Arkolith/Funds/WD Rutherford LLC

WD Rutherford LLC

CIK 1841015
Holdings as of Jun 30, 2026·disclosed Jul 20, 2026·~20-day 13F lag·13F-HR
Active Filer

WD Rutherford LLC holds a diversified book of 75 stocks worth $276.3M as of Q2 2026 (disclosed Jul 20, 2026, a ~45-day 13F lag). This quarter they opened Eli Lilly & Co and trimmed Nvidia Corp. Their largest long position is Nvidia Corp at 8% of the equity book. Cloning the disclosed picks since 2024 would be +26% (+13.9%/yr). That is a simulation of the disclosed long book, not audited returns.

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Use Arkolith to show WD RUTHERFORD LLC's latest
holdings, largest changes, and filing provenance.
Opened
56
new positions
Added to
23
existing
Trimmed
45
reduced
Sold out
3
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+25.7%
+13.9%/yr · since Oct '24
Their reported book
+26.7%
held from quarter-end
S&P 500
+29.9%
same window
$9K$10K$11K$12K$13KOct '24Mar '25Jul '25Nov '25Mar '26Jul '26
WD Rutherford LLC (copied at disclosure) S&P 500

Growth of $10,000 cloning WD Rutherford LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: diversified book

Top 5 holdings
23%
Top 10 holdings
36%
Top 20 holdings
57%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

99% mapped to company sectors

Information Technology
54%
Financials
12%
Consumer Discretionary
11%
Industrials
11%
Health Care
3%
Utilities
2%
Communication Services
2%
Materials
1%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as WD Rutherford LLC

Manager / fundShared namesTheir $ in those
BlackRock, Inc.79 / 75$2.3T
FMR LLC79 / 75$842.6B
MORGAN STANLEY79 / 75$532.7B
JPMORGAN CHASE & CO79 / 75$491.0B
BANK OF AMERICA CORP /DE/79 / 75$305.0B
NORTHERN TRUST CORP79 / 75$301.8B
GOLDMAN SACHS GROUP INC79 / 75$234.7B
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME79 / 75$223.6B

Ranked by how many of WD Rutherford LLC's top 75 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

75 positions
#SecurityValueShares% PortLast moveHistory
1Nvidia Corp.
COM
$21.5M107.5K
7.8%
−2.7%
Reduced · −3K sh
2Advanced Micro Devices, Inc.
COM
$11.2M19.4K
4.1%
−29%
Reduced · −8K sh
3Alphabet Inc. Class A
COM
$11.1M31.1K
4.0%
+4.2%
Added · +1K sh
4CrowdStrike Holdings, Inc
COM
$10.3M13.5K
3.7%
−7.8%
Reduced · −1K sh
5Palo Alto Networks Inc
COM
$8.6M25.3K
3.1%
−4.0%
Reduced · −1K sh
6Arista Networks Inc.
COM
$8.2M48.1K
3.0%
−4.0%
Reduced · −2K sh
7Apple Inc.
COM
$8.2M28.2K
3.0%
−2.5%
Reduced · −713 sh
8GE Aerospace
COM
$6.9M18.5K
2.5%
−1.9%
Reduced · −369 sh
9Amazon Inc.
COM
$6.9M28.8K
2.5%
+0.8%
Added · +243 sh
10Micron Technology, Inc
COM
$6.8M5.9K
2.5%
+60%
Added · +2K sh
11GE Vernova Inc
COM
$6.7M5.7K
2.4%
−1.1%
Reduced · −61 sh
12JPMorgan Chase & Co.
COM
$6.6M20.1K
2.4%
−1.7%
Reduced · −342 sh
13Cummins Inc.
COM
$6.2M8.7K
2.2%
−4.1%
Reduced · −371 sh
14Lam Research Corp.
COM
$5.9M13.6K
2.1%
+11%
Added · +1K sh
15Microsoft Corp.
COM
$5.7M15.2K
2.1%
−2.4%
Reduced · −377 sh
16Goldman Sachs Group Inc.
COM
$5.5M5.4K
2.0%
~0%
Reduced · −2 sh
17Caterpillar Inc.
COM
$5.4M5.1K
2.0%
−2.8%
Reduced · −149 sh
18Taiwan Semiconductor (Taiwan)
INTL
$5.4M11.3K
2.0%
+1.1%
Added · +123 sh
19Casey's General Stores, Inc.
COM
$5.3M6.7K
1.9%
−8.1%
Reduced · −592 sh
20Costco Wholesale Inc.
COM
$5.3M5.7K
1.9%
−0.8%
Reduced · −48 sh
21Visa Inc.
COM
$5.1M14.7K
1.8%
−1.6%
Reduced · −232 sh
22Snowflake Inc.
COM
$5.0M19.7K
1.8%
−9.1%
Reduced · −2K sh
23Vertiv Holdings Co CL A
COM
$4.9M14.5K
1.8%
−4.6%
Reduced · −704 sh
24TJX Companies Inc.
COM
$4.8M31.7K
1.7%
+6.0%
Added · +2K sh
25Meta Platforms Inc (Facebook)
COM
$4.8M8.5K
1.7%
−1.1%
Reduced · −91 sh
26Robinhood Markets, Inc.
COM
$4.5M45.2K
1.6%
−1.9%
Reduced · −869 sh
27Eli Lilly and Company
COM
$4.5M3.7K
1.6%
New
New position
28Mastercard Inc.
COM
$4.4M8.6K
1.6%
−0.8%
Reduced · −71 sh
29Home Depot Inc.
COM
$4.4M12.4K
1.6%
−1.2%
Reduced · −152 sh
30United Rentals, Inc.
COM
$4.3M3.8K
1.6%
+1.4%
Added · +54 sh
31Wal-Mart Stores
COM
$4.0M35.1K
1.4%
+15%
Added · +5K sh
32Chevron Corp.
COM
$3.9M23.8K
1.4%
−1.2%
Reduced · −299 sh
33McKesson Corporation
COM
$3.9M5.1K
1.4%
+7.2%
Added · +344 sh
34AppLovin Corporation
COM
$3.6M6.9K
1.3%
−1.7%
Reduced · −120 sh
35Netflix
COM
$3.5M48.8K
1.3%
+2.3%
Added · +1K sh
36Cloudflare, Inc.
COM
$3.5M14.2K
1.3%
+50%
Added · +5K sh
37Nextera Energy Inc.
COM
$3.2M36.5K
1.2%
+9.1%
Added · +3K sh
38Coherent Corp.
COM
$3.2M8.1K
1.2%
+28%
Added · +2K sh
39Stryker Corp.
COM
$3.1M9.9K
1.1%
−8.0%
Reduced · −867 sh
40Honeywell Aerospace Inc.
COM
$3.0M13.7K
1.1%
New
New position
41American Express Company
COM
$2.9M8.6K
1.0%
+13%
Added · +1K sh
42Honeywell Intl. Inc
COM
$2.6M11.8K
1.0%
−48%
Reduced · −11K sh
43Corning Inc.
COM
$2.5M9.6K
0.9%
+265%
Added · +7K sh
44US Bancorp
COM
$2.2M35.7K
0.8%
−16%
Reduced · −7K sh
45Applied Materials
COM
$2.1M2.9K
0.8%
−36%
Reduced · −2K sh
46Reddit, Inc.
COM
$2.0M11.3K
0.7%
−7.0%
Reduced · −846 sh
47Intel Corp.
COM
$1.7M12.1K
0.6%
New
New position
48Banco Santander (Chile)
INTL
$1.6M115.7K
0.6%
−1.0%
Reduced · −1K sh
49Alphabet Inc. Class C
COM
$1.6M4.4K
0.6%
−12%
Reduced · −604 sh
50Waste Management Inc.
COM
$1.3M5.8K
0.5%
−5.6%
Reduced · −343 sh
Showing 50 of 75 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 20, 202675$276.3M13F-HR
Q1 2026Mar 31, 2026Apr 24, 202671$225.0M13F-HR
Q4 2025Dec 31, 2025Feb 6, 202673$239.3M13F-HR
Q3 2025Sep 30, 2025Oct 23, 202573$235.1M13F-HR
Q2 2025Jun 30, 2025Jul 17, 202596$217.4M13F-HR
Q1 2025Mar 31, 2025Apr 17, 202573$187.9M13F-HR
Q4 2024Dec 31, 2024Jan 30, 202571$210.9M13F-HR
Q3 2024Sep 30, 2024Oct 25, 202478$204.7M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.