Carderock Capital Management Inc

13F filer · CIK 0001168889

Reported Jul 7, 2026

Net seller this quarter

13F portfolio value$456MU.S. long equity reported on 13F

Positions663 new · 8 closed

Net flow last quarter-$11.8MBuys minus sells

Top 10 positions weight37.4%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 7, 202666 positions
LRCXLam Research Corp	$32M	7.02%	0.01%	-23.0%	Q2 2021
GOOGLAlphabet Inc.	$20.2M	4.43%	0.00%	-2.2%	Q4 2015
APHAmphenol Corp	$18.8M	4.12%	0.01%	-6.1%	Q2 2013
LLYELI LILLY & Co	$15.4M	3.37%	0.00%	+1.9%	Q1 2023
AAPLApple Inc.	$15M	3.30%	0.00%	-1.5%	Q2 2013
HEIHeico Corp	$14.3M	3.13%	0.07%	+6.8%	Q1 2023
MPWRMonolithic Power Systems, Inc.	$14.2M	3.12%	0.02%	-11.7%	Q1 2024
PWRQuanta Services, Inc.	$14.1M	3.10%	0.01%	-14.2%	Q3 2022
FTNTFortinet, Inc.	$14M	3.08%	0.01%	+0.3%	Q4 2020
MAMastercard Inc	$12.5M	2.74%	0.00%	+6.1%	Q2 2013
MNSTMonster Beverage Corp	$12M	2.62%	0.01%	+6.7%	Q2 2024
NVDANvidia Corp	$11.3M	2.48%	0.00%	+5.5%	Q2 2024
AMEAmetek Inc/	$11.1M	2.43%	0.02%	+0.8%	Q2 2013
PHParker-Hannifin Corp	$10.9M	2.38%	0.01%	-1.8%	Q4 2017
TMOThermo Fisher Scientific Inc.	$10.5M	2.29%	0.01%	-1.9%	Q2 2013
MSFTMicrosoft Corp	$10.2M	2.25%	0.00%	+1.9%	Q4 2016
COSTCostco Wholesale Corp	$10.1M	2.22%	0.00%	+11.4%	Q4 2015
FSSFederal Signal Corp	$9.61M	2.11%	0.12%	+118.6%	Q4 2025
GWWW.W. Grainger, Inc.	$9.35M	2.05%	0.01%	+12.4%	Q2 2013
CDNSCadence Design Systems Inc	$9.35M	2.05%	0.01%	-8.8%	Q4 2020
ORLYO Reilly Automotive Inc	$9.31M	2.04%	0.01%	-1.2%	Q2 2013
IDXXIdexx Laboratories Inc	$8.75M	1.92%	0.02%	+1.0%	Q2 2013
SHWSherwin Williams Co	$8.75M	1.92%	0.01%	+6.1%	Q1 2017
STESTERIS plc	$8.44M	1.85%	0.04%	+3.5%	Q4 2023
LINLinde PLC	$8.1M	1.78%	0.00%	+5.1%	Q2 2025
MSIMotorola Solutions, Inc.	$7.92M	1.74%	0.01%	+6.8%	Q3 2021
AONAon plc	$7.81M	1.71%	0.01%	+9.1%	Q2 2015
CTASCintas Corp	$7.48M	1.64%	0.01%	-3.4%	Q2 2020
ISRGIntuitive Surgical Inc	$7.24M	1.59%	0.01%	-1.8%	Q2 2013
HDHome Depot, Inc.	$7.06M	1.55%	0.00%	-0.8%	Q3 2014
APDAir Products & Chemicals, Inc.	$6.89M	1.51%	0.01%	-5.1%	Q4 2015
ACGLArch Capital Group Ltd.	$6.83M	1.50%	0.02%	-1.5%	Q1 2023
SYKStryker Corp	$6.81M	1.50%	0.01%	+6.4%	Q2 2024
SPGIS&P Global Inc.	$6.66M	1.46%	0.01%	-27.5%	Q2 2020
ITWIllinois Tool Works Inc	$6.6M	1.45%	0.01%	+0.9%	Q3 2014
MCOMoodys Corp	$6.23M	1.37%	0.01%	-19.4%	Q1 2018
WCNWaste Connections, Inc.	$5.84M	1.28%	0.01%	+4.2%	Q2 2020
IRIngersoll Rand Inc.	$5.35M	1.17%	0.02%	+0.9%	Q2 2023
ADPAutomatic Data Processing Inc	$5.3M	1.16%	0.01%	-31.2%	Q2 2013
TJXTJX Companies Inc	$5.22M	1.15%	0.00%	+22.7%	Q4 2025
WMTWalmart Inc.	$5.08M	1.11%	0.00%	+12.0%	Q4 2025
WSOWatsco Inc	$4.8M	1.05%	Not reported	+215.6%	Q2 2024
INTCIntel Corp	$4.47M	0.98%	0.00%	Not reported	Q2 2018
ETNEaton Corp plc	$3.9M	0.86%	0.00%	Not reported	Q3 2021
AJGArthur J. Gallagher & Co.	$3.75M	0.82%	0.01%	Not reported	Q2 2013
WATWaters Corp	$2.78M	0.61%	0.01%	Not reported	Q3 2021
BRK.ABerkshire Hathaway Inc	$2.25M	0.49%	Not reported	Not reported	Q1 2026
LLoews Corp	$1.36M	0.30%	0.01%	Not reported	Q1 2026
XOMExxonMobil Holdings Corp	$989K	0.22%	0.00%	-29.1%	Q2 2013
INTUIntuit Inc.	$889K	0.20%	0.00%	-78.1%	Q2 2013

Q1 2026Reported Apr 10, 202671 positions
LRCXLam Research Corp	$20.5M	5.06%	0.01%	-9.6%	Q2 2021
GOOGLAlphabet Inc.	$16.6M	4.10%	0.00%	-1.5%	Q4 2015
APHAmphenol Corp	$14.3M	3.54%	0.01%	-8.3%	Q2 2013
AAPLApple Inc.	$13.4M	3.30%	0.00%	+2.7%	Q2 2013
MPWRMonolithic Power Systems, Inc.	$12.8M	3.15%	0.02%	+1.7%	Q1 2024
PWRQuanta Services, Inc.	$12.6M	3.10%	0.02%	-4.4%	Q3 2022
LLYELI LILLY & Co	$11.6M	2.86%	0.00%	+3.3%	Q1 2023
MAMastercard Inc	$11.5M	2.83%	0.00%	+2.3%	Q2 2013
TMOThermo Fisher Scientific Inc.	$10.5M	2.58%	0.01%	+1.2%	Q2 2013
HEIHeico Corp	$10.3M	2.54%	0.07%	+0.6%	Q1 2023
PHParker-Hannifin Corp	$10.1M	2.50%	0.01%	+0.6%	Q4 2017
MSFTMicrosoft Corp	$9.97M	2.46%	0.00%	+2.5%	Q4 2016
AMEAmetek Inc/	$9.75M	2.41%	0.02%	+3.9%	Q2 2013
COSTCostco Wholesale Corp	$9.68M	2.39%	0.00%	+2.4%	Q4 2015
SPGIS&P Global Inc.	$9.6M	2.37%	0.01%	-2.9%	Q2 2020
ORLYO Reilly Automotive Inc	$9.44M	2.33%	0.01%	-0.6%	Q2 2013
NVDANvidia Corp	$9.35M	2.31%	0.00%	+13.4%	Q2 2024
IDXXIdexx Laboratories Inc	$9.25M	2.29%	0.02%	-1.8%	Q2 2013
STESTERIS plc	$8.57M	2.12%	0.04%	+4.5%	Q4 2023
ISRGIntuitive Surgical Inc	$8.55M	2.11%	0.01%	+1.6%	Q2 2013
MNSTMonster Beverage Corp	$8.44M	2.09%	0.01%	+2.2%	Q2 2024
MSIMotorola Solutions, Inc.	$7.75M	1.91%	0.01%	+56.5%	Q3 2021
CTASCintas Corp	$7.7M	1.90%	0.01%	-0.9%	Q2 2020
SHWSherwin Williams Co	$7.68M	1.90%	0.01%	-0.2%	Q1 2017
CDNSCadence Design Systems Inc	$7.59M	1.87%	0.01%	+0.5%	Q4 2020
FTNTFortinet, Inc.	$7.45M	1.84%	0.01%	-3.2%	Q4 2020
MCOMoodys Corp	$7.44M	1.84%	0.01%	-2.9%	Q1 2018
LINLinde PLC	$7.36M	1.82%	0.00%	+48.9%	Q2 2025
APDAir Products & Chemicals, Inc.	$7.19M	1.78%	0.01%	+17.9%	Q4 2015
ADPAutomatic Data Processing Inc	$6.98M	1.73%	0.01%	+2.6%	Q2 2013
AONAon plc	$6.97M	1.72%	0.01%	-3.8%	Q2 2015
ACGLArch Capital Group Ltd.	$6.86M	1.69%	0.02%	+2.2%	Q1 2023
INTUIntuit Inc.	$6.73M	1.66%	0.01%	+31.2%	Q2 2013
SYKStryker Corp	$6.68M	1.65%	0.01%	+4.6%	Q2 2024
GWWW.W. Grainger, Inc.	$6.67M	1.65%	0.01%	+1.9%	Q2 2013
HDHome Depot, Inc.	$6.64M	1.64%	0.00%	-0.1%	Q3 2014
ITWIllinois Tool Works Inc	$6.3M	1.56%	0.01%	+2.4%	Q3 2014
LDOSLeidos Holdings, Inc.	$5.59M	1.38%	0.03%	+1.3%	Q1 2025
WCNWaste Connections, Inc.	$5.46M	1.35%	0.01%	+1.3%	Q2 2020
IRIngersoll Rand Inc.	$5.18M	1.28%	0.02%	+2.8%	Q2 2023
WMTWalmart Inc.	$4.98M	1.23%	0.00%	+171.7%	Q4 2025
DHRDanaher Corp	$4.83M	1.19%	0.00%	+4.0%	Q2 2013
TJXTJX Companies Inc	$4.49M	1.11%	0.00%	+137.2%	Q4 2025
FSSFederal Signal Corp	$3.7M	0.91%	0.06%	+119.4%	Q4 2025
FICOFair Isaac Corp	$2.92M	0.72%	0.01%	-47.8%	Q3 2019
BRK.ABerkshire Hathaway Inc	$2.15M	0.53%	Not reported	New	Q1 2026
XOMExxonMobil Holdings Corp	$1.73M	0.43%	0.00%	-3.8%	Q2 2013
INTCIntel Corp	$1.41M	0.35%	0.00%	Not reported	Q2 2018
WSOWatsco Inc	$1.33M	0.33%	Not reported	+29.3%	Q2 2024
LLoews Corp	$1.28M	0.32%	0.01%	New	Q1 2026

Q4 2025Reported Jan 9, 202667 positions
GOOGLAlphabet Inc.	$18.4M	4.45%	0.00%	+12.9%	Q4 2015
LRCXLam Research Corp	$18.1M	4.39%	0.01%	-12.7%	Q2 2021
APHAmphenol Corp	$16.7M	4.05%	0.01%	-7.6%	Q2 2013
AAPLApple Inc.	$14M	3.38%	0.00%	+12.8%	Q2 2013
LLYELI LILLY & Co	$13.1M	3.17%	0.00%	+9.2%	Q1 2023
MAMastercard Inc	$12.8M	3.10%	0.00%	+14.6%	Q2 2013
MSFTMicrosoft Corp	$12.7M	3.08%	0.00%	+5.2%	Q4 2016
TMOThermo Fisher Scientific Inc.	$12.2M	2.95%	0.01%	+36.9%	Q2 2013
SPGIS&P Global Inc.	$12.1M	2.94%	0.01%	+14.6%	Q2 2020
HEIHeico Corp	$12.1M	2.93%	0.07%	+0.9%	Q1 2023
IDXXIdexx Laboratories Inc	$11.3M	2.75%	0.02%	-1.2%	Q2 2013
MPWRMonolithic Power Systems, Inc.	$10.4M	2.52%	0.02%	+34.6%	Q1 2024
ISRGIntuitive Surgical Inc	$10.3M	2.50%	0.01%	-0.6%	Q2 2013
PWRQuanta Services, Inc.	$10.1M	2.45%	0.02%	-2.0%	Q3 2022
PHParker-Hannifin Corp	$9.89M	2.40%	0.01%	-2.6%	Q4 2017
STESTERIS plc	$9.4M	2.28%	0.04%	+24.7%	Q4 2023
ORLYO Reilly Automotive Inc	$9.39M	2.27%	0.01%	-1.0%	Q2 2013
AMEAmetek Inc/	$8.99M	2.18%	0.02%	-0.9%	Q2 2013
MCOMoodys Corp	$8.97M	2.17%	0.01%	+2.0%	Q1 2018
FICOFair Isaac Corp	$8.86M	2.15%	0.02%	+0.6%	Q3 2019
NVDANvidia Corp	$8.81M	2.14%	0.00%	+35.7%	Q2 2024
MNSTMonster Beverage Corp	$8.74M	2.12%	0.01%	+41.2%	Q2 2024
CTASCintas Corp	$8.64M	2.09%	0.01%	-0.1%	Q2 2020
ADPAutomatic Data Processing Inc	$8.62M	2.09%	0.01%	+4.9%	Q2 2013
CDNSCadence Design Systems Inc	$8.49M	2.06%	0.01%	-0.7%	Q4 2020
COSTCostco Wholesale Corp	$8.18M	1.98%	0.00%	+1.2%	Q4 2015
AONAon plc	$7.92M	1.92%	0.01%	+3.7%	Q2 2015
INTUIntuit Inc.	$7.86M	1.90%	0.00%	-1.0%	Q2 2013
SHWSherwin Williams Co	$7.78M	1.88%	0.01%	-1.1%	Q1 2017
FTNTFortinet, Inc.	$7.47M	1.81%	0.01%	+6.3%	Q4 2020
HDHome Depot, Inc.	$6.95M	1.68%	0.00%	-0.9%	Q3 2014
SYKStryker Corp	$6.84M	1.66%	0.01%	-1.4%	Q2 2024
ACGLArch Capital Group Ltd.	$6.7M	1.62%	0.02%	-12.4%	Q1 2023
LDOSLeidos Holdings, Inc.	$6.4M	1.55%	0.03%	+3.6%	Q1 2025
GWWW.W. Grainger, Inc.	$6.05M	1.47%	0.01%	-0.2%	Q2 2013
WCNWaste Connections, Inc.	$5.82M	1.41%	0.01%	-28.5%	Q2 2020
ITWIllinois Tool Works Inc	$5.82M	1.41%	0.01%	+5.5%	Q3 2014
DHRDanaher Corp	$5.6M	1.36%	0.00%	+15.9%	Q2 2013
APDAir Products & Chemicals, Inc.	$5.19M	1.26%	0.01%	-20.8%	Q4 2015
IRIngersoll Rand Inc.	$4.98M	1.21%	0.02%	0.0%	Q2 2023
MSIMotorola Solutions, Inc.	$4.37M	1.06%	0.01%	+16.7%	Q3 2021
LINLinde PLC	$4.25M	1.03%	0.00%	+17.5%	Q2 2025
ROPRoper Technologies Inc	$2.97M	0.72%	0.01%	-46.1%	Q2 2013
BMIBadger Meter Inc	$2.44M	0.59%	0.04%	-24.2%	Q2 2025
TJXTJX Companies Inc	$1.82M	0.44%	0.00%	New	Q4 2025
FSSFederal Signal Corp	$1.69M	0.41%	0.03%	New	Q4 2025
WMTWalmart Inc.	$1.64M	0.40%	0.00%	New	Q4 2025
CHDChurch & Dwight Co Inc	$1.46M	0.35%	0.01%	-62.6%	Q2 2013
XOMExxonMobil Holdings Corp	$1.28M	0.31%	0.00%	Not reported	Q2 2013
ACNAccenture plc	$1.23M	0.30%	0.00%	-77.3%	Q2 2013

Q3 2025Reported Oct 17, 202565 positions
APHAmphenol Corp	$16.6M	4.03%	0.01%	-2.4%	Q2 2013
LRCXLam Research Corp	$16.3M	3.95%	0.01%	+2.6%	Q2 2021
MSFTMicrosoft Corp	$12.9M	3.15%	0.00%	+2.1%	Q4 2016
GOOGLAlphabet Inc.	$12.6M	3.07%	0.00%	+3.4%	Q4 2015
HEIHeico Corp	$11.9M	2.90%	0.07%	+3.0%	Q1 2023
AAPLApple Inc.	$11.6M	2.82%	0.00%	+2.9%	Q2 2013
ORLYO Reilly Automotive Inc	$11.2M	2.73%	0.01%	-3.6%	Q2 2013
MAMastercard Inc	$11.1M	2.71%	0.00%	+2.6%	Q2 2013
IDXXIdexx Laboratories Inc	$10.9M	2.64%	0.02%	+3.3%	Q2 2013
PWRQuanta Services, Inc.	$10.1M	2.46%	0.02%	+4.4%	Q3 2022
SPGIS&P Global Inc.	$9.87M	2.40%	0.01%	+1.5%	Q2 2020
CDNSCadence Design Systems Inc	$9.61M	2.34%	0.01%	+0.2%	Q4 2020
CTASCintas Corp	$9.44M	2.30%	0.01%	+1.2%	Q2 2020
ADPAutomatic Data Processing Inc	$9.37M	2.28%	0.01%	-0.1%	Q2 2013
PHParker-Hannifin Corp	$8.76M	2.13%	0.01%	+3.6%	Q4 2017
COSTCostco Wholesale Corp	$8.68M	2.11%	0.00%	+1.8%	Q4 2015
LLYELI LILLY & Co	$8.52M	2.07%	0.00%	+1.1%	Q1 2023
SHWSherwin Williams Co	$8.4M	2.04%	0.01%	-3.1%	Q1 2017
AMEAmetek Inc/	$8.31M	2.02%	0.02%	+0.2%	Q2 2013
HDHome Depot, Inc.	$8.26M	2.01%	0.00%	0.0%	Q3 2014
ISRGIntuitive Surgical Inc	$8.21M	2.00%	0.01%	+2.6%	Q2 2013
MCOMoodys Corp	$8.21M	2.00%	0.01%	+3.7%	Q1 2018
INTUIntuit Inc.	$8.18M	1.99%	0.00%	+5.6%	Q2 2013
WCNWaste Connections, Inc.	$8.16M	1.98%	0.02%	+0.9%	Q2 2020
MPWRMonolithic Power Systems, Inc.	$7.85M	1.91%	0.02%	+50.4%	Q1 2024
FICOFair Isaac Corp	$7.8M	1.90%	0.02%	+12.1%	Q3 2019
AONAon plc	$7.72M	1.88%	0.01%	+6.9%	Q2 2015
TMOThermo Fisher Scientific Inc.	$7.45M	1.81%	0.00%	+10.0%	Q2 2013
FTNTFortinet, Inc.	$7.44M	1.81%	0.01%	-0.1%	Q4 2020
STESTERIS plc	$7.36M	1.79%	0.03%	+4.8%	Q4 2023
SYKStryker Corp	$7.29M	1.77%	0.01%	+2.3%	Q2 2024
ACGLArch Capital Group Ltd.	$7.24M	1.76%	0.02%	-1.5%	Q1 2023
APDAir Products & Chemicals, Inc.	$7.23M	1.76%	0.01%	+1.7%	Q4 2015
NVDANvidia Corp	$6.5M	1.58%	0.00%	+59.2%	Q2 2024
LDOSLeidos Holdings, Inc.	$6.48M	1.57%	0.03%	+15.0%	Q1 2025
ROPRoper Technologies Inc	$6.17M	1.50%	0.01%	-2.2%	Q2 2013
WSOWatsco Inc	$5.86M	1.43%	Not reported	+0.1%	Q2 2024
ITWIllinois Tool Works Inc	$5.84M	1.42%	0.01%	+6.5%	Q3 2014
GWWW.W. Grainger, Inc.	$5.73M	1.39%	0.01%	+8.1%	Q2 2013
MNSTMonster Beverage Corp	$5.44M	1.32%	0.01%	+23.1%	Q2 2024
FISVFiserv Inc	$5.33M	1.30%	0.01%	+0.3%	Q2 2013
IRIngersoll Rand Inc.	$5.19M	1.26%	0.02%	+10.9%	Q2 2023
ACNAccenture plc	$5M	1.22%	0.00%	-7.4%	Q2 2013
MSIMotorola Solutions, Inc.	$4.47M	1.09%	0.01%	+149.3%	Q3 2021
LMTLockheed Martin Corp	$4.25M	1.03%	0.00%	-8.2%	Q1 2024
DHRDanaher Corp	$4.18M	1.02%	0.00%	+7.0%	Q2 2013
CHDChurch & Dwight Co Inc	$4.08M	0.99%	0.02%	-6.4%	Q2 2013
LINLinde PLC	$4.03M	0.98%	0.00%	+65.2%	Q2 2025
CMGChipotle Mexican Grill Inc	$3.56M	0.87%	0.01%	-8.7%	Q1 2024
BMIBadger Meter Inc	$3.3M	0.80%	0.06%	+71.4%	Q2 2025

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