0001841015-26-000002.txt : 20260424 0001841015-26-000002.hdr.sgml : 20260424 20260424165324 ACCESSION NUMBER: 0001841015-26-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20260331 FILED AS OF DATE: 20260424 DATE AS OF CHANGE: 20260424 EFFECTIVENESS DATE: 20260424 FILER: COMPANY DATA: COMPANY CONFORMED NAME: WD RUTHERFORD LLC CENTRAL INDEX KEY: 0001841015 ORGANIZATION NAME: EIN: 931276795 FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20610 FILM NUMBER: 26895289 BUSINESS ADDRESS: STREET 1: 10300 SW GREENBURG ROAD STREET 2: SUITE 115 CITY: PORTLAND STATE: OR ZIP: 97223 BUSINESS PHONE: 503-452-1210 MAIL ADDRESS: STREET 1: 10300 SW GREENBURG ROAD STREET 2: SUITE 115 CITY: PORTLAND STATE: OR ZIP: 97223 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001841015 XXXXXXXX 03-31-2026 03-31-2026 WD RUTHERFORD LLC

10300 SW GREENBURG ROAD SUITE 115 PORTLAND OR 97223

13F HOLDINGS REPORT 028-20610 000167545 801-117368 N JAMES M. COOK 503-452-1210 JAMES M. COOK PORTLAND OR 04-24-2026 0 71 225034399 false INFORMATION TABLE 2 13F.xml Advanced Micro Devices, Inc. COM 007903107 BBG000BBQCY0 5562793 27345 SH SOLE 0 0 27345 Alphabet Inc. Class A COM 02079K305 BBG009S39JX6 8589417 29870 SH SOLE 0 0 29870 Alphabet Inc. Class C COM 02079K107 BBG009S3NB30 1435447 5004 SH SOLE 0 0 5004 Amazon Inc. COM 023135106 BBG000BVPV84 5950899 28573 SH SOLE 0 0 28573 American Electric Power COM 025537101 BBG000BB9KF2 1109723 8466 SH SOLE 0 0 8466 American Express Company COM 025816109 BBG000BCQZS4 2284631 7553 SH SOLE 0 0 7553 Apple Inc. COM 037833100 BBG000B9XRY4 7333770 28897 SH SOLE 0 0 28897 Applied Materials COM 038222105 BBG000BBPFB9 1547625 4528 SH SOLE 0 0 4528 AppLovin Corporation COM 03831W108 BBG006HFPX77 2795154 7023 SH SOLE 0 0 7023 Arista Networks Inc. COM 040413205 BBG000N2HDY5 6151892 50105 SH SOLE 0 0 50105 AutoZone Inc. COM 053332102 BBG000C7LMS8 290489 86 SH SOLE 0 0 86 Banco Santander (Chile) INTL 05965X109 BBG000BTJS47 1318948 116928 SH SOLE 0 0 116928 Boston Scientific Corp. COM 101137107 BBG000C0LW92 2050356 32675 SH SOLE 0 0 32675 Cardinal Health, Inc. COM 14149Y108 BBG000D898T9 565254 2675 SH SOLE 0 0 2675 Casey's General Stores, Inc. COM 147528103 BBG000BF0672 5308283 7293 SH SOLE 0 0 7293 Caterpillar Inc. COM 149123101 BBG000BF0K17 3720123 5251 SH SOLE 0 0 5251 Celestica Inc. (Canada) INTL 15101Q207 BBG000BPS2C3 765888 2719 SH SOLE 0 0 2719 Chevron Corp. COM 166764100 BBG000K4ND22 4986497 24101 SH SOLE 0 0 24101 Cloudflare, Inc. COM 18915M107 BBG001WMKHH5 1946515 9434 SH SOLE 0 0 9434 Coherent Corp. COM 19247G107 BBG000BLW102 1507631 6329 SH SOLE 0 0 6329 Comfort Systems USA, Inc. COM 199908104 BBG000BWN2Y9 437140 317 SH SOLE 0 0 317 Corning Inc. COM 219350105 BBG000BKFZM4 358553 2637 SH SOLE 0 0 2637 Costco Wholesale Inc. COM 22160K105 BBG000F6H8W8 5686626 5707 SH SOLE 0 0 5707 CrowdStrike Holdings, Inc COM 22788C105 BBG00BLYKS03 5700376 14601 SH SOLE 0 0 14601 Cummins Inc. COM 231021106 BBG000BGPTV6 4874999 9061 SH SOLE 0 0 9061 Fortinet, Inc. COM 34959E109 BBG000BCMBG4 497838 6092 SH SOLE 0 0 6092 GE Aerospace COM 369604301 BBG000BK6MB5 5368077 18917 SH SOLE 0 0 18917 GE Vernova Inc COM 36828A101 BBG013G17W31 4994734 5722 SH SOLE 0 0 5722 Goldman Sachs Group Inc. COM 38141G104 BBG000C6CFJ5 4566654 5398 SH SOLE 0 0 5398 Home Depot Inc. COM 437076102 BBG000BKZB36 4139738 12587 SH SOLE 0 0 12587 Honeywell Intl. Inc COM 438516106 BBG000H556T9 5080702 22478 SH SOLE 0 0 22478 IDEXX Laboratories Inc. COM 45168D104 BBG000BLRT07 480978 856 SH SOLE 0 0 856 Intuitive Surgical COM 46120E602 BBG000BJPDZ1 3649197 7916 SH SOLE 0 0 7916 JPMorgan Chase & Co. COM 46625H100 BBG000DMBXR2 6000276 20398 SH SOLE 0 0 20398 Lam Research Corp. COM 512807306 BBG000BNFLM9 2623958 12281 SH SOLE 0 0 12281 Mastercard Inc. COM 57636Q104 BBG000F1ZSQ2 4314064 8634 SH SOLE 0 0 8634 McDonalds Corp. COM 580135101 BBG000BNSZP1 442876 1425 SH SOLE 0 0 1425 McKesson Corporation COM 58155Q103 BBG000DYGNW7 4135555 4779 SH SOLE 0 0 4779 Meta Platforms Inc (Facebook) COM 30303m102 BBG000MM2P62 4923179 8605 SH SOLE 0 0 8605 Micron Technology, Inc COM 595112103 BBG000C5Z1S3 1250346 3701 SH SOLE 0 0 3701 Microsoft Corp. COM 594918104 BBG000BPH459 5777243 15607 SH SOLE 0 0 15607 Morgan Stanley COM 617446448 BBG000BLZRJ2 334571 2033 SH SOLE 0 0 2033 Netflix COM 64110L106 BBG000CL9VN6 4588855 47726 SH SOLE 0 0 47726 Nextera Energy Inc. COM 65339F101 BBG000BJSBJ0 3103957 33419 SH SOLE 0 0 33419 NVIDIA Corp. COM 67066G104 BBG000BBJQV0 19269805 110492 SH SOLE 0 0 110492 O'Reilly Automotive Inc COM 67103H107 BBG000BGYWY6 1031472 11174 SH SOLE 0 0 11174 Otis Worldwide Corp. COM 68902V107 BBG00RP60KV0 1693062 21965 SH SOLE 0 0 21965 Palo Alto Networks Inc COM 697435105 BBG0014GJCT9 4230043 26385 SH SOLE 0 0 26385 Public Storage (REIT) COM 74460D109 BBG000BPPN67 436929 1613 SH SOLE 0 0 1613 Reddit, Inc. COM 75734B100 BBG005K1D4S0 1637613 12162 SH SOLE 0 0 12162 Robinhood Markets, Inc. COM 770700102 BBG008NMBXN8 3191265 46050 SH SOLE 0 0 46050 RTX Corp (Raytheon) COM 75513E101 BBG000BW8S60 377120 1955 SH SOLE 0 0 1955 Salesforce.com Inc. COM 79466L302 BBG000BN2DC2 1546561 8285 SH SOLE 0 0 8285 Sempra COM 816851109 BBG000C2ZCH8 224463 2310 SH SOLE 0 0 2310 ServiceNow Inc. COM 81762P102 BBG000M1R011 2007151 19198 SH SOLE 0 0 19198 Shopify Inc. COM 82509L107 BBG008HBD923 2256508 19023 SH SOLE 0 0 19023 Snowflake Inc. COM 833445109 BBG007DHGNJ4 3270079 21682 SH SOLE 0 0 21682 Solstice Advanced Materials, I COM 83443Q103 BBG01X5744P5 705242 9260 SH SOLE 0 0 9260 Spotify Technology SA (Luxemborg) INTL L8681T102 BBG003T4VFC2 818528 1688 SH SOLE 0 0 1688 Stryker Corp. COM 863667101 BBG000DN7P92 3545486 10790 SH SOLE 0 0 10790 Taiwan Semiconductor (Taiwan) INTL 874039100 BBG000BD8ZK0 3780309 11186 SH SOLE 0 0 11186 Thermo Fisher Scientific COM 883556102 BBG000BVDLH9 581480 1183 SH SOLE 0 0 1183 TJX Companies Inc. COM 872540109 BBG000BV8DN6 4772794 29886 SH SOLE 0 0 29886 T-Mobile US, Inc. COM 872590104 BBG000DN7P92 1941097 9242 SH SOLE 0 0 9242 United Rentals, Inc. COM 911363109 BBG000BXMFC3 2720443 3734 SH SOLE 0 0 3734 US Bancorp COM 902973304 BBG000FFDM15 2217810 42642 SH SOLE 0 0 42642 Vertiv Holdings Co CL A COM 92537N108 BBG00L2B8KW8 3813828 15220 SH SOLE 0 0 15220 Visa Inc. COM 92826C839 BBG000PSKYX7 4519092 14952 SH SOLE 0 0 14952 Wal-Mart Stores COM 931142103 BBG000BWXBC2 3797127 30553 SH SOLE 0 0 30553 Waste Management Inc. COM 94106l109 BBG000BWVSR1 1415736 6161 SH SOLE 0 0 6161 Zscaler, Inc. COM 98980G102 BBG003338H34 681529 4858 SH SOLE 0 0 4858