13F HOLDINGS REPORT
Karani Asset Management LLC
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0001493152-26-007090
Total Value
$122.1M
Positions
36
Other Managers
0
Confidential Omitted
No
Holdings (36)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ALPHABET INC | GOOG | 29,699 | $9.3M | 7.61% |
| 2 | ASML HOLDING N V | ASMLF | 7,957 | $8.5M | 6.97% |
| 3 | NVIDIA CORPORATION | NVDA | 45,540 | $8.5M | 6.95% |
| 4 | SPDR S&P 500 ETF TR | SPY | 11,900 | $8.1M | 6.64% |
| 5 | APPLE INC | AAPL | 26,715 | $7.3M | 5.95% |
| 6 | S&P GLOBAL INC | SPGI | 12,533 | $6.5M | 5.36% |
| 7 | MICROSOFT CORP | MSFT | 13,510 | $6.5M | 5.35% |
| 8 | MASTERCARD INCORPORATED | MA | 11,419 | $6.5M | 5.34% |
| 9 | RLI CORP | RLI | 98,434 | $6.3M | 5.16% |
| 10 | DEERE & CO | DE | 13,336 | $6.2M | 5.08% |
| 11 | OLD DOMINION FREIGHT LINE IN | ODFL | 32,991 | $5.2M | 4.24% |
| 12 | HENRY JACK & ASSOC INC | 426281101 | 24,264 | $4.4M | 3.63% |
| 13 | AMERICAN EXPRESS CO | AXP | 11,879 | $4.4M | 3.60% |
| 14 | STEEL DYNAMICS INC | STLD | 25,829 | $4.4M | 3.58% |
| 15 | INTUIT | INTU | 6,575 | $4.4M | 3.57% |
| 16 | CUMMINS INC | CMI | 7,791 | $4.0M | 3.26% |
| 17 | APPLIED MATLS INC | 038222105 | 15,430 | $4.0M | 3.25% |
| 18 | TEXAS INSTRS INC | 882508104 | 18,733 | $3.2M | 2.66% |
| 19 | KLA CORP | KLAC | 1,342 | $1.6M | 1.34% |
| 20 | NOVO-NORDISK A S | NONOF | 29,340 | $1.5M | 1.22% |
| 21 | ELI LILLY & CO | LLY | 1,134 | $1.2M | 1.00% |
| 22 | MERCK & CO INC | MRK | 10,220 | $1.1M | 0.88% |
| 23 | ISHARES TR | 464287200 | 1,524 | $1.0M | 0.85% |
| 24 | LAM RESEARCH CORP | LRCX | 5,198 | $889,794 | 0.73% |
| 25 | GE AEROSPACE | 369604301 | 2,802 | $863,100 | 0.71% |
| 26 | INTUITIVE SURGICAL INC | ISRG | 1,314 | $744,197 | 0.61% |
| 27 | FAIR ISAAC CORP | FICO | 425 | $718,514 | 0.59% |
| 28 | SALESFORCE INC | CRM | 2,673 | $708,104 | 0.58% |
| 29 | UNITED RENTALS INC | URI | 870 | $704,108 | 0.58% |
| 30 | CADENCE DESIGN SYSTEM INC | CDNS | 2,212 | $691,427 | 0.57% |
| 31 | JPMORGAN CHASE & CO. | VYLD | 2,016 | $649,596 | 0.53% |
| 32 | COSTCO WHSL CORP NEW | 22160K105 | 719 | $620,022 | 0.51% |
| 33 | ROPER TECHNOLOGIES INC | ROP | 1,290 | $574,218 | 0.47% |
| 34 | NETFLIX INC | NFLX | 5,390 | $505,366 | 0.41% |
| 35 | INVESCO EXCHANGE TRADED FD T | IVZ | 1,149 | $220,102 | 0.18% |
| 36 | TRANE TECHNOLOGIES PLC | TT | 200 | $77,840 | 0.06% |