WD RUTHERFORD LLC recently filed their 13F report for the second quarter of 2022, which ended on 2022-06-30.
The 13F report details which stocks were in a guru’s equity portfolio at the end of the quarter, though investors should note that these filings are limited in scope, containing only a snapshot of long positions in U.S.-listed stocks and American depository receipts as of the quarter’s end. They are not required to include international holdings, short positions or other types of investments. Still, even this limited filing can provide valuable information.
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As of the latest 13F report, the guru’s equity portfolio contained 109 stocks valued at a total of $129.00Mil. The top holdings were AAPL(4.73%), COST(4.07%), and MSFT(4.05%).
According to GuruFocus data, these were WD RUTHERFORD LLC’s top five trades of the quarter.
Align Technology Inc
The guru sold out of their 8,315-share investment in NAS:ALGN. Previously, the stock had a 2.08% weight in the equity portfolio. Shares traded for an average price of $309.28 during the quarter.
On 07/25/2022, Align Technology Inc traded for a price of $252.07 per share and a market cap of $19.86Bil. The stock has returned -60.51% over the past year.
GuruFocus gives the company a financial strength rating of 8 out of 10 and a profitability rating of 10 out of 10.
In terms of valuation, Align Technology Inc has a price-earnings ratio of 28.37, a price-book ratio of 5.41, a price-earnings-to-growth (PEG) ratio of 1.13, a EV-to-Ebitda ratio of 17.88 and a price-sales ratio of 4.95.
The price-to-GF Value ratio is 0.43, earning the stock a GF Value rank of 4.
Block Inc
The guru sold out of their 18,778-share investment in NYSE:SQ. Previously, the stock had a 1.46% weight in the equity portfolio. Shares traded for an average price of $92.08 during the quarter.
On 07/25/2022, Block Inc traded for a price of $71.43 per share and a market cap of $41.47Bil. The stock has returned -72.94% over the past year.
GuruFocus gives the company a financial strength rating of 6 out of 10 and a profitability rating of 4 out of 10.
In terms of valuation, Block Inc has a price-book ratio of 2.38, a EV-to-Ebitda ratio of 290.98 and a price-sales ratio of 2.19.
The price-to-GF Value ratio is 0.28, earning the stock a GF Value rank of 2.
Global Payments Inc
The guru sold out of their 17,224-share investment in NYSE:GPN. Previously, the stock had a 1.35% weight in the equity portfolio. Shares traded for an average price of $126.61 during the quarter.
On 07/25/2022, Global Payments Inc traded for a price of $118.47 per share and a market cap of $33.35Bil. The stock has returned -38.11% over the past year.
GuruFocus gives the company a financial strength rating of 5 out of 10 and a profitability rating of 8 out of 10.
In terms of valuation, Global Payments Inc has a price-earnings ratio of 33.95, a price-book ratio of 1.33, a price-earnings-to-growth (PEG) ratio of 2.26, a EV-to-Ebitda ratio of 13.76 and a price-sales ratio of 3.95.
The price-to-GF Value ratio is 0.55, earning the stock a GF Value rank of 4.
KeyCorp
The guru established a new position worth 90,815 shares in NYSE:KEY, giving the stock a 1.21% weight in the equity portfolio. Shares traded for an average price of $19.38 during the quarter.
On 07/25/2022, KeyCorp traded for a price of $18.1 per share and a market cap of $16.88Bil. The stock has returned -1.20% over the past year.
GuruFocus gives the company a financial strength rating of 3 out of 10 and a profitability rating of 6 out of 10.
In terms of valuation, KeyCorp has a price-earnings ratio of 7.94, a price-book ratio of 1.32, a price-earnings-to-growth (PEG) ratio of 1.20 and a price-sales ratio of 2.45.
The price-to-GF Value ratio is 0.82, earning the stock a GF Value rank of 9.
Bunge Ltd
The guru established a new position worth 15,914 shares in NYSE:BG, giving the stock a 1.12% weight in the equity portfolio. Shares traded for an average price of $110.95 during the quarter.
On 07/25/2022, Bunge Ltd traded for a price of $94.2 per share and a market cap of $14.29Bil. The stock has returned 28.50% over the past year.
GuruFocus gives the company a financial strength rating of 6 out of 10 and a profitability rating of 6 out of 10.
In terms of valuation, Bunge Ltd has a price-earnings ratio of 7.47, a price-book ratio of 1.65, a EV-to-Ebitda ratio of 7.11 and a price-sales ratio of 0.22.
The price-to-GF Value ratio is 1.11, earning the stock a GF Value rank of 5.
Please note, the numbers and facts quoted are as of the writing of this article and may not factor in the latest trading data or company announcements.
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