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
$117M
AUM Growth
+$13.9M
(+13%)
Holding
43
Top Buys
| 1 | +$2.83M | |
| 2 | +$1.92M | |
| 3 | +$1.58M | |
| 4 |
RLI Corp
RLI
|
+$1.3M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$1.06M |
Top Sells
| 1 | +$3.29M | |
| 2 | +$2.42M | |
| 3 | +$1.88M | |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$943K |
| 5 |
KKR & Co
KKR
|
+$790K |
Sector Composition
| 1 | Technology | 44.01% |
| 2 | Financials | 22.12% |
| 3 | Industrials | 12.35% |
| 4 | Communication Services | 8.23% |
| 5 | Consumer Discretionary | 4.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
United Rentals
URI
$51B
| $832K | 0.71% |
+872
|
|
||
27
Lam Research
LRCX
$249B
| $696K | 0.59% |
5,198
-5,416
|
|
||
28
Costco
COST
$443B
| $667K | 0.57% |
721
+351
|
|
||
29
Netflix
NFLX
$418B
| $653K | 0.56% |
5,450
+2,930
|
|
||
30
Roper Technologies
ROP
$37.8B
| $646K | 0.55% |
1,295
+110
|
|
||
31
Fair Isaac
FICO
$35B
| $639K | 0.55% |
427
+41
|
|
||
32
Salesforce
CRM
$187B
| $636K | 0.54% |
2,685
+201
|
|
||
33
JPMorgan Chase
JPM
$781B
| $636K | 0.54% |
2,016
|
|
||
34
Intuitive Surgical
ISRG
$174B
| $589K | 0.5% |
+1,318
|
|
||
35
Invesco S&P 500 Equal Weight ETF
RSP
$87.5B
| $265K | 0.23% |
+1,398
|
|
||
36
Trane Technologies
TT
$93.7B
| $84.4K | 0.07% |
200
|
|
||
37
W.W. Grainger
GWW
$52.7B
| – | – |
-311
|
|
||
38
NVR
NVR
$19.4B
| – | – |
-5
|
|
||
39
State Street SPDR S&P 500 ETF Trust
SPY
$681B
| – | – |
0
|
|
||
40
Visa
V
$610B
| – | – |
-6,826
|
|
||
|
41
Berkshire Hathaway Class B
BRK.B
$1.08T
| – | – |
-1,941
|
|
||
42
Cisco
CSCO
$311B
| – | – |
-3,856
|
|
||
43
Adobe
ADBE
$116B
| – | – |
-8,506
|
|