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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 $171,878,787
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 182,340 $10,877,310 6.32%
2.
Microsoft Corp
 MSFT 18,221 $7,224,809 4.2%
3.
Apple Inc.
 AAPL 34,668 $6,721,865 3.91%
4.
Advanced Micro Devices Inc
 AMD 37,568 $6,318,186 3.67%
5.
Crowdstrike Holdings Inc.
 CRWD 18,506 $5,527,002 3.21%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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 November 14th, 2024)