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Portfolio (Quarterly) Guide ↗

CONDOR CAPITAL MANAGEMENT

· CIK 0001082491
13F Portfolio $1.2B AUM 174 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 5 New 53 Added 80 Reduced 14 Exited
Page 4 of 9  ·  174 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 CCAP CRESCENT CAP BDC INC Financial Services 345,826.0 $4.2M 0.35% -21K -5.7% $12.15 -6.3%
62 PH PARKER-HANNIFIN CORP Industrials 4,511.0 $4.0M 0.34% -1K -22.0% $895.38 -4.3%
63 LOW LOWES COS INC Consumer Cyclical 17,064.0 $4.0M 0.34% -3K -16.7% $236.28 -7.9%
64 ARCC ARES CAPITAL CORP Financial Services 219,373.0 $4.0M 0.33% -13K -5.4% $18.02 +4.9%
65 SMB VANECK ETF TRUST 227,866.0 $3.9M 0.33% +6K +2.7% $17.30 -0.1%
66 LHX L3HARRIS TECHNOLOGIES INC Industrials 11,223.0 $3.9M 0.32% -244.0 -2.1% $345.18 -10.2%
67 SCHF SCHWAB STRATEGIC TR 154,595.0 $3.8M 0.32% -2K -1.6% $24.75 +11.6%
68 BLUE OWL CAPITAL CORPORATION 326,884.0 $3.6M 0.30% -18K -5.3% $11.06
69 IVV ISHARES TR 5,508.0 $3.6M 0.30% -164.0 -2.9% $653.30 +15.5%
70 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 3,549.0 $3.5M 0.29% $996.52 +1.1%
71 HD HOME DEPOT INC Consumer Cyclical 10,743.0 $3.5M 0.29% -2K -17.1% $328.92 -3.6%
72 SYK STRYKER CORPORATION Healthcare 10,692.0 $3.5M 0.29% $328.60 -7.0%
73 GD GENERAL DYNAMICS CORP Industrials 9,577.0 $3.3M 0.28% -104.0 -1.1% $343.24 +0.0%
74 JNJ JOHNSON & JOHNSON Healthcare 13,327.0 $3.3M 0.27% -217.0 -1.6% $244.45 -5.2%
75 IWS ISHARES TR 21,916.0 $3.2M 0.27% $145.74 +9.8%
76 TDY TELEDYNE TECHNOLOGIES INC Technology 5,190.0 $3.1M 0.26% -31.0 -0.6% $605.01 +2.0%
77 LMBS FIRST TR EXCHANGE-TRADED FD 62,696.0 $3.1M 0.26% +10K +20.0% $49.81 -0.2%
78 SCHX SCHWAB STRATEGIC TR 120,342.0 $3.1M 0.26% -12K -9.0% $25.64 +15.2%
79 WMT WALMART INC Consumer Defensive 24,812.0 $3.1M 0.26% -7K -21.2% $124.28 -4.5%
80 SOXX ISHARES TR 8,929.0 $2.9M 0.24% -285.0 -3.1% $328.70 +71.1%
Page 4 of 9  ·  174 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 28.9%
Technology 20.4%
Communication Services 16.8%
Consumer Cyclical 10.1%
Industrials 9.5%
Real Estate 6.6%
Healthcare 5.4%
Consumer Defensive 2.3%
Utilities 0.1%