410 is the total number of securities CARDEROCK CAPITAL MANAGEMENT INC has owned. The longest CARDEROCK CAPITAL MANAGEMENT INC has owned a single stock is 42 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
AAPL | Apple Computer | 42 | 42 | 2.50% | 4.23% | 6.63% | Q2 2013 | Q3 2023 | 42 |
MA | MasterCard Worldwide | 42 | 42 | 2.14% | 3.00% | 4.74% | Q2 2013 | Q3 2023 | 42 |
ACN | Accenture PLC Cl A | 42 | 42 | 1.87% | 2.86% | 3.54% | Q2 2013 | Q3 2023 | 42 |
TMO | Thermo Fisher Scientific | 42 | 42 | 1.12% | 2.54% | 4.34% | Q2 2013 | Q3 2023 | 42 |
ROP | Roper Technologies Inc | 42 | 42 | 1.17% | 2.39% | 3.50% | Q2 2013 | Q3 2023 | 42 |
DHR | Danaher Corp | 42 | 42 | 1.56% | 2.34% | 3.21% | Q2 2013 | Q3 2023 | 42 |
APH | Amphenol Corp New Cl A | 42 | 42 | 1.85% | 2.34% | 2.85% | Q2 2013 | Q3 2023 | 42 |
IDXX | Idexx Labs | 42 | 42 | 0.89% | 2.26% | 3.28% | Q2 2013 | Q3 2023 | 42 |
INTU | Intuit | 42 | 42 | 1.09% | 2.20% | 3.31% | Q2 2013 | Q3 2023 | 42 |
CHD | Church & Dwight | 42 | 42 | 1.36% | 2.05% | 2.89% | Q2 2013 | Q3 2023 | 42 |
ADP | Automatic Data Proc | 42 | 42 | 0.82% | 1.96% | 2.91% | Q2 2013 | Q3 2023 | 42 |
FISV | Fiserv | 42 | 42 | 0.63% | 1.91% | 2.49% | Q2 2013 | Q3 2023 | 42 |
ANSS | Ansys | 42 | 42 | 0.85% | 1.83% | 2.71% | Q2 2013 | Q3 2023 | 42 |
ORLY | O'Reilly Automotive New | 42 | 42 | 1.04% | 1.82% | 3.09% | Q2 2013 | Q3 2023 | 42 |
AME | Ametek | 42 | 42 | 1.07% | 1.70% | 2.52% | Q2 2013 | Q3 2023 | 42 |
MKC | McCormick & Co | 42 | 42 | 0.99% | 1.69% | 2.45% | Q2 2013 | Q3 2023 | 42 |
NKE | Nike Cl B | 42 | 42 | 0.78% | 1.64% | 2.53% | Q2 2013 | Q3 2023 | 42 |
ABT | Abbott Laboratories | 42 | 42 | 0.20% | 1.49% | 2.97% | Q2 2013 | Q3 2023 | 42 |
MTD | Mettler Toledo Intl | 42 | 42 | 0.16% | 1.44% | 2.42% | Q2 2013 | Q3 2023 | 42 |
CVX | Chevron Texaco Corp | 42 | 42 | 0.09% | 1.10% | 3.00% | Q2 2013 | Q3 2023 | 42 |
TROW | TRPrice Assoc | 42 | 42 | 0.27% | 0.52% | 1.15% | Q2 2013 | Q3 2023 | 42 |
PAYX | Paychex | 42 | 42 | 0.13% | 0.16% | 0.22% | Q2 2013 | Q3 2023 | 42 |
JNJ | Johnson & Johnson | 40 | 1 | 0.07% | 0.34% | 0.59% | Q2 2013 | Q3 2023 | 41 |
TSM | Taiwan Semiconductor M... | 40 | 40 | 0.02% | 2.09% | 4.44% | Q2 2013 | Q1 2023 | 40 |
TTC | Toro Co | 40 | 40 | 0.00% | 1.52% | 2.75% | Q2 2013 | Q1 2023 | 40 |
NEE | NextEra Energy | 40 | 40 | 0.25% | 0.64% | 1.96% | Q2 2013 | Q1 2023 | 40 |
ECL | Ecolab | 39 | 39 | 0.10% | 2.16% | 3.13% | Q2 2013 | Q4 2022 | 39 |
HON | Honeywell Intl Inc | 37 | 1 | 0.01% | 1.63% | 3.17% | Q1 2014 | Q3 2023 | 38 |
ITW | Illinois Tool Works | 37 | 1 | 0.04% | 1.35% | 2.74% | Q1 2014 | Q3 2023 | 38 |
HD | Home Depot | 37 | 37 | 0.11% | 1.40% | 2.52% | Q3 2014 | Q3 2023 | 37 |
BMY | Bristol-Myers Squibb | 34 | 1 | 0.04% | 0.27% | 0.57% | Q2 2013 | Q1 2023 | 35 |
MRK | Merck & Co New | 34 | 1 | 0.04% | 0.19% | 0.32% | Q2 2013 | Q1 2023 | 35 |
CLX | Clorox Co | 34 | 1 | 0.02% | 0.17% | 0.47% | Q3 2013 | Q1 2023 | 35 |
CNI | Canadian National Rail... | 34 | 34 | 0.02% | 1.08% | 2.77% | Q2 2013 | Q3 2021 | 34 |
CMCSA | Comcast Corp New Cl A | 32 | 1 | 0.00% | 1.76% | 2.42% | Q2 2013 | Q3 2021 | 33 |
COST | Costco Wholesale Co | 32 | 1 | 0.01% | 1.61% | 2.97% | Q1 2014 | Q3 2023 | 33 |
XOM | Exxon Mobil Corp | 22 | 1 | 0.03% | 0.16% | 0.26% | Q2 2013 | Q3 2023 | 33 |
GOOGL | Alphabet Inc | 32 | 32 | 1.10% | 2.43% | 4.16% | Q4 2015 | Q3 2023 | 32 |
AMGN | Amgen Inc | 32 | 32 | 0.15% | 1.87% | 2.48% | Q4 2013 | Q3 2021 | 32 |
APD | Air Products & Chemicals | 32 | 32 | 0.64% | 1.48% | 2.46% | Q4 2015 | Q3 2023 | 32 |
AZO | Autozone | 30 | 1 | 0.01% | 0.67% | 1.29% | Q2 2013 | Q1 2023 | 32 |
BDX | Becton Dickinson & Co | 31 | 31 | 0.18% | 1.28% | 2.67% | Q1 2014 | Q3 2021 | 31 |
HSIC | Henry Schein | 28 | 1 | 0.00% | 1.74% | 2.97% | Q2 2013 | Q1 2023 | 30 |
MSFT | Microsoft Corp | 28 | 1 | 0.06% | 2.26% | 3.98% | Q1 2014 | Q3 2023 | 29 |
SBUX | Starbucks Corp | 29 | 29 | 0.06% | 1.19% | 1.81% | Q3 2014 | Q3 2021 | 29 |
PSA | Public Storage Com | 28 | 1 | 0.00% | 0.60% | 1.29% | Q2 2013 | Q3 2021 | 29 |
FDS | Factset Research System | 29 | 29 | 0.10% | 0.22% | 0.64% | Q2 2013 | Q2 2020 | 29 |
LH | Laboratory Corp of Ame... | 27 | 1 | 0.04% | 1.71% | 2.24% | Q1 2014 | Q1 2023 | 28 |
CHKP | Check Point Software | 27 | 1 | 0.00% | 1.26% | 1.86% | Q2 2013 | Q3 2021 | 28 |
AMT | American Tower Corp RE... | 28 | 28 | 0.24% | 1.14% | 2.13% | Q4 2016 | Q3 2023 | 28 |
MAR | Marriott Intl New Cl A | 16 | 12 | 0.07% | 0.33% | 0.67% | Q1 2016 | Q3 2023 | 28 |
SHW | Sherwin-Williams Co | 27 | 27 | 0.41% | 1.54% | 2.31% | Q1 2017 | Q3 2023 | 27 |
NVO | Novo Nordisk Spons ADR | 24 | 1 | 0.03% | 1.78% | 3.76% | Q2 2013 | Q3 2021 | 25 |
JPM | J P Morgan Chase | 25 | 25 | 0.00% | 1.08% | 1.83% | Q1 2017 | Q1 2023 | 25 |
CTSH | Cognizant Tech | 25 | 25 | 0.20% | 0.72% | 1.21% | Q2 2013 | Q2 2019 | 25 |
MCO | Moody's Corp | 23 | 23 | 0.57% | 1.20% | 1.60% | Q1 2018 | Q3 2023 | 23 |
D | Dominion Resources | 20 | 1 | 0.01% | 0.29% | 0.59% | Q2 2013 | Q1 2023 | 22 |
EL | Lauder Estee Cos Inc | 21 | 21 | 0.10% | 1.14% | 2.34% | Q1 2018 | Q1 2023 | 21 |
BRKB | Berkshire Hathaway Cl B | 13 | 1 | 0.05% | 0.11% | 0.17% | Q1 2014 | Q3 2023 | 21 |
ADBE | Adobe Systems | 20 | 20 | 0.00% | 1.86% | 3.28% | Q2 2018 | Q1 2023 | 20 |
EXR | Extra Space Storage REIT | 18 | 2 | 0.07% | 0.48% | 1.66% | Q2 2018 | Q2 2023 | 20 |
CELG | Celgene Corp | 19 | 19 | 1.05% | 1.55% | 2.01% | Q2 2013 | Q4 2017 | 19 |
AON | Aon PLC | 19 | 19 | 0.12% | 1.32% | 1.86% | Q2 2015 | Q4 2019 | 19 |
DPS | Dr Pepper Snapple Grou... | 19 | 19 | 0.32% | 1.18% | 1.72% | Q2 2013 | Q4 2017 | 19 |
UNH | UnitedHealth Grp | 15 | 4 | 0.06% | 1.14% | 2.30% | Q2 2018 | Q3 2023 | 19 |
RPM | RPM | 18 | 18 | 0.22% | 1.00% | 1.72% | Q3 2013 | Q4 2017 | 18 |
PPG | PPG Industries | 18 | 18 | 0.51% | 0.87% | 1.92% | Q2 2014 | Q3 2018 | 18 |
VZ | Verizon Communications... | 11 | 1 | 0.01% | 0.34% | 0.74% | Q2 2013 | Q3 2021 | 17 |
KNX | Knight Transn | 17 | 17 | 0.11% | 0.13% | 0.16% | Q2 2013 | Q2 2017 | 17 |
CTXS | Citrix Systems | 15 | 1 | 0.00% | 0.22% | 0.42% | Q2 2013 | Q3 2021 | 16 |
AON | Aon PLC | 15 | 15 | 1.58% | 1.98% | 2.75% | Q1 2020 | Q3 2023 | 15 |
FTV | Fortive Corp | 14 | 1 | 0.00% | 1.35% | 1.81% | Q3 2016 | Q3 2021 | 15 |
SRCL | Stericycle | 14 | 14 | 0.14% | 2.26% | 3.00% | Q2 2013 | Q3 2016 | 14 |
CTAS | Cintas Corp | 14 | 14 | 0.68% | 1.64% | 2.96% | Q2 2020 | Q3 2023 | 14 |
UTX | United Technologies | 14 | 14 | 0.26% | 1.56% | 2.44% | Q2 2013 | Q3 2016 | 14 |
SPGI | S&P Global Inc | 14 | 14 | 0.60% | 1.46% | 2.23% | Q2 2020 | Q3 2023 | 14 |
WCN | Waste Connections Inc | 14 | 14 | 0.43% | 1.13% | 1.81% | Q2 2020 | Q3 2023 | 14 |
INTC | Intel Corp | 7 | 1 | 0.00% | 0.87% | 2.23% | Q1 2014 | Q1 2023 | 14 |
BCR | Bard C R Inc N J Com | 13 | 13 | 0.28% | 1.25% | 2.58% | Q3 2014 | Q3 2017 | 13 |
SLB | Schlumberger Ltd | 11 | 2 | 0.30% | 0.79% | 1.61% | Q3 2014 | Q1 2018 | 13 |
SEDG | Solaredge Tech | 13 | 13 | 0.34% | 0.79% | 1.36% | Q2 2020 | Q2 2023 | 13 |
AJG | Arthur J. Gallagher & Co | 11 | 1 | 0.01% | 0.79% | 1.40% | Q2 2013 | Q1 2023 | 13 |
XEC | Cimarex Energy Co | 9 | 4 | 0.10% | 0.14% | 0.19% | Q3 2013 | Q1 2017 | 13 |
UNP | Union Pacific Corp | 11 | 1 | 0.00% | 0.10% | 0.16% | Q1 2014 | Q1 2023 | 13 |
CDNS | Cadence Design Sys | 12 | 12 | 1.26% | 1.93% | 2.77% | Q4 2020 | Q3 2023 | 12 |
FTNT | Fortinet Inc | 12 | 12 | 0.71% | 1.74% | 2.73% | Q4 2020 | Q3 2023 | 12 |
NVS | Novartis AG ADR | 11 | 1 | 0.01% | 1.58% | 2.52% | Q4 2013 | Q1 2023 | 12 |
EW | Edward Lifesciences | 12 | 12 | 0.44% | 1.37% | 2.45% | Q4 2019 | Q3 2022 | 12 |
HRS | Harris Corp | 11 | 1 | 0.00% | 1.32% | 1.87% | Q1 2014 | Q2 2019 | 12 |
IT | Gartner Group Cl A | 11 | 1 | 0.04% | 1.05% | 1.56% | Q2 2017 | Q3 2021 | 12 |
ENPH | Enphase Energy Inc | 9 | 3 | 0.02% | 0.58% | 1.26% | Q3 2020 | Q3 2023 | 12 |
NBL | Noble Energy | 9 | 3 | 0.10% | 0.19% | 0.28% | Q2 2013 | Q4 2016 | 12 |
GWW | Grainger (WW) | 11 | 11 | 0.65% | 2.28% | 4.14% | Q2 2013 | Q4 2015 | 11 |
PX | Praxair | 11 | 11 | 0.85% | 1.66% | 2.14% | Q2 2013 | Q4 2015 | 11 |
DVA | Davita Healthcare Part... | 11 | 11 | 1.20% | 1.61% | 1.83% | Q2 2013 | Q4 2015 | 11 |
SNA | Snap-On Inc | 11 | 11 | 0.46% | 1.18% | 1.66% | Q2 2015 | Q4 2017 | 11 |
CMI | Cummins | 10 | 1 | 0.02% | 1.11% | 1.39% | Q2 2013 | Q1 2023 | 11 |
ESRX | Express Scripts Hldg Co | 11 | 11 | 0.74% | 1.05% | 2.44% | Q2 2013 | Q4 2015 | 11 |
PNC | PNC Finl Svcs Group | 7 | 1 | 0.04% | 0.95% | 1.81% | Q1 2017 | Q3 2021 | 11 |
TRMB | Trimble Navigation Ltd | 9 | 2 | 0.10% | 0.91% | 1.56% | Q2 2013 | Q4 2016 | 11 |
CVS | CVS Health Corp | 9 | 1 | 0.02% | 0.64% | 1.27% | Q1 2014 | Q3 2021 | 11 |
VFC | V F Corp | 11 | 11 | 0.19% | 0.58% | 0.85% | Q1 2014 | Q3 2016 | 11 |
WFC | Wells Fargo & Co | 9 | 1 | 0.02% | 0.46% | 1.07% | Q1 2014 | Q1 2023 | 11 |
CSGP | Costar Group Com | 10 | 1 | 0.07% | 0.35% | 0.76% | Q1 2014 | Q4 2021 | 11 |
SIAL | Sigma-Aldrich Corp | 10 | 10 | 2.54% | 3.12% | 3.76% | Q2 2013 | Q3 2015 | 10 |
LRCX | Lam Research Corp | 10 | 10 | 0.46% | 1.37% | 2.57% | Q2 2021 | Q3 2023 | 10 |
MPC | Marathon Pete Corp | 9 | 1 | 0.00% | 1.03% | 1.62% | Q4 2017 | Q3 2021 | 10 |
PSX | Phillips 66 | 9 | 1 | 0.00% | 0.82% | 1.02% | Q4 2017 | Q3 2021 | 10 |
DCI | Donaldson Co | 10 | 10 | 0.20% | 0.73% | 1.14% | Q2 2013 | Q3 2015 | 10 |
PG | Procter & Gamble Co | 5 | 2 | 0.06% | 0.10% | 0.15% | Q2 2013 | Q1 2023 | 10 |
DIS | Walt Disney Company | 5 | 1 | 0.02% | 0.09% | 0.16% | Q1 2014 | Q1 2023 | 10 |
TD | Toronto-Dominion Bk | 9 | 9 | 0.66% | 1.30% | 1.71% | Q2 2013 | Q2 2015 | 9 |
FICO | Fair Isaac Corp | 9 | 9 | 0.47% | 0.83% | 1.05% | Q3 2019 | Q3 2021 | 9 |
GOOGL | Google Cl A | 9 | 9 | 0.32% | 0.62% | 0.89% | Q3 2013 | Q3 2015 | 9 |
BLK | BlackRock Inc | 9 | 9 | 0.40% | 0.61% | 0.81% | Q3 2016 | Q3 2018 | 9 |
QCOM | Qualcomm | 8 | 1 | 0.00% | 0.38% | 0.58% | Q2 2013 | Q3 2021 | 9 |
IBM | Intl Business Mach | 7 | 1 | 0.00% | 0.37% | 1.64% | Q2 2013 | Q1 2023 | 9 |
AMZN | Amazon.com | 7 | 2 | 0.07% | 0.32% | 0.54% | Q3 2019 | Q4 2021 | 9 |
ENB | Enbridge | 9 | 9 | 0.27% | 0.31% | 0.34% | Q2 2013 | Q2 2015 | 9 |
IYW | iShares US Tech ETF | 9 | 9 | 0.09% | 0.10% | 0.12% | Q3 2021 | Q3 2023 | 9 |
CSX | CSX Corp | 5 | 1 | 0.05% | 0.08% | 0.12% | Q4 2020 | Q3 2023 | 9 |
GOOG | Alphabet Inc Cl C | 3 | 1 | 0.02% | 0.08% | 0.10% | Q2 2018 | Q1 2023 | 9 |
LHX | L3 Harris | 7 | 1 | 0.00% | 0.99% | 1.81% | Q3 2019 | Q3 2021 | 8 |
PCLN | Priceline | 8 | 8 | 0.38% | 0.90% | 1.42% | Q1 2016 | Q4 2017 | 8 |
BCE | BCE New | 8 | 8 | 0.44% | 0.87% | 1.65% | Q2 2013 | Q1 2015 | 8 |
WPP | WPP PLC ADR New | 7 | 1 | 0.00% | 0.72% | 1.28% | Q1 2014 | Q4 2016 | 8 |
STR | Questar Corp | 8 | 8 | 0.12% | 0.56% | 1.41% | Q2 2013 | Q1 2015 | 8 |
NSRGY | Nestle S.A. Spons ADR | 8 | 8 | 0.26% | 0.46% | 0.64% | Q2 2013 | Q1 2015 | 8 |
BMO | Bank of Montreal | 8 | 8 | 0.33% | 0.44% | 0.52% | Q2 2013 | Q1 2015 | 8 |
VRSN | Verisign | 7 | 7 | 0.84% | 1.43% | 1.98% | Q1 2022 | Q3 2023 | 7 |
PH | Parker Hannifin Corp | 4 | 3 | 0.12% | 1.11% | 2.61% | Q4 2017 | Q3 2023 | 7 |
FB | Facebook Inc Cl A | 6 | 1 | 0.01% | 1.07% | 1.49% | Q4 2016 | Q3 2021 | 7 |
SJM | Smucker, (JM) | 7 | 7 | 0.33% | 0.84% | 1.25% | Q2 2013 | Q4 2014 | 7 |
MCD | McDonald's Corp | 5 | 1 | 0.02% | 0.71% | 1.53% | Q2 2013 | Q1 2023 | 7 |
TEL | TE Connectivity Ltd | 7 | 7 | 0.07% | 0.64% | 1.24% | Q3 2021 | Q1 2023 | 7 |
MMM | 3M Co | 6 | 1 | 0.02% | 0.34% | 0.72% | Q4 2017 | Q3 2021 | 7 |
TFC | Truist Finl Corp | 5 | 1 | 0.05% | 0.07% | 0.10% | Q1 2021 | Q1 2023 | 7 |
KO | Coca Cola Co | 5 | 1 | 0.00% | 0.07% | 0.13% | Q1 2014 | Q3 2023 | 7 |
EFX | Equifax | 6 | 6 | 0.73% | 1.33% | 2.03% | Q1 2016 | Q2 2017 | 6 |
FAST | Fastenal Co | 5 | 1 | 0.02% | 0.92% | 1.77% | Q2 2013 | Q1 2023 | 6 |
GNRC | Generac Hldgs Inc | 6 | 6 | 0.44% | 0.89% | 1.10% | Q2 2021 | Q3 2022 | 6 |
EQIX | Equinix Inc REIT | 6 | 6 | 0.43% | 0.65% | 0.88% | Q4 2020 | Q1 2022 | 6 |
ATR | Aptargroup | 5 | 1 | 0.01% | 0.61% | 0.81% | Q1 2014 | Q3 2021 | 6 |
GRMN | Garmin Ltd | 6 | 6 | 0.17% | 0.54% | 0.74% | Q1 2021 | Q2 2022 | 6 |
IHG | InterContinental Htls ... | 6 | 6 | 0.26% | 0.30% | 0.37% | Q3 2014 | Q4 2015 | 6 |
DOV | Dover Corp | 6 | 6 | 0.11% | 0.16% | 0.19% | Q2 2013 | Q3 2014 | 6 |
DLR | Digital Realty Trust REIT | 3 | 3 | 0.06% | 0.08% | 0.10% | Q4 2021 | Q3 2023 | 6 |
NSC | Norfolk Southern Corp | 3 | 1 | 0.00% | 0.07% | 0.11% | Q1 2014 | Q1 2023 | 6 |
PWR | Quanta Svcs | 5 | 5 | 1.38% | 1.89% | 2.09% | Q3 2022 | Q3 2023 | 5 |
PKI | PerkinElmer Inc | 5 | 5 | 0.40% | 1.16% | 1.66% | Q3 2021 | Q3 2022 | 5 |
A309PS | DIRECTV | 5 | 5 | 0.62% | 0.81% | 1.09% | Q2 2013 | Q2 2014 | 5 |
SYT | Syngenta ADR | 5 | 5 | 0.57% | 0.79% | 0.98% | Q2 2013 | Q2 2014 | 5 |
BCPC | Balchem Corp | 5 | 5 | 0.59% | 0.77% | 1.05% | Q2 2021 | Q2 2022 | 5 |
ROST | Ross Stores | 4 | 1 | 0.02% | 0.73% | 1.04% | Q2 2013 | Q1 2023 | 5 |
LUXTY | Luxottica Group ADR | 5 | 5 | 0.66% | 0.69% | 0.72% | Q2 2013 | Q2 2014 | 5 |
IHG | InterContinental Htls ... | 5 | 5 | 0.55% | 0.60% | 0.75% | Q2 2013 | Q2 2014 | 5 |
AKAM | Akamai Technologies Inc | 5 | 5 | 0.40% | 0.58% | 0.81% | Q2 2021 | Q2 2022 | 5 |
ABBV | AbbVie Inc | 4 | 1 | 0.04% | 0.53% | 1.16% | Q2 2013 | Q1 2023 | 5 |
RCI | Rogers Communications ... | 5 | 5 | 0.40% | 0.45% | 0.51% | Q2 2013 | Q2 2014 | 5 |
WGL | WGL Hldgs | 5 | 5 | 0.22% | 0.34% | 0.44% | Q2 2013 | Q2 2014 | 5 |
VLO | Valero Energy Corp New | 3 | 1 | 0.00% | 0.28% | 0.44% | Q1 2018 | Q3 2021 | 5 |
Amer Fds Wash Mutual | 5 | 5 | 0.09% | 0.16% | 0.28% | Q4 2018 | Q4 2019 | 5 | |
KNX | Knight-Swift Transn Hldgs | 5 | 5 | 0.11% | 0.14% | 0.16% | Q3 2017 | Q3 2018 | 5 |
ANZBY | Australia & New Zealan... | 5 | 5 | 0.10% | 0.14% | 0.16% | Q2 2013 | Q2 2014 | 5 |
IEX | Idex Corp | 4 | 4 | 1.26% | 1.49% | 1.73% | Q4 2022 | Q3 2023 | 4 |
BKNG | Booking Hldgs Inc | 4 | 4 | 0.29% | 1.16% | 1.58% | Q1 2018 | Q4 2018 | 4 |
AYI | Acuity Brands Inc | 4 | 4 | 0.69% | 0.99% | 1.25% | Q3 2016 | Q2 2017 | 4 |
RL | Ralph Lauren Corp | 4 | 4 | 0.28% | 0.61% | 0.83% | Q2 2013 | Q1 2014 | 4 |
KEX | Kirby Corp | 4 | 4 | 0.19% | 0.59% | 0.95% | Q1 2014 | Q4 2014 | 4 |
GILD | Gilead Sciences | 3 | 1 | 0.11% | 0.52% | 0.70% | Q2 2015 | Q2 2016 | 4 |
WFM | Whole Foods Market | 4 | 4 | 0.31% | 0.39% | 0.44% | Q2 2013 | Q1 2014 | 4 |
SNI | Scripps Networks Inter... | 4 | 4 | 0.28% | 0.33% | 0.39% | Q4 2016 | Q3 2017 | 4 |
KMI | Kinder Morgan Inc | 4 | 4 | 0.20% | 0.30% | 0.36% | Q3 2014 | Q2 2015 | 4 |
DHI | D R Horton Inc | 4 | 4 | 0.02% | 0.26% | 0.57% | Q4 2020 | Q3 2021 | 4 |
AFL | AFLAC | 4 | 4 | 0.21% | 0.25% | 0.30% | Q3 2013 | Q2 2014 | 4 |
WBA | Walgreen Boots Allianc... | 4 | 4 | 0.11% | 0.11% | 0.12% | Q1 2015 | Q4 2015 | 4 |
BFS | Saul Centers | 4 | 4 | 0.05% | 0.10% | 0.12% | Q2 2013 | Q1 2014 | 4 |
IRT | Independence Realty Tr... | 3 | 1 | 0.05% | 0.07% | 0.09% | Q4 2021 | Q1 2023 | 4 |
CL | Colgate Palmolive | 2 | 1 | 0.00% | 0.03% | 0.05% | Q1 2014 | Q1 2023 | 4 |
POOL | Pool Corp | 3 | 3 | 2.05% | 2.19% | 2.35% | Q1 2023 | Q3 2023 | 3 |
HEI | Heico Corp | 3 | 3 | 1.43% | 1.46% | 1.50% | Q1 2023 | Q3 2023 | 3 |
ACGL | Arch Cap Group Ltd | 3 | 3 | 0.06% | 1.11% | 2.09% | Q1 2023 | Q3 2023 | 3 |
EMN | Eastman Chemical | 3 | 3 | 0.47% | 0.54% | 0.66% | Q1 2018 | Q3 2018 | 3 |
CLB | Core Laboratories NV | 3 | 3 | 0.44% | 0.51% | 0.57% | Q1 2014 | Q3 2014 | 3 |
TMUS | T-Mobile US Inc | 3 | 3 | 0.13% | 0.40% | 0.56% | Q1 2021 | Q3 2021 | 3 |
ORCL | Oracle Corp | 2 | 1 | 0.02% | 0.36% | 0.68% | Q2 2013 | Q1 2014 | 3 |
Third Avenue Value Fd | 3 | 3 | 0.19% | 0.30% | 0.48% | Q1 2018 | Q3 2018 | 3 | |
MGA | Magna Intl | 2 | 1 | 0.01% | 0.28% | 0.46% | Q1 2014 | Q3 2018 | 3 |
SAP | SAP Aktiengesellschaft... | 3 | 3 | 0.23% | 0.26% | 0.29% | Q3 2013 | Q1 2014 | 3 |
HCN | Health Care Reit | 2 | 1 | 0.01% | 0.22% | 0.49% | Q2 2013 | Q1 2014 | 3 |
TFX | Teleflex Inc | 2 | 1 | 0.02% | 0.19% | 0.46% | Q1 2021 | Q1 2023 | 3 |
WAG | Walgreen Co | 3 | 3 | 0.10% | 0.11% | 0.12% | Q4 2013 | Q2 2014 | 3 |
MCK | McKesson HBOC Corp | 1 | 1 | 0.01% | 0.08% | 0.12% | Q1 2014 | Q4 2015 | 3 |
Carlyle Tactical Priv Fd | 3 | 3 | 0.05% | 0.07% | 0.08% | Q4 2021 | Q2 2022 | 3 | |
SEI Mkt Gwth Strat | 2 | 1 | 0.03% | 0.06% | 0.08% | Q3 2020 | Q3 2021 | 3 | |
V | VISA Inc Com Cl A | 1 | 1 | 0.02% | 0.05% | 0.08% | Q1 2021 | Q1 2023 | 3 |
NFLX | Netflix Com | 1 | 1 | 0.02% | 0.05% | 0.08% | Q2 2020 | Q1 2023 | 3 |
CSCO | Cisco Systems Inc | 2 | 1 | 0.02% | 0.04% | 0.06% | Q3 2021 | Q1 2023 | 3 |
USB | US Bancorp Com | 1 | 1 | 0.02% | 0.03% | 0.04% | Q1 2014 | Q1 2023 | 3 |
MCHP | Microchip Technology | 1 | 1 | 0.00% | 0.02% | 0.03% | Q1 2014 | Q1 2023 | 3 |
XLU | Utilities Select Secto... | 1 | 1 | 0.01% | 0.02% | 0.02% | Q1 2014 | Q1 2023 | 3 |
PEP | PepsiCo Inc | 1 | 1 | 0.01% | 0.02% | 0.02% | Q1 2014 | Q1 2023 | 3 |
KBS REIT II | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q1 2023 | 3 | |
IR | Ingersoll Rand | 2 | 2 | 1.34% | 1.42% | 1.51% | Q2 2023 | Q3 2023 | 2 |
CERN | Cerner Corp | 2 | 2 | 0.21% | 0.79% | 1.38% | Q3 2016 | Q4 2016 | 2 |
EOG | EOG Resources | 2 | 2 | 0.64% | 0.65% | 0.66% | Q1 2015 | Q2 2015 | 2 |
PYPL | Paypal Hldgs Inc | 2 | 2 | 0.41% | 0.51% | 0.61% | Q2 2021 | Q3 2021 | 2 |
EQT | EQT Corp | 2 | 2 | 0.41% | 0.46% | 0.50% | Q1 2014 | Q2 2014 | 2 |
SO | Southern Co | 1 | 1 | 0.00% | 0.26% | 0.51% | Q2 2013 | Q1 2014 | 2 |
HP | Helmerich & Payne | 2 | 2 | 0.11% | 0.11% | 0.11% | Q1 2014 | Q2 2014 | 2 |
SU | Suncor Energy | 2 | 2 | 0.10% | 0.11% | 0.12% | Q1 2014 | Q2 2014 | 2 |
ALXN | Alexion Pharmaceuticals | 2 | 2 | 0.11% | 0.11% | 0.11% | Q1 2014 | Q2 2014 | 2 |
IJK | iShares S&P MidCap 400... | 2 | 2 | 0.10% | 0.11% | 0.12% | Q4 2013 | Q1 2014 | 2 |
CVET | Covetrus Inc | 1 | 1 | 0.00% | 0.09% | 0.19% | Q1 2019 | Q3 2021 | 2 |
APTS | Pref Apt Communities REIT | 2 | 2 | 0.05% | 0.07% | 0.09% | Q4 2021 | Q1 2022 | 2 |
RAI | Reynolds America | 1 | 1 | 0.01% | 0.07% | 0.12% | Q1 2014 | Q2 2016 | 2 |
XLV | Sector Healthcare Sele... | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q1 2023 | 2 |
RTX | Raytheon Technologies ... | 1 | 1 | 0.02% | 0.03% | 0.05% | Q3 2021 | Q1 2023 | 2 |
DLTR | Dollar Tree Inc | 1 | 1 | 0.00% | 0.03% | 0.05% | Q1 2014 | Q3 2021 | 2 |
TRV | Travelers Cos Inc | 1 | 1 | 0.02% | 0.03% | 0.03% | Q3 2021 | Q1 2023 | 2 |
DUK | Duke Energy Corp New | 1 | 1 | 0.01% | 0.03% | 0.04% | Q1 2014 | Q1 2023 | 2 |
EXPD | Expeditors Intl Wash | 1 | 1 | 0.02% | 0.02% | 0.03% | Q1 2014 | Q1 2023 | 2 |
LOW | Lowes Cos | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q1 2023 | 2 |
PFE | Pfizer Inc | 1 | 1 | 0.01% | 0.02% | 0.03% | Q1 2014 | Q1 2023 | 2 |
T | AT & T | 1 | 1 | 0.00% | 0.02% | 0.04% | Q1 2014 | Q3 2021 | 2 |
BAM | Brookfield Asset Mgmt Inc | 1 | 1 | 0.00% | 0.02% | 0.03% | Q3 2021 | Q1 2023 | 2 |
MFC | Manulife Finl Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2023 | 2 |
LULU | Lululemon Athletica | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2023 | 2 |
PANW | Palo Alto Networks | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2023 | 2 |
UPS | United Parcel Svc Cl B | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2023 | 2 |
KMB | Kimberly-Clark Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2023 | 2 |
VAC | Marriott Vacations Wor... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2023 | 2 |
NOC | Northrop Corp | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2021 | 2 |
ABB | ABB Ltd Spons ADR | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2021 | 2 |
MRO | Marathon Oil Corp | 1 | 1 | 0.57% | 0.57% | 0.57% | Q3 2014 | Q3 2014 | 1 |
NOV | National Oilwell Varco | 1 | 1 | 0.39% | 0.39% | 0.39% | Q3 2014 | Q3 2014 | 1 |
LOGI | Logitech Intl ADR | 1 | 1 | 0.34% | 0.34% | 0.34% | Q2 2021 | Q2 2021 | 1 |
ISRG | Intuitive Surgical | 1 | 1 | 0.30% | 0.30% | 0.30% | Q2 2013 | Q2 2013 | 1 |
Liberty Acorn Fd | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2014 | Q2 2014 | 1 | |
BCH | Banco de Chile ADR | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2013 | Q2 2013 | 1 |
USAA Target Retirement... | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2020 | Q2 2020 | 1 | |
SCHX | Schwab US Lrg Cap ETF | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2021 | Q4 2021 | 1 |
CDK | CDK Global, Inc | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2014 | Q4 2014 | 1 |
Vanguard 500 Index Fd ... | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2017 | Q2 2017 | 1 | |
RDSA | Royal Dutch Shell PLC ... | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2014 | Q1 2014 | 1 |
VEA | Vngd FTSE Dev Mats ETF | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q4 2021 | 1 |
AES | AES Corp | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2016 | Q3 2016 | 1 |
KXI | iShares S&P Global Con... | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2014 | Q1 2014 | 1 |
Amer Century Ultra Fd | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2014 | Q1 2014 | 1 | |
CDMO | Avid Bioservices Inc | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2021 | Q2 2021 | 1 |
SYK | Stryker Corp | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2014 | Q1 2014 | 1 |
Vanguard 500 Indx Fd I... | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2014 | Q1 2014 | 1 | |
Vanguard Explorer Fd | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2014 | Q1 2014 | 1 | |
MON | Monsanto Co | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2014 | Q1 2014 | 1 |
STI | SunTrust Banks | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2014 | Q1 2014 | 1 |
Edgewood Grwth Instl Fd | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2021 | Q3 2021 | 1 | |
APC | Anadarko Petroleum Corp | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2014 | Q1 2014 | 1 |
Neuberger & Berman Gua... | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2014 | Q1 2014 | 1 | |
DEO | Diageo Plc Spons ADR | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2014 | Q1 2014 | 1 |
HIG | Hartford Finl Svc Gp | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q1 2023 | 1 |
IRM | Iron Mountain PA | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2014 | Q1 2014 | 1 |
DE | Deere & Co Com | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2014 | Q1 2014 | 1 |
TRPrice Eqty Income Fd | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2014 | Q1 2014 | 1 | |
ADC | Agree Realty Corp REIT | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
Vanguard Life Gwth Fd | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2021 | 1 | |
EMC | EMC Corp | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2014 | Q1 2014 | 1 |
Columbia Dividend Inco... | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2014 | Q1 2014 | 1 | |
ITC | ITC Holdings Corp | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2014 | Q1 2014 | 1 |
MET | MetLife Inc Com | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
Johcm Intl Select Fd | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 | |
AEP | Amer Elec Pwr | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2014 | Q1 2014 | 1 |
BlackRock Global Sci &... | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2014 | Q1 2014 | 1 | |
DBRG | DigitalBridge Group Inc | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
HSY | Hershey Foods Corp | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2014 | Q1 2014 | 1 |
Vanguard Wellington Fd | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2014 | Q1 2014 | 1 | |
ATRS | Antares Pharma Inc | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
WRE | Washington REIT | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2014 | Q1 2014 | 1 |
Vanguard Windsor II Fd... | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2014 | Q1 2014 | 1 | |
GE | General Elec Co | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2014 | Q1 2014 | 1 |
KN | Knowles Corporation | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2014 | Q1 2014 | 1 |
JWN | Nordstrom | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2014 | Q1 2014 | 1 |
GIS | General Mills Inc | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2014 | Q1 2014 | 1 |
GS | Goldman Sachs Group | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
Columbia Select Large ... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q1 2014 | 1 | |
PGR | Progressive Corp Ohio | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
IWS | iShares Russell Mid Ca... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q1 2014 | 1 |
Fidelity Diversified I... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q1 2014 | 1 | |
ARCC | Ares Capital Corp | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
FCX | Freeport-McMoran Coppe... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q1 2014 | 1 |
LLY | Lilly Eli & Co | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Templeton Developing M... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q1 2014 | 1 | |
IVW | iShares S&P 500 Gwth I... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q1 2014 | 1 |
Gabelli Asset | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q1 2014 | 1 | |
MLM | Martin Marietta Materials | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q1 2014 | 1 |
Jensen Quality Gwth Fd... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q1 2014 | 1 | |
Vanguard Total Intl St... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q1 2014 | 1 | |
DOC | Physicians Realty Tr REIT | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Transamerica Diversifi... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q1 2014 | 1 | |
Lazard Emerging Market... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q1 2014 | 1 | |
SYY | Sysco Corp | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q1 2014 | 1 |
IDV | iShares International ... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q1 2014 | 1 |
XLF | Select Str Finl Select... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
BN | Borden | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
EFA | iShares MSCI EAFE Indx Fd | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q1 2014 | 1 |
TRPrice Gwth & Income Fd | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q1 2014 | 1 | |
Janus Fd Cl T | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q1 2014 | 1 | |
OGE | OGE Energy Corp | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q1 2014 | 1 |
Columbia Small Cap Ind... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q1 2014 | 1 | |
Columbia Small Cap Gwt... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q1 2014 | 1 | |
PETM | PetSmart | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
NVR | NVR Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
KBE | SPDR S&P Bank ETF | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
WAT | Waters Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
OTTR | Otter Tail Pwr | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
CBSH | Commerce Bancshares Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Vanguard Equity Income... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 | |
GSK | GlaxoSmithKline PLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
IDU | iShares Dow Jones US U... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
ABEV | Companhia De Bebidas D... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
PBI | Pitney Bowes Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
JCI | Johnson Controls | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
HAL | Halliburton Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
Invesco Dev Mkts Fd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 | |
NICE | Nice Systems Ltd ADR | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
ENL | Reed Elsevier NV Spons... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
Inventrust Pptys Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 | |
Vanguard Intl Stk Indx... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 | |
Dodge & Cox Balanced | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 | |
AGN | Allergan | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
ICF | iShares Cohen & Steers... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
SHPG | Shire PLC Spons ADR | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
DD | Du Pont E I De Nemours | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
SIEGY | Siemens AG Spons ADR | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
EEM | iShares MSCI Emerging ... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
EPD | Enterprise Products Pa... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
Vanguard Windsor | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 | |
Vanguard Health Care | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 | |
IVV | iShares S&P 500 Value Fd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
TRPrice Cap'l Aprc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 | |
HCP | HCP Inc REIT | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
HUM | Humana | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
CARR | Carrier Global Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
DOW | Dow Chemical Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
TRP | TransCanada Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
ICLR | Icon PLC Spons ADR | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
FMX | Fomento Econmico Mexic... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
AXSL | iShares MSCI ACWI exUS... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
TTM | Tata Motors Ltd Spons ADR | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
TU | Telus Corp New | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
CBRL | Cracker Barrel Old Cou... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
UN | Unilever NV N Y | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
CWT | California Wtr Svc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
SAN | Banco Santander Spons ADR | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
BTTGY | Bankers Trust N Y | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
BASFY | Basf Ag Ads | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
OTIS | Otis Worldwide Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
EDU | New Oriental Ed & Tech... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
NUE | Nucor Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
BAP | CrediCorp Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
ETN | Eaton Corp PLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
MRVL | Marvell Technology Group | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
MO | Altria Group | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
MSEX | Middlesex Wtr Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
CCL | Carnival Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
DTE | DTE Energy | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
AMX | America Movil SAB de C... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
Wilmington Small Cap G... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 | |
CTWS | Connecticut Wtr Svc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
MDLZ | Mondelez Intl | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
FE | FirstEnergy Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
RY | Royal Bk of Canada | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
WAMUQ | Washington Mutual | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
AEE | Ameren Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
KRFT | Kraft Foods Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
VOD | Vodafone Group PLC Spo... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
MSI | Motorola Solutions | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
CAT | Caterpillar Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
CTVA | Corteva Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
DOW | Dow Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
PM | Philip Morris Intl | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
4945SC | Kinder Morgan Energy P... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
WPZ | Williams Partners L P | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
LUMN | CenturyLink | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
VRX | Valeant Pharmaceutical... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
CEF | Central Fd of Canada | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
KUBTY | Kubota Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
IJR | iShares Core S&P Small... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
E | Eni Spa Spons ADR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
P105PS | Integrys Energy Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
Wilmington Multi Manag... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 | |
CEB | Corporate Exec Board | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
VNT | Vontier Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
K | Kellogg Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
TSLA | Tesla Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
HUBB | Hubbell Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
CEO | CNOOC Ltd Spons ADR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
BHP | BHP Billiton Ltd Spons... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
YARIY | Yara Intl Asa Spons ADR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
Vanguard Value Indx Fd... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 | |
PSO | Pearson PLC Spons ADR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
SNP | China Petroleum & Chem... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
TNEN | True North Energy Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
KHC | Kraft Heinz Company | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
INSM | Insmed Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
DMNM | Dominion Minerals Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
ASX | Adv Semiconductor Engi... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
BNS | Bank of Nova Scotia | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
IMWL | Imusic Worldwide Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
PTR | Petrochina Co Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
BTI | British American Tobac... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
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The securities at the top of the list , including Apple Computer, MasterCard Worldwide, and Accenture PLC Cl A, are the highest-conviction holdings of CARDEROCK CAPITAL MANAGEMENT INC.
The conviction is calculated by counting the number of quarters a security has been reported by CARDEROCK CAPITAL MANAGEMENT INC. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that CARDEROCK CAPITAL MANAGEMENT INC owns currently or has owned in the past.