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Portfolio (Quarterly) Guide ↗

Capital Management Associates, Inc

· CIK 0002008851
13F Portfolio $442M AUM 166 positions Filed Apr 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 10 New 54 Added 44 Reduced 15 Exited
Page 3 of 3  ·  44 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 KO COCA COLA CO Consumer Defensive 3,573.0 $272K 0.06% -439.0 -10.9% $76.06 +5.6%
42 JBL JABIL INC Technology 870.0 $231K 0.05% -257.0 -22.8% $265.63 +40.4%
43 BMY BRISTOL-MYERS SQUIBB CO Healthcare 3,803.0 $231K 0.05% -641.0 -14.4% $60.65 -8.4%
44 FSK FS KKR CAP CORP Financial Services 15,017.0 $153K 0.04% -5K -25.4% $10.18 +0.5%
Page 3 of 3  ·  44 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 62.6%
Technology 12.0%
Industrials 6.6%
Healthcare 4.9%
Consumer Defensive 3.5%
Utilities 2.8%
Communication Services 2.4%
Consumer Cyclical 2.4%
Real Estate 1.5%
Basic Materials 0.8%