Carderock Capital Management Inc Top Holdings and 13F Report (2026) About Carderock Capital Management IncInvestment ActivityCarderock Capital Management Inc has $404.81 million in total holdings as of March 31, 2026.Carderock Capital Management Inc owns shares of 73 different stocks, but just 33 companies or ETFs make up 80% of its holdings.Approximately 7.13% of the portfolio was purchased this quarter.About 3.93% of the portfolio was sold this quarter.This quarter, Carderock Capital Management Inc has purchased 69 new stocks and bought additional shares in 35 stocks.Carderock Capital Management Inc sold shares of 19 stocks and completely divested from 4 stocks this quarter.Largest Holdings LAM RESEARCH CORP $20,468,201Alphabet $16,615,792Amphenol $14,334,913Apple $13,377,565Monolithic Power Systems $12,753,928 Largest New Holdings this Quarter 084670108 - Berkshire Hathaway $2,154,420 Holding458140100 - Intel $1,412,160 Holding540424108 - Loews $1,280,880 Holding237194105 - Darden Restaurants $588,120 Holding929236107 - WD-40 $407,880 Holding Largest Purchases this Quarter WALMART INC 25,301 shares (about $3.14M)Motorola Solutions 6,449 shares (about $2.80M)TJX Companies 16,265 shares (about $2.60M)LINDE PLC 4,874 shares (about $2.42M)Berkshire Hathaway 3 shares (about $2.15M) Largest Sales this Quarter Fair Isaac 2,505 shares (about $2.67M)LAM RESEARCH CORP 10,138 shares (about $2.17M)Amphenol 10,321 shares (about $1.30M)Church & Dwight 7,820 shares (about $729.76K)Accenture 3,445 shares (about $683.11K) Sector Allocation Over TimeMap of 500 Largest Holdings ofCarderock Capital Management Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorLAM RESEARCH CORP$20,468,201$2,166,085 â–¼-9.6%95,7985.1%COM NEWGOOGLAlphabet$16,615,792$249,890 â–¼-1.5%57,7824.1%Computer and TechnologyAPHAmphenol$14,334,913$1,304,058 â–¼-8.3%113,4543.5%Computer and TechnologyAAPLApple$13,377,565$349,216 â–²2.7%52,7113.3%Computer and TechnologyMPWRMonolithic Power Systems$12,753,928$214,297 â–²1.7%11,6653.2%Computer and TechnologyPWRQuanta Services$12,555,538$573,726 â–¼-4.4%22,8693.1%ConstructionLLYEli Lilly and Company$11,572,546$366,068 â–²3.3%12,5822.9%MedicalMAMastercard$11,474,192$260,323 â–²2.3%22,9642.8%Business ServicesTMOThermo Fisher Scientific$10,454,352$123,866 â–²1.2%21,2692.6%MedicalHEIHeico$10,289,355$58,130 â–²0.6%37,5252.5%AerospacePHParker-Hannifin$10,133,222$56,400 â–²0.6%11,3192.5%IndustrialsMSFTMicrosoft$9,967,938$243,942 â–²2.5%26,9282.5%Computer and TechnologyAMEAMETEK$9,752,523$365,913 â–²3.9%45,4962.4%Computer and TechnologyCOSTCostco Wholesale$9,681,314$227,186 â–²2.4%9,7162.4%Retail/WholesaleSPGIS&P Global$9,598,648$286,679 â–¼-2.9%22,5672.4%FinanceORLYO'Reilly Automotive$9,443,590$56,401 â–¼-0.6%102,3032.3%Retail/WholesaleNVDANVIDIA$9,349,597$1,107,790 â–²13.4%53,6102.3%Computer and TechnologyIDXXIDEXX Laboratories$9,252,081$173,624 â–¼-1.8%16,4662.3%MedicalSTESTERIS$8,569,009$368,403 â–²4.5%38,7512.1%MedicalISRGIntuitive Surgical$8,546,294$135,992 â–²1.6%18,5392.1%MedicalMNSTMonster Beverage$8,441,300$179,121 â–²2.2%116,4962.1%Consumer StaplesMSIMotorola Solutions$7,749,402$2,798,672 â–²56.5%17,8571.9%Computer and TechnologyCTASCintas$7,700,099$73,238 â–¼-0.9%45,5251.9%Business ServicesSHWSherwin-Williams$7,676,531$17,951 â–¼-0.2%23,9481.9%Basic MaterialsCDNSCadence Design Systems$7,588,074$40,847 â–²0.5%27,3081.9%Computer and TechnologyFTNTFortinet$7,445,427$246,386 â–¼-3.2%91,1091.8%Computer and TechnologyMCOMoody's$7,443,734$220,306 â–¼-2.9%17,0631.8%FinanceLINDE PLC$7,359,557$2,416,334 â–²48.9%14,8451.8%SHSAPDAir Products and Chemicals$7,191,951$1,093,404 â–²17.9%24,7581.8%Basic MaterialsADPAutomatic Data Processing$6,983,906$175,954 â–²2.6%34,3731.7%Computer and TechnologyAONAON$6,967,529$275,009 â–¼-3.8%21,5861.7%FinanceACGLArch Capital Group$6,857,046$149,360 â–²2.2%71,4351.7%FinanceINTUIntuit$6,733,021$1,601,535 â–²31.2%15,5721.7%Computer and TechnologySYKStryker$6,682,863$291,131 â–²4.6%20,3381.7%MedicalGWWW.W. Grainger$6,669,212$125,443 â–²1.9%6,1141.6%IndustrialsHDHome Depot$6,640,289$3,947 â–¼-0.1%20,1901.6%Retail/WholesaleITWIllinois Tool Works$6,297,196$144,461 â–²2.3%24,1931.6%IndustrialsLDOSLeidos$5,591,255$70,606 â–²1.3%35,9521.4%Computer and TechnologyWCNWaste Connections$5,462,532$67,575 â–²1.3%33,6281.3%Business ServicesIRIngersoll Rand$5,177,835$141,652 â–²2.8%64,6261.3%IndustrialsWALMART INC$4,976,171$3,144,408 â–²171.7%40,0401.2%COMDHRDanaher$4,825,510$186,946 â–²4.0%25,4511.2%MedicalTJXTJX Companies$4,490,445$2,597,521 â–²137.2%28,1181.1%Retail/WholesaleFSSFederal Signal$3,698,604$2,013,134 â–²119.4%34,2020.9%Multi-Sector ConglomeratesFICOFair Isaac$2,920,789$2,674,187 â–¼-47.8%2,7360.7%Computer and TechnologyBRK.ABerkshire Hathaway$2,154,420$2,154,420 â–²New Holding30.5%FinanceXOMExxonMobil$1,731,889$67,864 â–¼-3.8%10,2080.4%EnergyINTCIntel$1,412,160$1,412,160 â–²New Holding32,0000.3%Computer and TechnologyWSOWatsco$1,327,834$301,218 â–²29.3%3,6500.3%ConstructionLLoews$1,280,880$1,280,880 â–²New Holding12,0000.3%FinanceCHDChurch & Dwight$895,685$729,762 â–¼-44.9%9,5980.2%Consumer StaplesCVXChevron$865,2560.0%4,1820.2%EnergyBRK.BBerkshire Hathaway$718,800$342,628 â–²91.1%1,5000.2%FinanceMARMarriott International$668,204$32,707 â–¼-4.7%2,0430.2%Consumer DiscretionaryJPMJPMorgan Chase & Co.$662,154$469,773 â–²244.2%2,2510.2%FinanceDRIDarden Restaurants$588,120$588,120 â–²New Holding3,0000.1%Retail/WholesaleIYWiShares U.S. Technology ETF$521,5830.0%2,8750.1%ManufacturingWDFCWD-40$407,880$407,880 â–²New Holding2,0000.1%Consumer StaplesJNJJohnson & Johnson$323,8830.0%1,3250.1%MedicalTROWT. Rowe Price Group$310,9830.0%3,4500.1%FinanceGISGeneral Mills$297,760$297,760 â–²New Holding8,0000.1%Consumer StaplesDLRDigital Realty Trust$288,3360.0%1,6000.1%FinancePAYXPaychex$271,7540.0%2,9500.1%Computer and TechnologyHONHoneywell International$246,147$5,651 â–¼-2.2%1,0890.1%Multi-Sector ConglomeratesDNPDNP Select Income Fund$243,1210.0%23,6040.1%FinanceBMYBristol Myers Squibb$242,600$242,600 â–²New Holding4,0000.1%MedicalDVYiShares Select Dividend ETF$242,2560.0%1,6000.1%ETFCSXCSX$233,9850.0%5,7000.1%TransportationACNAccenture$229,025$683,109 â–¼-74.9%1,1550.1%Computer and TechnologyCMGChipotle Mexican Grill$226,983$28,713 â–²14.5%7,0910.1%Retail/WholesaleAZOAutoZone$219,5560.0%650.1%Retail/WholesaleRTXRTX$217,0130.0%1,1250.1%AerospaceKOCocaCola$216,743$216,743 â–²New Holding2,8500.1%Consumer StaplesROPER TECHNOLOGIES INC$0$2,970,352 â–¼-100.0%00.0%COMBMIBadger Meter$0$2,443,484 â–¼-100.0%00.0%Computer and TechnologyFISERV INC$0$404,632 â–¼-100.0%00.0%COMABTAbbott Laboratories$0$247,448 â–¼-100.0%00.0%MedicalShowing largest 100 holdings. 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