WD RUTHERFORD LLC Diversified Active

CIK: 0001841015 · Show all filings

Period: Q2 2024 (← Previous) (Next →)

Filing Date: Jul 25, 2024

Total Value ($000): $199,196 (100.0% shares, 0.0% debt)

Holdings (97)

NVDA NVIDIA Corp. 8.1%
Value ($000) $16,058 Shares 129,980 Est. Cost $91.67 Unrealized +10.2%
MSFT Microsoft Corp. 3.9%
Value ($000) $7,839 Shares 17,539 Est. Cost $206.04 Unrealized +102.5%
AAPL Apple Inc. 3.5%
Value ($000) $6,960 Shares 33,044 Est. Cost $117.01 Unrealized +58.2%
GOOGL Alphabet Inc. Class A 2.8%
Value ($000) $5,655 Shares 31,046 Est. Cost $108.24 Unrealized +54.6%
AMZN Amazon Inc. 2.7%
Value ($000) $5,452 Shares 28,211 Est. Cost $128.10 Unrealized +43.4%
COST Costco Wholesale Inc. 2.7%
Value ($000) $5,359 Shares 6,305 Est. Cost $347.01 Unrealized +123.0%
Arista Networks Inc. 2.7%
Value ($000) $5,338 Shares 15,230 Est. Cost $183.34 Unrealized
CRWD CrowdStrike Holdings, Inc 2.6%
Value ($000) $5,262 Shares 13,733 Est. Cost $152.54 Unrealized +118.0%
AMD Advanced Micro Devices, Inc. 2.5%
Value ($000) $4,944 Shares 30,482 Est. Cost $86.23 Unrealized +86.6%
JPM JPMorgan Chase & Co. 2.4%
Value ($000) $4,733 Shares 23,402 Est. Cost $105.92 Unrealized +78.6%
ADBE Adobe Systems Inc. 2.2%
Value ($000) $4,376 Shares 7,877 Est. Cost $479.54 Unrealized +1.0%
TMUS T-Mobile US, Inc. 2.1%
Value ($000) $4,123 Shares 23,405 Est. Cost $124.85 Unrealized +31.0%
HD Home Depot Inc. 2.1%
Value ($000) $4,104 Shares 11,923 Est. Cost $250.48 Unrealized +30.8%
V Visa Inc. 2.1%
Value ($000) $4,102 Shares 15,629 Est. Cost $197.81 Unrealized +36.9%
TMO Thermo Fisher Scientific 2.0%
Value ($000) $4,052 Shares 7,328 Est. Cost $464.66 Unrealized +22.6%
NOW ServiceNow Inc. 2.0%
Value ($000) $3,957 Shares 5,030 Est. Cost $104.47 Unrealized +40.5%
MA Mastercard Inc. 2.0%
Value ($000) $3,889 Shares 8,816 Est. Cost $328.99 Unrealized +37.3%
EW Edwards Lifesciences 1.9%
Value ($000) $3,798 Shares 41,120 Est. Cost $83.03 Unrealized +6.7%
CVX Chevron Corp. 1.9%
Value ($000) $3,712 Shares 23,732 Est. Cost $128.10 Unrealized +15.8%
CHD Church & Dwight Co. 1.8%
Value ($000) $3,660 Shares 35,298 Est. Cost $83.23 Unrealized +24.7%
HON Honeywell Intl. Inc 1.8%
Value ($000) $3,557 Shares 16,655 Est. Cost $169.39 Unrealized +8.5%
CRM Salesforce.com Inc. 1.8%
Value ($000) $3,523 Shares 13,703 Est. Cost $229.93 Unrealized +15.1%
ISRG Intuitive Surgical 1.8%
Value ($000) $3,490 Shares 7,846 Est. Cost $311.83 Unrealized +27.7%
Cooper Companies 1.7%
Value ($000) $3,483 Shares 39,902 Est. Cost $160.95 Unrealized
PANW Palo Alto Networks Inc 1.7%
Value ($000) $3,469 Shares 10,234 Est. Cost $74.69 Unrealized +100.2%
USB US Bancorp 1.7%
Value ($000) $3,359 Shares 84,616 Est. Cost $32.41 Unrealized +16.5%
ELF e.l.f. Beauty Inc 1.7%
Value ($000) $3,354 Shares 15,916 Est. Cost $68.85 Unrealized +158.1%
NFLX Netflix 1.7%
Value ($000) $3,353 Shares 4,968 Est. Cost $51.60 Unrealized +21.0%
SYK Stryker Corp. 1.6%
Value ($000) $3,189 Shares 9,372 Est. Cost $230.76 Unrealized +44.5%
CASY Casey's General Stores, Inc. 1.5%
Value ($000) $3,087 Shares 8,090 Est. Cost $282.32 Unrealized +17.2%
CRL Charles River Laboratories Int 1.4%
Value ($000) $2,815 Shares 13,628 Est. Cost $223.16 Unrealized +1.5%
STZ Constellation Brands Inc. 1.4%
Value ($000) $2,708 Shares 10,526 Est. Cost $192.24 Unrealized +29.2%
SPGI S&P Global Inc. 1.2%
Value ($000) $2,381 Shares 5,339 Est. Cost $331.93 Unrealized +27.7%
SNOW Snowflake Inc. 1.2%
Value ($000) $2,332 Shares 17,260 Est. Cost $159.00 Unrealized -7.1%
MCK McKesson Corporation 1.1%
Value ($000) $2,196 Shares 3,760 Est. Cost $355.61 Unrealized +55.4%
URI United Rentals, Inc. 1.1%
Value ($000) $2,153 Shares 3,329 Est. Cost $562.09 Unrealized +16.6%
HAL Halliburton Company 1.1%
Value ($000) $2,096 Shares 62,040 Est. Cost $34.97 Unrealized +1.0%
CMCSA Comcast Corporation 1.0%
Value ($000) $1,961 Shares 50,071 Est. Cost $41.46 Unrealized -10.5%
GE General Electric Company 1.0%
Value ($000) $1,941 Shares 12,210 Est. Cost $133.93 Unrealized +17.9%
LULU Lululemon Athletica Inc. 1.0%
Value ($000) $1,918 Shares 6,421 Est. Cost $344.07 Unrealized -2.8%
META Meta Platforms Inc (Facebook) 0.9%
Value ($000) $1,890 Shares 3,748 Est. Cost $461.67 Unrealized +4.7%
IDXX IDEXX Laboratories Inc. 0.9%
Value ($000) $1,886 Shares 3,872 Est. Cost $447.44 Unrealized +12.2%
UNP Union Pacific Corp. 0.9%
Value ($000) $1,876 Shares 8,292 Est. Cost $183.60 Unrealized +22.8%
CMI Cummins Inc. 0.8%
Value ($000) $1,638 Shares 5,914 Est. Cost $233.41 Unrealized +18.3%
NEE Nextera Energy Inc. 0.8%
Value ($000) $1,605 Shares 22,666 Est. Cost $64.84 Unrealized +4.3%
CMG Chipotle Mexican Grill, Inc. 0.8%
Value ($000) $1,583 Shares 25,267 Est. Cost $61.56 Unrealized +0.9%
NKE Nike Inc. 0.8%
Value ($000) $1,499 Shares 19,890 Est. Cost $122.49 Unrealized -26.8%
PSA Public Storage (REIT) 0.7%
Value ($000) $1,415 Shares 4,920 Est. Cost $261.09 Unrealized -1.3%
CAT Caterpillar Inc. 0.7%
Value ($000) $1,396 Shares 4,191 Est. Cost $171.45 Unrealized +97.5%
CDNS Cadence Design Systems Inc 0.7%
Value ($000) $1,393 Shares 4,525 Est. Cost $228.92 Unrealized +29.3%
FTNT Fortinet, Inc. 0.7%
Value ($000) $1,389 Shares 23,045 Est. Cost $52.94 Unrealized +17.5%
MCD McDonalds Corp. 0.6%
Value ($000) $1,143 Shares 4,486 Est. Cost $259.83 Unrealized -1.8%
ORLY O'Reilly Automotive Inc 0.6%
Value ($000) $1,103 Shares 1,044 Est. Cost $61.35 Unrealized +12.7%
ULTA Ulta Beauty Inc. 0.5%
Value ($000) $1,091 Shares 2,827 Est. Cost $496.84 Unrealized -18.2%
GOOG Alphabet Inc. Class C 0.5%
Value ($000) $1,021 Shares 5,567 Est. Cost $110.42 Unrealized +52.9%
TJX TJX Companies Inc. 0.5%
Value ($000) $1,000 Shares 9,080 Est. Cost $88.23 Unrealized +11.8%
Lam Research Corp. 0.4%
Value ($000) $871 Shares 818 Est. Cost $546.13 Unrealized
UNH UnitedHealth Group Inc. 0.4%
Value ($000) $833 Shares 1,635 Est. Cost $311.23 Unrealized +52.0%
DE Deere & Co. 0.4%
Value ($000) $791 Shares 2,118 Est. Cost $359.04 Unrealized +6.0%
AMT American Tower Corp. (REIT) 0.4%
Value ($000) $758 Shares 3,900 Est. Cost $192.89 Unrealized -8.6%
SNPS Synopsys 0.3%
Value ($000) $663 Shares 1,115 Est. Cost $564.51 Unrealized +0.2%
AMAT Applied Materials 0.3%
Value ($000) $641 Shares 2,717 Est. Cost $162.71 Unrealized +29.9%
GEHC GE Healthcare 0.3%
Value ($000) $614 Shares 7,886 Est. Cost $73.72 Unrealized +10.4%
PEP Pepsico Inc. 0.3%
Value ($000) $537 Shares 3,255 Est. Cost $157.85 Unrealized +2.8%
SLB Schlumberger Ltd. 0.3%
Value ($000) $533 Shares 11,295 Est. Cost $46.51 Unrealized -1.2%
STE Steris plc (UK) 0.3%
Value ($000) $504 Shares 2,295 Est. Cost $178.53 Unrealized +19.9%
MRVL Marvell Technology, Inc 0.2%
Value ($000) $452 Shares 6,465 Est. Cost $55.95 Unrealized +24.5%
TSCO Tractor Supply Company 0.2%
Value ($000) $439 Shares 1,625 Est. Cost $37.09 Unrealized +41.1%
ESTC Elastic N.V. (Netherlands) 0.2%
Value ($000) $422 Shares 3,701 Est. Cost $105.02 Unrealized 0.0%
ABT Abbott Laboratories 0.2%
Value ($000) $415 Shares 3,991 Est. Cost $101.14 Unrealized +1.8%
ALGN Align Technology Inc. 0.2%
Value ($000) $396 Shares 1,639 Est. Cost $293.39 Unrealized -5.1%
DECK Deckers Outdoor Corp. 0.2%
Value ($000) $394 Shares 407 Est. Cost $153.85 Unrealized 0.0%
BSX Boston Scientific Corp. 0.2%
Value ($000) $355 Shares 4,611 Est. Cost $73.20 Unrealized 0.0%
GS Goldman Sachs Group Inc. 0.2%
Value ($000) $344 Shares 761 Est. Cost $287.47 Unrealized +47.4%
NXPI NXP Semiconductors NV (Netherlands) 0.2%
Value ($000) $326 Shares 1,210 Est. Cost $169.19 Unrealized +47.8%
ORCL Oracle Corporation 0.1%
Value ($000) $269 Shares 1,903 Est. Cost $113.02 Unrealized +8.2%
Ansys, Inc. 0.1%
Value ($000) $239 Shares 742 Est. Cost $329.19 Unrealized
RTX RTX Corp (Raytheon) 0.1%
Value ($000) $238 Shares 2,366 Est. Cost $81.24 Unrealized +23.2%
LLY Eli Lilly and Company 0.1%
Value ($000) $212 Shares 234 Est. Cost $702.49 Unrealized +12.6%
MDT Medtronic PLC (Ireland) 0.1%
Value ($000) $174 Shares 2,205 Est. Cost $80.66 Unrealized -3.2%
GEV GE Vernova Inc 0.1%
Value ($000) $160 Shares 935 Est. Cost $158.10 Unrealized 0.0%
ONON On Holding AG (Switzerland) 0.1%
Value ($000) $145 Shares 3,748 Est. Cost $34.19 Unrealized +6.9%
AZO AutoZone Inc. 0.1%
Value ($000) $136 Shares 46 Est. Cost $2858.33 Unrealized +2.4%
MUSA Murphy Usa Inc 0.1%
Value ($000) $128 Shares 272 Est. Cost $387.51 Unrealized +11.6%
TSM Taiwan Semiconductor (Taiwan) 0.1%
Value ($000) $117 Shares 671 Est. Cost $139.20 Unrealized
FND Floor & Decor Holdings, Inc. 0.0%
Value ($000) $96 Shares 962 Est. Cost $113.54 Unrealized +1.3%
MS Morgan Stanley 0.0%
Value ($000) $69 Shares 715 Est. Cost $83.21 Unrealized +9.1%
WM Waste Management Inc. 0.0%
Value ($000) $61 Shares 288 Est. Cost $191.03 Unrealized +6.2%
SCHW Schwab (Charles) Corp 0.0%
Value ($000) $43 Shares 580 Est. Cost $64.26 Unrealized +12.6%
ASML ASML Holding N.V. (Netherlands 0.0%
Value ($000) $31 Shares 30 Est. Cost $970.47 Unrealized
DGX Quest Diagnostics Inc. 0.0%
Value ($000) $30 Shares 220 Est. Cost $113.08 Unrealized +17.6%
GPC Genuine Parts Company 0.0%
Value ($000) $24 Shares 170 Est. Cost $137.53 Unrealized +3.0%
LW Lamb Weston Holdings, Inc. 0.0%
Value ($000) $22 Shares 260 Est. Cost $96.60 Unrealized -15.0%
DHI D.R. Horton, Inc. 0.0%
Value ($000) $19 Shares 137 Est. Cost $147.13 Unrealized -1.8%
LEN Lennar Corp 0.0%
Value ($000) $14 Shares 95 Est. Cost $146.27 Unrealized +1.6%
SHOP Shopify Inc. 0.0%
Value ($000) $10 Shares 150 Est. Cost $66.33 Unrealized 0.0%
ODD Oddity Tech Ltd (Israel) 0.0%
Value ($000) $5 Shares 134 Est. Cost $37.23 Unrealized 0.0%