StockDriftsStockDriftsTop 50 Wd Rutherford Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA Corp. | 8.56% | 110.5K | $19.3M | -1.39%(-1.56K) | $15.18(+1387.39%) | 2026-03-31 | |
| GOOGL | Alphabet Inc. Class A | 3.82% | 29.9K | $8.6M | -1.22%(-369) | $98.32(+309.51%) | 2026-03-31 | |
| AAPL | Apple Inc. | 3.26% | 28.9K | $7.3M | -1.84%(-542) | $122.53(+143.91%) | 2026-03-31 | |
| ANET | Arista Networks Inc. | 2.73% | 50.1K | $6.2M | -8.61%(-4.72K) | $19.47(+622.48%) | 2026-03-31 | |
| JPM | JPMorgan Chase & Co. | 2.67% | 20.4K | $6.0M | -5.93%(-1.28K) | $141.46(+112.25%) | 2026-03-31 | |
| AMZN | Amazon Inc. | 2.64% | 28.6K | $6.0M | -3.90%(-1.16K) | $164.66(+64.05%) | 2026-03-31 | |
| MSFT | Microsoft Corp. | 2.57% | 15.6K | $5.8M | -5.64%(-932) | $228.11(+77.64%) | 2026-03-31 | |
| CRWD | CrowdStrike Holdings, Inc | 2.53% | 14.6K | $5.7M | +1.87%(+268) | $176.93(+217.97%) | 2026-03-31 | |
| COST | Costco Wholesale Inc. | 2.53% | 5.7K | $5.7M | -3.34%(-197) | $381.56(+170.75%) | 2026-03-31 | |
| AMD | Advanced Micro Devices, Inc. | 2.47% | 27.3K | $5.6M | -1.24%(-344) | $87.64(+408.32%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +19.49% | +70.59% |
| Top 20 Holdings Unweighted | +14.83% | +51.41% |
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