $300 Shares 1,210 Est. Cost $169.19 Unrealized +31.8%
MDT Medtronic PLC (Ireland) 0.1%
Value ($000) $273 Shares 3,130 Est. Cost $80.66 Unrealized 0.0%
Ansys, Inc. 0.1%
Value ($000) $258 Shares 742 Est. Cost $329.19 Unrealized
ORCL Oracle Corporation 0.1%
Value ($000) $223 Shares 1,775 Est. Cost $112.35 Unrealized 0.0%
LW Lamb Weston Holdings, Inc. 0.1%
Value ($000) $206 Shares 1,930 Est. Cost $96.60 Unrealized +3.3%
LLY Eli Lilly and Company 0.1%
Value ($000) $187 Shares 240 Est. Cost $702.49 Unrealized 0.0%
AZO AutoZone Inc. 0.1%
Value ($000) $145 Shares 46 Est. Cost $2858.33 Unrealized 0.0%
FND Floor & Decor Holdings, Inc. 0.1%
Value ($000) $125 Shares 962 Est. Cost $113.54 Unrealized 0.0%
MUSA Murphy Usa Inc 0.1%
Value ($000) $122 Shares 290 Est. Cost $387.51 Unrealized 0.0%
MS Morgan Stanley 0.1%
Value ($000) $107 Shares 1,135 Est. Cost $83.21 Unrealized 0.0%
TSM Taiwan Semiconductor Mfg Ltd 0.0%
Value ($000) $84 Shares 615 Est. Cost $136.05 Unrealized
SCHW Schwab (Charles) Corp 0.0%
Value ($000) $67 Shares 925 Est. Cost $64.26 Unrealized 0.0%
WM Waste Management Inc. 0.0%
Value ($000) $61 Shares 288 Est. Cost $191.03 Unrealized 0.0%
ONON On Holding AG (Switzerland) 0.0%
Value ($000) $52 Shares 1,470 Est. Cost $30.56 Unrealized 0.0%
SNPS Synopsys 0.0%
Value ($000) $40 Shares 70 Est. Cost $550.38 Unrealized 0.0%
ASML ASML Holding N V 0.0%
Value ($000) $29 Shares 30 Est. Cost $970.47 Unrealized
GPC Genuine Parts Company 0.0%
Value ($000) $26 Shares 170 Est. Cost $137.53 Unrealized 0.0%
LAD Lithia Motors, Inc. 0.0%
Value ($000) $24 Shares 80 Est. Cost $295.59 Unrealized 0.0%
FIVE Five Below Inc 0.0%
Value ($000) $23 Shares 125 Est. Cost $192.67 Unrealized 0.0%
FTRE Fortrea Holdings Inc. 0.0%
Value ($000) $19 Shares 465 Est. Cost $34.68 Unrealized 0.0%
LEN Lennar Corp 0.0%
Value ($000) $16 Shares 95 Est. Cost $146.27 Unrealized 0.0%