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Kendall Capital Management

All holdings · as of Dec 31, 2025

230 positions

CompanyClassValueShares% of portfolio
Travel + Leisure Co$2.61M36,9350.5%
Cal-Maine Foods Inc$2.48M31,1750.5%
Meta Platforms Inc$2.32M3,5160.5%
Cboe Global Markets Inc$2.22M8,8620.5%
BORGWARNER INC$2.21M49,0450.5%
QUALCOMM INC/DE$2.10M12,2990.4%
O REILLY AUTOMOTIVE INC$2.09M22,9100.4%
Glaxosmithkline Plc$2.06M41,9560.4%
Merck & Co., Inc.$1.98M18,8070.4%
United Rentals Inc$1.86M2,2970.4%
HCA Healthcare, Inc.$1.83M3,9100.4%
Tapestry Inc$1.81M14,1600.4%
CISCO SYSTEMS, INC.$1.80M23,3930.4%
Marriott International Inc/MD$1.77M5,7080.4%
First Trust Dow Jones Select MicroCap Index ETF$1.77M22,2090.4%
CBRE Group Inc$1.75M10,8710.4%
AUTONATION, INC.$1.72M8,3250.4%
V2X, Inc.VVXCommon Stock$1.70M31,1150.4%
CAPITAL BANCORP, INC.CBNKCommon Stock$1.69M60,0400.4%
REGENERON PHARMACEUTICALS, INC.$1.64M2,1250.3%
Allison Transmission Holdings Inc$1.64M16,7300.3%
STRIDE, INC.$1.61M24,8600.3%
Rithm Capital Corp.$1.58M144,7750.3%
MICROSOFT CORP$1.58M3,2600.3%
UGI CORP /PA$1.56M41,6900.3%
iShares Russell 1000 ETF$1.56M4,1680.3%
Taylor Morrison Home Corp$1.55M26,2450.3%
JOHNSON & JOHNSON$1.54M7,4640.3%
Pelagos Insurance Capital Ltd$1.53M78,1850.3%
Vanguard Small-Cap ETF$1.52M5,9100.3%
Green Brick Partners, Inc.$1.52M24,3030.3%
Acadian Asset Management Inc.$1.52M32,2600.3%
PHOTRONICS INC$1.48M46,3850.3%
SPDR Gold MiniShares Trust$1.47M17,2450.3%
MOLSON COORS BEVERAGE CO$1.46M31,3700.3%
iShares Core MSCI EAFE ETF$1.45M16,2170.3%
PRICESMART INC$1.43M11,6700.3%
Jazz Pharmaceuticals PLC$1.41M8,3040.3%
Medpace Holdings, Inc.$1.38M2,4550.3%
Corpay Inc$1.37M4,5600.3%
SLM Corp$1.33M49,2100.3%
GARTNER INC$1.31M5,2030.3%
iShares Morningstar Small-Cap Growth ETF$1.31M23,5430.3%
SPDR S&P 600 Small Cap Value ETF$1.27M14,0000.3%
FORD MOTOR CO$1.26M96,1850.3%
CIRRUS LOGIC, INC.$1.26M10,6000.3%
NATIONAL FUEL GAS CO$1.23M15,3350.3%
Vanguard Total World Stock ETF$1.22M8,6820.3%
Invesco S&P SmallCap Momentum ETF$1.22M17,0000.3%
TEGNA INC$1.21M62,3470.3%
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