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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 5 of 9  ·  174 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 AZO AUTOZONE INC Consumer Cyclical 863.0 $2.9M 0.24% +6.0 +0.7% $3377.78 -10.4%
82 CRM SALESFORCE INC Technology 15,519.0 $2.9M 0.24% -184.0 -1.2% $186.67 -4.9%
83 VRTX VERTEX PHARMACEUTICALS INC Healthcare 6,461.0 $2.9M 0.24% $446.54 -2.1%
84 FBRT FRANKLIN BSP RLTY TR INC Real Estate 338,294.0 $2.9M 0.24% -7K -1.9% $8.49 +1.4%
85 BERKSHIRE HATHAWAY INC DEL 5,978.0 $2.9M 0.24% $479.20
86 DIS DISNEY WALT CO Communication Services 28,433.0 $2.7M 0.23% $96.38 +8.1%
87 SCHG SCHWAB STRATEGIC TR 93,826.0 $2.7M 0.23% -10K -9.6% $29.13 +18.7%
88 IYW ISHARES TR 14,419.0 $2.6M 0.22% -1K -8.2% $181.42 +35.8%
89 TJX TJX COS INC NEW Consumer Cyclical 16,037.0 $2.6M 0.21% $159.71 -1.7%
90 KREF KKR REAL ESTATE FIN TR INC Real Estate 410,742.0 $2.5M 0.21% -7K -1.8% $6.12 +8.8%
91 HUBB HUBBELL INC Industrials 5,047.0 $2.5M 0.21% -57.0 -1.1% $490.83 -1.3%
92 CIBR FIRST TR EXCHANGE-TRADED FD 34,752.0 $2.2M 0.18% +12K +53.6% $62.68 +30.9%
93 GNRC GENERAC HLDGS INC Industrials 10,620.0 $2.1M 0.17% $195.33 +43.6%
94 UBER UBER TECHNOLOGIES INC Technology 28,328.0 $2.0M 0.17% +182.0 +0.7% $71.93 -1.7%
95 CBRE CBRE GROUP INC Real Estate 14,206.0 $1.9M 0.16% +5K +57.6% $135.46 -3.9%
96 JEF JEFFERIES FINANCIAL GROUP IN Financial Services 46,625.0 $1.9M 0.16% $41.27 +26.4%
97 SCM STELLUS CAP INVT CORP Financial Services 206,416.0 $1.9M 0.16% -8K -3.7% $9.21 -0.9%
98 DLR DIGITAL RLTY TR INC Real Estate 10,372.0 $1.9M 0.16% +52.0 +0.5% $180.22 +6.4%
99 MAR MARRIOTT INTL INC NEW Consumer Cyclical 5,505.0 $1.8M 0.15% -52.0 -0.9% $327.11 +18.0%
100 IJH ISHARES TR 25,214.0 $1.7M 0.14% -308.0 -1.2% $67.53 +10.1%
Page 5 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%