WD RUTHERFORD LLC
All 13F Filings
- Location
- Portland, OR
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 276,254
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/17/2026 | 75 | 276,254 | 13F-HR | WD RUTHERFORD LLC |
| Q1 2026 | 4/24/2026 | 71 | 225,034 | 13F-HR | WD RUTHERFORD LLC |
| Q4 2025 | 2/6/2026 | 73 | 239,261 | 13F-HR | WD RUTHERFORD LLC |
| Q3 2025 | 10/23/2025 | 73 | 235,131 | 13F-HR | WD RUTHERFORD LLC |
| Q2 2025 | 7/17/2025 | 96 | 217,441 | 13F-HR | WD RUTHERFORD LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 276.3 K | 100.0% | 51.22 K | 0 | 51.22 K |
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Fund Snapshot
Q2 2026
Latest filed
7/17/2026
Total value ($000)
276,254
Holdings
75
QoQ value change ($000)
51,220
(22.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.