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WD RUTHERFORD LLC

Q4 2025 13F Holdings

  • Location
    portland, OR
  • Num holdings

    73

  • Value ($000)

    $239,261

  • Date Filed
    02/06/2026
  • 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 Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
N
NVDA

NVIDIA Corp.

COM
67066G104
$20.9M
9 %

112,054

G
GOOGL

Alphabet Inc. Class A

COM
02079K305
$9.46M
4 %

30,239

A
AAPL

Apple Inc.

COM
037833100
$8M
3 %

29,439

M
MSFT

Microsoft Corp.

COM
594918104
$8M
3 %

16,539

A
ANET

Arista Networks Inc.

COM
040413205
$7.18M
3 %

54,825

J
JPM

JPMorgan Chase & Co.

COM
46625H100
$6.99M
3 %

21,683

A
AMZN

Amazon Inc.

COM
023135106
$6.86M
3 %

29,733

C
CRWD

CrowdStrike Holdings, Inc

COM
22788C105
$6.72M
3 %

14,333

G
GE

GE Aerospace

COM
369604301
$6.3M
3 %

20,452

A
AMD

Advanced Micro Devices, Inc.

COM
007903107
$5.93M
3 %

27,689

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