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Portfolio (Quarterly) Guide ↗

CONDOR CAPITAL MANAGEMENT

· CIK 0001082491
13F Portfolio $1.2B AUM 174 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 5 New 53 Added 80 Reduced 14 Exited
Page 3 of 9  ·  174 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 AXP AMERICAN EXPRESS CO Financial Services 21,115.0 $6.4M 0.53% $302.49 +3.6%
42 TT TRANE TECHNOLOGIES PLC Industrials 15,268.0 $6.4M 0.53% $416.76 +10.8%
43 SCHW SCHWAB CHARLES CORP Financial Services 66,752.0 $6.3M 0.52% +8K +14.3% $93.98 -8.7%
44 EMBX VANECK FDS 123,934.0 $6.2M 0.52% +4K +3.3% $50.11 +2.5%
45 HEDJ WISDOMTREE TR 113,282.0 $5.9M 0.49% -58K -33.8% $52.30 +9.3%
46 VB VANGUARD INDEX FDS 20,869.0 $5.5M 0.46% -502.0 -2.4% $261.93 +11.9%
47 BXMT BLACKSTONE MORTGAGE TRUST IN Real Estate 284,323.0 $5.4M 0.46% -10K -3.2% $19.15 -3.2%
48 GBDC GOLUB CAP BDC INC Financial Services 418,968.0 $5.3M 0.44% +45K +12.1% $12.66 +3.4%
49 VEA VANGUARD TAX-MANAGED FDS 80,499.0 $5.2M 0.43% -1K -1.8% $64.08 +11.5%
50 SLRC SLR INVESTMENT CORP Financial Services 354,864.0 $5.1M 0.42% -19K -5.1% $14.31 -7.7%
51 HCA HCA HEALTHCARE INC Healthcare 10,557.0 $5.0M 0.42% -3K -24.3% $473.25 -16.9%
52 FSMB FIRST TR EXCH TRADED FD III 248,646.0 $5.0M 0.41% +18K +7.7% $19.96 -0.0%
53 TRTX TPG RE FIN TR INC Real Estate 631,201.0 $4.9M 0.41% -16K -2.4% $7.81 +6.7%
54 MIDCAP FINANCIAL INVSTMNT CO 434,228.0 $4.9M 0.41% -22K -4.8% $11.24
55 JPM JPMORGAN CHASE & CO Financial Services 16,272.0 $4.8M 0.40% +108.0 +0.7% $294.17 +1.8%
56 EFG ISHARES TR 42,374.0 $4.7M 0.39% -435.0 -1.0% $111.37 +10.2%
57 URI UNITED RENTALS INC Industrials 6,422.0 $4.7M 0.39% -848.0 -11.7% $728.62 +35.7%
58 TWLO TWILIO INC Communication Services 36,105.0 $4.5M 0.38% -622.0 -1.7% $125.82 +45.4%
59 GS GOLDMAN SACHS GROUP INC Financial Services 5,201.0 $4.4M 0.37% -37.0 -0.7% $846.01 +17.9%
60 GOOG ALPHABET INC Communication Services 14,914.0 $4.3M 0.36% -467.0 -3.0% $286.86 +34.8%
Page 3 of 9  ·  174 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 28.9%
Technology 20.4%
Communication Services 16.8%
Consumer Cyclical 10.1%
Industrials 9.5%
Real Estate 6.6%
Healthcare 5.4%
Consumer Defensive 2.3%
Utilities 0.1%