Karani Asset Management as of June 30, 2026
Portfolio Holdings for Karani Asset Management
Karani Asset Management holds 57 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 9.4 | $13M | 65k | 200.09 | |
| Apple (AAPL) | 9.0 | $13M | 43k | 289.36 | |
| Alphabet Cap Stk Cl A (GOOGL) | 8.0 | $11M | 31k | 357.37 | |
| Microsoft Corporation (MSFT) | 5.9 | $8.2M | 22k | 373.02 | |
| Asml Hldg Nv Ny Registry Shs (ASML) | 4.6 | $6.4M | 3.2k | 1989.44 | |
| Applied Materials (AMAT) | 3.9 | $5.4M | 7.5k | 723.00 | |
| Cummins (CMI) | 3.5 | $4.8M | 6.7k | 713.21 | |
| Mastercard Incorporated Cl A (MA) | 3.3 | $4.5M | 8.8k | 513.60 | |
| Advanced Micro Devices (AMD) | 3.2 | $4.5M | 7.8k | 580.91 | |
| Steel Dynamics (STLD) | 2.9 | $4.1M | 18k | 229.46 | |
| American Express Company (AXP) | 2.9 | $4.1M | 12k | 338.25 | |
| Lam Research Corp Com New (LRCX) | 2.9 | $4.0M | 9.3k | 433.33 | |
| Rli (RLI) | 2.9 | $4.0M | 68k | 59.07 | |
| Deere & Company (DE) | 2.8 | $3.9M | 6.2k | 634.33 | |
| JPMorgan Chase & Co. (JPM) | 2.6 | $3.6M | 11k | 327.33 | |
| S&p Global (SPGI) | 2.6 | $3.6M | 8.8k | 407.26 | |
| Old Dominion Freight Line (ODFL) | 2.4 | $3.4M | 16k | 216.60 | |
| Analog Devices (ADI) | 1.7 | $2.3M | 5.8k | 397.17 | |
| Kla Corp Com New (KLAC) | 1.6 | $2.3M | 7.6k | 301.71 | |
| Texas Instruments Incorporated (TXN) | 1.6 | $2.2M | 7.4k | 298.07 | |
| Cadence Design Systems (CDNS) | 1.5 | $2.1M | 5.7k | 375.32 | |
| Caterpillar (CAT) | 1.5 | $2.1M | 2.0k | 1064.90 | |
| Intuit (INTU) | 1.4 | $2.0M | 7.5k | 261.00 | |
| Ge Aerospace Com New (GE) | 1.2 | $1.6M | 4.3k | 373.73 | |
| Synopsys (SNPS) | 1.0 | $1.4M | 3.2k | 446.07 | |
| Motorola Solutions Com New (MSI) | 1.0 | $1.3M | 3.2k | 415.29 | |
| Stryker Corporation (SYK) | 1.0 | $1.3M | 4.2k | 314.84 | |
| Eli Lilly & Co. (LLY) | 0.9 | $1.2M | 1.0k | 1199.43 | |
| Servicenow (NOW) | 0.9 | $1.2M | 12k | 99.28 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.8 | $1.1M | 1.5k | 748.89 | |
| Ge Vernova (GEV) | 0.8 | $1.1M | 960.00 | 1174.86 | |
| Merck & Co (MRK) | 0.7 | $1.0M | 7.8k | 128.50 | |
| Procter & Gamble Company (PG) | 0.7 | $1.0M | 6.8k | 146.64 | |
| State Str Spdr S&p 500 Etf T Tr Unit Put Option (SPY) | 0.7 | $971k | 1.3k | 746.77 | |
| Travelers Companies (TRV) | 0.5 | $740k | 2.2k | 330.12 | |
| Cisco Systems (CSCO) | 0.5 | $729k | 6.2k | 117.46 | |
| Boston Scientific Corporation (BSX) | 0.5 | $727k | 17k | 42.68 | |
| salesforce (CRM) | 0.5 | $709k | 4.5k | 156.66 | |
| Delta Air Lines Com New (DAL) | 0.5 | $677k | 7.2k | 93.66 | |
| Morgan Stanley Com New (MS) | 0.4 | $604k | 2.9k | 209.04 | |
| Progressive Corporation (PGR) | 0.4 | $577k | 2.6k | 218.45 | |
| Marriott Intl Cl A (MAR) | 0.4 | $538k | 1.5k | 370.59 | |
| Johnson & Johnson (JNJ) | 0.4 | $537k | 2.1k | 253.97 | |
| W.W. Grainger (GWW) | 0.4 | $532k | 391.00 | 1360.40 | |
| Hilton Worldwide Holdings (HLT) | 0.4 | $531k | 1.6k | 330.46 | |
| Novo-nordisk A S Adr (NVO) | 0.3 | $465k | 9.7k | 47.94 | |
| Roper Industries (ROP) | 0.3 | $440k | 1.3k | 338.39 | |
| Eaton Corp SHS (ETN) | 0.3 | $421k | 987.00 | 426.12 | |
| Autodesk (ADSK) | 0.3 | $393k | 2.0k | 194.42 | |
| Baker Hughes Company Cl A (BKR) | 0.3 | $384k | 6.9k | 55.50 | |
| United Rentals (URI) | 0.3 | $369k | 326.00 | 1132.89 | |
| Nxp Semiconductors N V (NXPI) | 0.3 | $354k | 1.3k | 281.03 | |
| Colgate-Palmolive Company (CL) | 0.2 | $345k | 3.8k | 91.68 | |
| SLB Com Stk (SLB) | 0.2 | $338k | 7.3k | 46.49 | |
| FactSet Research Systems (FDS) | 0.2 | $285k | 1.2k | 230.08 | |
| Adobe Systems Incorporated (ADBE) | 0.2 | $266k | 1.3k | 205.02 | |
| Booking Holdings (BKNG) | 0.2 | $226k | 1.3k | 178.24 |
