Carderock Capital Management Inc

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Carderock Capital Management Inc ✚
CRD #	104570
SEC #	801-28840
CIK #	0001168889
AUM	$551.3 MM (2023-03-06)
Employees	3 (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 ($MM) Copy

CIK	Period
0001168889
/

Sector	Form 13F Holdings	Cap ($MM)	Value ($MM)
	Apple Inc	2,382,844.0	14.6
	Mastercard Inc	309,583.1	11.7
	Microsoft Corp	1,918,222.4	9.7
	Alphabet Inc	1,475,138.5	9.5
	Thermo Fisher Scientific Inc	209,733.6	8.5
	Automatic Data Processing Inc	89,423.0	7.9
	Illinois Tool Works Inc	56,990.9	7.9
	Fortinet Inc	45,169.3	7.3
	O Reilly Automotive Inc	41,441.2	7.1
	Honeywell International Inc	119,775.0	6.7
	Amphenol Corp /DE/	38,646.8	6.6
	Cintas Corp	38,012.7	6.6
	Lam Research Corp	60,793.2	6.4
	UnitedHealth Group Inc	477,004.0	6.3
	Mettler Toledo International INC/	25,646.2	6.1
	Cadence Design Systems Inc	41,396.9	6.1
	Pool Corp	14,132.0	5.9
	Danaher Corp /DE/	183,136.1	5.9
	Sherwin Williams Co	58,089.9	5.8
	Aon Corp	56,421.9	5.8
	Quanta Services Inc	17,834.3	5.7
	Air Products & Chemicals Inc /DE/	53,782.2	5.6
	Estee Lauder Companies Inc	91,970.4	5.5
	Costco Wholesale Corp /NEW	207,576.9	5.5
	Home Depot Inc	277,648.0	5.4
	Accenture PLC	179,517.0	5.4
	Abbott Laboratories	187,298.3	5.0
	Ansys Inc	20,889.8	5.0
	Intuit Inc	108,963.5	4.6
	Moodys Corp /DE/	49,925.7	4.6
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AUM Breakdown	Accounts	AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals)	129	39.5
(b) Individuals (high net worth individuals)	337	477.0
(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	6.7
(h) Charitable organizations	6	28.1
(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	551.3
By Discretionary
Discretionary	476	551.3
Non-Discretionary	0	0.0
Total	476	551.3
By Non-United States Persons
Non-United States Persons		0.0
United States Persons		551.3
Total	476	551.3

EDGAR Form	CIK	2011 - 2023
13F-HR	[0001168889]

Comparable Firms	State	AUM ($BB)
Financial Partners Group LLC ✚	TN	0.6
BMO Nesbitt Burns Securities Ltd ✚		0.6
American Money Management LLC ✚	CA	0.6
CIC Wealth LLC ✚	MD	0.6
Optima Asset Management Inc ✚	TX	0.5
Brighton Securities Corp ✚	NY	0.5
Sterling Financial Planning Inc ✚	NJ	0.5
McGlone Suttner Wealth Management Inc ✚	WI	0.5
Bass and Bell Inc ✚	AR	0.5
Optas LLC ✚	TX	0.5

Assets, Funds, Holdings