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Daniel A. Kane

@Carderock Capital Management Inc

Latest period2024 - Q4ReportedManaged Assets$398.682MTotal holdings73
Assets growth rate-5.87%Assets growth rate (2-Q avg)2.49%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Carderock Capital Management Inc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 73 positions.

Assets under management

The assets under management (AUM) of Carderock Capital Management Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 398.682M in assets, with a quarterly growth rate of -5.87% and a 2-quarter average growth rate of 2.49%. The portfolio is managed by Daniel A. Kane, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
DGRWWisdomtree Div. Growth
Recent Activity
Exited
0%
$287,324
3,453 shares@ $83.21 avg price
OUSAAlps O'shares Quality Div.
Recent Activity
Exited
0%
$273,240
5,060 shares@ $54.0 avg price
KOCoca Cola Co
Recent Activity
Exited
0%
$215,580
3,000 shares@ $71.86 avg price