Carderock Capital Management Inc.
Carderock Capital Management Inc is an independent investment advisory firm based in Chevy Chase, Maryland. Founded in 1993, the firm specializes in asset management for high net worth individuals, individuals, and charitable organizations. With a small, focused team of about 3-4 employees, Carderock Capital provides discretionary portfolio management and investment advice to clients in the United States.
Investment Strategy
Carderock Capital Management offers discretionary investment management primarily for high net worth and select individual investors, as well as charitable organizations. Their investment strategy emphasizes long-term growth through diversified equity holdings, with an approach that typically selects large-cap and high-quality companies across various sectors. The firm tailors portfolios to clients’ objectives and risk tolerance, focusing on value and Fundamentals-based research.
Top Holdings
Equity Positions (67)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A APH | Amphenol Corp | 4.03% | $16.6M | 133,993 | $14.30 | $123.75 | +$3.0M |
L LRCX | Lam Research Corp | 3.95% | $16.3M | 121,370 | $144.35 | $133.90 | +$4.7M |
M MSFT | Microsoft Corp | 3.15% | $12.9M | 24,976 | $162.80 | $517.95 | +$765.2K |
G GOOGL | Alphabet Inc | 3.07% | $12.6M | 51,932 | $79.73 | $243.10 | +$3.8M |
H HEI | Heico Corp | 2.90% | $11.9M | 36,978 | $186.15 | $322.82 | +$159.1K |
Industry Allocation
Investment Team (3)
| Name | Role | Location | |
|---|---|---|---|
 | PM | Chevy Chase Village, MD , United States | |
J James Mersereau | Owner and Portfolio Manager | Washington, DC , United States | |
 | Portfolio Manager | New York, NY , United States |