Stock Taper 
KENDALL CAPITAL MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Fiserv, Inc. | FISV | 4.69K | $230.04K |
 CSX Corporation | CSX | 4.8K | $228.33K |
 Constellation Brands, Inc. | STZ | 5.14K | $715.34K |
 Sanmina Corporation | SANM | 5.24K | $1.32M |
 Valero Energy Corporation | VLO | 5.45K | $1.42M |
 United Airlines Holdings, Inc. | UAL | 5.53K | $752.02K |
 Bunge Global S.A. | BG | 5.55K | $592.88K |
 Fidelity National Information Services, Inc. | FIS | 5.62K | $218.51K |
 United Therapeutics Corporation | UTHR | 5.88K | $3.19M |
 Global Payments Inc. | GPN | 6.07K | $440.66K |
 Marriott International, Inc. | MAR | 6.44K | $2.39M |
 Harmony Biosciences Holdings, Inc. | HRMY | 7.19K | $261.79K |
 Penske Automotive Group, Inc. | PAG | 7.28K | $1.3M |
 ANI Pharmaceuticals, Inc. | ANIP | 7.39K | $612.16K |
 Mueller Industries, Inc. | MLI | 7.51K | $923.82K |
 The J. M. Smucker Company | SJM | 7.54K | $848.81K |
 Mastercard Incorporated | MA | 7.55K | $3.88M |
 AutoNation, Inc. | AN | 7.66K | $1.42M |
 Cummins Inc. | CMI | 7.73K | $5.51M |
 Johnson & Johnson | JNJ | 8.14K | $2.07M |