WD RUTHERFORD LLC: 13F holdings
CIK 18410152026Q2
| Positions | 75 |
|---|---|
| Reported value | $276.3m |
| Filed | 2026-07-20 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| NVDA NVIDIA Corp. | 107,475 | $21.5m | 7.8% |
| AMD Advanced Micro Devices, Inc. | 19,362 | $11.2m | 4.1% |
| GOOGL Alphabet Inc. Class A | 31,112 | $11.1m | 4.0% |
| CRWD CrowdStrike Holdings, Inc | 13,467 | $10.3m | 3.7% |
| PANW Palo Alto Networks Inc | 25,328 | $8.6m | 3.1% |
| ANET Arista Networks Inc. | 48,092 | $8.2m | 3.0% |
| AAPL Apple Inc. | 28,184 | $8.2m | 3.0% |
| GE GE Aerospace | 18,548 | $6.9m | 2.5% |
| AMZN Amazon Inc. | 28,816 | $6.9m | 2.5% |
| MU Micron Technology, Inc | 5,930 | $6.8m | 2.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1841015")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.