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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
SPGIS&p Global Inc
Recent Activity
Decreased -0.79%
2.47%
$9.847M
19,771 shares@ $498.03 avg price
PWRQuanta Svcs
Recent Activity
Decreased -2.2%
2.44%
$9.704M
30,705 shares@ $316.05 avg price
CDNSCadence Design Sys
Recent Activity
Decreased -3.39%
2.43%
$9.672M
32,189 shares@ $300.47 avg price
CTASCintas Corp
Recent Activity
Decreased -17.74%
2.41%
$9.57M
52,381 shares@ $182.71 avg price
MCOMoody's Corp
Recent Activity
Decreased -0.38%
2.35%
$9.357M
19,767 shares@ $473.38 avg price
ADPAutomatic Data Proc
Recent Activity
Decreased -0.52%
2.31%
$9.184M
31,374 shares@ $292.73 avg price
ORLYO'reilly Automotive New
Recent Activity
Decreased -2.54%
2.25%
$8.948M
7,546 shares@ $1185.81 avg price
ACGLArch Cap Group Ltd
Recent Activity
Decreased -2.88%
2.19%
$8.73M
94,530 shares@ $92.35 avg price
HEIHeico Corp
Recent Activity
Decreased -1.84%
2.19%
$8.695M
36,572 shares@ $237.74 avg price
FTNTFortinet Inc
Recent Activity
Decreased -0.46%
2.13%
$8.483M
89,783 shares@ $94.49 avg price