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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Marvell Technology, Inc.

MRVL|573874104

Shares:31.4K

Value:$1.7M

% of Portfolio:0.9% ($1.7M/$187.9M)

CATERPILLAR INC

CAT|149123101

Shares:5.7K

Value:$1.7M

% of Portfolio:0.9% ($1.7M/$187.9M)

216648402

Shares:21.0K

Value:$1.6M

% of Portfolio:0.9% ($1.6M/$187.9M)

GE Vernova Inc.

GEV|36828A101

Shares:4.3K

Value:$1.4M

% of Portfolio:0.8% ($1.4M/$187.9M)

WASTE MANAGEMENT INC

WM|94106L109

Shares:6.1K

Value:$1.4M

% of Portfolio:0.8% ($1.4M/$187.9M)

GE HealthCare Technologies Inc.

GEHC|36266G107

Shares:22.3K

Value:$1.4M

% of Portfolio:0.7% ($1.4M/$187.9M)

O REILLY AUTOMOTIVE INC

ORLY|67103H107

Shares:928

Value:$1.3M

% of Portfolio:0.7% ($1.3M/$187.9M)

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

Shares:7.1K

Value:$1.1M

% of Portfolio:0.6% ($1.1M/$187.9M)

MCDONALDS CORP

MCD|580135101

Shares:3.2K

Value:$1.0M

% of Portfolio:0.5% ($1.0M/$187.9M)

UNION PACIFIC CORP

UNP|907818108

Shares:4.1K

Value:$899.5K

% of Portfolio:0.5% ($899.5K/$187.9M)

BOSTON SCIENTIFIC CORP

BSX|101137107

Shares:9.2K

Value:$871.2K

% of Portfolio:0.5% ($871.2K/$187.9M)

Alphabet Inc.

GOOG|02079K107

Shares:5.3K

Value:$844.8K

% of Portfolio:0.4% ($844.8K/$187.9M)

Robinhood Markets, Inc.

HOOD|770700102

Shares:18.6K

Value:$819.0K

% of Portfolio:0.4% ($819.0K/$187.9M)

GOLDMAN SACHS GROUP INC

GS|38141G104

Shares:1.6K

Value:$793.3K

% of Portfolio:0.4% ($793.3K/$187.9M)

SYNOPSYS INC

SNPS|871607107

Shares:1.7K

Value:$721.5K

% of Portfolio:0.4% ($721.5K/$187.9M)

AppLovin Corp

APP|03831W108

Shares:2.6K

Value:$633.8K

% of Portfolio:0.3% ($633.8K/$187.9M)

Y09827109

Shares:3.5K

Value:$620.6K

% of Portfolio:0.3% ($620.6K/$187.9M)

SHOPIFY INC.

SHOP|82509L107

Shares:7.2K

Value:$600.4K

% of Portfolio:0.3% ($600.4K/$187.9M)

Walmart Inc.

WMT|931142103

Shares:6.2K

Value:$583.7K

% of Portfolio:0.3% ($583.7K/$187.9M)

APPLIED MATERIALS INC /DE

AMAT|038222105

Shares:3.9K

Value:$561.9K

% of Portfolio:0.3% ($561.9K/$187.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Marvell Technology, Inc.(MRVLcusip573874104)	31.4K	QoQ +24.99% (-6.3K) YoY +386.41% (+25.0K)	All Managers (Combined)	$1.7M	0.9% ($1.7M/$187.9M)	QoQ -39.65% (-$1.1M) YoY +265.91% (+$1.2M)
CATERPILLAR INC(CATcusip149123101)	5.7K	QoQ -1.72% (-100) YoY +37.89% (+1.6K)	All Managers (Combined)	$1.7M	0.9% ($1.7M/$187.9M)	QoQ -20.50% (-$431.1K) YoY +10.42% (+$157.7K)
(cusip216648402)✕	21.0K	QoQ -43.98% (-16.5K) YoY -45.81% (-17.8K)	All Managers (Combined)	$1.6M	0.9% ($1.6M/$187.9M)	QoQ -52.59% (-$1.8M) YoY -58.45% (-$2.3M)
GE Vernova Inc.(GEVcusip36828A101)	4.3K	QoQ +148.50% (+2.6K) YoY NEW(+4.3K)	All Managers (Combined)	$1.4M	0.8% ($1.4M/$187.9M)	QoQ +148.22% (+$845.4K) YoY NEW(+$1.4M)
WASTE MANAGEMENT INC(WMcusip94106L109)	6.1K	QoQ NEW(+6.1K) YoY +2018.40% (+5.8K)	All Managers (Combined)	$1.4M	0.8% ($1.4M/$187.9M)	QoQ NEW(+$1.4M) YoY +2200.58% (+$1.4M)
GE HealthCare Technologies Inc.(GEHCcusip36266G107)	22.3K	QoQ +6.59% (-1.4K) YoY +265.76% (+16.2K)	All Managers (Combined)	$1.4M	0.7% ($1.4M/$187.9M)	QoQ -13.96% (-$227.9K) YoY +153.87% (+$851.2K)
O REILLY AUTOMOTIVE INC(ORLYcusip67103H107)	928	QoQ -0.42% (-4) YoY +27.47% (+200)	All Managers (Combined)	$1.3M	0.7% ($1.3M/$187.9M)	QoQ +17.38% (-$192.1K) YoY +57.85% (+$475.5K)
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD(TSMcusip874039100)	7.1K	QoQ +4.28% (-291) YoY +1050.40% (+6.5K)	All Managers (Combined)	$1.1M	0.6% ($1.1M/$187.9M)	QoQ -16.91% (-$226.7K) YoY +1230.34% (+$1.0M)
MCDONALDS CORP(MCDcusip580135101)	3.2K	QoQ -0.58% (-19) YoY -20.00% (-807)	All Managers (Combined)	$1.0M	0.5% ($1.0M/$187.9M)	QoQ +7.16% (-$67.4K) YoY -11.33% (-$129.0K)
UNION PACIFIC CORP(UNPcusip907818108)	4.1K	QoQ -44.26% (-3.2K) YoY -51.07% (-4.3K)	All Managers (Combined)	$899.5K	0.5% ($899.5K/$187.9M)	QoQ -46.21% (-$772.8K) YoY -56.21% (-$1.2M)
BOSTON SCIENTIFIC CORP(BSXcusip101137107)	9.2K	QoQ +63.74% (+3.6K) YoY NEW(+9.2K)	All Managers (Combined)	$871.2K	0.5% ($871.2K/$187.9M)	QoQ +72.74% (+$366.9K) YoY NEW(+$871.2K)
Alphabet Inc.(GOOGcusip02079K107)	5.3K	QoQ -0.69% (-37) YoY -6.71% (-383)	All Managers (Combined)	$844.8K	0.4% ($844.8K/$187.9M)	QoQ -17.25% (-$176.1K) YoY -2.77% (-$24.1K)
Robinhood Markets, Inc.(HOODcusip770700102)	18.6K	QoQ NEW(+18.6K) YoY NEW(+18.6K)	All Managers (Combined)	$819.0K	0.4% ($819.0K/$187.9M)	QoQ NEW(+$819.0K) YoY NEW(+$819.0K)
GOLDMAN SACHS GROUP INC(GScusip38141G104)	1.6K	QoQ +50.33% (+523) YoY +82.69% (+707)	All Managers (Combined)	$793.3K	0.4% ($793.3K/$187.9M)	QoQ +33.34% (+$198.4K) YoY +122.14% (+$436.2K)
SYNOPSYS INC(SNPScusip871607107)	1.7K	QoQ -2.86% (-50) YoY +2321.42% (+1.6K)	All Managers (Combined)	$721.5K	0.4% ($721.5K/$187.9M)	QoQ -14.81% (-$125.5K) YoY +1703.46% (+$681.5K)
AppLovin Corp(APPcusip03831W108)	2.6K	QoQ NEW(+2.6K) YoY NEW(+2.6K)	All Managers (Combined)	$633.8K	0.3% ($633.8K/$187.9M)	QoQ NEW(+$633.8K) YoY NEW(+$633.8K)
(cusipY09827109)✕	3.5K	QoQ NEW(+3.5K) YoY NEW(+3.5K)	All Managers (Combined)	$620.6K	0.3% ($620.6K/$187.9M)	QoQ NEW(+$620.6K) YoY NEW(+$620.6K)
SHOPIFY INC.(SHOPcusip82509L107)	7.2K	QoQ NEW(+7.2K) YoY NEW(+7.2K)	All Managers (Combined)	$600.4K	0.3% ($600.4K/$187.9M)	QoQ NEW(+$600.4K) YoY NEW(+$600.4K)
Walmart Inc.(WMTcusip931142103)	6.2K	QoQ NEW(+6.2K) YoY NEW(+6.2K)	All Managers (Combined)	$583.7K	0.3% ($583.7K/$187.9M)	QoQ NEW(+$583.7K) YoY NEW(+$583.7K)
APPLIED MATERIALS INC /DE(AMATcusip038222105)	3.9K	QoQ -3.92% (-158) YoY +35.49% (-1.0K)	All Managers (Combined)	$561.9K	0.3% ($561.9K/$187.9M)	QoQ -14.07% (-$92.1K) YoY -4.43% (-$26.1K)