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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 $210,868,417
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 122,875 $16,500,884 7.82%
2.
Apple Inc.
 AAPL 31,818 $7,967,864 3.77%
3.
Microsoft Corp
 MSFT 17,200 $7,249,899 3.43%
4.
Amazon Com Inc
 AMZN 29,353 $6,439,755 3.05%
5.
Arista Networks Inc.
 ANET 57,320 $6,335,580 3%
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)