test

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
ROPRoper Technologies Inc
Recent Activity
Decreased -2.99%
1.81%
$7.178M
13,807 shares@ $519.86 avg price
AONAon Plc
Recent Activity
Increased 5.54%
1.67%
$6.643M
18,497 shares@ $359.17 avg price
INTUIntuit
Recent Activity
Decreased -4.93%
1.64%
$6.533M
10,395 shares@ $628.5 avg price
TMOThermo Fisher Scientific
Recent Activity
Decreased -2.43%
1.61%
$6.415M
12,332 shares@ $520.23 avg price
IRIngersoll Rand
Recent Activity
Decreased -3.58%
1.59%
$6.335M
70,034 shares@ $90.47 avg price
LLYLilly Eli & Co
Recent Activity
Decreased -9.45%
1.58%
$6.271M
8,123 shares@ $772.0 avg price
WSOWatsco
Recent Activity
Decreased -1.03%
1.53%
$6.09M
12,852 shares@ $473.89 avg price
CHDChurch & Dwight
Recent Activity
Decreased -5.18%
1.44%
$5.71M
54,530 shares@ $104.71 avg price
IDXXIdexx Labs
Recent Activity
Decreased -4.95%
1.43%
$5.693M
13,769 shares@ $413.44 avg price
UNHUnitedhealth Grp
Recent Activity
Decreased -3.29%
1.41%
$5.584M
11,038 shares@ $505.87 avg price