Wd-Rutherford

AI_NATIVE detailed information: This accession holds the following tickers:[
  "HOOD",
  "SNOW",
  "ABT",
  "ADBE",
  "GOOGL",
  "ARHS",
  "CAT",
  "APP",
  "BSX",
  "CMI",
  "HON",
  "HD",
  "MCD",
  "UNP",
  "ISRG",
  "AMAT",
  "META",
  null,
  "MRVL",
  "MA",
  "MSFT",
  "TMUS",
  "GE",
  "ORLY",
  "ORCL",
  "PANW",
  "AAPL",
  "NVDA",
  "GS",
  "GEHC",
  "SPGI",
  "NOW",
  "SHOP",
  "AMT",
  "SYK",
  "SNPS",
  "TMO",
  "TJX",
  "TSCO",
  null,
  "TSM",
  "EW",
  "AMD",
  "WM",
  "FTNT",
  null,
  "IDXX",
  "AMZN",
  "USB",
  "V",
  "WMT",
  "CRM",
  "RDDT",
  "GEV",
  "MCK",
  "PSA",
  "STE",
  "AZO",
  "CDNS",
  "CASY",
  "CVX",
  "CMG",
  "CHD",
  "CMCSA",
  "STZ",
  "COST",
  "CRWD",
  "NEE",
  "GOOG",
  "NFLX",
  "ANET",
  "URI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-17
Total Holdings: 73
Total Value: 187859016
Accession Number: 0001841015-25-000003
Form Type: 13F-HR
CIK: wd-rutherford
Manager Name: Wd-Rutherford

Data Enrichment

96% identified

70 identified3 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

73 positions • $187.9M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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STRYKER CORP

SYK|863667101

Shares:10.9K

Value:$3.8M

% of Portfolio:2.0% ($3.8M/$187.9M)

CHEVRON CORP

CVX|166764100

Shares:27.5K

Value:$3.7M

% of Portfolio:2.0% ($3.7M/$187.9M)

HONEYWELL INTERNATIONAL INC

HON|438516106

Shares:18.5K

Value:$3.7M

% of Portfolio:2.0% ($3.7M/$187.9M)

Salesforce, Inc.

CRM|79466L302

Shares:14.0K

Value:$3.6M

% of Portfolio:1.9% ($3.6M/$187.9M)

CHURCH & DWIGHT CO INC /DE/

CHD|171340102

Shares:33.8K

Value:$3.6M

% of Portfolio:1.9% ($3.6M/$187.9M)

US BANCORP \DE\

USB|902973304

Shares:84.2K

Value:$3.3M

% of Portfolio:1.7% ($3.3M/$187.9M)

Meta Platforms, Inc.

META|30303M102

Shares:6.2K

Value:$3.2M

% of Portfolio:1.7% ($3.2M/$187.9M)

TJX COMPANIES INC /DE/

TJX|872540109

Shares:24.3K

Value:$3.1M

% of Portfolio:1.7% ($3.1M/$187.9M)

THERMO FISHER SCIENTIFIC INC.

TMO|883556102

Shares:7.0K

Value:$3.1M

% of Portfolio:1.6% ($3.1M/$187.9M)

S&P Global Inc.

SPGI|78409V104

Shares:6.3K

Value:$3.0M

% of Portfolio:1.6% ($3.0M/$187.9M)

CUMMINS INC

CMI|231021106

Shares:10.3K

Value:$3.0M

% of Portfolio:1.6% ($3.0M/$187.9M)

ADOBE INC.

ADBE|00724F101

Shares:8.2K

Value:$2.9M

% of Portfolio:1.5% ($2.9M/$187.9M)

ADVANCED MICRO DEVICES INC

AMD|007903107

Shares:29.9K

Value:$2.9M

% of Portfolio:1.5% ($2.9M/$187.9M)

CADENCE DESIGN SYSTEMS INC

CDNS|127387108

Shares:9.0K

Value:$2.4M

% of Portfolio:1.3% ($2.4M/$187.9M)

UNITED RENTALS, INC.

URI|911363109

Shares:3.7K

Value:$2.2M

% of Portfolio:1.2% ($2.2M/$187.9M)

CHIPOTLE MEXICAN GRILL INC

CMG|169656105

Shares:42.8K

Value:$2.1M

% of Portfolio:1.1% ($2.1M/$187.9M)

NEXTERA ENERGY INC

NEE|65339F101

Shares:29.2K

Value:$2.0M

% of Portfolio:1.1% ($2.0M/$187.9M)

Snowflake Inc.

SNOW|833445109

Shares:12.2K

Value:$1.8M

% of Portfolio:1.0% ($1.8M/$187.9M)

Fortinet, Inc.

FTNT|34959E109

Shares:17.9K

Value:$1.8M

% of Portfolio:0.9% ($1.8M/$187.9M)

Public Storage

PSA|74460D109

Shares:6.1K

Value:$1.8M

% of Portfolio:0.9% ($1.8M/$187.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
STRYKER CORP(SYKcusip863667101)	10.9K	QoQ +2.13% (-227) YoY +29.25% (+2.5K)	All Managers (Combined)	$3.8M	2.0% ($3.8M/$187.9M)	QoQ -1.62% (-$62.1K) YoY +25.25% (+$759.1K)
CHEVRON CORP(CVXcusip166764100)	27.5K	QoQ +0.01% (-4) YoY +16.60% (-3.9K)	All Managers (Combined)	$3.7M	2.0% ($3.7M/$187.9M)	QoQ -7.09% (-$282.8K) YoY -0.54% (-$20.2K)
HONEYWELL INTERNATIONAL INC(HONcusip438516106)	18.5K	QoQ +0.02% (-4) YoY +15.20% (+2.4K)	All Managers (Combined)	$3.7M	2.0% ($3.7M/$187.9M)	QoQ -11.96% (-$499.5K) YoY +11.59% (+$381.6K)
Salesforce, Inc.(CRMcusip79466L302)	14.0K	QoQ +0.42% (-59) YoY -0.22% (-32)	All Managers (Combined)	$3.6M	1.9% ($3.6M/$187.9M)	QoQ -23.42% (-$1.1M) YoY -15.54% (-$658.2K)
CHURCH & DWIGHT CO INC /DE/(CHDcusip171340102)	33.8K	QoQ -0.85% (-291) YoY -4.41% (-1.6K)	All Managers (Combined)	$3.6M	1.9% ($3.6M/$187.9M)	QoQ -0.51% (-$18.3K) YoY -3.72% (-$137.4K)
US BANCORP \DE\(USBcusip902973304)	84.2K	QoQ +0.15% (-133) YoY +0.78% (-654)	All Managers (Combined)	$3.3M	1.7% ($3.3M/$187.9M)	QoQ -19.10% (-$768.4K) YoY -12.90% (-$481.9K)
Meta Platforms, Inc.(METAcusip30303M102)	6.2K	QoQ +12.74% (+696) YoY +204.30% (+4.1K)	All Managers (Combined)	$3.2M	1.7% ($3.2M/$187.9M)	QoQ +0.42% (+$13.6K) YoY +226.82% (+$2.2M)
TJX COMPANIES INC /DE/(TJXcusip872540109)	24.3K	QoQ +2.54% (+602) YoY +382.72% (+19.2K)	All Managers (Combined)	$3.1M	1.7% ($3.1M/$187.9M)	QoQ +9.07% (+$259.3K) YoY +511.61% (+$2.6M)
THERMO FISHER SCIENTIFIC INC.(TMOcusip883556102)	7.0K	QoQ -3.50% (-255) YoY -5.03% (-372)	All Managers (Combined)	$3.1M	1.6% ($3.1M/$187.9M)	QoQ -18.20% (-$688.1K) YoY -27.94% (-$1.2M)
S&P Global Inc.(SPGIcusip78409V104)	6.3K	QoQ +13.67% (+761) YoY +24.77% (+1.3K)	All Managers (Combined)	$3.0M	1.6% ($3.0M/$187.9M)	QoQ +7.43% (+$206.2K) YoY +38.04% (+$820.7K)
CUMMINS INC(CMIcusip231021106)	10.3K	QoQ +1.91% (-193) YoY +94.00% (+5.0K)	All Managers (Combined)	$3.0M	1.6% ($3.0M/$187.9M)	QoQ -15.98% (-$561.5K) YoY +89.20% (+$1.4M)
ADOBE INC.(ADBEcusip00724F101)	8.2K	QoQ -1.32% (-110) YoY +3.67% (-291)	All Managers (Combined)	$2.9M	1.5% ($2.9M/$187.9M)	QoQ -22.24% (-$822.8K) YoY -28.01% (-$1.1M)
ADVANCED MICRO DEVICES INC(AMDcusip007903107)	29.9K	QoQ -0.41% (-125) YoY -10.10% (-3.4K)	All Managers (Combined)	$2.9M	1.5% ($2.9M/$187.9M)	QoQ -21.43% (-$778.8K) YoY -52.54% (-$3.2M)
CADENCE DESIGN SYSTEMS INC(CDNScusip127387108)	9.0K	QoQ -0.04% (-4) YoY +323.43% (+6.9K)	All Managers (Combined)	$2.4M	1.3% ($2.4M/$187.9M)	QoQ -12.07% (-$325.9K) YoY +259.53% (+$1.7M)
UNITED RENTALS, INC.(URIcusip911363109)	3.7K	QoQ +3.66% (-131) YoY +347.34% (+2.9K)	All Managers (Combined)	$2.2M	1.2% ($2.2M/$187.9M)	QoQ -12.11% (-$305.0K) YoY +270.46% (+$1.6M)
CHIPOTLE MEXICAN GRILL INC(CMGcusip169656105)	42.8K	QoQ +0.62% (-266) YoY +8790.02% (+42.3K)	All Managers (Combined)	$2.1M	1.1% ($2.1M/$187.9M)	QoQ -18.56% (-$475.7K) YoY +49.24% (+$688.6K)
NEXTERA ENERGY INC(NEEcusip65339F101)	29.2K	QoQ +18.00% (+4.5K) YoY +40.55% (+8.4K)	All Managers (Combined)	$2.0M	1.1% ($2.0M/$187.9M)	QoQ +11.37% (+$201.6K) YoY +48.80% (+$647.3K)
Snowflake Inc.(SNOWcusip833445109)	12.2K	QoQ +0.64% (-79) YoY +189.86% (+8.0K)	All Managers (Combined)	$1.8M	1.0% ($1.8M/$187.9M)	QoQ -4.48% (-$84.2K) YoY +162.85% (+$1.1M)
Fortinet, Inc.(FTNTcusip34959E109)	17.9K	QoQ -0.74% (-135) YoY -46.16% (-15.4K)	All Managers (Combined)	$1.8M	0.9% ($1.8M/$187.9M)	QoQ +4.21% (-$71.9K) YoY -21.82% (-$497.0K)
Public Storage(PSAcusip74460D109)	6.1K	QoQ +2.03% (-121) YoY +28.72% (+1.4K)	All Managers (Combined)	$1.8M	0.9% ($1.8M/$187.9M)	QoQ -1.55% (-$27.7K) YoY +28.21% (+$386.0K)