Kendall Capital Management
RIA/Wealth
Kendall Capital Management is a RIA/Wealth based in Rockville, MD led by Clark Alan Kendall, reporting $604.1M in AUM as of Q3 2025 with 32% ETF concentration.
CEOClark Alan Kendall
- Portfolio Value
- $443.6M
- Positions
- 231
- Top Holding
- SMMD at 5.51%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Kendall Capital Management's portfolio (31.3% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $24.4M | 5.51% | +$1.5M Bought | — 331.3K shares | |
ETF ETF | $22.3M | 5.03% | +$4.3M Bought | — 303.3K shares | |
ETF ETF | $22.0M | 4.95% | +$22.0M New | — 624.6K shares | |
Semiconductors Technology | $17.3M | 3.91% | -$497.2K Sold | 0.00% 52.5K shares | |
ETF ETF | $11.9M | 2.69% | +$875.8K Bought | — 24.9K shares | |
ETF ETF | $9.9M | 2.23% | +$61.3K Bought | — 195.1K shares | |
Technology Distributors Technology | $8.2M | 1.84% | +$352.9K Bought | 0.19% 156.2K shares | |
Aerospace & Defense Industrials | $7.8M | 1.77% | -$1.2M Sold | 0.23% 47.2K shares | |
Computer Hardware Technology | $7.5M | 1.68% | +$181.5K Bought | 0.01% 52.6K shares | |
Hardware, Equipment & Parts Technology | $7.3M | 1.65% | -$847.1K Sold | 0.03% 29.8K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Kendall Capital Management's latest filing
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Market Value
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Net Flows % of MV
Turnover Ratio
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Reduced Holdings
Increased Positions
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Kendall Capital Management
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