CONDOR CAPITAL MANAGEMENT

data from 30/09/2025

Capitalization

$ 1.220 B 5.81 %

Average holding period

24 ans

Performance

$ 886.068 M 182 746.17 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in CONDOR CAPITAL MANAGEMENT

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 VOO VANGUARD INDEX FDS 11.54% 140.804 M $ 229929 2016/06/30 10.049 M $ 7.81 %
2025/09/30 VUG VANGUARD INDEX FDS 5.57% 68.004 M $ 141790 2008/03/31 5.837 M $ 9.40 %
2025/09/30 VTV VANGUARD INDEX FDS 5.46% 66.564 M $ 356932 2013/09/30 3.399 M $ 5.52 %
2025/09/30 IEFA ISHARES TR 3.81% 46.537 M $ 533004 2018/12/31 1.607 M $ 4.59 %
2025/09/30 VONV VANGUARD SCOTTSDALE FDS 2.81% 34.301 M $ 383809 2013/06/30 1.577 M $ 4.88 %
2025/09/30 AAPL APPLE INC 2.81% 34.285 M $ 134646 2007/09/30 6.854 M $ 24.11 %
2025/09/30 IWF ISHARES TR 2.71% 33.013 M $ 70479 2019/12/31 2.977 M $ 10.32 %
2025/09/30 IVE ISHARES TR 2.56% 31.283 M $ 151482 2013/09/30 1.647 M $ 5.67 %
2025/09/30 VOE VANGUARD INDEX FDS 2.52% 30.687 M $ 175774 2008/03/31 1.928 M $ 6.15 %
2025/09/30 VONG VANGUARD SCOTTSDALE FDS 2.19% 26.777 M $ 222218 2020/03/31 2.517 M $ 10.35 %
2025/09/30 MSFT MICROSOFT CORP 2.10% 25.667 M $ 49554 2014/09/30 1.022 M $ 4.13 %
2025/09/30 SPY SPDR S&P 500 ETF TR 2.00% 24.433 M $ 36676 2007/09/30 2.163 M $ 7.82 %
2025/09/30 VO VANGUARD INDEX FDS 1.95% 23.847 M $ 81182 2017/03/31 1.196 M $ 4.97 %
2025/09/30 GOOGL ALPHABET INC 1.80% 21.962 M $ 90343 2015/12/31 6.449 M $ 37.94 %
2025/09/30 META META PLATFORMS INC 1.77% 21.626 M $ 29448 2015/09/30 -110.802 K $ -0.50 %
2025/09/30 VOT VANGUARD INDEX FDS 1.76% 21.509 M $ 73213 2008/06/30 740.738 K $ 3.31 %
2025/09/30 IEMG ISHARES INC 1.44% 17.545 M $ 266161 2018/12/31 1.580 M $ 9.81 %
2025/09/30 MUSI AMERICAN CENTY ETF TR 1.44% 17.511 M $ 394163 2023/12/31 132.512 K $ 0.77 %
2025/09/30 CGCP CAPITAL GRP FIXED INCM ETF T 1.43% 17.430 M $ 767165 2023/12/31 165.930 K $ 0.98 %
2025/09/30 AMZN AMAZON COM INC 1.27% 15.484 M $ 70519 2016/09/30 12.913 K $ 0.08 %
2025/09/30 HYS PIMCO ETF TR 1.25% 15.220 M $ 159069 2018/12/31 102.061 K $ 0.71 %
2025/09/30 BINC BLACKROCK ETF TRUST II 1.22% 14.851 M $ 278938 2025/03/31 106.715 K $ 0.76 %
2025/09/30 JMUB J P MORGAN EXCHANGE TRADED F 1.08% 13.212 M $ 261774 2022/06/30 215.991 K $ 1.67 %
2025/09/30 SMMU PIMCO ETF TR 1.08% 13.117 M $ 259392 2021/12/31 103.890 K $ 0.80 %
2025/09/30 HTRB HARTFORD FDS EXCHANGE TRADED 1.06% 12.953 M $ 377736 2023/12/31 156.484 K $ 1.24 %
2025/09/30 BIZD VANECK ETF TRUST 1.04% 12.729 M $ 851982 2020/06/30 -1.113 M $ -8.23 %
2025/09/30 MMIT NEW YORK LIFE INVTS ACTIVE E 0.95% 11.606 M $ 477614 2025/06/30 207.770 K $ 1.89 %
2025/09/30 IJR ISHARES TR 0.91% 11.045 M $ 92944 2007/09/30 900.060 K $ 8.73 %
2025/09/30 RSPT INVESCO EXCHANGE TRADED FD T 0.87% 10.618 M $ 238180 2018/06/30 921.385 K $ 9.32 %
2025/09/30 VCSH VANGUARD SCOTTSDALE FDS 0.87% 10.583 M $ 132403 2018/12/31 56.165 K $ 0.54 %
2025/09/30 HEDJ WISDOMTREE TR 0.71% 8.635 M $ 171336 2013/06/30 385.561 K $ 4.74 %
2025/09/30 TAXF AMERICAN CENTY ETF TR 0.69% 8.359 M $ 166418 2021/06/30 213.300 K $ 2.66 %
2025/09/30 MA MASTERCARD INCORPORATED 0.68% 8.331 M $ 14645 2009/06/30 102.115 K $ 1.22 %
2025/09/30 V VISA INC 0.66% 8.049 M $ 23577 2009/06/30 -327.724 K $ -3.85 %
2025/09/30 SUB ISHARES TR 0.66% 7.992 M $ 74842 2018/12/31 32.445 K $ 0.41 %
2025/09/30 FVAL FIDELITY COVINGTON TRUST 0.63% 7.651 M $ 111090 2020/06/30 547.475 K $ 7.83 %
2025/09/30 SPLG SPDR SERIES TRUST 0.63% 7.642 M $ 97554 2018/03/31 174.392 K $ 7.77 %
2025/09/30 IWP ISHARES TR 0.59% 7.139 M $ 50126 2020/06/30 220.871 K $ 2.69 %
2025/09/30 AXP AMERICAN EXPRESS CO 0.58% 7.093 M $ 21355 2018/09/30 283.923 K $ 4.13 %
2025/09/30 URI UNITED RENTALS INC 0.57% 6.974 M $ 7305 2022/03/31 1.498 M $ 26.71 %
2025/09/30 TT TRANE TECHNOLOGIES PLC 0.53% 6.465 M $ 15321 2020/03/31 -239.289 K $ -3.53 %
2025/09/30 SOXQ INVESCO EXCH TRADED FD TR II 0.50% 6.118 M $ 122061 2024/12/31 438.272 K $ 14.80 %
2025/09/30 HCA HCA HEALTHCARE INC 0.50% 6.045 M $ 14183 2014/09/30 619.174 K $ 11.25 %
2025/09/30 TRTX TPG RE FIN TR INC 0.46% 5.663 M $ 661623 2024/09/30 521.252 K $ 10.88 %
2025/09/30 SCHW SCHWAB CHARLES CORP 0.46% 5.613 M $ 58794 2017/06/30 252.886 K $ 4.64 %
2025/09/30 VB VANGUARD INDEX FDS 0.45% 5.489 M $ 21587 2009/09/30 371.015 K $ 7.30 %
2025/09/30 SLRC SLR INVESTMENT CORP 0.44% 5.374 M $ 351469 2024/06/30 -290.547 K $ -5.27 %
2025/09/30 HD HOME DEPOT INC 0.43% 5.291 M $ 13058 2009/12/31 505.313 K $ 10.51 %
2025/09/30 PBDC PUTNAM ETF TRUST 0.43% 5.258 M $ 165458 2024/06/30 -328.036 K $ -6.09 %
2025/09/30 LOW LOWES COS INC 0.43% 5.220 M $ 20770 2012/03/31 626.100 K $ 13.27 %
2025/09/30 MFIC MIDCAP FINANCIAL INVSTMNT CO 0.42% 5.148 M $ 429367 2020/12/31 -260.111 K $ -4.99 %
2025/09/30 JPM JPMORGAN CHASE & CO. 0.42% 5.140 M $ 16294 2005/12/31 415.924 K $ 8.80 %
2025/09/30 FBRT FRANKLIN BSP RLTY TR INC 0.42% 5.136 M $ 472902 2024/09/30 73.529 K $ 1.59 %
2025/09/30 EFG ISHARES TR 0.41% 5.054 M $ 44381 2020/06/30 84.746 K $ 1.68 %
2025/09/30 GBDC GOLUB CAP BDC INC 0.41% 4.990 M $ 364469 2020/06/30 -337.068 K $ -6.55 %
2025/09/30 VEA VANGUARD TAX-MANAGED FDS 0.41% 4.962 M $ 82802 2020/06/30 239.615 K $ 5.10 %
2025/09/30 ARCC ARES CAPITAL CORP 0.39% 4.701 M $ 230349 2020/09/30 -349.662 K $ -7.06 %
2025/09/30 FSMB FIRST TR EXCH TRADED FD III 0.39% 4.698 M $ 233955 2021/03/31 39.538 K $ 0.85 %
2025/09/30 CCAP CRESCENT CAP BDC INC 0.38% 4.661 M $ 326859 2022/03/31 49.238 K $ 1.13 %
2025/09/30 PH PARKER-HANNIFIN CORP 0.37% 4.533 M $ 5979 2024/09/30 363.093 K $ 8.54 %
2025/09/30 GS GOLDMAN SACHS GROUP INC 0.35% 4.266 M $ 5356 2005/12/31 482.072 K $ 12.52 %
2025/09/30 OBDC BLUE OWL CAPITAL CORPORATION 0.34% 4.122 M $ 322788 2020/06/30 -493.341 K $ -10.95 %
2025/09/30 SYK STRYKER CORPORATION 0.33% 4.009 M $ 10843 2022/12/31 -284.236 K $ -6.56 %
2025/09/30 IVV ISHARES TR 0.32% 3.859 M $ 5766 2011/06/30 283.720 K $ 7.79 %
2025/09/30 BXMT BLACKSTONE MTG TR INC 0.32% 3.845 M $ 208839 2024/09/30 -165.447 K $ -4.36 %
2025/09/30 GOOG ALPHABET INC 0.31% 3.838 M $ 15757 2015/12/31 1.125 M $ 37.30 %
2025/09/30 SMB VANECK ETF TRUST 0.31% 3.819 M $ 219258 2018/12/31 34.431 K $ 0.93 %
2025/09/30 TWLO TWILIO INC 0.31% 3.796 M $ 37928 2025/03/31 -932.016 K $ -19.52 %
2025/09/30 CRM SALESFORCE INC 0.31% 3.789 M $ 15986 2023/12/31 -572.324 K $ -13.09 %
2025/09/30 SCHF SCHWAB STRATEGIC TR 0.31% 3.749 M $ 161027 2011/06/30 191.178 K $ 5.34 %
2025/09/30 AZO AUTOZONE INC 0.30% 3.694 M $ 861 2024/09/30 506.336 K $ 15.57 %
2025/09/30 LHX L3HARRIS TECHNOLOGIES INC 0.29% 3.524 M $ 11539 2019/12/31 637.705 K $ 21.75 %
2025/09/30 SCHX SCHWAB STRATEGIC TR 0.29% 3.511 M $ 133284 2011/12/31 255.979 K $ 7.77 %
2025/09/30 SPG SIMON PPTY GROUP INC NEW 0.28% 3.472 M $ 18501 2020/12/31 742.150 K $ 16.74 %
2025/09/30 IYW ISHARES TR 0.28% 3.395 M $ 17333 2014/12/31 415.046 K $ 13.04 %
2025/09/30 KREF KKR REAL ESTATE FIN TR INC 0.28% 3.367 M $ 374058 2024/09/30 79.263 K $ 2.62 %
2025/09/30 GD GENERAL DYNAMICS CORP 0.28% 3.357 M $ 9844 2023/12/31 490.735 K $ 16.92 %
2025/09/30 SCHG SCHWAB STRATEGIC TR 0.27% 3.322 M $ 104101 2012/03/31 287.506 K $ 9.24 %
2025/09/30 WMT WALMART INC 0.27% 3.294 M $ 31957 2025/03/31 170.016 K $ 5.40 %
2025/09/30 DIS DISNEY WALT CO 0.27% 3.275 M $ 28599 2016/03/31 -278.471 K $ -7.67 %
2025/09/30 COST COSTCO WHSL CORP NEW 0.27% 3.263 M $ 3525 2009/06/30 -229.458 K $ -6.50 %
2025/09/30 UNP UNION PAC CORP 0.27% 3.235 M $ 13688 2011/03/31 87.305 K $ 2.73 %
2025/09/30 TDY TELEDYNE TECHNOLOGIES INC 0.26% 3.214 M $ 5484 2025/09/30 0.000 $ 0.00 %
2025/09/30 JEF JEFFERIES FINL GROUP INC 0.26% 3.125 M $ 47765 2024/09/30 514.052 K $ 19.62 %
2025/09/30 IWS ISHARES TR 0.25% 3.073 M $ 21999 2020/03/31 164.545 K $ 5.70 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 0.25% 3.007 M $ 5982 2010/03/31 101.633 K $ 3.49 %
2025/09/30 UBER UBER TECHNOLOGIES INC 0.23% 2.775 M $ 28329 2024/12/31 135.448 K $ 5.01 %
2025/09/30 SCM STELLUS CAP INVT CORP 0.22% 2.649 M $ 202846 2022/09/30 -173.845 K $ -6.31 %
2025/09/30 SOXX ISHARES TR 0.22% 2.633 M $ 9711 2023/03/31 320.179 K $ 13.58 %
2025/09/30 VRTX VERTEX PHARMACEUTICALS INC 0.21% 2.548 M $ 6507 2021/03/31 -348.247 K $ -12.03 %
2025/09/30 SHW SHERWIN WILLIAMS CO 0.21% 2.534 M $ 7319 2016/06/30 33.813 K $ 0.84 %
2025/09/30 LMBS FIRST TR EXCHANGE-TRADED FD 0.21% 2.534 M $ 50896 2018/12/31 26.854 K $ 1.08 %
2025/09/30 JNJ JOHNSON & JOHNSON 0.21% 2.530 M $ 13646 2005/12/31 447.154 K $ 21.39 %
2025/09/30 ADBE ADOBE INC 0.21% 2.530 M $ 7172 2024/03/31 -244.780 K $ -8.82 %
2025/09/30 SNA SNAP ON INC 0.20% 2.483 M $ 7164 2018/03/31 254.484 K $ 11.36 %
2025/09/30 TSCO TRACTOR SUPPLY CO 0.19% 2.370 M $ 41672 2023/06/30 172.286 K $ 7.77 %
2025/09/30 TJX TJX COS INC NEW 0.19% 2.370 M $ 16395 2013/09/30 347.009 K $ 17.05 %
2025/09/30 CGBD CARLYLE SECURED LENDING INC 0.19% 2.287 M $ 182951 2022/03/31 -207.097 K $ -8.63 %
2025/09/30 HUBB HUBBELL INC 0.18% 2.219 M $ 5156 2024/03/31 115.084 K $ 5.36 %
2025/09/30 IHDG WISDOMTREE TR 0.16% 1.964 M $ 42618 2015/03/31 42.969 K $ 2.29 %