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Portfolio (Quarterly) Guide ↗

Kendall Capital Management

· CIK 0001731372
13F Portfolio $488M AUM 231 positions Filed Apr 24, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 14 New 77 Added 94 Reduced 13 Exited
Page 12 of 12  ·  231 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 SPYM SPDR Portfolio S&P 500 ETF 2,768.0 $212K 0.04% $76.54 +12.8%
222 FNDB Schwab Fundamental US Broad Market ETF 7,683.0 $209K 0.04% $27.20 +8.5%
223 TPL Texas Pacific Land Trust Energy 440.0 $209K 0.04% NEW $474.56 -18.5%
224 DAR Darling Ingredients Inc Consumer Defensive 3,375.0 $209K 0.04% NEW $61.85 +0.5%
225 FSK FS KKR Capital Corp Financial Services 16,642.0 $169K 0.04% -2K -11.6% $10.18 +5.3%
226 GSBD Goldman Sachs BDC Inc Financial Services 16,105.0 $143K 0.03% $8.88 -1.5%
227 WU Western Union Co Financial Services 15,272.0 $133K 0.03% $8.73 -3.1%
228 VYX NCR Voyix Corp Technology 20,900.0 $132K 0.03% $6.33 +2.7%
229 OGN Organon & Co Healthcare 15,228.0 $91K 0.02% -2K -12.4% $5.99 +124.0%
230 SVC Service Properties Trust Real Estate 19,865.0 $27K 0.01% -226.0 -1.1% $1.35 +22.5%
231 Basanite Inc 31,000.0 $787.0 $0.03
Page 12 of 12  ·  231 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
Technology 34.7%
Healthcare 14.5%
Financial Services 12.1%
Consumer Cyclical 10.6%
Industrials 9.2%
Communication Services 9.1%
Consumer Defensive 4.7%
Energy 3.3%
Utilities 0.9%
Real Estate 0.9%