Arkolith/Funds/Kendall Capital Management

Kendall Capital Management

CIK 1731372
Holdings as of Jun 30, 2026·disclosed Aug 12, 2026·~43-day 13F lag·13F-HR
Active Filer

Kendall Capital Management holds a diversified book of 236 stocks worth $600.4M as of Q2 2026 (disclosed Aug 12, 2026, a ~43-day 13F lag). This quarter they opened ASML Holding NV-NY Reg SHS and trimmed Dell Technologies -C. Their largest long position is T.rowe PRC Small-Mid Cap ETF at 6% of the equity book.

Opened
71
bought for the first time
Added to
82
already held, bought more
Trimmed
100
sold some, still holds it
Sold out
17
exited the position entirely

Concentration

Top-heavy: diversified book

Top 5 holdings
22%
Top 10 holdings
35%
Top 20 holdings
48%

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

Direct sector allocation

65% mapped to company sectors

ETF / fund or unclassified
35%
Information Technology
20%
Industrials
15%
Financials
9%
Health Care
7%
Consumer Discretionary
6%
Communication Services
3%
Consumer Staples
1%

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 Kendall Capital Management

Manager / fundShared namesTheir $ in those
MORGAN STANLEY80 / 80$299.1B
BANK OF AMERICA CORP /DE/80 / 80$234.3B
WELLS FARGO & COMPANY/MN80 / 80$84.2B
UBS Group AG80 / 80$83.7B
ROYAL BANK OF CANADA80 / 80$80.0B
FMR LLC79 / 80$504.5B
JPMORGAN CHASE & CO79 / 80$296.6B
Bank of New York Mellon Corp79 / 80$112.3B

Ranked by how many of Kendall 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.

236 positions
#SecurityValueShares% PortLast moveHistory
1T. Rowe Price Small-Mid Cap ETF
SMALL MID CAP
$33.7M768.1K
5.6%
+3.6%
Added · +27K sh
2JPMorgan International Research Enhanced Equity ETF
INTRNL RES EQT
$28.9M349.8K
4.8%
+4.5%
Added · +15K sh
3Fidelity Enhanced Mid Cap ETF
ENH MID COR ETF
$27.1M666.9K
4.5%
21×
Added · +635K sh
4Dell Technologies Inc
CL C
$26.0M60.3K
4.3%
−5.7%
Reduced · −4K sh
5Broadcom Inc
COM
$17.3M45.7K
2.9%
+2.0%
Added · +920 sh
6Vanguard Growth Index Fund ETF
GROWTH ETF
$16.6M192.3K
2.8%
+530%
Added · +162K sh
7KLA Corp
COM NEW
$16.0M53.1K
2.7%
+833%
Added · +47K sh
8Avnet Inc
COM
$15.6M176.1K
2.6%
+4.3%
Added · +7K sh
9Vanguard Emerging Markets Stock ETF
FTSE EMR MKT ETF
$14.7M246.0K
2.4%
+6.3%
Added · +14K sh
10JPMorgan Ultra-Short Income ETF
ULTRA SHRT ETF
$14.1M279.0K
2.3%
+21%
Added · +48K sh
11Hewlett Packard Enterprise Co
COM
$10.6M234.4K
1.8%
−6.9%
Reduced · −17K sh
12Omnicom Group Inc
COM
$9.3M127.3K
1.5%
+25%
Added · +25K sh
13ACM Research Inc
COM CL A
$9.2M72.8K
1.5%
−12%
Reduced · −10K sh
14Vanguard Large-Cap ETF
LARGE CAP ETF
$7.6M22.1K
1.3%
~0%
Reduced · −5 sh
15Apple Inc
COM
$7.4M25.5K
1.2%
+21%
Added · +4K sh
16VSE Corp
COM
$7.4M32.2K
1.2%
−8.6%
Reduced · −3K sh
17Victory Capital Holdings Inc
COM CL A
$7.3M87.1K
1.2%
−2.1%
Reduced · −2K sh
18Alphabet Inc A
CAP STK CL A
$6.9M19.2K
1.1%
+1.1%
Added · +200 sh
19Celestica Inc
COM
$6.9M18.8K
1.1%
−8.7%
Reduced · −2K sh
20iShares Russell 2500 ETF
RUSEL 2500 ETF
$6.7M73.6K
1.1%
−79%
Reduced · −281K sh
21Federated Hermes Inc
CL B
$6.7M122.1K
1.1%
+27%
Added · +26K sh
22Vanguard Mid-Cap ETF
MID CAP ETF
$6.5M80.2K
1.1%
+300%
Added · +60K sh
23Abbvie Inc
COM
$6.2M24.8K
1.0%
−0.5%
Reduced · −127 sh
24FlexShares iBoxx 5-Yr Target Duration TIPS Index
IBOXX 5YR TRGT
$5.5M232.2K
0.9%
+20%
Added · +39K sh
25Cummins Inc
COM
$5.5M7.7K
0.9%
−2.5%
Reduced · −200 sh
26Vanguard Value Index Fund ETF
VALUE ETF
$5.5M25.2K
0.9%
+34%
Added · +6K sh
27Vanguard Total Stock Market ETF
TOTAL STK MKT
$5.4M14.7K
0.9%
+2.6%
Added · +379 sh
28Arrow Electronics Inc
COM
$5.3M24.9K
0.9%
−1.1%
Reduced · −270 sh
29John Wiley & Sons Inc Class A
CL A
$5.0M103.0K
0.8%
+15%
Added · +13K sh
30Nvidia Corp
COM
$5.0M24.7K
0.8%
+24%
Added · +5K sh
31Gen Digital Inc
COM
$4.9M197.6K
0.8%
−2.9%
Reduced · −6K sh
32Cencora Inc
COM
$4.9M17.3K
0.8%
+0.2%
Added · +30 sh
33Vanguard FTSE All-World ex-US ETF
ALLWRLD EX US
$4.9M58.1K
0.8%
+23%
Added · +11K sh
34Nexstar Media Group Inc
COMMON STOCK
$4.6M25.9K
0.8%
−11%
Reduced · −3K sh
35Equitable Holdings Inc
COM
$4.2M96.8K
0.7%
−3.1%
Reduced · −3K sh
36BorgWarner Inc
COM
$4.1M61.9K
0.7%
+8.4%
Added · +5K sh
37Bristol-Myers Squibb Co
COM
$4.0M69.2K
0.7%
+12%
Added · +8K sh
38Costamare Inc
SHS
$4.0M282.8K
0.7%
+9.8%
Added · +25K sh
39Mastercard Inc
CL A
$3.9M7.5K
0.6%
+8.3%
Added · +576 sh
40CDW Corp
COM
$3.6M25.5K
0.6%
−5.4%
Reduced · −1K sh
41Ryder System Inc
COM
$3.6M13.5K
0.6%
−2.2%
Reduced · −310 sh
42V2X Inc
COM
$3.5M46.6K
0.6%
+26%
Added · +9K sh
43Viatris Inc
COM
$3.5M217.4K
0.6%
+4.7%
Added · +10K sh
44iShares Micro-Cap ETF
MICRO-CAP ETF
$3.5M17.3K
0.6%
−0.9%
Reduced · −154 sh
45Travel and Leisure Co
COM
$3.4M44.6K
0.6%
+7.8%
Added · +3K sh
46Jackson Financial Inc
COM CL A
$3.3M32.5K
0.6%
−5.2%
Reduced · −2K sh
47Expedia Group Inc
COM NEW
$3.3M13.0K
0.6%
+0.2%
Added · +30 sh
48United Therapeutics Corp
COM
$3.2M5.9K
0.5%
−6.4%
Reduced · −400 sh
49Enova International Inc
COM
$3.1M12.9K
0.5%
+83%
Added · +6K sh
50Unum Group
COM
$2.8M31.7K
0.5%
−4.9%
Reduced · −2K sh
Showing 50 of 236 positions
Build

Build on this 13F portfolio

The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.

Build

Ask your agent what Kendall Capital Management owns

This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/funds/1731372/holdings"
Ask your agent
Use Arkolith to show Kendall Capital Management's latest
holdings, largest changes, and filing provenance.

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 12, 2026236$600.4M13F-HR
Q1 2026Mar 31, 2026Apr 24, 2026231$488.0M13F-HR
Q4 2025Dec 31, 2025Jan 16, 2026230$478.0M13F-HR
Q3 2025Sep 30, 2025Nov 13, 2025232$443.6M13F-HR
Q2 2025Jun 30, 2025Jul 16, 2025225$378.1M13F-HR
Q1 2025Mar 31, 2025Apr 25, 2025218$340.3M13F-HR
Q4 2024Dec 31, 2024Feb 7, 2025217$341.8M13F-HR
Q3 2024Sep 30, 2024Nov 8, 2024210$323.9M13F-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. Price-derived performance is withheld until the price-source policy and freshness gate are green.