Karani Asset Management as of Dec. 31, 2025
Portfolio Holdings for Karani Asset Management
Karani Asset Management holds 36 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alphabet Cap Stk Cl A (GOOGL) | 7.6 | $9.3M | 30k | 313.00 | |
| Asml Holding N V Ny Registry Shs (ASML) | 7.0 | $8.5M | 8.0k | 1069.86 | |
| NVIDIA Corporation (NVDA) | 7.0 | $8.5M | 46k | 186.50 | |
| Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY) | 6.6 | $8.1M | 12k | 681.92 | |
| Apple (AAPL) | 5.9 | $7.3M | 27k | 271.86 | |
| S&p Global (SPGI) | 5.4 | $6.5M | 13k | 522.59 | |
| Microsoft Corporation (MSFT) | 5.3 | $6.5M | 14k | 483.62 | |
| Mastercard Incorporated Cl A (MA) | 5.3 | $6.5M | 11k | 570.88 | |
| Rli (RLI) | 5.2 | $6.3M | 98k | 63.98 | |
| Deere & Company (DE) | 5.1 | $6.2M | 13k | 465.57 | |
| Old Dominion Freight Line (ODFL) | 4.2 | $5.2M | 33k | 156.80 | |
| Jack Henry & Associates (JKHY) | 3.6 | $4.4M | 24k | 182.48 | |
| American Express Company (AXP) | 3.6 | $4.4M | 12k | 369.95 | |
| Steel Dynamics (STLD) | 3.6 | $4.4M | 26k | 169.45 | |
| Intuit (INTU) | 3.6 | $4.4M | 6.6k | 662.42 | |
| Cummins (CMI) | 3.3 | $4.0M | 7.8k | 510.45 | |
| Applied Materials (AMAT) | 3.2 | $4.0M | 15k | 256.99 | |
| Texas Instruments Incorporated (TXN) | 2.7 | $3.2M | 19k | 173.49 | |
| Kla Corp Com New (KLAC) | 1.3 | $1.6M | 1.3k | 1215.08 | |
| Novo-nordisk A S Adr (NVO) | 1.2 | $1.5M | 29k | 50.88 | |
| Eli Lilly & Co. (LLY) | 1.0 | $1.2M | 1.1k | 1074.68 | |
| Merck & Co (MRK) | 0.9 | $1.1M | 10k | 105.26 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.9 | $1.0M | 1.5k | 684.94 | |
| Lam Research Corp Com New (LRCX) | 0.7 | $890k | 5.2k | 171.18 | |
| Ge Aerospace Com New (GE) | 0.7 | $863k | 2.8k | 308.03 | |
| Intuitive Surgical Com New (ISRG) | 0.6 | $744k | 1.3k | 566.36 | |
| Fair Isaac Corporation (FICO) | 0.6 | $719k | 425.00 | 1690.62 | |
| salesforce (CRM) | 0.6 | $708k | 2.7k | 264.91 | |
| United Rentals (URI) | 0.6 | $704k | 870.00 | 809.32 | |
| Cadence Design Systems (CDNS) | 0.6 | $691k | 2.2k | 312.58 | |
| JPMorgan Chase & Co. (JPM) | 0.5 | $650k | 2.0k | 322.22 | |
| Costco Wholesale Corporation (COST) | 0.5 | $620k | 719.00 | 862.34 | |
| Roper Industries (ROP) | 0.5 | $574k | 1.3k | 445.13 | |
| Netflix (NFLX) | 0.4 | $505k | 5.4k | 93.76 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $220k | 1.1k | 191.56 | |
| Trane Technologies SHS (TT) | 0.1 | $78k | 200.00 | 389.20 |
