WD RUTHERFORD LLC

Q2 2025 13F Holdings

  • Location
    portland, OR
  • Num holdings

    96

  • Value ($000)

    $217,441

  • Date Filed
    07/17/2025
  • Form type
    13F-HR
  • CIK
    0001841015
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
NVDA
NVDA

NVIDIA Corp.

COM
67066G104
$17.50M
8 %

110,798

MSFT
MSFT

Microsoft Corp.

COM
594918104
$7.89M
4 %

15,861

CRWD
CRWD

CrowdStrike Holdings, Inc

COM
22788C105
$7.34M
3 %

14,404

JPM
JPM

JPMorgan Chase & Co.

COM
46625H100
$6.42M
3 %

22,134

NFLX
NFLX

Netflix

COM
64110L106
$6.28M
3 %

4,690

AMZN
AMZN

Amazon Inc.

COM
023135106
$6.25M
3 %

28,470

AAPL
AAPL

Apple Inc.

COM
037833100
$5.98M
3 %

29,148

ANET
ANET

Arista Networks Inc.

COM
040413106
$5.71M
3 %

55,809

COST
COST

Costco Wholesale Inc.

COM
22160K105
$5.68M
3 %

5,742

V
V

Visa Inc.

COM
92826C839
$5.33M
2 %

15,002

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