13F Insight
DOSSIER · 13F-HR · Q2 2026

WD RUTHERFORD LLC

$276M in tracked AUM across 75 positions as of Q2 2026.

WR
CIK 0001841015 · last filed Jun 30, 2026
Total AUM
$276M
as of Q2 2026
Holdings
75
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

WD RUTHERFORD LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
NVDA
NVIDIA Corp.
$22M107K7.8%02
AMD
Advanced Micro Devices, Inc.
$11M19K4.1%03
GOOGL
Alphabet Inc. Class A
$11M31K4.0%04
CRWD
CrowdStrike Holdings, Inc
$10M13K3.7%05
PANW
Palo Alto Networks Inc
$9M25K3.1%06
ANET
Arista Networks Inc.
$8M48K3.0%07
AAPL
Apple Inc.
$8M28K3.0%08
GE
GE Aerospace
$7M19K2.5%09
AMZN
Amazon Inc.
$7M29K2.5%10
MU
Micron Technology, Inc
$7M6K2.5%

Filing history

2026Q2Jun 30
$276M▲ 22.8%
75 positionsView →2026Q1Mar 31
$225M▼ 5.9%
71 positionsView →2025Q4Dec 31
$239M▲ 1.8%
73 positionsView →2025Q3Sep 30
$235M▲ 8.1%
73 positionsView →2025Q2Jun 30
$217M▲ 15.7%
96 positionsLocked2025Q1Mar 31
$188M▼ 10.9%
73 positionsLocked2024Q4Dec 31
$211M▲ 3.0%
71 positionsLocked2024Q3Sep 30
$205M▲ 2.8%
78 positionsLocked2024Q2Jun 30
$199M▲ 3.1%
97 positionsLocked2024Q1Mar 31
$193M▲ 12.4%
94 positionsLocked2023Q4Dec 31
$172M▲ 17.8%
71 positionsLocked2023Q3Sep 30
$146M▼ 6.8%
71 positionsLocked
Showing 12 of 23