Skip to main content
Livermore
Livermore
ZHEN

WD Rutherford LLC

SEC CIK
0001841015
Latest filing
Jul 17, 2026

The latest 13F from WD Rutherford LLC covers Q2 2026 (filed Jul 17, 2026): 75 long positions worth $276.3M. The top 10 holdings make up 36.1% of the portfolio, and the largest is NVIDIA Corp (NVDA) at 7.8%. Livermore has 22 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
7
Est. +$11.0M
Added
23
Est. +$10.0M
Reduced
45
Est. −$22.1M
Sold out
3
Est. −$2.78M

Top 5 holdings

Share of this quarter's portfolio value

  1. NVDANVIDIA Corp
    7.8%$21.5MHistory
  2. AMDAdvanced Micro Devices Inc
    4.1%$11.2MHistory
  3. GOOGLAlphabet Inc.
    4.0%$11.1MHistory
  4. CRWDCrowdStrike Holdings, Inc.
    3.7%$10.3MHistory
  5. PANWPalo Alto Networks Inc
    3.1%$8.64MHistory

Biggest buys

New and added positions, by estimated amount bought

  1. LLYEli Lilly & Co
    +$4.49MNewHistory
  2. HONAHoneywell Aerospace Inc.
    +$3.02MNewHistory
  3. MUMicron Technology Inc
    +$2.57MAddedHistory
  4. GLWCorning Inc
    +$1.78MAddedHistory
  5. INTCIntel Corp
    +$1.69MNewHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. MUMicron Technology Inc
    +1.92 pp0.6% → 2.5%History
  2. LLYEli Lilly & Co
    +1.63 pp0.0% → 1.6%History
  3. HONAHoneywell Aerospace Inc.
    +1.09 pp0.0% → 1.1%History
  4. LRCXLam Research Corp
    +0.97 pp1.2% → 2.1%History
  5. GLWCorning Inc
    +0.73 pp0.2% → 0.9%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. AMDAdvanced Micro Devices Inc
    −$4.64MReducedHistory
  2. HONHoneywell International Inc
    −$2.40MReducedHistory
  3. ISRGIntuitive Surgical Inc
    −$2.22MReducedHistory
  4. BSXBoston Scientific Corp
    −$2.05MSold outHistory
  5. AMATApplied Materials Inc
    −$1.18MReducedHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. HONHoneywell International Inc
    −1.30 pp2.3% → 1.0%History
  2. ISRGIntuitive Surgical Inc
    −1.29 pp1.6% → 0.3%History
  3. BSXBoston Scientific Corp
    −0.91 pp0.9% → 0.0%History
  4. CVXChevron Corp
    −0.79 pp2.2% → 1.4%History
  5. NVDANVIDIA Corp
    −0.78 pp8.6% → 7.8%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$276.3M
+$51.2M (+22.8%) vs. prior quarter
Positions
75
+4 vs. prior quarter
Top 10 concentration
36.1%
Top 10 as share of value
Turnover
8.4%
Q2 2026, one quarter
Average holding period
15.3 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $276.3M (Q2 2026)

Q1 2021: $160.8MQ2 2021: $179.8MQ3 2021: $184.1MQ4 2021: $197.5MQ1 2022: $175.0MQ2 2022: $129.5MQ3 2022: $124.5MQ4 2022: $127.4MQ1 2023: $141.9MQ2 2023: $156.4MQ3 2023: $145.9MQ4 2023: $171.9MQ1 2024: $193.2MQ2 2024: $199.2MQ3 2024: $204.7MQ4 2024: $210.9MQ1 2025: $187.9MQ2 2025: $217.4MQ3 2025: $235.1MQ4 2025: $239.3MQ1 2026: $225.0MQ2 2026: $276.3M
Q1 2021Q2 2026
13F filings of WD Rutherford LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Jul 17, 202675$276.3MNVDAAMDGOOGLvs. Q1 2026SEC
Q1 2026Apr 24, 202671$225.0MNVDAGOOGLAAPLvs. Q4 2025SEC
Q4 2025Feb 6, 202673$239.3MNVDAGOOGLAAPLvs. Q3 2025SEC
Q3 2025Oct 23, 202573$235.1MNVDAMSFTANETvs. Q2 2025SEC
Q2 2025Jul 17, 202596$217.4MNVDAMSFTCRWDvs. Q1 2025SEC
Q1 2025Apr 17, 202573$187.9MNVDAMSFTAAPLvs. Q4 2024SEC
Q4 2024Jan 30, 202571$210.9MNVDAAAPLMSFTvs. Q3 2024SEC
Q3 2024Oct 25, 202478$204.7MNVDAAAPLMSFTvs. Q2 2024SEC
Q2 2024Jul 25, 202497$199.2MNVDAMSFTAAPLvs. Q1 2024SEC
Q1 2024Apr 16, 202494$193.2MNVDAMSFTAMDvs. Q4 2023SEC
Q4 2023Feb 2, 202471$171.9MNVDAMSFTAAPLvs. Q3 2023SEC
Q3 2023Oct 24, 202371$145.9MNVDAAAPLMSFTvs. Q2 2023SEC
Q2 2023Jul 18, 202380$156.4MNVDAAAPLMSFTvs. Q1 2023SEC
Q1 2023Apr 11, 202376$141.9MNVDAAAPLMSFTvs. Q4 2022SEC
Q4 2022Jan 30, 2023129$127.4MAAPLCOSTMSFTvs. Q3 2022SEC
Q3 2022Nov 3, 2022135$124.5MAAPLCOSTMSFTvs. Q2 2022SEC
Q2 2022Jul 25, 2022113$129.5MAAPLCOSTMSFTvs. Q1 2022SEC
Q1 2022May 10, 2022132$175.0MNVDAAAPLMSFTvs. Q4 2021SEC
Q4 2021Jan 28, 2022125$197.5MNVDAAAPLAMDvs. Q3 2021SEC
Q3 2021Nov 1, 2021127$184.1MNVDAAAPLMSFTvs. Q2 2021SEC
Q2 2021Jul 19, 2021123$179.8MNVDAAAPLMSFTvs. Q1 2021SEC
Q1 2021May 7, 2021121$160.8MAAPLNVDAMSFT–SEC