WD RUTHERFORD LLC Diversified Active

Location: Portland, OR

CIK: 0001841015 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Feb 6, 2026

Total Value: $239M (100.0% shares, 0.0% debt)

Holdings (73)

NVDA NVIDIA Corp. 8.7%
Value $20.9M Shares 112,054 Est. Cost $91.67 Unrealized +103.0%
GOOGL Alphabet Inc. Class A 4.0%
Value $9.465M Shares 30,239 Est. Cost $109.48 Unrealized +160.9%
AAPL Apple Inc. 3.3%
Value $8.003M Shares 29,439 Est. Cost $118.25 Unrealized +126.9%
MSFT Microsoft Corp. 3.3%
Value $7.999M Shares 16,539 Est. Cost $218.19 Unrealized +129.4%
ANET Arista Networks Inc. 3.0%
Value $7.184M Shares 54,825 Est. Cost $128.77 Unrealized +6.9%
JPM JPMorgan Chase & Co. 2.9%
Value $6.987M Shares 21,683 Est. Cost $105.92 Unrealized +192.2%
AMZN Amazon Inc. 2.9%
Value $6.863M Shares 29,733 Est. Cost $134.87 Unrealized +69.6%
CRWD CrowdStrike Holdings, Inc 2.8%
Value $6.719M Shares 14,333 Est. Cost $163.87 Unrealized +210.7%
GE GE Aerospace 2.6%
Value $6.3M Shares 20,452 Est. Cost $153.48 Unrealized +96.0%
AMD Advanced Micro Devices, Inc. 2.5%
Value $5.93M Shares 27,689 Est. Cost $86.23 Unrealized +160.5%
META Meta Platforms Inc (Facebook) 2.4%
Value $5.665M Shares 8,582 Est. Cost $667.32 Unrealized 0.0%
V Visa Inc. 2.3%
Value $5.39M Shares 15,370 Est. Cost $202.32 Unrealized +68.2%
COST Costco Wholesale Inc. 2.1%
Value $5.091M Shares 5,904 Est. Cost $356.95 Unrealized +153.7%
CMI Cummins Inc. 2.1%
Value $4.999M Shares 9,793 Est. Cost $259.31 Unrealized +79.8%
MA Mastercard Inc. 2.1%
Value $4.984M Shares 8,731 Est. Cost $339.69 Unrealized +64.5%
PANW Palo Alto Networks Inc 2.0%
Value $4.886M Shares 26,525 Est. Cost $143.63 Unrealized +40.5%
HOOD Robinhood Markets, Inc. 1.9%
Value $4.582M Shares 40,514 Est. Cost $75.25 Unrealized +72.8%
ISRG Intuitive Surgical 1.9%
Value $4.571M Shares 8,070 Est. Cost $330.70 Unrealized +61.0%
MCK McKesson Corporation 1.9%
Value $4.521M Shares 5,511 Est. Cost $431.68 Unrealized +88.9%
TJX TJX Companies Inc. 1.9%
Value $4.48M Shares 29,167 Est. Cost $109.81 Unrealized +34.5%
CASY Casey's General Stores, Inc. 1.9%
Value $4.455M Shares 8,060 Est. Cost $292.40 Unrealized +88.0%
GS Goldman Sachs Group Inc. 1.9%
Value $4.448M Shares 5,060 Est. Cost $575.93 Unrealized +41.2%
HD Home Depot Inc. 1.8%
Value $4.33M Shares 12,584 Est. Cost $260.38 Unrealized +40.0%
HON Honeywell Intl. Inc 1.8%
Value $4.304M Shares 22,064 Est. Cost $176.31 Unrealized +10.6%
NFLX Netflix 1.8%
Value $4.27M Shares 45,540 Est. Cost $102.26 Unrealized +5.4%
SNOW Snowflake Inc. 1.7%
Value $4.082M Shares 18,610 Est. Cost $182.67 Unrealized +33.6%
TMUS T-Mobile US, Inc. 1.7%
Value $4.051M Shares 19,954 Est. Cost $124.85 Unrealized +69.3%
CVX Chevron Corp. 1.7%
Value $3.951M Shares 25,925 Est. Cost $129.83 Unrealized +16.6%
APP AppLovin Corporation 1.7%
Value $3.951M Shares 5,863 Est. Cost $465.38 Unrealized +35.4%
GEV GE Vernova Inc 1.6%
Value $3.925M Shares 6,005 Est. Cost $394.19 Unrealized +54.5%
SYK Stryker Corp. 1.6%
Value $3.747M Shares 10,660 Est. Cost $246.92 Unrealized +47.2%
CAT Caterpillar Inc. 1.4%
Value $3.398M Shares 5,932 Est. Cost $236.09 Unrealized +135.3%
BSX Boston Scientific Corp. 1.4%
Value $3.341M Shares 35,040 Est. Cost $96.40 Unrealized +1.7%
WMT Wal-Mart Stores 1.3%
Value $3.097M Shares 27,801 Est. Cost $99.84 Unrealized +7.4%
NOW ServiceNow Inc. 1.3%
Value $3.009M Shares 19,642 Est. Cost $155.38 Unrealized +10.4%
URI United Rentals, Inc. 1.2%
Value $2.837M Shares 3,505 Est. Cost $580.78 Unrealized +49.3%
CDNS Cadence Design Systems Inc 1.2%
Value $2.822M Shares 9,027 Est. Cost $261.39 Unrealized +24.8%
NEE Nextera Energy Inc. 1.1%
Value $2.676M Shares 33,339 Est. Cost $66.72 Unrealized +23.6%
USB US Bancorp 1.1%
Value $2.599M Shares 48,706 Est. Cost $32.63 Unrealized +49.3%
VRT Vertiv Holdings Co CL A 1.0%
Value $2.443M Shares 15,081 Est. Cost $148.16 Unrealized +17.2%
RDDT Reddit, Inc. 1.0%
Value $2.348M Shares 10,216 Est. Cost $196.32 Unrealized +7.1%
CRM Salesforce.com Inc. 0.9%
Value $2.258M Shares 8,525 Est. Cost $230.41 Unrealized +7.7%
TSM Taiwan Semiconductor (Taiwan) 0.9%
Value $2.2M Shares 7,240 Est. Cost $177.65 Unrealized
SPGI S&P Global Inc. 0.9%
Value $2.169M Shares 4,151 Est. Cost $369.35 Unrealized +33.8%
LRCX Lam Research Corp. 0.7%
Value $1.723M Shares 10,063 Est. Cost $114.17 Unrealized +36.1%
SHOP Shopify Inc. 0.7%
Value $1.605M Shares 9,969 Est. Cost $123.72 Unrealized +29.8%
GOOG Alphabet Inc. Class C 0.7%
Value $1.573M Shares 5,012 Est. Cost $110.42 Unrealized +159.3%
PSA Public Storage (REIT) 0.6%
Value $1.547M Shares 5,963 Est. Cost $271.32 Unrealized +2.2%
MRVL Marvell Technology, Inc 0.6%
Value $1.49M Shares 17,538 Est. Cost $75.70 Unrealized +15.5%
FTNT Fortinet, Inc. 0.6%
Value $1.362M Shares 17,151 Est. Cost $52.94 Unrealized +56.7%
WM Waste Management Inc. 0.6%
Value $1.34M Shares 6,099 Est. Cost $212.55 Unrealized 0.0%
AMAT Applied Materials 0.5%
Value $1.228M Shares 4,778 Est. Cost $168.44 Unrealized +42.2%
ORLY O'Reilly Automotive Inc 0.5%
Value $1.199M Shares 13,144 Est. Cost $89.19 Unrealized +9.5%
MCD McDonalds Corp. 0.4%
Value $949K Shares 3,105 Est. Cost $260.25 Unrealized +17.2%
NET Cloudflare, Inc. 0.4%
Value $925K Shares 4,692 Est. Cost $211.53 Unrealized 0.0%
COHR Coherent Corp. 0.4%
Value $841K Shares 4,554 Est. Cost $149.58 Unrealized 0.0%
TMO Thermo Fisher Scientific 0.3%
Value $752K Shares 1,298 Est. Cost $468.30 Unrealized +20.7%
IDXX IDEXX Laboratories Inc. 0.2%
Value $579K Shares 856 Est. Cost $449.40 Unrealized +51.5%
CLS Celestica Inc. (Canada) 0.2%
Value $575K Shares 1,945 Est. Cost $301.37 Unrealized 0.0%
MU Micron Technology, Inc 0.2%
Value $570K Shares 1,997 Est. Cost $229.35 Unrealized 0.0%
GEHC GE Healthcare 0.2%
Value $533K Shares 6,495 Est. Cost $80.18 Unrealized -2.8%
SPOT Spotify Technology SA (Luxemborg) 0.2%
Value $457K Shares 787 Est. Cost $625.13 Unrealized 0.0%
SOLS Solstice Advanced Materials, I 0.2%
Value $417K Shares 8,580 Est. Cost $47.08 Unrealized 0.0%
AXON Axon Enterprise, Inc. 0.2%
Value $395K Shares 695 Est. Cost $758.81 Unrealized -18.2%
COO Cooper Companies 0.2%
Value $393K Shares 4,791 Est. Cost $70.83 Unrealized +5.7%
SNPS Synopsys 0.2%
Value $388K Shares 827 Est. Cost $554.12 Unrealized -19.8%
ORCL Oracle Corporation 0.1%
Value $357K Shares 1,831 Est. Cost $127.28 Unrealized +87.0%
RTX RTX Corp (Raytheon) 0.1%
Value $353K Shares 1,927 Est. Cost $141.99 Unrealized +22.1%
MS Morgan Stanley 0.1%
Value $352K Shares 1,982 Est. Cost $134.67 Unrealized +23.6%
AZO AutoZone Inc. 0.1%
Value $312K Shares 92 Est. Cost $3030.63 Unrealized +24.7%
FIX Comfort Systems USA, Inc. 0.1%
Value $296K Shares 317 Est. Cost $922.99 Unrealized 0.0%
EW Edwards Lifesciences 0.1%
Value $282K Shares 3,303 Est. Cost $83.03 Unrealized -1.2%
NKE Nike Inc. 0.1%
Value $241K Shares 3,790 Est. Cost $64.91 Unrealized 0.0%