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Home > Institutional Investor > Wd Rutherford Llc > Profile

Instuitional Investor - Wd Rutherford Llc

Fund Profile
Filing Period:
Fund Name: Wd Rutherford Llc
Portfolio Value $187,859,016
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 119,155 $13,369,191 7.12%
2.
Microsoft Corp
 MSFT 16,909 $6,522,309 3.47%
3.
Apple Inc.
 AAPL 31,250 $6,316,875 3.36%
4.
Crowdstrike Holdings Inc.
 CRWD 14,870 $5,840,936 3.11%
5.
Costco Wholesale Corp W
 COST 5,910 $5,773,597 3.07%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)