WD RUTHERFORD LLC Diversified Active

CIK: 0001841015 · Show all filings

Period: Q3 2024 (← Previous) (Next →)

Filing Date: Oct 25, 2024

Total Value ($000): $204,741 (100.0% shares, 0.0% debt)

Holdings (78)

NVDA NVIDIA Corp. 7.4%
Value ($000) $15,184 Shares 125,032 Est. Cost $91.67 Unrealized +28.8%
AAPL Apple Inc. 3.7%
Value ($000) $7,604 Shares 32,635 Est. Cost $117.01 Unrealized +89.7%
MSFT Microsoft Corp. 3.7%
Value ($000) $7,525 Shares 17,488 Est. Cost $206.04 Unrealized +105.3%
AMZN Amazon Inc. 2.7%
Value ($000) $5,539 Shares 29,725 Est. Cost $130.87 Unrealized +39.4%
Arista Networks Inc. 2.7%
Value ($000) $5,513 Shares 14,364 Est. Cost $183.34 Unrealized
COST Costco Wholesale Inc. 2.6%
Value ($000) $5,293 Shares 5,971 Est. Cost $347.01 Unrealized +148.4%
GOOGL Alphabet Inc. Class A 2.6%
Value ($000) $5,260 Shares 31,715 Est. Cost $109.48 Unrealized +52.3%
HD Home Depot Inc. 2.5%
Value ($000) $5,046 Shares 12,454 Est. Cost $254.83 Unrealized +38.4%
AMD Advanced Micro Devices, Inc. 2.5%
Value ($000) $5,027 Shares 30,640 Est. Cost $86.23 Unrealized +76.2%
JPM JPMorgan Chase & Co. 2.4%
Value ($000) $4,926 Shares 23,361 Est. Cost $105.92 Unrealized +93.5%
TMUS T-Mobile US, Inc. 2.3%
Value ($000) $4,621 Shares 22,391 Est. Cost $124.85 Unrealized +50.1%
TMO Thermo Fisher Scientific 2.2%
Value ($000) $4,594 Shares 7,427 Est. Cost $466.32 Unrealized +26.3%
NOW ServiceNow Inc. 2.2%
Value ($000) $4,485 Shares 5,015 Est. Cost $104.47 Unrealized +57.4%
MA Mastercard Inc. 2.2%
Value ($000) $4,455 Shares 9,022 Est. Cost $332.02 Unrealized +39.1%
V Visa Inc. 2.2%
Value ($000) $4,409 Shares 16,037 Est. Cost $199.59 Unrealized +34.1%
Cooper Companies 2.1%
Value ($000) $4,299 Shares 38,957 Est. Cost $160.95 Unrealized
CRWD CrowdStrike Holdings, Inc 2.1%
Value ($000) $4,215 Shares 15,028 Est. Cost $163.87 Unrealized +73.4%
CVX Chevron Corp. 2.0%
Value ($000) $4,091 Shares 27,782 Est. Cost $129.83 Unrealized +7.8%
ADBE Adobe Systems Inc. 2.0%
Value ($000) $4,059 Shares 7,839 Est. Cost $479.54 Unrealized +14.4%
USB US Bancorp 1.9%
Value ($000) $3,968 Shares 86,775 Est. Cost $32.63 Unrealized +26.0%
PANW Palo Alto Networks Inc 1.9%
Value ($000) $3,868 Shares 11,317 Est. Cost $83.65 Unrealized +101.2%
CRM Salesforce.com Inc. 1.9%
Value ($000) $3,827 Shares 13,981 Est. Cost $230.41 Unrealized +10.2%
SYK Stryker Corp. 1.8%
Value ($000) $3,781 Shares 10,467 Est. Cost $242.24 Unrealized +40.5%
CHD Church & Dwight Co. 1.8%
Value ($000) $3,759 Shares 35,897 Est. Cost $83.53 Unrealized +20.8%
ISRG Intuitive Surgical 1.8%
Value ($000) $3,714 Shares 7,560 Est. Cost $311.83 Unrealized +49.3%
HON Honeywell Intl. Inc 1.8%
Value ($000) $3,647 Shares 17,645 Est. Cost $170.45 Unrealized +10.5%
GE General Electric Company 1.7%
Value ($000) $3,463 Shares 18,361 Est. Cost $145.32 Unrealized +15.6%
NFLX Netflix 1.7%
Value ($000) $3,447 Shares 4,860 Est. Cost $51.60 Unrealized +29.6%
CMI Cummins Inc. 1.5%
Value ($000) $3,162 Shares 9,765 Est. Cost $254.93 Unrealized +13.0%
CASY Casey's General Stores, Inc. 1.5%
Value ($000) $3,079 Shares 8,195 Est. Cost $283.46 Unrealized +31.0%
URI United Rentals, Inc. 1.4%
Value ($000) $2,894 Shares 3,574 Est. Cost $572.28 Unrealized +24.2%
Meta Platforms Inc (Facebook) 1.4%
Value ($000) $2,816 Shares 4,920 Est. Cost $572.44 Unrealized
STZ Constellation Brands Inc. 1.3%
Value ($000) $2,757 Shares 10,698 Est. Cost $193.02 Unrealized +24.5%
CMCSA Comcast Corporation 1.3%
Value ($000) $2,729 Shares 65,331 Est. Cost $40.60 Unrealized -7.0%
SPGI S&P Global Inc. 1.3%
Value ($000) $2,686 Shares 5,200 Est. Cost $331.93 Unrealized +47.6%
MCK McKesson Corporation 1.3%
Value ($000) $2,662 Shares 5,384 Est. Cost $415.26 Unrealized +33.3%
ELF e.l.f. Beauty Inc 1.2%
Value ($000) $2,450 Shares 22,475 Est. Cost $94.54 Unrealized +65.9%
TJX TJX Companies Inc. 1.2%
Value ($000) $2,378 Shares 20,234 Est. Cost $101.73 Unrealized +10.8%
CAT Caterpillar Inc. 1.1%
Value ($000) $2,289 Shares 5,852 Est. Cost $218.92 Unrealized +54.7%
CMG Chipotle Mexican Grill, Inc. 1.1%
Value ($000) $2,225 Shares 38,613 Est. Cost $59.42 Unrealized -6.8%
CDNS Cadence Design Systems Inc 1.0%
Value ($000) $2,034 Shares 7,503 Est. Cost $247.79 Unrealized +11.6%
UNP Union Pacific Corp. 1.0%
Value ($000) $2,031 Shares 8,242 Est. Cost $183.60 Unrealized +27.8%
NEE Nextera Energy Inc. 1.0%
Value ($000) $2,004 Shares 23,705 Est. Cost $65.28 Unrealized +14.7%
GEHC GE Healthcare 1.0%
Value ($000) $1,984 Shares 21,135 Est. Cost $80.01 Unrealized +4.7%
SNOW Snowflake Inc. 1.0%
Value ($000) $1,949 Shares 16,966 Est. Cost $159.00 Unrealized -22.7%
PSA Public Storage (REIT) 0.9%
Value ($000) $1,780 Shares 4,892 Est. Cost $261.09 Unrealized +17.4%
IDXX IDEXX Laboratories Inc. 0.8%
Value ($000) $1,727 Shares 3,419 Est. Cost $447.44 Unrealized +8.6%
AMT American Tower Corp. (REIT) 0.7%
Value ($000) $1,418 Shares 6,096 Est. Cost $199.34 Unrealized +5.7%
FTNT Fortinet, Inc. 0.7%
Value ($000) $1,404 Shares 18,104 Est. Cost $52.94 Unrealized +29.0%
MRVL Marvell Technology, Inc 0.6%
Value ($000) $1,317 Shares 18,266 Est. Cost $64.22 Unrealized +7.0%
MCD McDonalds Corp. 0.6%
Value ($000) $1,274 Shares 4,183 Est. Cost $259.83 Unrealized +2.6%
EW Edwards Lifesciences 0.6%
Value ($000) $1,213 Shares 18,375 Est. Cost $83.03 Unrealized -12.5%
ORLY O'Reilly Automotive Inc 0.5%
Value ($000) $1,073 Shares 932 Est. Cost $61.35 Unrealized +19.7%
GPC Genuine Parts Company 0.5%
Value ($000) $1,037 Shares 7,422 Est. Cost $132.87 Unrealized -0.1%
TSM Taiwan Semiconductor (Taiwan) 0.5%
Value ($000) $935 Shares 5,381 Est. Cost $169.37 Unrealized
GOOG Alphabet Inc. Class C 0.4%
Value ($000) $889 Shares 5,320 Est. Cost $110.42 Unrealized +52.4%
Lam Research Corp. 0.4%
Value ($000) $854 Shares 1,047 Est. Cost $605.17 Unrealized
SNPS Synopsys 0.4%
Value ($000) $834 Shares 1,647 Est. Cost $555.49 Unrealized -3.4%
AMAT Applied Materials 0.3%
Value ($000) $558 Shares 2,764 Est. Cost $163.39 Unrealized +23.9%
STE Steris plc (UK) 0.3%
Value ($000) $556 Shares 2,292 Est. Cost $178.53 Unrealized +29.4%
ANF Abercrombie & Fitch Company 0.3%
Value ($000) $549 Shares 3,923 Est. Cost $152.14 Unrealized 0.0%
PEP Pepsico Inc. 0.3%
Value ($000) $544 Shares 3,201 Est. Cost $157.85 Unrealized +3.2%
TSCO Tractor Supply Company 0.2%
Value ($000) $441 Shares 1,516 Est. Cost $37.09 Unrealized +41.6%
ALGN Align Technology Inc. 0.2%
Value ($000) $391 Shares 1,539 Est. Cost $293.39 Unrealized -19.6%
BSX Boston Scientific Corp. 0.2%
Value ($000) $386 Shares 4,611 Est. Cost $73.20 Unrealized +7.7%
GS Goldman Sachs Group Inc. 0.2%
Value ($000) $366 Shares 739 Est. Cost $287.47 Unrealized +65.3%
ORCL Oracle Corporation 0.2%
Value ($000) $362 Shares 2,122 Est. Cost $116.12 Unrealized +23.2%
CRL Charles River Laboratories Int 0.2%
Value ($000) $338 Shares 1,714 Est. Cost $223.16 Unrealized -6.9%
ESTC Elastic N.V. (Netherlands) 0.2%
Value ($000) $327 Shares 4,256 Est. Cost $104.19 Unrealized -5.3%
UNH UnitedHealth Group Inc. 0.2%
Value ($000) $314 Shares 537 Est. Cost $311.23 Unrealized +76.2%
ONON On Holding AG (Switzerland) 0.1%
Value ($000) $304 Shares 6,071 Est. Cost $37.52 Unrealized +14.3%
ULTA Ulta Beauty Inc. 0.1%
Value ($000) $304 Shares 780 Est. Cost $496.84 Unrealized -24.5%
AZO AutoZone Inc. 0.1%
Value ($000) $277 Shares 88 Est. Cost $2959.46 Unrealized +3.7%
DECK Deckers Outdoor Corp. 0.1%
Value ($000) $264 Shares 1,656 Est. Cost $152.87 Unrealized -0.2%
LLY Eli Lilly and Company 0.1%
Value ($000) $243 Shares 274 Est. Cost $729.91 Unrealized +22.0%
WING Wingstop Inc. 0.1%
Value ($000) $240 Shares 578 Est. Cost $388.54 Unrealized 0.0%
GEV GE Vernova Inc 0.1%
Value ($000) $238 Shares 935 Est. Cost $158.10 Unrealized +21.2%
NKE Nike Inc. 0.1%
Value ($000) $234 Shares 2,645 Est. Cost $122.49 Unrealized -37.9%