WD RUTHERFORD LLC — 13F holdings

WD RUTHERFORD LLC reported 75 holdings worth $276M in its 13F filing for Q2 2026, filed July 20, 2026.

Largest positions

1. NVDA NVIDIA CORPORATION — $21.5M (7.8%)
2. AMD ADVANCED MICRO DEVICES INC — $11.2M (4.1%)
3. GOOGL ALPHABET INC — $11.1M (4.0%)
4. CRWD CROWDSTRIKE HLDGS INC — $10.3M (3.7%)
5. PANW PALO ALTO NETWORKS INC — $8.64M (3.1%)
6. ANET ARISTA NETWORKS INC — $8.17M (3.0%)
7. AAPL APPLE INC — $8.16M (3.0%)
8. GE GE AEROSPACE — $6.93M (2.5%)
9. AMZN AMAZON COM INC — $6.87M (2.5%)
10. MU MICRON TECHNOLOGY INC — $6.84M (2.5%)