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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
SYKStryker Corp
Recent Activity
Increased 1.46%
1.96%
$7.786M
21,626 shares@ $360.05 avg price
LRCXLam Research Corp
Recent Activity
Increased 852.97%
1.94%
$7.704M
106,656 shares@ $72.24 avg price
NVDANvidia Corp
Recent Activity
Increased 3.03%
1.86%
$7.401M
55,115 shares@ $134.29 avg price
AONAon Plc
Recent Activity
Increased 5.54%
1.67%
$6.643M
18,497 shares@ $359.17 avg price
ITWIllinois Tool Works
Recent Activity
Increased 0.64%
1.36%
$5.416M
21,358 shares@ $253.56 avg price
GWWGrainger (ww)
Recent Activity
Increased 0.19%
1.26%
$5.006M
4,749 shares@ $1054.05 avg price
VFIAXVanguard 500 Index Fd
Recent Activity
Increased 27.19%
0.61%
$2.415M
4,449 shares@ $542.81 avg price
XOMExxon Mobil Corp
Recent Activity
Increased 293.68%
0.37%
$1.467M
13,633 shares@ $107.58 avg price
MARMarriott Intl New Cl A
Recent Activity
Increased 48.08%
0.18%
$709,623
2,544 shares@ $278.94 avg price
2643⤦Duff & Phelps Util Income
Recent Activity
Increased 66.17%
0.06%
$208,187
23,604 shares@ $8.82 avg price