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Portfolio (Quarterly) Guide ↗

Capital Management Associates, Inc

· CIK 0002008851
13F Portfolio $452M AUM 171 positions Filed Jan 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 156 New
Page 3 of 8  ·  156 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 NVDA NVIDIA CORPORATION Technology 9,155.0 $1.7M 0.38% NEW $186.49 +6.7%
42 CGDV CAPITAL GROUP DIVIDEND VALUE 38,324.0 $1.7M 0.37% NEW $43.64 +11.1%
43 SCHX SCHWAB STRATEGIC TR 60,088.0 $1.6M 0.36% NEW $26.91 +7.4%
44 GOOG ALPHABET INC Communication Services 4,831.0 $1.5M 0.34% NEW $313.79 +10.0%
45 EMR EMERSON ELEC CO Industrials 11,402.0 $1.5M 0.34% NEW $132.72 +6.6%
46 BSX BOSTON SCIENTIFIC CORP Healthcare 15,654.0 $1.5M 0.33% NEW $95.35 -53.4%
47 VTV VANGUARD INDEX FDS 7,650.0 $1.5M 0.32% NEW $190.98 +14.0%
48 ECL ECOLAB INC Basic Materials 5,561.0 $1.5M 0.32% NEW $262.54 +5.2%
49 MRK MERCK & CO INC Healthcare 13,780.0 $1.5M 0.32% NEW $105.26 +14.6%
50 GOOGL ALPHABET INC Communication Services 4,422.0 $1.4M 0.31% NEW $313.02 +10.3%
51 SCHZ SCHWAB STRATEGIC TR 58,870.0 $1.4M 0.30% NEW $23.37 -0.8%
52 NNN NNN REIT INC Real Estate 34,707.0 $1.4M 0.30% NEW $39.63 +17.4%
53 VTI VANGUARD INDEX FDS 4,027.0 $1.4M 0.30% NEW $335.25 +8.5%
54 GLDM WORLD GOLD TR Financial Services 15,247.0 $1.3M 0.29% NEW $85.37 -7.6%
55 DRI DARDEN RESTAURANTS INC Consumer Cyclical 7,058.0 $1.3M 0.29% NEW $184.02 +16.0%
56 CGGR CAPITAL GROUP GROWTH ETF 27,878.0 $1.2M 0.27% NEW $44.47 +2.6%
57 VFH VANGUARD WORLD FD 9,241.0 $1.2M 0.27% NEW $133.49 -1.5%
58 VEA VANGUARD TAX-MANAGED FDS 19,616.0 $1.2M 0.27% NEW $62.47 +12.5%
59 RSPR INVESCO EXCHANGE TRADED FD T 36,125.0 $1.2M 0.27% NEW $33.63 +8.7%
60 DAL DELTA AIR LINES INC DEL Industrials 16,580.0 $1.2M 0.25% NEW $69.40 +30.6%
Page 3 of 8  ·  156 positions

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
Financial Services 60.1%
Technology 12.7%
Consumer Defensive 6.4%
Industrials 6.1%
Healthcare 4.5%
Utilities 2.5%
Communication Services 2.4%
Consumer Cyclical 2.4%
Real Estate 1.5%
Basic Materials 1.0%