WD RUTHERFORD LLC

Q3 2025 13F Holdings

  • Location
    portland, OR
  • Num holdings

    73

  • Value ($000)

    $235,131

  • Date Filed
    10/23/2025
  • 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 Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
N
NVDA

NVIDIA Corp.

COM
$20.75M
9 %

111,204

M
MSFT

Microsoft Corp.

COM
$8.21M
4 %

15,857

A
ANET

Arista Networks Inc.

COM
$8.11M
3 %

55,636

A
AAPL

Apple Inc.

COM
$7.51M
3 %

29,486

G
GOOGL

Alphabet Inc. Class A

COM
$7.36M
3 %

30,282

C
CRWD

CrowdStrike Holdings, Inc

COM
$7.11M
3 %

14,499

J
JPM

JPMorgan Chase & Co.

COM
$6.90M
3 %

21,884

G
GE

GE Aerospace

COM
$6.28M
3 %

20,867

A
AMZN

Amazon Inc.

COM
$6.26M
3 %

28,519

N
NFLX

Netflix

COM
$5.62M
2 %

4,691

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