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| Happy Holidays!! thanks for using AUM13F!! |
| Carderock Capital Management Inc
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| CRD # | 104570 |
| SEC # | 801-28840 |
| CIK # | 0001168889 |
| AUM | $665.9 M (2025-02-10) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 301-951-5288 |
| Address | 2 Wisconsin Circle, Suite 600 Chevy Chase, MD 20815-7020 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Amphenol Corp /DE/ | 13.6 | ||
| Microsoft Corp | 12.2 | ||
| Heico Corp | 11.8 | ||
| Lam Research Corp | 11.5 | ||
| Mastercard Inc | 10.7 | ||
| McGraw-hill Companies Inc | 10.5 | ||
| Cintas Corp | 10.1 | ||
| Automatic Data Processing Inc | 9.9 | ||
| Intuitive Surgical Inc | 9.7 | ||
| O Reilly Automotive Inc | 9.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 63 | 31.8 |
| (b) Individuals (high net worth individuals) | 153 | 593.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 8.3 |
| (h) Charitable organizations | 5 | 32.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 476 | 665.9 |
| By Discretionary | ||
| Discretionary | 476 | 665.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 476 | 665.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 665.9 | |
| Total | 476 | 665.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001168889] |
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FL | 0.7 |
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Parker Investment Management LLC
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0.7 | |
|
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MO | 0.7 |
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AZ | 0.7 |