Q3 2026 13F · SEC CIK 1841015

Wd Rutherford LLC

Wealth managerFiled 2026-10-26 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $263.4M
Reported positions: 78
Top holdings a year, 3 yrs: +24.4%
Assets under management: $250.0M

Wd Rutherford LLC is a wealth manager that reported 78 positions worth $263.4M in its Q3 2026 13F, filed 2026-10-26. Its largest holdings were Nvidia Corporation (NVDA, 8.7%), Crowdstrike Hldgs Inc (CRWD, 4.5%), Alphabet Inc (GOOGL, 4.0%). A portfolio copying its top holdings returned 24.4% a year over the last 3 years, against 22.3% for the S&P 500.

Wd Rutherford LLC holdings largest 50 of 78 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Wd Rutherford LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
NVDANvidia Corporation	8.7%	7.8%	100,653	-6.3%	$23.0M
CRWDCrowdstrike Hldgs Inc	4.5%	3.7%	44,456	+230.1%	$11.8M
GOOGLAlphabet Inc	4.0%	4.0%	30,745	-1.2%	$10.6M
AMDAdvanced Micro Devices Inc	3.9%	4.1%	16,594	-14.3%	$10.2M
ANETArista Networks Inc	3.3%	3.0%	43,234	-10.1%	$8.8M
PANWPalo Alto Networks Inc	3.3%	3.1%	21,839	-13.8%	$8.7M
AAPLApple Inc	3.3%	3.0%	26,008	-7.7%	$8.7M
MSFTMicrosoft Corp	2.8%	2.1%	14,346	-5.8%	$7.4M
AMZNAmazon Com Inc	2.7%	2.5%	28,265	-1.9%	$7.0M
MUMicron Technology Inc	2.4%	2.5%	5,988	+1.0%	$6.4M
JPMJpmorgan Chase & Co	2.4%	2.4%	19,153	-4.5%	$6.3M
METAMeta Platforms Inc	2.4%	1.7%	8,601	+1.0%	$6.2M
SNOWSnowflake Inc	2.3%	1.8%	17,466	-11.4%	$5.9M
GEGe Aerospace	2.1%	2.5%	17,506	-5.6%	$5.5M
GEVGe Vernova Inc	2.0%	2.4%	5,445	-3.8%	$5.2M
LLYEli Lilly & Co	1.9%	1.6%	4,410	+17.7%	$5.1M
VVisa Inc	1.9%	1.8%	14,110	-4.1%	$5.1M
GSGoldman Sachs Group Inc	1.9%	2.0%	5,459	+1.2%	$4.9M
COSTCostco Wholesale Corporation	1.9%	1.9%	5,389	-4.8%	$4.9M
TSMTaiwan Semiconductor Manufac	1.8%	2.0%	10,582	-6.4%	$4.8M
HOODRobinhood Mkts Inc	1.8%	1.6%	42,699	-5.5%	$4.8M
LRCXLam Research Corp	1.8%	2.1%	14,544	+7.0%	$4.8M
NETCloudflare Inc	1.8%	1.3%	13,271	-6.2%	$4.6M
CVXChevron Corporation	1.7%	1.4%	22,352	-6.1%	$4.6M
MAMastercard Incorporated	1.7%	1.6%	8,182	-4.4%	$4.5M
MCKMckesson Corp	1.6%	1.4%	5,080	-0.8%	$4.3M
TJXTjx Cos Inc New	1.6%	1.7%	31,134	-1.7%	$4.1M
CMICummins Inc	1.5%	2.2%	7,848	-9.7%	$4.1M
CASYCaseys Gen Stores Inc	1.5%	1.9%	6,364	-5.0%	$3.9M
WMTWalmart Inc	1.4%	1.4%	36,414	+3.8%	$3.8M
CATCaterpillar Inc	1.4%	2.0%	4,469	-12.4%	$3.6M
VRTVertiv Holdings Co	1.4%	1.8%	14,939	+2.9%	$3.6M
URIUnited Rentals Inc	1.3%	1.6%	3,503	-7.5%	$3.5M
HDHome Depot Inc	1.3%	1.6%	11,907	-4.2%	$3.4M
INTCIntel Corp	1.3%	0.6%	27,731	+128.5%	$3.3M
NFLXNetflix Inc.	1.2%	1.3%	47,229	-3.3%	$3.3M
COHRCoherent Corp	1.1%	1.2%	10,118	+25.1%	$2.9M
NEENextera Energy Inc	1.1%	1.2%	37,421	+2.7%	$2.8M
AXPAmerican Express Co	1.1%	1.0%	9,141	+6.8%	$2.8M
HONHoneywell Intl. Inc	0.9%	1.0%	10,996	-6.5%	$2.3M
HONAHoneywell Aerospace Inc	0.9%	1.1%	14,818	+8.5%	$2.3M
USBUS Bancorp	0.7%	0.8%	32,925	-7.9%	$1.9M
APPApplovin Corp	0.7%	1.3%	5,999	-13.1%	$1.7M
BSACBanco Santander (Chile)	0.6%	0.6%	116,986	+1.1%	$1.6M
RDDTReddit Inc	0.6%	0.7%	11,120	-1.7%	$1.6M
CAHCardinal Health Inc	0.6%	—	6,907	—	$1.5M
LINLinde PLC	0.6%	—	3,099	—	$1.5M
AMATApplied Matls Inc	0.5%	0.8%	2,798	-3.5%	$1.4M
CLSCelestica Inc	0.5%	—	3,886	—	$1.4M
GOOGAlphabet Inc	0.5%	0.6%	3,568	-18.9%	$1.2M

What Wd Rutherford LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

CRWD Crowdstrike Hldgs Inc+230.1% shares
INTC Intel Corp+128.5% shares
COHR Coherent Corp+25.1% shares
LLY Eli Lilly & Co+17.7% shares
HONA Honeywell Aerospace Inc+8.5% shares
LRCX Lam Research Corp+7.0% shares
AXP American Express Co+6.8% shares

Reduced

GOOG Alphabet Inc-18.9% shares
AMD Advanced Micro Devices Inc-14.3% shares
PANW Palo Alto Networks Inc-13.8% shares
APP Applovin Corp-13.1% shares
CAT Caterpillar Inc-12.4% shares
SNOW Snowflake Inc-11.4% shares
ANET Arista Networks Inc-10.1% shares
CMI Cummins Inc-9.7% shares

Left the top 50

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +3.0% /yr; S&P 500 +11.7%
3 years: +24.4% /yr; S&P 500 +22.3%
5 years: +8.0% /yr; S&P 500 +10.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$263.4M	78
Q2 2026	$276.3M	75
Q1 2026	$225.0M	71
Q4 2025	$239.3M	73
Q3 2025	$235.1M	73
Q2 2025	$217.4M	96
Q1 2025	$187.9M	73
Q4 2024	$210.9M	71
Q3 2024	$204.7M	78
Q2 2024	$199.2M	97
Q1 2024	$193.2M	94
Q4 2023	$171.9M	71

Questions about Wd Rutherford LLC's portfolio

What stocks does Wd Rutherford LLC own?

Wd Rutherford LLC's latest 13F, for Q3 2026 and filed Oct 26, 2026, lists 78 positions worth $263.4M. The largest are Nvidia Corporation (NVDA) at 8.7%, Crowdstrike Hldgs Inc (CRWD) at 4.5%, Alphabet Inc (GOOGL) at 4.0%, Advanced Micro Devices Inc (AMD) at 3.9% and Arista Networks Inc (ANET) at 3.3%.

What did Wd Rutherford LLC buy last quarter?

In Q3 2026, Wd Rutherford LLC added Crowdstrike Hldgs Inc (CRWD) (+230.1% shares), Intel Corp (INTC) (+128.5% shares) and Coherent Corp (COHR) (+25.1% shares), compared with its Q2 2026 filing.

What did Wd Rutherford LLC sell last quarter?

In Q3 2026, Wd Rutherford LLC cut from its top 50 Stryker Corporation (SYK), cut from its top 50 Corning Inc (GLW), cut from its top 50 Waste Mgmt Inc Del (WM), Alphabet Inc (GOOG) (-18.9% shares), Advanced Micro Devices Inc (AMD) (-14.3% shares) and Palo Alto Networks Inc (PANW) (-13.8% shares), compared with its Q2 2026 filing.

How has Wd Rutherford LLC's portfolio performed?

A portfolio copying Wd Rutherford LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +24.4% a year over the last 3 years, against +22.3% for the S&P 500. Over 1 year: +3.0% against +11.7%. Over 5 years: +8.0% a year against +10.6%.

When is Wd Rutherford LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Wd Rutherford LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Wd Rutherford LLC manage?

Wd Rutherford LLC reported $250.0M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $263.4M.