Holdings (Monthly)
Guide ↗
Wellington Shields All-Cap Fund
· Capital Management Investment Trust| # | Name | Ticker | Since | Shares | Shares Δ | Value | Val Δ% | % Port | Cat |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Celestica Inc. | 15101Q207 | May 2026 | 2,800 | NEW | $1.1M | — | 1.38% | EC |
| 2 | Micron Technology, Inc. | 595112103 | May 2026 | 850 | NEW | $825K | — | 1.06% | EC |
| 3 | CVS Health Corporation | 126650100 | May 2026 | 9,000 | NEW | $819K | — | 1.05% | EC |
| 4 | MP Materials Corp. | 553368101 | May 2026 | 10,000 | NEW | $647K | — | 0.83% | EC |
| 5 | Global X Funds | 37954Y871 | May 2026 | 12,500 | NEW | $634K | — | 0.81% | EC |
| 6 | Marvell Technology, Inc. | 573874104 | May 2026 | 3,000 | NEW | $615K | — | 0.79% | EC |
| 7 | Broadcom, Inc. | 11135F101 | May 2026 | 1,000 | NEW | $447K | — | 0.57% | EC |