Kendall Capital Management
Annual return '25
+17.9%
SPY '25
+17.7%
Alpha
+0.2ptsvs SPY
Invested
$488M
Holdings
233
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$TMSL
T. Rowe Price Small-Mid Cap ETF
Held since at least Q1 2024
5.6%
02
$SMMD
iShares Russell 2500 ETF
Held since at least Q1 2024
5.6%
03
$JIRE
JPMorgan International Research Enhanced Equity ETF
Held since at least Q1 2024
5.2%
04
$AMZN
AMAZON COM INC
Held since at least Q1 2024
3.4%
05
$AVGO
Broadcom Inc
Held since at least Q1 2024
2.8%
06
$VUG
Vanguard Growth Index Fund ETF
Held since at least Q1 2024
2.7%
07
$VWO
Vanguard Emerging Markets Stock ETF
Held since at least Q1 2024
2.6%
08
$JPST
JPMorgan Ultra-Short Income ETF
Held since at least Q1 2024
2.4%
09
$DELL
Dell Technologies Inc
Held since at least Q1 2024
2.2%
10
$AVT
Avnet Inc
Q1 2026: New position (206.1k shares)
2.1%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 19:12 UTC.