WD RUTHERFORD LLC Diversified Active

Location: Portland, OR

CIK: 0001841015 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: Apr 24, 2026

Total Value: $225M (100.0% shares, 0.0% debt)

Holdings (71)

NVDA NVIDIA Corp. 8.6%
Value $19.27M Shares 110,492 Est. Cost $91.67 Unrealized +103.6%
GOOGL Alphabet Inc. Class A 3.8%
Value $8.589M Shares 29,870 Est. Cost $109.48 Unrealized +195.3%
AAPL Apple Inc. 3.3%
Value $7.334M Shares 28,897 Est. Cost $118.25 Unrealized +122.3%
ANET Arista Networks Inc. 2.7%
Value $6.152M Shares 50,105 Est. Cost $128.77 Unrealized +4.9%
JPM JPMorgan Chase & Co. 2.7%
Value $6M Shares 20,398 Est. Cost $105.92 Unrealized +194.0%
AMZN Amazon Inc. 2.6%
Value $5.951M Shares 28,573 Est. Cost $134.87 Unrealized +68.2%
MSFT Microsoft Corp. 2.6%
Value $5.777M Shares 15,607 Est. Cost $218.19 Unrealized +99.2%
CRWD CrowdStrike Holdings, Inc 2.5%
Value $5.7M Shares 14,601 Est. Cost $168.78 Unrealized +155.4%
COST Costco Wholesale Inc. 2.5%
Value $5.687M Shares 5,707 Est. Cost $356.95 Unrealized +170.0%
AMD Advanced Micro Devices, Inc. 2.5%
Value $5.563M Shares 27,345 Est. Cost $86.23 Unrealized +157.1%
GE GE Aerospace 2.4%
Value $5.368M Shares 18,917 Est. Cost $153.48 Unrealized +107.3%
CASY Casey's General Stores, Inc. 2.4%
Value $5.308M Shares 7,293 Est. Cost $292.40 Unrealized +115.8%
HON Honeywell Intl. Inc 2.3%
Value $5.081M Shares 22,478 Est. Cost $177.22 Unrealized +27.5%
GEV GE Vernova Inc 2.2%
Value $4.995M Shares 5,722 Est. Cost $394.19 Unrealized +86.9%
CVX Chevron Corp. 2.2%
Value $4.986M Shares 24,101 Est. Cost $129.83 Unrealized +32.4%
Meta Platforms Inc (Facebook) 2.2%
Value $4.923M Shares 8,605 Est. Cost $572.13 Unrealized
CMI Cummins Inc. 2.2%
Value $4.875M Shares 9,061 Est. Cost $259.31 Unrealized +121.9%
TJX TJX Companies Inc. 2.1%
Value $4.773M Shares 29,886 Est. Cost $110.87 Unrealized +39.1%
NFLX Netflix 2.0%
Value $4.589M Shares 47,726 Est. Cost $101.42 Unrealized -17.3%
GS Goldman Sachs Group Inc. 2.0%
Value $4.567M Shares 5,398 Est. Cost $598.26 Unrealized +55.9%
V Visa Inc. 2.0%
Value $4.519M Shares 14,952 Est. Cost $202.32 Unrealized +62.7%
MA Mastercard Inc. 1.9%
Value $4.314M Shares 8,634 Est. Cost $339.69 Unrealized +58.7%
PANW Palo Alto Networks Inc 1.9%
Value $4.23M Shares 26,385 Est. Cost $143.63 Unrealized +19.9%
HD Home Depot Inc. 1.8%
Value $4.14M Shares 12,587 Est. Cost $260.38 Unrealized +44.8%
MCK McKesson Corporation 1.8%
Value $4.136M Shares 4,779 Est. Cost $431.68 Unrealized +102.8%
VRT Vertiv Holdings Co CL A 1.7%
Value $3.814M Shares 15,220 Est. Cost $148.16 Unrealized +34.9%
WMT Wal-Mart Stores 1.7%
Value $3.797M Shares 30,553 Est. Cost $101.84 Unrealized +19.8%
TSM Taiwan Semiconductor (Taiwan) 1.7%
Value $3.78M Shares 11,186 Est. Cost $234.20 Unrealized
CAT Caterpillar Inc. 1.7%
Value $3.72M Shares 5,251 Est. Cost $236.09 Unrealized +189.9%
ISRG Intuitive Surgical 1.6%
Value $3.649M Shares 7,916 Est. Cost $330.70 Unrealized +57.5%
SYK Stryker Corp. 1.6%
Value $3.545M Shares 10,790 Est. Cost $248.34 Unrealized +46.8%
SNOW Snowflake Inc. 1.5%
Value $3.27M Shares 21,682 Est. Cost $184.35 Unrealized +5.5%
HOOD Robinhood Markets, Inc. 1.4%
Value $3.191M Shares 46,050 Est. Cost $77.72 Unrealized +23.2%
NEE Nextera Energy Inc. 1.4%
Value $3.104M Shares 33,419 Est. Cost $66.72 Unrealized +30.6%
APP AppLovin Corporation 1.2%
Value $2.795M Shares 7,023 Est. Cost $472.28 Unrealized +7.4%
URI United Rentals, Inc. 1.2%
Value $2.72M Shares 3,734 Est. Cost $599.30 Unrealized +47.3%
LRCX Lam Research Corp. 1.2%
Value $2.624M Shares 12,281 Est. Cost $134.36 Unrealized +68.2%
AXP American Express Company 1.0%
Value $2.285M Shares 7,553 Est. Cost $356.17 Unrealized 0.0%
SHOP Shopify Inc. 1.0%
Value $2.257M Shares 19,023 Est. Cost $129.78 Unrealized +5.1%
USB US Bancorp 1.0%
Value $2.218M Shares 42,642 Est. Cost $32.63 Unrealized +73.6%
BSX Boston Scientific Corp. 0.9%
Value $2.05M Shares 32,675 Est. Cost $96.40 Unrealized -11.0%
NOW ServiceNow Inc. 0.9%
Value $2.007M Shares 19,198 Est. Cost $155.38 Unrealized -22.0%
NET Cloudflare, Inc. 0.9%
Value $1.947M Shares 9,434 Est. Cost $196.88 Unrealized -7.4%
TMUS T-Mobile US, Inc. 0.9%
Value $1.941M Shares 9,242 Est. Cost $124.85 Unrealized +60.4%
OTIS Otis Worldwide Corp. 0.8%
Value $1.693M Shares 21,965 Est. Cost $89.52 Unrealized 0.0%
RDDT Reddit, Inc. 0.7%
Value $1.638M Shares 12,162 Est. Cost $195.26 Unrealized -2.9%
AMAT Applied Materials 0.7%
Value $1.548M Shares 4,528 Est. Cost $168.44 Unrealized +93.9%
CRM Salesforce.com Inc. 0.7%
Value $1.547M Shares 8,285 Est. Cost $230.41 Unrealized -6.4%
COHR Coherent Corp. 0.7%
Value $1.508M Shares 6,329 Est. Cost $167.47 Unrealized +27.4%
GOOG Alphabet Inc. Class C 0.6%
Value $1.435M Shares 5,004 Est. Cost $110.42 Unrealized +193.1%
Waste Management Inc. 0.6%
Value $1.416M Shares 6,161 Est. Cost $229.79 Unrealized
BSAC Banco Santander (Chile) 0.6%
Value $1.319M Shares 116,928 Est. Cost $11.28 Unrealized
MU Micron Technology, Inc 0.6%
Value $1.25M Shares 3,701 Est. Cost $301.95 Unrealized +28.2%
AEP American Electric Power 0.5%
Value $1.11M Shares 8,466 Est. Cost $120.54 Unrealized 0.0%
ORLY O'Reilly Automotive Inc 0.5%
Value $1.031M Shares 11,174 Est. Cost $89.19 Unrealized +6.5%
SPOT Spotify Technology SA (Luxemborg) 0.4%
Value $819K Shares 1,688 Est. Cost $556.90 Unrealized -10.7%
CLS Celestica Inc. (Canada) 0.3%
Value $766K Shares 2,719 Est. Cost $301.25 Unrealized -0.1%
SOLS Solstice Advanced Materials, I 0.3%
Value $705K Shares 9,260 Est. Cost $48.41 Unrealized +34.7%
ZS Zscaler, Inc. 0.3%
Value $682K Shares 4,858 Est. Cost $193.32 Unrealized 0.0%
TMO Thermo Fisher Scientific 0.3%
Value $581K Shares 1,183 Est. Cost $468.30 Unrealized +22.7%
CAH Cardinal Health, Inc. 0.3%
Value $565K Shares 2,675 Est. Cost $215.31 Unrealized 0.0%
FTNT Fortinet, Inc. 0.2%
Value $498K Shares 6,092 Est. Cost $52.94 Unrealized +51.1%
IDXX IDEXX Laboratories Inc. 0.2%
Value $481K Shares 856 Est. Cost $449.40 Unrealized +49.2%
MCD McDonalds Corp. 0.2%
Value $443K Shares 1,425 Est. Cost $260.25 Unrealized +21.9%
FIX Comfort Systems USA, Inc. 0.2%
Value $437K Shares 317 Est. Cost $922.99 Unrealized +29.6%
PSA Public Storage (REIT) 0.2%
Value $437K Shares 1,613 Est. Cost $271.32 Unrealized -4.7%
RTX RTX Corp (Raytheon) 0.2%
Value $377K Shares 1,955 Est. Cost $142.77 Unrealized +37.7%
GLW Corning Inc. 0.2%
Value $359K Shares 2,637 Est. Cost $111.68 Unrealized 0.0%
MS Morgan Stanley 0.1%
Value $335K Shares 2,033 Est. Cost $135.80 Unrealized +32.3%
AZO AutoZone Inc. 0.1%
Value $290K Shares 86 Est. Cost $3030.63 Unrealized +19.6%
SRE Sempra 0.1%
Value $224K Shares 2,310 Est. Cost $89.52 Unrealized 0.0%