WD RUTHERFORD LLC
SEC Form 13F institutional filer · CIK 0001841015
13F-HR · 61 reported holdings · 2026-03-31
Reported long-US-equity value
$0.21B
Top-10 concentration
36.3%
WD RUTHERFORD LLC — $209M AUM allocation strategy
WD RUTHERFORD LLC files SEC Form 13F and reports $209M of long US equity value across 61 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 23.8%, followed by Industrials 9.7% and Communication Services 8.6%.
The top 10 holdings account for 36% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
WD RUTHERFORD LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$209M
total across 61 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
36% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$HOOD +5.54K sh · −$1.39M+$WMT +2.75K sh · +$700K+$LRCX +2.22K sh · +$901K
Biggest trims (shares)
−$FTNT −11.1K sh · −$864K−$TMUS −10.7K sh · −$2.11M−$USB −6.06K sh · −$381K
Exited to nil (held last quarter, gone now)
$CDNS ($2.82M last qtr)$SPGI ($2.17M last qtr)$MRVL ($1.49M last qtr)$GEHC ($533K last qtr)$AXON ($395K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductors11.9%—
- Interactive Media & Services6.5%—
- Systems Software5.5%—
- Technology Hardware, Storage & Peripherals3.5%—
- Communications Equipment2.9%—
- Diversified Banks2.9%—
- Broadline Retail2.8%—
- Consumer Staples Merchandise Retail2.7%—
- Other holdings61.4%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $NVDA | NVIDIA Corporation | 110K | $19.3M | -1.56K | 9.2% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 29.9K | $8.59M | -369 | 4.1% |
| $AAPL | Apple Inc | 28.9K | $7.33M | -542 | 3.5% |
| $ANET | Arista Networks Inc | 50.1K | $6.15M | -4.72K | 2.9% |
| $JPM | JP Morgan Chase & Co | 20.4K | $6M | -1.28K | 2.9% |
| $AMZN | Amazon.com Inc | 28.6K | $5.95M | -1.16K | 2.8% |
| $MSFT | Microsoft Corporation | 15.6K | $5.78M | -932 | 2.8% |
| $CRWD | CrowdStrike Holdings Inc | 14.6K | $5.7M | +268 | 2.7% |
| $COST | Costco Wholesale Corporation | 5.71K | $5.69M | -197 | 2.7% |
| $AMD | Advanced Micro Devices Inc | 27.3K | $5.56M | -344 | 2.7% |
…and 51 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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