Carderock Capital Management Inc holds a diversified book of 67 stocks worth $455.8M as of Q2 2026 (disclosed Jul 7, 2026, a ~45-day 13F lag). This quarter they opened Eaton Corp PLC and trimmed Lam Research Corp. Their largest long position is Lam Research Corp at 7% of the equity book. Cloning the disclosed picks since 2024 would be +9% (+5.0%/yr). That is a simulation of the disclosed long book, not audited returns.
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Use Arkolith to show CARDEROCK CAPITAL MANAGEMENT INC's latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning Carderock Capital Management Inc's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Carderock Capital Management Inc
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 76 / 67 | $412.9B |
| JPMORGAN CHASE & CO | 76 / 67 | $395.8B |
| BANK OF AMERICA CORP /DE/ | 76 / 67 | $255.1B |
| NORTHERN TRUST CORP | 76 / 67 | $249.0B |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | 76 / 67 | $178.4B |
| ROYAL BANK OF CANADA | 76 / 67 | $124.3B |
| FRANKLIN RESOURCES INC | 76 / 67 | $119.6B |
| UBS Group AG | 76 / 67 | $107.4B |
Ranked by how many of Carderock Capital Management Inc's top 67 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Lam Research Corp COM NEW | $32.0M | 73.8K | 7.0% | ▼−23% Reduced · −22K sh | |
| 2 | Alphabet Inc CAP STK CL A | $20.2M | 56.5K | 4.4% | ▼−2.2% Reduced · −1K sh | |
| 3 | Amphenol Corp CL A | $18.8M | 106.6K | 4.1% | ▼−6.1% Reduced · −7K sh | |
| 4 | Eli Lilly & Co COM | $15.4M | 12.8K | 3.4% | ▲+1.9% Added · +236 sh | |
| 5 | Apple Inc COM | $15.0M | 51.9K | 3.3% | ▼−1.5% Reduced · −802 sh | |
| 6 | Heico Corp New COM | $14.3M | 40.1K | 3.1% | ▲+6.8% Added · +3K sh | |
| 7 | Monolithic PWR Sys Inc COM | $14.2M | 10.3K | 3.1% | ▼−12% Reduced · −1K sh | |
| 8 | Quanta Svcs Inc COM | $14.1M | 19.6K | 3.1% | ▼−14% Reduced · −3K sh | |
| 9 | Fortinet Inc COM | $14.0M | 91.4K | 3.1% | ▲+0.3% Added · +291 sh | |
| 10 | Mastercard Incorporated CL A | $12.5M | 24.4K | 2.7% | ▲+6.1% Added · +1K sh | |
| 11 | Monster Beverage Corp New COM | $12.0M | 124.3K | 2.6% | ▲+6.7% Added · +8K sh | |
| 12 | Nvidia Corporation COM | $11.3M | 56.5K | 2.5% | ▲+5.5% Added · +3K sh | |
| 13 | Ametek Inc COM | $11.1M | 45.8K | 2.4% | ▲+0.8% Added · +345 sh | |
| 14 | Parker-Hannifin Corp COM | $10.9M | 11.1K | 2.4% | ▼−1.8% Reduced · −207 sh | |
| 15 | Thermo Fisher Scientific Inc COM | $10.5M | 20.9K | 2.3% | ▼−1.9% Reduced · −409 sh | |
| 16 | Microsoft Corp COM | $10.2M | 27.4K | 2.2% | ▲+1.9% Added · +507 sh | |
| 17 | Costco Wholesale Corporation COM | $10.1M | 10.8K | 2.2% | ▲+11% Added · +1K sh | |
| 18 | Federal Signal Corp COM | $9.6M | 74.8K | 2.1% | ▲+119% Added · +41K sh | |
| 19 | WW Grainger Inc COM | $9.4M | 6.9K | 2.1% | ▲+12% Added · +760 sh | |
| 20 | Cadence Design System Inc COM | $9.3M | 24.9K | 2.1% | ▼−8.8% Reduced · −2K sh | |
| 21 | Oreilly Automotive Inc COM | $9.3M | 101.1K | 2.0% | ▼−1.2% Reduced · −1K sh | |
| 22 | Idexx Labs Inc COM | $8.8M | 16.6K | 1.9% | ▲+1.0% Added · +161 sh | |
| 23 | Sherwin Williams Co COM | $8.7M | 25.4K | 1.9% | ▲+6.0% Added · +1K sh | |
| 24 | Steris PLC SHS USD | $8.4M | 40.1K | 1.9% | ▲+3.5% Added · +1K sh | |
| 25 | Linde PLC SHS | $8.1M | 15.6K | 1.8% | ▲+5.1% Added · +761 sh | |
| 26 | Motorola Solutions Inc COM NEW | $7.9M | 19.1K | 1.7% | ▲+6.8% Added · +1K sh | |
| 27 | Aon PLC SHS CL A | $7.8M | 23.6K | 1.7% | ▲+9.1% Added · +2K sh | |
| 28 | Cintas Corp COM | $7.5M | 44.0K | 1.6% | ▼−3.4% Reduced · −2K sh | |
| 29 | Intuitive Surgical Inc COM NEW | $7.2M | 18.2K | 1.6% | ▼−1.8% Reduced · −332 sh | |
| 30 | Home Depot Inc COM | $7.1M | 20.0K | 1.6% | ▼−0.8% Reduced · −158 sh | |
| 31 | Air Products And Chemicals I COM | $6.9M | 23.5K | 1.5% | ▼−5.1% Reduced · −1K sh | |
| 32 | Arch Cap Group Ltd ORD | $6.8M | 70.3K | 1.5% | ▼−1.5% Reduced · −1K sh | |
| 33 | Stryker Corporation COM | $6.8M | 21.6K | 1.5% | ▲+6.4% Added · +1K sh | |
| 34 | S&P Global Inc COM | $6.7M | 16.4K | 1.5% | ▼−28% Reduced · −6K sh | |
| 35 | Illinois Tool WKS Inc COM | $6.6M | 24.4K | 1.4% | ▲+0.9% Added · +227 sh | |
| 36 | Moodys Corp COM | $6.2M | 13.8K | 1.4% | ▼−19% Reduced · −3K sh | |
| 37 | Waste Connections Inc COM | $5.8M | 35.0K | 1.3% | ▲+4.2% Added · +1K sh | |
| 38 | Ingersoll Rand Inc COM | $5.3M | 65.2K | 1.2% | ▲+0.9% Added · +597 sh | |
| 39 | Automatic Data Processing In COM | $5.3M | 23.6K | 1.2% | ▼−31% Reduced · −11K sh | |
| 40 | TJX Cos Inc New COM | $5.2M | 34.5K | 1.1% | ▲+23% Added · +6K sh | |
| 41 | Walmart Inc COM | $5.1M | 44.8K | 1.1% | ▲+12% Added · +5K sh | |
| 42 | Watsco Inc COM | $4.8M | 11.5K | 1.1% | ▲+216% Added · +8K sh | |
| 43 | Intel Corp COM | $4.5M | 32.0K | 1.0% | —Held | |
| 44 | Eaton Corp PLC SHS | $3.9M | 9.2K | 0.9% | ▲New New position | |
| 45 | Gallagher Arthur J & Co COM | $3.7M | 16.3K | 0.8% | ▲New New position | |
| 46 | Waters Corp COM | $2.8M | 7.4K | 0.6% | ▲New New position | |
| 47 | Berkshire Hathaway Inc Del CL A | $2.2M | 3 | 0.5% | —Held | |
| 48 | Loews Corp COM | $1.4M | 12.0K | 0.3% | —Held | |
| 49 | Exxon Mobil Corp COM | $989K | 7.2K | 0.2% | ▼−29% Reduced · −3K sh | |
| 50 | Intuit COM | $889K | 3.4K | 0.2% | ▼−78% Reduced · −12K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 7, 2026 | 67 | $455.8M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 10, 2026 | 73 | $404.8M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 9, 2026 | 69 | $412.7M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 17, 2025 | 72 | $411.3M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 10, 2025 | 139 | $390.4M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 27, 2025 | 70 | $377.3M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 15, 2025 | 73 | $398.7M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 16, 2024 | 73 | $423.6M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.