Arkolith/Funds/Condor Capital Management

Condor Capital Management

CIK 1082491
Holdings as of Jun 30, 2026·disclosed Aug 12, 2026·~43-day 13F lag·13F-HR
Active Filer

Condor Capital Management holds a focused book of 173 stocks worth $1.3B as of Q2 2026 (disclosed Aug 12, 2026, a ~43-day 13F lag). This quarter they opened Pimco Dynamic Income Fund and trimmed Vanguard S&P 500 ETF. Their largest long position is Vanguard S&P 500 ETF at 12% of the equity book. Cloning the disclosed picks since 2024 would be +17% (+9.5%/yr). That is a simulation of the disclosed long book, not audited returns.

Opened
73
bought for the first time
Added to
71
already held, bought more
Trimmed
75
sold some, still holds it
Sold out
8
exited the position entirely

Growth of $10,000: cloning the disclosed book

If you'd copied them
+17.4%
+9.5%/yr · since Nov '24
Their reported book
+23.3%
held from quarter-end
S&P 500
+31.1%
same window
$9K$10K$11K$12K$13KNov '24Mar '25Jul '25Nov '25Apr '26Aug '26
Condor Capital Management (copied at disclosure) S&P 500

The reported book (valued from quarter-end) returned +23.3%, a 5.9-point gap that is the cost of the ~43-day 13F disclosure lag a real follower can't avoid.

Growth of $10,000 cloning Condor Capital Management's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~43 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: focused book

Top 5 holdings
31%
Top 10 holdings
44%
Top 20 holdings
61%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

20% mapped to company sectors

ETF / fund or unclassified
80%
Information Technology
10%
Financials
4%
Consumer Discretionary
3%
Industrials
2%
Real Estate
1%
Health Care
1%
Communication Services
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Condor Capital Management

Manager / fundShared namesTheir $ in those
MORGAN STANLEY80 / 80$453.4B
RAYMOND JAMES FINANCIAL INC80 / 80$86.9B
LPL Financial LLC80 / 80$84.1B
OSAIC HOLDINGS, INC.80 / 80$15.0B
ROYAL BANK OF CANADA79 / 80$125.6B
HARBOUR INVESTMENTS, INC.79 / 80$1.3B
UBS Group AG78 / 80$127.4B
ENVESTNET ASSET MANAGEMENT INC78 / 80$103.3B

Ranked by how many of Condor Capital Management's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

173 positions
#SecurityValueShares% PortLast moveHistory
1Vanguard Index FDS
S&P 500 ETF SHS
$159.5M232.3K
12.0%
−0.2%
Reduced · −422 sh
2Vanguard Index FDS
VALUE ETF
$77.4M355.3K
5.8%
−0.5%
Reduced · −2K sh
3Vanguard Index FDS
GROWTH ETF
$70.7M821.0K
5.3%
+488%
Added · +681K sh
4Ishares TR
CORE MSCI EAFE
$68.3M707.3K
5.1%
+9.6%
Added · +62K sh
5Vanguard Scottsdale FDS
VNG RUS1000VAL
$39.3M370.1K
2.9%
−1.6%
Reduced · −6K sh
6Ishares TR
RUS 1000 GRW ETF
$37.1M298.8K
2.8%
+308%
Added · +225K sh
7Vaneck ETF Trust
SEMICONDUCTR ETF
$36.4M55.6K
2.7%
+8.6%
Added · +4K sh
8Apple Inc
COM
$35.3M122.0K
2.6%
−4.8%
Reduced · −6K sh
9Ishares TR
S&P 500 VAL ETF
$33.7M148.3K
2.5%
−0.9%
Reduced · −1K sh
10Vanguard Index FDS
MCAP VL IDXVIP
$33.3M168.4K
2.5%
−1.6%
Reduced · −3K sh
11Vanguard Scottsdale FDS
VNG RUS1000GRW
$27.2M212.6K
2.0%
−1.9%
Reduced · −4K sh
12State STR SPDR S&P 500 ETF T
TR UNIT
$25.9M34.6K
1.9%
−3.5%
Reduced · −1K sh
13Vanguard Index FDS
MID CAP ETF
$25.7M319.4K
1.9%
+297%
Added · +239K sh
14Alphabet Inc
CAP STK CL A
$24.0M67.1K
1.8%
−3.1%
Reduced · −2K sh
15Ishares Inc
CORE MSCI EMKT
$21.9M264.8K
1.6%
−2.4%
Reduced · −6K sh
16Invesco Exch Traded FD TR II
INVESCO PHLX SM
$20.8M185.7K
1.6%
−2.5%
Reduced · −5K sh
17Vanguard Index FDS
MCAP GR IDXVIP
$19.6M64.1K
1.5%
−2.3%
Reduced · −2K sh
18American Centy ETF TR
MULTISECTOR
$19.2M438.7K
1.4%
+4.0%
Added · +17K sh
19Capital Grp Fixed Incm ETF T
CORE PLUS INCM
$19.1M855.4K
1.4%
+4.9%
Added · +40K sh
20Microsoft Corp
COM
$18.9M50.7K
1.4%
+0.1%
Added · +55 sh
21Meta Platforms Inc
CL A
$16.8M29.9K
1.3%
+0.1%
Added · +24 sh
22Pimco ETF TR
0-5 HIGH YIELD
$16.7M178.4K
1.3%
+3.2%
Added · +6K sh
23Amazon Com Inc
COM
$16.6M69.6K
1.2%
−0.4%
Reduced · −264 sh
24BlackRock ETF Trust II
ISHA FLEX IN ETF
$16.5M316.1K
1.2%
+3.8%
Added · +12K sh
25Invesco Exchange Traded FD T
S&P500 EQL TEC
$14.3M221.3K
1.1%
−3.0%
Reduced · −7K sh
26Hartford FDS Exchange Traded
TOTAL RTRN ETF
$14.2M422.0K
1.1%
+4.4%
Added · +18K sh
27Pimco ETF TR
SHTRM MUN BD ACT
$13.6M268.9K
1.0%
+0.2%
Added · +444 sh
28Ishares TR
CORE S&P SCP ETF
$13.5M91.2K
1.0%
−1.6%
Reduced · −2K sh
29J P Morgan Exchange Traded F
MUNICIPAL ETF
$13.4M265.5K
1.0%
+1.2%
Added · +3K sh
30New York Life Invts Active E
MACKAY MUN INTER
$12.5M514.7K
0.9%
+1.7%
Added · +8K sh
31Vanguard Scottsdale FDS
SHRT TRM CORP BD
$11.2M142.0K
0.8%
+3.4%
Added · +5K sh
32Fidelity Covington Trust
VLU FACTOR ETF
$9.3M119.0K
0.7%
+1.9%
Added · +2K sh
33American Centy ETF TR
DIVERSIFIED MU
$9.0M177.9K
0.7%
+0.4%
Added · +739 sh
34Putnam ETF Trust
BDC INCOME ETF
$8.9M326.7K
0.7%
−0.1%
Reduced · −440 sh
35Ishares TR
SHRT NAT MUN ETF
$8.4M79.0K
0.6%
+1.8%
Added · +1K sh
36Vaneck ETF Trust
BDC INCOME ETF
$8.2M643.8K
0.6%
−14%
Reduced · −106K sh
37Ishares TR
RUS MD CP GR ETF
$8.1M55.1K
0.6%
+3.6%
Added · +2K sh
38Visa Inc
COM CL A
$8.0M23.4K
0.6%
−0.3%
Reduced · −76 sh
39Mastercard Incorporated
CL A
$7.5M14.5K
0.6%
−0.2%
Reduced · −31 sh
40Trane Technologies PLC
SHS
$7.4M15.1K
0.6%
−0.8%
Reduced · −131 sh
41Twilio Inc
CL A
$7.2M35.1K
0.5%
−2.8%
Reduced · −1K sh
42United Rentals Inc
COM
$7.2M6.3K
0.5%
−1.4%
Reduced · −87 sh
43American Express Co
COM
$7.2M21.2K
0.5%
+0.2%
Added · +51 sh
44Vaneck FDS
EMER MARK BD ETF
$6.5M127.6K
0.5%
+2.9%
Added · +4K sh
45SPDR Series Trust
ST STR P500ETF
$6.4M73.1K
0.5%
−13%
Reduced · −11K sh
46Vanguard Index FDS
SMALL CP ETF
$6.3M20.9K
0.5%
+0.1%
Added · +20 sh
47Schwab Charles Corp
COM
$6.2M66.8K
0.5%
+0.1%
Added · +66 sh
48SLR Investment Corp
COM
$5.7M462.4K
0.4%
+30%
Added · +107K sh
49Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$5.6M79.0K
0.4%
−1.8%
Reduced · −1K sh
50Ishares TR
ISHARES SEMICDTR
$5.5M8.6K
0.4%
−4.1%
Reduced · −365 sh
Showing 50 of 173 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 12, 2026173$1.3B13F-HR
Q1 2026Mar 31, 2026May 11, 2026174$1.2B13F-HR
Q4 2025Dec 31, 2025Feb 6, 2026183$1.2B13F-HR
Q3 2025Sep 30, 2025Nov 7, 2025186$1.2B13F-HR
Q2 2025Jun 30, 2025Aug 8, 2025187$1.2B13F-HR
Q1 2025Mar 31, 2025May 12, 2025190$1.1B13F-HR
Q4 2024Dec 31, 2024Feb 11, 2025190$1.1B13F-HR
Q3 2024Sep 30, 2024Nov 8, 2024190$1.1B13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.