Kendall Capital Management Portfolio Holdings
Kendall Capital Management
- $422 Million
- Q4 2025
Kendall Capital Management has filed its 13F form on January 16, 2026 for Q4 2025 where it was disclosed a total value porftolio of $422 Million distributed in 230 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr Russell 2500 ETF with a value of $25.6M, J P Morgan Exchg Traded Fd Tr with a value of $24.4M, Broadcom Inc. with a value of $15.7M, Vanguard Growth ETF with a value of $14.1M, and Vanguard Ftse Emerging Mkts Et with a value of $12M.
Examining the 13F form we can see an increase of $19.5M in the current position value, from $403M to 422M.
Below you can find more details about Kendall Capital Management portfolio as well as his latest detailed transactions.
Portfolio value
$422 Million
ETFs: $143 Million
Technology: $94 Million
Financial Services: $41.6 Million
Healthcare: $37.9 Million
Consumer Cyclical: $29.7 Million
Industrials: $27.1 Million
Communication Services: $25.1 Million
Consumer Defensive: $12.8 Million
Other: $10.7 Million
Stock Holdings Table Companies Only
Summary
- Portfolio
- No. of Stocks 230
- Current Value $422 Million
- Prior Value $403 Million
- Filing
- Period Q4 2025
- Filing Date January 16, 2026
- Form Type 13F-HR
- Activity in Q4 2025
- New Purchases 10 stocks
- Additional Purchases 90 stocks
- Sold out of 0 stocks
- Reduced holdings in 104 stocks