Stock Taper 
KENDALL CAPITAL MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Innoviva, Inc. | INVA | 38.58K | $876.15K |
 Goldman Sachs BDC, Inc. | GSBD | 38.67K | $366.64K |
 Nomad Foods Limited | NOMD | 40.41K | $442.44K |
 Hamilton Insurance Group, Ltd. | HG | 40.47K | $1.37M |
 Photronics, Inc. | PLAB | 44.03K | $1.43M |
 Travel + Leisure Co. | TNL | 44.6K | $3.41M |
 Broadcom Inc. | AVGO | 45.72K | $17.27M |
 V2X, Inc. | VVX | 46.59K | $3.47M |
 SLM Corporation | SLM | 48.06K | $1.25M |
 Pfizer Inc. | PFE | 49.55K | $1.19M |
 GSK plc | GSK | 50.94K | $2.67M |
 H&R Block, Inc. | HRB | 53K | $2.02M |
 KLA Corporation | KLAC | 53.14K | $16.03M |
 Comcast Corporation | CMCSA | 55K | $1.35M |
 Upbound Group, Inc. | UPBD | 58.13K | $1.23M |
 Dell Technologies Inc. | DELL | 60.28K | $26.01M |
 UGI Corporation | UGI | 61.58K | $2.13M |
 BorgWarner Inc. | BWA | 61.88K | $4.11M |
 Bristol-Myers Squibb Company | BMY | 69.15K | $3.98M |
 ACM Research, Inc. | ACMR | 72.82K | $9.24M |