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Holdings (Monthly) Guide ↗

Wellington Shields All-Cap Fund

· Capital Management Investment Trust
Monthly Holdings $78M AUM 4 positions Period May 2026 Filed Jul 16, 2026 EDGAR ↗ ← All Funds
All 7 New 1 Added 4 Reduced 4 Exited · May 2026 vs Feb 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
Intuitive Surgical, Inc. 46120E602 3,000 SOLD $1.5M
Meta Platforms, Inc. 30303M102 1,100 SOLD $0.7M
Take-Two Interactive Software, Inc. 874054109 3,100 SOLD $0.7M
Ethereum Investment Trust 389638107 28,000 SOLD $0.4M