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Portfolio (Quarterly) Guide ↗

CARDEROCK CAPITAL MANAGEMENT INC

· CIK 0001168889
13F Portfolio $456M AUM 67 positions Filed Jul 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 3 New 24 Added 28 Reduced 9 Exited
Page 2 of 2  ·  24 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 TJX TJX COS INC NEW Consumer Cyclical 34,486.0 $5.2M 1.15% +6K +22.6% $151.50 -7.9%
22 WMT WALMART INC Consumer Defensive 44,837.0 $5.1M 1.11% +5K +12.0% $113.26 -7.0%
23 WSO WATSCO INC Industrials 11,519.0 $4.8M 1.05% +8K +215.6% $416.73 -27.5%
24 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 15,597.0 $530K 0.12% +9K +120.0% $34.00 +10.1%
Page 2 of 2  ·  24 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 28.7%
Industrials 24.0%
Healthcare 13.9%
Financial Services 10.7%
Consumer Defensive 6.5%
Basic Materials 5.6%
Consumer Cyclical 5.5%
Communication Services 4.7%
Energy 0.4%