Wd Rutherford LLC has filed its 13F form on October 25, 2024 for Q3 2024 where it was disclosed a total value porftolio of $202 Million distributed in 78 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $15.2M, Apple Inc. with a value of $7.6M, Microsoft Corp with a value of $7.52M, Amazon Com Inc with a value of $5.54M, and Arista Networks, Inc. with a value of $5.51M.

Examining the 13F form we can see an increase of $4.09M in the current position value, from $198M to 202M.

Below you can find more details about Wd Rutherford LLC portfolio as well as his latest detailed transactions.

Portfolio value $202 Million
Technology: $71.9 Million
Consumer Cyclical: $24.3 Million
Healthcare: $24.2 Million
Financial Services: $20.8 Million
Communication Services: $19.8 Million
Industrials: $17.5 Million
Consumer Defensive: $14.8 Million
Energy: $4.09 Million
Other: $5.2 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 78
  • Current Value $202 Million
  • Prior Value $198 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 25, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 3 stocks
  • Additional Purchases 42 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 31 stocks
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