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Portfolio (Quarterly) Guide ↗

CAPITAL MANAGEMENT ASSOCIATES /NY/

· CIK 0000825293
13F Portfolio $60M AUM 36 positions Filed May 4, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1 New 1 Added 8 Reduced 4 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 XOM EXXON MOBIL CORP COM Energy 8,852.0 $1.5M 2.49% +6K +210.4% $169.66 -17.6%

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
Technology 27.3%
Industrials 14.9%
Financial Services 10.6%
Healthcare 9.6%
Consumer Cyclical 9.3%
Utilities 8.4%
Communication Services 6.3%
Energy 6.2%
Consumer Defensive 5.1%
Basic Materials 2.3%