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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  ·  28 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CHD CHURCH & DWIGHT CO INC Consumer Defensive 8,898.0 $862K 0.19% -700.0 -7.3% $96.88 +5.6%
22 MAR MARRIOTT INTL INC NEW Consumer Cyclical 1,818.0 $674K 0.15% -225.0 -11.0% $370.59 -3.0%
23 LEIDOS HOLDINGS INC 6,251.0 $644K 0.14% -30K -82.6% $102.97
24 BERKSHIRE HATHAWAY INC DEL 1,200.0 $600K 0.13% -300.0 -20.0% $500.39
25 CVX CHEVRON CORPORATION Energy 3,582.0 $594K 0.13% -600.0 -14.3% $165.76 +21.0%
26 JPM JPMORGAN CHASE & CO Financial Services 1,651.0 $540K 0.12% -600.0 -26.6% $327.33 +8.8%
27 WDFC WD 40 CO Basic Materials 1,500.0 $365K 0.08% -500.0 -25.0% $243.64 -11.9%
28 DHR DANAHER CORP DEL Healthcare 1,106.0 $211K 0.05% -24K -95.7% $190.48 +12.8%
Page 2 of 2  ·  28 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%