WD RUTHERFORD LLC recently filed their 13F report for the fourth quarter of 2022, which ended on 2022-12-31.
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.
10300 SW GREENBURG ROAD PORTLAND, OR 97223
As of the latest 13F report, the guru’s equity portfolio contained 125 stocks valued at a total of $127.00Mil. The top holdings were
According to GuruFocus data, these were WD RUTHERFORD LLC’s top five trades of the quarter.
McKesson Corp
The guru established a new position worth 3,925 shares in NYSE:MCK, giving the stock a 1.08% weight in the equity portfolio. Shares traded for an average price of $347.15 during the quarter.
On 01/31/2023, McKesson Corp traded for a price of $378.69 per share and a market cap of $53.70Bil. The stock has returned 47.44% over the past year.
GuruFocus gives the company a financial strength rating of 7 out of 10 and a profitability rating of 8 out of 10.
In terms of valuation, McKesson Corp has a price-earnings ratio of 26.84, a EV-to-Ebitda ratio of 14.49 and a price-sales ratio of 0.21.
The price-to-GF Value ratio is 1.51, earning the stock a GF Value rank of 1.
Chevron Corp
During the quarter, WD RUTHERFORD LLC bought 8,270 shares of NYSE:CVX for a total holding of 20,094. The trade had a 0.96% impact on the equity portfolio. During the quarter, the stock traded for an average price of $152.51.
On 01/31/2023, Chevron Corp traded for a price of $174.2 per share and a market cap of $336.84Bil. The stock has returned 37.72% over the past year.
GuruFocus gives the company a financial strength rating of 8 out of 10 and a profitability rating of 6 out of 10.
In terms of valuation, Chevron Corp has a price-earnings ratio of 11.65, a price-book ratio of 2.12, a price-earnings-to-growth (PEG) ratio of 2.48, a EV-to-Ebitda ratio of 5.32 and a price-sales ratio of 1.50.
The price-to-GF Value ratio is 0.90, earning the stock a GF Value rank of 6.
Murphy USA Inc
The guru established a new position worth 3,365 shares in NYSE:MUSA, giving the stock a 0.75% weight in the equity portfolio. Shares traded for an average price of $279.68 during the quarter.
On 01/31/2023, Murphy USA Inc traded for a price of $268.39 per share and a market cap of $6.06Bil. The stock has returned 40.18% over the past year.
GuruFocus gives the company a financial strength rating of 6 out of 10 and a profitability rating of 8 out of 10.
In terms of valuation, Murphy USA Inc has a price-earnings ratio of 9.90, a price-book ratio of 7.92, a price-earnings-to-growth (PEG) ratio of 0.46, a EV-to-Ebitda ratio of 6.81 and a price-sales ratio of 0.28.
The price-to-GF Value ratio is 0.83, earning the stock a GF Value rank of 9.
AbbVie Inc
During the quarter, WD RUTHERFORD LLC bought 4,785 shares of NYSE:ABBV for a total holding of 5,958. The trade had a 0.52% impact on the equity portfolio. During the quarter, the stock traded for an average price of $143.5.
On 01/31/2023, AbbVie Inc traded for a price of $145.65 per share and a market cap of $257.58Bil. The stock has returned 9.74% over the past year.
GuruFocus gives the company a financial strength rating of 4 out of 10 and a profitability rating of 10 out of 10.
In terms of valuation, AbbVie Inc has a price-earnings ratio of 19.45, a price-book ratio of 16.11, a price-earnings-to-growth (PEG) ratio of 1.36, a EV-to-Ebitda ratio of 12.51 and a price-sales ratio of 4.46.
The price-to-GF Value ratio is 1.10, earning the stock a GF Value rank of 3.
T-Mobile US Inc
During the quarter, WD RUTHERFORD LLC bought 3,783 shares of NAS:TMUS for a total holding of 21,590. The trade had a 0.41% impact on the equity portfolio. During the quarter, the stock traded for an average price of $140.43.
On 01/31/2023, T-Mobile US Inc traded for a price of $146.98 per share and a market cap of $182.87Bil. The stock has returned 35.28% over the past year.
GuruFocus gives the company a financial strength rating of 4 out of 10 and a profitability rating of 7 out of 10.
In terms of valuation, T-Mobile US Inc has a price-earnings ratio of 120.48, a price-book ratio of 2.62, a price-earnings-to-growth (PEG) ratio of 12.95, a EV-to-Ebitda ratio of 14.97 and a price-sales ratio of 2.33.
The price-to-GF Value ratio is 1.12, earning the stock a GF Value rank of 3.
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.
When GuruFocus covers insider information, we only track open market or the private purchase and sale of common stock with the transaction code of P or S. Therefore, all the transactions mentioned in this article are only the ones with transaction code of P or S.
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