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Kendall Capital Management

All holdings · as of Dec 31, 2025

230 positions

CompanyClassValueShares% of portfolio
Leidos Holdings Inc$1.21M6,6850.3%
PENSKE AUTOMOTIVE GROUP, INC.PAGCommon Stock$1.17M7,3900.2%
Brighthouse Financial, Inc.$1.14M17,6500.2%
UPBOUND GROUP, INC.$1.14M64,8700.2%
LEAR CORP$1.13M9,8650.2%
FlexShares Global Upstream Natural Resources Index ETF$1.10M24,0540.2%
Permian Resources Corp$1.10M78,4850.2%
Bancorp Inc/The$1.10M16,2250.2%
PowerShares Buyback Achievers ETF$1.09M8,0820.2%
Teekay Tankers Ltd$1.07M19,9850.2%
GILEAD SCIENCES, INC.$1.06M8,6520.2%
iShares Russell Mid Cap ETF$1.06M11,0000.2%
Affiliated Managers Group Inc$1.04M3,6050.2%
Hamilton Insurance Group Ltd$1.04M37,1790.2%
PFIZER INC$1.03M41,4450.2%
CAPITAL ONE FINANCIAL CORP$984.5K4,0620.2%
iShares Residential and Multi Real Estate ETF$981.2K11,8730.2%
AMGEN INC$980.9K2,9970.2%
INTERNATIONAL BUSINESS MACHINES CORP$961.2K3,2450.2%
Valero Energy Corp$934.4K5,7400.2%
OneMain Holdings Inc$929.5K13,7600.2%
SANMINA CORP$891.4K5,9400.2%
MUELLER INDUSTRIES INC$888.6K7,7400.2%
Enova International, Inc.$884.3K5,6250.2%
Restaurant Brands International Inc.QSRCommon Stock$855.9K12,5450.2%
Vanguard Mid Value Index Fund ETF$820.3K4,6250.2%
Albertsons Companies, Inc.$813.7K47,3900.2%
TENET HEALTHCARE CORP$805.8K4,0550.2%
INCYTE CORP$793.1K8,0300.2%
Vistra Corp.$792.1K4,9100.2%
Sprouts Farmers Market, Inc.$790.3K9,9200.2%
COLLEGIUM PHARMACEUTICAL, INC.$768.1K16,5900.2%
Group 1 Automotive, Inc.$757.1K1,9250.2%
Kraft Heinz Co$756.4K31,1900.2%
iShares S&P Small-Cap 600 Growth ETF$755.5K5,3520.2%
AstraZeneca plc$738.5K8,0330.2%
United Airlines Holdings Inc$726.3K6,4950.2%
FISERV INC$716.6K10,6680.1%
iShares S&P Small-Cap 600 Value ETF$713.1K6,2710.1%
Nomad Foods Ltd$710.0K56,7550.1%
LINCOLN NATIONAL CORP$706.7K15,8700.1%
Apollo Global Management, Inc.$703.5K4,8600.1%
ALTRIA GROUP, INC.$699.5K12,1320.1%
S&P Global Inc.$659.0K1,2610.1%
Technology Select Sector SPDR ETF$638.7K4,4360.1%
NORFOLK SOUTHERN CORP$636.0K2,2030.1%
iShares Russell 1000 Growth ETF$634.2K1,3400.1%
LAM RESEARCH CORP$624.0K3,6450.1%
Innoviva Inc$621.6K31,0950.1%
Fidelity National Information Services Inc$618.7K9,3100.1%
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