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 | |
|---|---|---|---|---|---|---|
1
NVIDIA
NVDA
$4.32T
| $11.1M | 9.47% |
59,421
+4,301
|
|
||
|
2
Alphabet (Google) Class A
GOOGL
$3.61T
| $8.99M | 7.68% |
36,979
+5,037
|
|
||
3
ASML
ASML
$498B
| $7.99M | 6.82% |
8,251
+2,009
|
|
||
4
Microsoft
MSFT
$3.04T
| $7.27M | 6.21% |
14,035
+1,418
|
|
||
5
Apple
AAPL
$3.78T
| $6.76M | 5.77% |
26,558
+2,516
|
|
||
6
Mastercard
MA
$466B
| $6.72M | 5.74% |
11,821
+539
|
|
||
|
7
RLI Corp
RLI
$5.67B
| $5.99M | 5.11% |
91,809
+19,191
|
|
||
8
Pultegroup
PHM
$24.6B
| $5.42M | 4.63% |
41,026
+1,230
|
|
||
9
Deere & Co
DE
$159B
| $5.06M | 4.32% |
11,064
+1,852
|
|
||
|
10
KKR & Co
KKR
$81.4B
| $4.77M | 4.07% |
36,711
-5,566
|
|
||
11
Cummins
CMI
$74.5B
| $4.45M | 3.8% |
10,535
-16
|
|
||
12
American Express
AXP
$207B
| $4.12M | 3.52% |
12,406
-5,921
|
|
||
13
Intuit
INTU
$133B
| $3.81M | 3.25% |
5,573
+148
|
|
||
14
Steel Dynamics
STLD
$26.3B
| $3.71M | 3.17% |
26,635
+4,436
|
|
||
15
S&P Global
SPGI
$135B
| $3.67M | 3.13% |
7,531
+3,581
|
|
||
16
Texas Instruments
TXN
$175B
| $3.64M | 3.11% |
19,811
-571
|
|
||
17
Cadence Design Systems
CDNS
$81.9B
| $3.61M | 3.08% |
10,268
+108
|
|
||
18
Applied Materials
AMAT
$258B
| $3.32M | 2.83% |
16,201
+5,740
|
|
||
19
Old Dominion Freight Line
ODFL
$40.4B
| $3.19M | 2.72% |
22,655
+18,476
|
|
||
20
Novo Nordisk
NVO
$171B
| $2.05M | 1.75% |
37,009
+5,884
|
|
||
21
KLA
KLAC
$176B
| $1.45M | 1.24% |
1,345
+205
|
|
||
22
iShares Core S&P 500 ETF
IVV
$735B
| $1.02M | 0.87% |
1,524
|
|
||
23
Merck
MRK
$286B
| $943K | 0.81% |
11,239
-202
|
|
||
24
Eli Lilly
LLY
$884B
| $882K | 0.75% |
1,156
-169
|
|
||
25
GE Aerospace
GE
$339B
| $846K | 0.72% |
2,811
+1,475
|
|