Holdings (Monthly)
Guide ↗
Wellington Shields All-Cap Fund
· Capital Management Investment Trust| # | Name | Ticker | Since | Shares | Shares Δ | Value | Val Δ% | % Port | Cat |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Bloom Energy Corporation | 093712107 | Feb 2026 | 17,900 | -4,000 | $5.1M | +49.6% | 6.54% | EC |
| 2 | Apollo Global Management, Inc. | 03769M106 | Feb 2026 | 6,000 | -6,000 | $772K | -38.5% | 0.99% | EC |
| 3 | Blackstone Inc. | 09260D107 | Feb 2026 | 6,000 | -2,000 | $702K | -22.6% | 0.90% | EC |
| 4 | Bank of America Corporation | 060505104 | Feb 2026 | 2,000 | -5,000 | $103K | -70.4% | 0.13% | EC |