Kendall Capital Management 13F annual report
Kendall Capital Management is an investment fund managing more than $300 billion ran by Brian Mattox. There are currently 209 companies in Mr. Mattox’s portfolio. The largest investments include Ishares Russell 2500 Etf and Broadcom Inc, together worth $20.9 billion.
Limited to 30 biggest holdings
$300 billion Assets Under Management (AUM)
As of 5th August 2024, Kendall Capital Management’s top holding is 167,949 shares of Ishares Russell 2500 Etf currently worth over $10.5 billion and making up 3.5% of the portfolio value.
In addition, the fund holds 6,481 shares of Broadcom Inc worth $10.4 billion, whose value fell 88.3% in the past six months.
The third-largest holding is VSE worth $8.8 billion and the next is Jpmorgan Ultra Short Income Etf worth $7.81 billion, with 154,729 shares owned.
Currently, Kendall Capital Management's portfolio is worth at least $300 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Kendall Capital Management
The Kendall Capital Management office and employees reside in Rockville, Maryland. According to the last 13-F report filed with the SEC, Brian Mattox serves as the CCO at Kendall Capital Management.
Recent trades
In the most recent 13F filing, Kendall Capital Management revealed that it had opened a new position in
Ishares Core Msci Eafe Etf and bought 76,860 shares worth $5.58 billion.
The investment fund also strengthened its position in Ishares Russell 2500 Etf by buying
10,594 additional shares.
This makes their stake in Ishares Russell 2500 Etf total 167,949 shares worth $10.5 billion.
On the other hand, there are companies that Kendall Capital Management is getting rid of from its portfolio.
Kendall Capital Management closed its position in M.d.c Holding Inc on 12th August 2024.
It sold the previously owned 29,624 shares for $1.86 billion.
Brian Mattox also disclosed a decreased stake in VSE by approximately 0.1%.
This leaves the value of the investment at $8.8 billion and 99,650 shares.
One of the smaller hedge funds
The two most similar investment funds to Kendall Capital Management are New Harbor and Siena Capital Partners Gp. They manage $300 billion and $300 billion respectively.
Brian Mattox investment strategy
Kendall Capital Management’s portfolio is diversified across 13 sectors.
Currently, their heaviest sector is Technology — making up 20.7% of
the total portfolio value.
The fund focuses on investments in the United States as
62.2% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
30% of the total holdings value.
On the other hand, small-cap stocks make up only 1.0% of the portfolio.
The average market cap of the portfolio companies is close to $84.2 billion.
The complete list of Kendall Capital Management trades based on 13F SEC filings
These positions were updated on August 12th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Ishares Russell 2500 Etf |
6.73%
167,949
|
$10,513,598,000 | 3.51% |
| Broadcom Inc |
5.33%
6,481
|
$10,405,440,000 | 3.47% |
| VSE Corp. |
8.28%
99,650
|
$8,797,102,000 | 2.93% |
| Jpmorgan Ultra Short Income Etf |
8.04%
154,729
|
$7,809,173,000 | 2.60% |
| Omnicom Group, Inc. |
8.67%
80,440
|
$7,215,468,000 | 2.41% |
| Vanguard Growth Index Fund Etf |
16.47%
16,464
|
$6,157,701,000 | 2.05% |
| Avnet, Inc. |
21.23%
118,843
|
$6,119,226,000 | 2.04% |
| Kla-tencor Corp |
3.18%
7,035
|
$5,800,428,000 | 1.93% |
| Abbvie Inc |
0.38%
32,727
|
$5,613,335,000 | 1.87% |
| Ishares Core Msci Eafe Etf |
Opened
76,860
|
$5,583,110,000 | 1.86% |
| Vanguard Large-cap Etf |
0.47%
22,158
|
$5,531,080,000 | 1.84% |
| CDW Corp |
7.91%
24,301
|
$5,439,536,000 | 1.81% |
| Dell Technologies Inc |
5.86%
36,525
|
$5,037,163,000 | 1.68% |
| Vanguard Mid-cap Etf |
No change
19,889
|
$4,815,127,000 | 1.61% |
| Equitable Holdings, Inc. |
3.14%
112,729
|
$4,606,107,000 | 1.54% |
| Victory Capital Holdings Inc |
0.78%
94,949
|
$4,531,916,000 | 1.51% |
| Apple Inc |
0.15%
20,219
|
$4,258,547,000 | 1.42% |
| Costamare Inc |
4.07%
245,094
|
$4,026,894,000 | 1.34% |
| Hewlett Packard Enterprise Co |
15.62%
185,320
|
$3,923,224,000 | 1.31% |
| Cencora Inc. |
2.58%
17,084
|
$3,849,025,000 | 1.28% |
| Vanguard Total Stock Mkt Etf |
0.33%
14,079
|
$3,766,304,000 | 1.26% |
| Jackson Financial Inc |
1.72%
50,400
|
$3,742,704,000 | 1.25% |
| HP Inc |
10.33%
103,924
|
$3,639,418,000 | 1.21% |
| Flexshares Iboxx 5-yr Target Duration Tips Index |
11.23%
133,908
|
$3,133,447,000 | 1.04% |
| Alphabet Inc |
5.56%
15,770
|
$2,872,506,000 | 0.96% |
| Arrow Electronics Inc. |
0.87%
23,260
|
$2,808,878,000 | 0.94% |
| Mastercard Incorporated |
0.83%
6,101
|
$2,691,558,000 | 0.90% |
| Celestica, Inc. |
2.28%
44,455
|
$2,548,605,000 | 0.85% |
| Regeneron Pharmaceuticals, Inc. |
2.81%
2,417
|
$2,539,905,000 | 0.85% |
| John Wiley Sons Inc Cl A |
43.34%
60,317
|
$2,454,902,000 | 0.82% |
| Ishares Micro Cap Etf |
0.54%
20,760
|
$2,366,640,000 | 0.79% |
| Merck Co. , Inc. |
5.89%
18,955
|
$2,346,629,000 | 0.78% |
| Ryder System, Inc. |
0.87%
18,895
|
$2,340,713,000 | 0.78% |
| Hr Block Inc |
36.40%
42,290
|
$2,293,387,000 | 0.76% |
| Unum Group |
0.40%
43,595
|
$2,228,140,000 | 0.74% |
| Fiserv, Inc. |
1.57%
14,878
|
$2,217,417,000 | 0.74% |
| Cal-Maine Foods, Inc. |
1.71%
35,400
|
$2,163,294,000 | 0.72% |
| United Rentals, Inc. |
3.72%
3,314
|
$2,143,263,000 | 0.71% |
| Viatris Inc. |
9.96%
200,270
|
$2,128,870,000 | 0.71% |
| Kraft Heinz Co |
36.34%
64,045
|
$2,063,530,000 | 0.69% |
| Civitas Resources Inc Ord |
0.06%
29,880
|
$2,061,720,000 | 0.69% |
| Cummins Inc. |
11.04%
7,412
|
$2,052,605,000 | 0.68% |
| Gartner, Inc. |
21.75%
4,462
|
$2,003,706,000 | 0.67% |
| CSG Systems International Inc. |
0.64%
48,555
|
$1,999,009,000 | 0.67% |
| United Therapeutics Corporatio |
9.73%
6,202
|
$1,975,647,000 | 0.66% |
| Bristol-Myers Squibb Co. |
3.18%
46,942
|
$1,949,501,000 | 0.65% |
| O'reilly Automotive, Inc. |
0.81%
1,828
|
$1,930,478,000 | 0.64% |
| Federated Hermes Inc |
18.81%
58,230
|
$1,914,602,000 | 0.64% |
| M.d.c Holding Inc |
Closed
29,624
|
$1,863,646,000 | |
| Nexstar Media Group Inc |
23.48%
11,114
|
$1,845,035,000 | 0.62% |
| Ford Motor Co. |
1.39%
142,150
|
$1,782,561,000 | 0.59% |
| Capital Bancorp Inc Md |
Closed
84,190
|
$1,753,678,000 | |
| Accenture plc |
0.02%
5,580
|
$1,693,028,000 | 0.56% |
| Capital Bancorp Inc Md |
Opened
81,190
|
$1,664,395,000 | 0.55% |
| Upbound Group Inc |
0.39%
54,090
|
$1,660,563,000 | 0.55% |
| Penske Automotive Group Inc |
6.08%
11,140
|
$1,660,083,000 | 0.55% |
| Cisco Systems, Inc. |
0.08%
34,669
|
$1,647,124,000 | 0.55% |
| OneMain Holdings Inc |
6.45%
33,823
|
$1,640,077,000 | 0.55% |
| Autonation Inc. |
3.91%
10,075
|
$1,605,754,000 | 0.54% |
| Cboe Global Mkts Inc |
0.86%
9,410
|
$1,600,265,000 | 0.53% |
| Bunge Limited |
0.17%
14,470
|
$1,544,962,000 | 0.52% |
| BorgWarner Inc |
2.38%
47,290
|
$1,524,630,000 | 0.51% |
| HCA Healthcare Inc |
0.53%
4,725
|
$1,518,048,000 | 0.51% |
| Mckesson Corporation |
13.83%
2,510
|
$1,465,940,000 | 0.49% |
| Photronics, Inc. |
2.99%
58,035
|
$1,431,723,000 | 0.48% |
| Vanguard Ftse Emerg Mkts Etf |
0.79%
30,584
|
$1,338,356,000 | 0.45% |
| Sprouts Farmers Market Inc |
13.54%
15,960
|
$1,335,214,000 | 0.45% |
| Medpace Holdings Inc |
6.54%
3,215
|
$1,324,098,000 | 0.44% |
| Vanguard Small-cap Etf |
No change
6,025
|
$1,313,691,000 | 0.44% |
| First Trust Dow Jones Sel Microcap Etf |
No change
21,759
|
$1,304,243,000 | 0.43% |
| AMGEN Inc. |
9.19%
4,110
|
$1,284,170,000 | 0.43% |
| Cars.com |
8.16%
64,995
|
$1,280,402,000 | 0.43% |
| Taylor Morrison Home Corp. |
1.33%
22,675
|
$1,257,102,000 | 0.42% |
| Valero Energy Corp. |
2.30%
7,776
|
$1,218,966,000 | 0.41% |
| Builders Firstsource Inc |
3.94%
8,775
|
$1,214,548,000 | 0.40% |
| Ishares Russell 1000 Growth Etf |
14.41%
3,285
|
$1,197,415,000 | 0.40% |
| SLM Corp. |
0.88%
56,285
|
$1,170,165,000 | 0.39% |
| Cirrus Logic, Inc. |
13.76%
9,095
|
$1,161,068,000 | 0.39% |
| TEGNA Inc |
9.68%
81,537
|
$1,136,626,000 | 0.38% |
| Albertsons Co Shs Class |
1.23%
56,395
|
$1,113,801,000 | 0.37% |
| Johnson Johnson |
5.08%
7,543
|
$1,102,489,000 | 0.37% |
| Vistra Energy Corp |
8.98%
12,775
|
$1,098,395,000 | 0.37% |
| Organon Co |
20.88%
51,905
|
$1,074,434,000 | 0.36% |
| Cbre Group Inc- A |
2.31%
12,050
|
$1,073,776,000 | 0.36% |
| Stride Inc |
89.76%
14,820
|
$1,044,810,000 | 0.35% |
| Green Brick Partners, Inc. |
1.79%
17,883
|
$1,023,623,000 | 0.34% |
| Marriott International, Inc. |
9.11%
4,073
|
$984,729,000 | 0.33% |
| Microsoft Corporation |
4.99%
2,169
|
$969,435,000 | 0.32% |
| Discover Financial Services |
33.44%
7,365
|
$963,416,000 | 0.32% |
| Vista Outdoor Inc |
5.06%
24,913
|
$937,974,000 | 0.31% |
| Cohu, Inc. |
6.56%
28,045
|
$928,290,000 | 0.31% |
| Teekay Tankers Ltd |
31.52%
13,310
|
$915,861,000 | 0.31% |
| Jazz Pharmaceutical |
2.31%
8,449
|
$901,762,000 | 0.30% |
| Spdr Gold Minishares Etv |
11.36%
19,385
|
$893,455,000 | 0.30% |
| Expedia Group Inc |
8.70%
7,060
|
$889,489,000 | 0.30% |
| Meta Platforms Inc |
2.75%
1,753
|
$883,898,000 | 0.29% |
| Vanguard Total World Stock Etf |
0.01%
7,845
|
$883,582,000 | 0.29% |
| Ziff Davis Inc |
4.74%
15,788
|
$869,129,000 | 0.29% |
| Warrior Met Coal Inc |
0.65%
13,660
|
$857,438,000 | 0.29% |
| Comcast Corporation |
No change
21,518
|
$842,645,000 | 0.28% |
| Bloomin Brands Inc |
7.37%
43,255
|
$831,794,000 | 0.28% |
| Texas Instruments Inc. |
12.98%
4,170
|
$811,190,000 | 0.27% |
| AMN Healthcare Services Inc. |
14.45%
15,694
|
$804,004,000 | 0.27% |
| Fidelity National Information |
10.72%
10,665
|
$803,714,000 | 0.27% |
| Restaurant Brands International Inc |
7.05%
11,390
|
$801,514,000 | 0.27% |
| Apollo Global Management Inc |
No change
6,685
|
$789,298,000 | 0.26% |
| Wisdomtree Us Total Dividend Etf |
8.28%
11,080
|
$784,807,000 | 0.26% |
| Chord Energy Ord |
92.15%
4,650
|
$779,712,000 | 0.26% |
| Pricesmart Inc. |
41.42%
9,475
|
$769,370,000 | 0.26% |
| Lear Corp. |
81.27%
6,736
|
$769,319,000 | 0.26% |
| Flexshares Global Upstream Natural Resources Index Etf |
11.25%
18,896
|
$758,485,000 | 0.25% |
| National Fuel Gas Co. |
3.21%
13,680
|
$741,319,000 | 0.25% |
| Western Union Company |
12.36%
60,377
|
$737,807,000 | 0.25% |
| Ishares Residential Reits Etf |
10.83%
9,576
|
$737,263,000 | 0.25% |
| PBF Energy Inc |
1.06%
15,930
|
$733,099,000 | 0.24% |
| CVS Health Corp |
0.09%
12,090
|
$714,035,000 | 0.24% |
| Progress Software Corp. |
1.13%
13,140
|
$712,976,000 | 0.24% |
| Molson Coors Beverages Co B |
0.50%
14,010
|
$712,128,000 | 0.24% |
| Wabash National Corp. |
3.96%
31,525
|
$688,506,000 | 0.23% |
| Navient Corp |
6.94%
47,245
|
$687,887,000 | 0.23% |
| Norfolk Southern Corp. |
3.94%
3,191
|
$685,076,000 | 0.23% |
| Brighthouse Financial, Inc. |
No change
15,565
|
$674,587,000 | 0.22% |
| Altria Group Inc. |
No change
14,497
|
$660,338,000 | 0.22% |
| Corpay Inc |
1.06%
2,476
|
$659,631,000 | 0.22% |
| Owens Corning Fiberglas |
No change
3,790
|
$658,399,000 | 0.22% |
| Mueller Industries, Inc. |
No change
11,505
|
$655,095,000 | 0.22% |
| Affiliated Managers Group Inc. |
2.48%
4,135
|
$646,011,000 | 0.22% |
| Sp Global Inc |
4.97%
1,435
|
$640,010,000 | 0.21% |
| Group 1 Automotive, Inc. |
0.47%
2,140
|
$636,179,000 | 0.21% |
| Thor Industries, Inc. |
22.93%
6,435
|
$601,351,000 | 0.20% |
| Meritage Homes Corp. |
0.70%
3,540
|
$572,949,000 | 0.19% |
| Arbor Realty Trust Inc. |
1.56%
39,925
|
$572,924,000 | 0.19% |
| International Business Machine |
0.75%
3,289
|
$568,833,000 | 0.19% |
| Innoviva Inc |
No change
34,590
|
$567,276,000 | 0.19% |
| MaxLinear Inc |
28.10%
27,685
|
$557,576,000 | 0.19% |
| Ncr Voyix Corp |
26.75%
44,055
|
$544,079,000 | 0.18% |
| Deere Co |
3.56%
1,453
|
$542,884,000 | 0.18% |
| Caci International Inc. |
8.94%
1,219
|
$524,328,000 | 0.17% |
| Tapestry Inc |
16.24%
12,165
|
$520,540,000 | 0.17% |
| Ishares Sp Small-cap 600 Value Etf |
Opened
5,277
|
$513,294,000 | 0.17% |
| Evercore Inc |
27.58%
2,455
|
$511,696,000 | 0.17% |
| GMS Inc |
35.98%
6,330
|
$510,261,000 | 0.17% |
| Gilead Sciences, Inc. |
102.57%
7,317
|
$502,019,000 | 0.17% |
| Ishares Sp Small-cap 600 Growth Etf |
Opened
3,870
|
$497,024,000 | 0.17% |
| Veeco Instruments Inc |
No change
10,590
|
$494,659,000 | 0.16% |
| AES Corp. |
2.07%
25,972
|
$456,328,000 | 0.15% |
| Terex Corp. |
47.64%
8,305
|
$455,446,000 | 0.15% |
| Technology Select Sector Spdr Etf |
No change
1,913
|
$432,778,000 | 0.14% |
| Janus International Group Ord |
78.35%
34,055
|
$430,115,000 | 0.14% |
| Xperi Holding Corp |
7.34%
38,011
|
$425,153,000 | 0.14% |
| Vanguard Short-term Treasury Etf |
0.66%
7,250
|
$420,428,000 | 0.14% |
| Lam Research Corp. |
3.20%
387
|
$412,097,000 | 0.14% |
| LyondellBasell Industries NV |
No change
4,290
|
$410,381,000 | 0.14% |
| Radian Group, Inc. |
0.38%
13,115
|
$407,877,000 | 0.14% |
| ArcBest Corp |
Closed
2,860
|
$407,550,000 | |
| L3Harris Technologies Inc |
17.59%
1,805
|
$405,367,000 | 0.14% |
| Sanmina Corp |
13.74%
6,085
|
$403,131,000 | 0.13% |
| Powershares Sp 500 Low Volatility Etf |
29.14%
6,200
|
$402,690,000 | 0.13% |
| Beacon Roofing Supply Inc |
No change
4,435
|
$401,368,000 | 0.13% |
| Qualcomm, Inc. |
1.24%
1,990
|
$396,368,000 | 0.13% |
| Tko Group Holdings Class A |
9.69%
3,540
|
$382,285,000 | 0.13% |
| Hillenbrand Inc |
34.19%
9,190
|
$367,784,000 | 0.12% |
| Diodes, Inc. |
28.50%
5,105
|
$367,203,000 | 0.12% |
| Pfizer Inc. |
60.51%
13,100
|
$366,540,000 | 0.12% |
| Bancorp Inc. (The) |
Opened
9,390
|
$354,566,000 | 0.12% |
| Exxon Mobil Corp. |
34.88%
3,053
|
$351,461,000 | 0.12% |
| Union Pacific Corp. |
1.16%
1,532
|
$346,630,000 | 0.12% |
| Masco Corp. |
0.77%
5,135
|
$342,350,000 | 0.11% |
| Goldman Sachs BDC Inc |
Opened
22,545
|
$338,851,000 | 0.11% |
| D.R. Horton Inc. |
No change
2,293
|
$323,152,000 | 0.11% |
| Jpmorgan Chase Co. |
No change
1,596
|
$322,807,000 | 0.11% |
| Deluxe Corp. |
Opened
14,260
|
$320,280,000 | 0.11% |
| Medifast Inc |
Closed
8,330
|
$319,206,000 | |
| Masonite Intl Corp |
Closed
2,425
|
$318,766,000 | |
| FS KKR Capital Corp |
Opened
16,080
|
$317,258,000 | 0.11% |
| Qorvo Inc |
No change
2,660
|
$308,666,000 | 0.10% |
| Astrazeneca plc |
1.26%
3,911
|
$305,019,000 | 0.10% |
| Ultra Clean Hldgs Inc |
8.87%
6,215
|
$304,535,000 | 0.10% |
| Hibbett Sports Inc |
3.06%
3,480
|
$303,491,000 | 0.10% |
| ACM Research Inc |
Opened
13,160
|
$303,470,000 | 0.10% |
| Malibu Boats Inc |
9.59%
8,628
|
$302,325,000 | 0.10% |
| UGI Corp. |
20.52%
13,070
|
$299,303,000 | 0.10% |
| Winnebago Industries, Inc. |
Closed
3,900
|
$288,600,000 | |
| Magna International Inc. |
20.31%
6,790
|
$284,501,000 | 0.09% |
| Berkshire Hathaway Inc. |
2.79%
698
|
$283,946,000 | 0.09% |
| Patrick Industries, Inc. |
1.88%
2,610
|
$283,316,000 | 0.09% |
| NortonLifeLock Inc |
0.35%
11,245
|
$280,900,000 | 0.09% |
| Chevron Corp. |
No change
1,788
|
$279,679,000 | 0.09% |
| Stryker Corp. |
No change
782
|
$266,076,000 | 0.09% |
| Ishares Russell 1000 Etf |
No change
882
|
$262,430,000 | 0.09% |
| KB Home |
No change
3,730
|
$261,771,000 | 0.09% |
| Cardinal Health, Inc. |
14.68%
2,615
|
$257,107,000 | 0.09% |
| Allison Transmission Holdings Inc |
No change
3,360
|
$255,024,000 | 0.09% |
| J.M. Smucker Co. |
15.88%
2,330
|
$254,063,000 | 0.08% |
| Darling Ingredients Inc |
4.16%
6,905
|
$253,759,000 | 0.08% |
| Oracle Corp. |
No change
1,788
|
$252,466,000 | 0.08% |
| Ishares Russell Mid Growth Etf |
5.95%
2,276
|
$251,157,000 | 0.08% |
| Novartis AG |
3.14%
2,345
|
$249,649,000 | 0.08% |
| Vanguard Real Estate Index Fund Etf |
No change
2,961
|
$248,013,000 | 0.08% |
| Wal-mart Stores Inc |
No change
3,660
|
$247,819,000 | 0.08% |
| United Continental Holdings, Inc. |
Opened
5,080
|
$247,193,000 | 0.08% |
| Sanofi S.a. |
No change
5,080
|
$246,482,000 | 0.08% |
| Carlyle Group Lp |
Closed
5,170
|
$242,525,000 | |
| Global Payments, Inc. |
1.20%
2,473
|
$239,139,000 | 0.08% |
| Caterpillar Inc. |
No change
714
|
$237,833,000 | 0.08% |
| Nomad Foods Ltd |
Opened
14,065
|
$231,791,000 | 0.08% |
| Att Inc. |
Closed
12,968
|
$228,237,000 | |
| Park Hotels And Resorts Inc |
11.03%
15,095
|
$226,123,000 | 0.08% |
| Walgreens Boots Alliance Inc |
Closed
10,296
|
$223,320,000 | |
| Intel Corp. |
Closed
4,947
|
$218,496,000 | |
| Icon Plc |
No change
693
|
$217,235,000 | 0.07% |
| Brookfield Infrastructure Corporation |
Closed
5,890
|
$212,276,000 | |
| Visa Incorporation |
Closed
758
|
$211,543,000 | |
| Schwab Fundamental Us Broad Market Etf |
Closed
3,149
|
$208,653,000 | |
| Polaris Industries |
11.60%
2,630
|
$205,955,000 | 0.07% |
| CSX Corp. |
No change
6,144
|
$205,517,000 | 0.07% |
| Service Properties Trust |
11.98%
39,730
|
$204,212,000 | 0.07% |
| Wk Kellogg Co |
0.92%
10,825
|
$178,180,000 | 0.06% |
| AMC Networks Inc |
No change
17,015
|
$164,365,000 | 0.05% |
| Medical Properties Trust Inc |
27.98%
21,875
|
$94,281,000 | 0.03% |
| Bausch Health Companies Inc |
Opened
12,550
|
$87,474,000 | 0.03% |
| Basanite Inc |
No change
31,000
|
$333,000 | 0.00% |
| No transactions found | |||
| Showing first 500 out of 222 holdings | |||
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