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| Happy Holidays!! thanks for using AUM13F!! |
| Kendall Capital Management
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| CRD # | 134740 |
| SEC # | 801-78634 |
| CIK # | 0001731372 |
| AUM | $604.1 M (2025-03-18) |
| Employees | 10 (60% Investors, 0% Brokers) |
| Phone | 301-838-9110 |
| Address | 2000 Tower Oaks Boulevard Rockville, MD 20852 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001731372 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Broadcom Inc | 14.9 | ||
| Avnet Inc | 7.9 | ||
| VSE Corp | 7.1 | ||
| AXA Equitable Holdings Inc | 6.6 | ||
| Denali Holding Inc | 6.3 | ||
| Omnicom Group Inc | 6.0 | ||
| KLA Tencor Corp | 5.8 | ||
| Victory Capital Holdings Inc | 5.7 | ||
| Amerisourcebergen Corp | 5.4 | ||
| CDW Corp | 5.2 | ||
| Celestica Inc | 5.2 | ||
| AbbVie Inc | 5.0 | ||
| Apple Inc | 4.5 | ||
| Hewlett Packard Enterprise Co | 4.4 | ||
| Wiley John & Sons Inc | 4.2 | ||
| CSG Systems International Inc | 3.9 | ||
| Jackson Financial Inc | 3.7 | ||
| Mastercard Inc | 3.5 | ||
| Alphabet Inc | 3.5 | ||
| K12 Inc | 3.5 | ||
| H&R Block Inc | 3.4 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 139 | 71.1 |
| (b) Individuals (high net worth individuals) | 185 | 527.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 1.8 |
| (h) Charitable organizations | 0 | 3.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,415 | 604.1 |
| By Discretionary | ||
| Discretionary | 1,415 | 604.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,415 | 604.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 604.1 | |
| Total | 1,415 | 604.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001731372] |
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|---|---|---|
|
Heron Bay Capital Management LLC
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MI | 0.6 |
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Marietta Investment Partners LLC
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WI | 0.6 |
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ARK & TLK Investments LLC
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OK | 0.6 |
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Sensible Money LLC
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AZ | 0.6 |
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Safeguard Investment Advisory Group LLC
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CA | 0.6 |
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Oak Hill Wealth Advisors LLC
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VA | 0.6 |
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Tradewinds Capital Management LLC
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WA | 0.6 |
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Little House Capital LLC
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MA | 0.6 |
|
SkyOak Wealth LLC
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MI | 0.6 |
|
Truvestments Capital LLC
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FL | 0.6 |