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WD RUTHERFORD LLC

Q2 2026 13F Holdings

  • Location
    portland, OR
  • Num holdings

    75

  • Value ($000)

    $276,254

  • Date Filed
    07/20/2026
  • 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 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
N
NVDA

NVIDIA Corp.

COM
67066G104
$21.5M
8 %

107,475

A
AMD

Advanced Micro Devices, Inc.

COM
007903107
$11.25M
4 %

19,362

G
GOOGL

Alphabet Inc. Class A

COM
02079K305
$11.12M
4 %

31,112

C
CRWD

CrowdStrike Holdings, Inc

COM
22788C105
$10.28M
4 %

13,467

P
PANW

Palo Alto Networks Inc

COM
697435105
$8.64M
3 %

25,328

A
ANET

Arista Networks Inc.

COM
040413205
$8.17M
3 %

48,092

A
AAPL

Apple Inc.

COM
037833100
$8.16M
3 %

28,184

G
GE

GE Aerospace

COM
369604301
$6.93M
3 %

18,548

A
AMZN

Amazon Inc.

COM
023135106
$6.87M
3 %

28,816

M
MU

Micron Technology, Inc

COM
595112103
$6.84M
3 %

5,930

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