KAM
Karani Asset Management Portfolio holdings
AUM
$114M
1-Year Est. Return
26.72%
This Fund
S&P 500
1 Year Est. Return
+26.72%
AUM
$114M
AUM Growth
-$3.09M
(-2.6%)
Holding
38
Top Buys
| 1 | +$4.04M | |
| 2 | +$2.47M | |
| 3 | +$1.48M | |
| 4 |
Deere & Co
DE
|
+$1.07M |
| 5 |
Intuit
INTU
|
+$662K |
Top Sells
| 1 | +$5.42M | |
| 2 | +$4.77M | |
| 3 | +$2.63M | |
| 4 |
NVIDIA
NVDA
|
+$2.58M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$2.08M |
Sector Composition
| 1 | Technology | 45.62% |
| 2 | Financials | 21.41% |
| 3 | Industrials | 14.91% |
| 4 | Communication Services | 8.6% |
| 5 | Healthcare | 3.97% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Alphabet (Google) Class A
GOOGL
$3.61T
| $9.3M | 8.15% |
29,699
-7,280
|
|
||
2
ASML
ASML
$498B
| $8.51M | 7.47% |
7,957
-294
|
|
||
|
3
NVIDIA
NVDA
$4.32T
| $8.49M | 7.45% |
45,540
-13,881
|
|
||
4
Apple
AAPL
$3.78T
| $7.26M | 6.37% |
26,715
+157
|
|
||
5
S&P Global
SPGI
$135B
| $6.55M | 5.74% |
12,533
+5,002
|
|
||
6
Microsoft
MSFT
$3.04T
| $6.53M | 5.73% |
13,510
-525
|
|
||
7
Mastercard
MA
$466B
| $6.52M | 5.72% |
11,419
-402
|
|
||
8
RLI Corp
RLI
$5.67B
| $6.3M | 5.52% |
98,434
+6,625
|
|
||
|
9
Deere & Co
DE
$160B
| $6.21M | 5.45% |
13,336
+2,272
|
|
||
10
Old Dominion Freight Line
ODFL
$40.4B
| $5.17M | 4.54% |
32,991
+10,336
|
|
||
11
Jack Henry & Associates
JKHY
$12.4B
| $4.43M | 3.88% |
+24,264
|
|
||
12
American Express
AXP
$207B
| $4.39M | 3.85% |
11,879
-527
|
|
||
13
Steel Dynamics
STLD
$26.5B
| $4.38M | 3.84% |
25,829
-806
|
|
||
|
14
Intuit
INTU
$134B
| $4.36M | 3.82% |
6,575
+1,002
|
|
||
15
Cummins
CMI
$74.5B
| $3.98M | 3.49% |
7,791
-2,744
|
|
||
16
Applied Materials
AMAT
$258B
| $3.97M | 3.48% |
15,430
-771
|
|
||
17
Texas Instruments
TXN
$175B
| $3.25M | 2.85% |
18,733
-1,078
|
|
||
18
KLA
KLAC
$176B
| $1.63M | 1.43% |
1,342
-3
|
|
||
19
Novo Nordisk
NVO
$171B
| $1.49M | 1.31% |
29,340
-7,669
|
|
||
20
Eli Lilly
LLY
$884B
| $1.22M | 1.07% |
1,134
-22
|
|
||
21
Merck
MRK
$286B
| $1.08M | 0.94% |
10,220
-1,019
|
|
||
22
iShares Core S&P 500 ETF
IVV
$735B
| $1.04M | 0.92% |
1,524
|
|
||
23
Lam Research
LRCX
$249B
| $890K | 0.78% |
5,198
|
|
||
24
GE Aerospace
GE
$339B
| $863K | 0.76% |
2,802
-9
|
|
||
25
Intuitive Surgical
ISRG
$174B
| $744K | 0.65% |
1,314
-4
|
|