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Portfolio (Quarterly) Guide ↗

Capital Management Associates, Inc

· CIK 0002008851
13F Portfolio $498M AUM 167 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 16 New 59 Added 32 Reduced 14 Exited
Page 3 of 8  ·  153 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 MMM 3M CO Industrials 13,244.0 $2.1M 0.43% +302.0 +2.3% $161.91 +10.6%
42 VV VANGUARD INDEX FDS 5,581.0 $1.9M 0.39% $343.91 +2.3%
43 MRK MERCK & CO INC Healthcare 14,854.0 $1.9M 0.38% +76.0 +0.5% $128.50 +17.3%
44 IVV ISHARES TR 2,374.0 $1.8M 0.36% -13.0 -0.5% $749.02 +2.4%
45 SCHX SCHWAB STRATEGIC TR 60,180.0 $1.8M 0.36% $29.43 +2.4%
46 AMAT APPLIED MATLS INC Technology 2,369.0 $1.7M 0.34% +79.0 +3.5% $723.11 -33.0%
47 VTV VANGUARD INDEX FDS 7,654.0 $1.7M 0.34% $217.93 +4.0%
48 VOT VANGUARD INDEX FDS 5,443.0 $1.7M 0.34% +504.0 +10.2% $306.30 -1.3%
49 VFH VANGUARD WORLD FD 12,329.0 $1.6M 0.33% +1K +11.9% $131.59 +8.1%
50 EMR EMERSON ELEC CO Industrials 11,297.0 $1.6M 0.33% $143.16 +10.1%
51 ECL ECOLAB INC Basic Materials 5,554.0 $1.5M 0.31% $278.60 +3.0%
52 DGX QUEST DIAGNOSTICS INC Healthcare 7,300.0 $1.5M 0.31% +1K +23.7% $211.95 +15.1%
53 NVDA NVIDIA CORPORATION Technology 7,659.0 $1.5M 0.31% -2K -19.0% $200.09 +4.2%
54 VTI VANGUARD INDEX FDS 4,052.0 $1.5M 0.30% +23.0 +0.6% $370.05 +1.9%
55 DRI DARDEN RESTAURANTS INC Consumer Cyclical 7,058.0 $1.5M 0.29% $206.01 +9.5%
56 GOOG ALPHABET INC 4,037.0 $1.4M 0.29% +234.0 +6.2% $353.29
57 SCHZ SCHWAB STRATEGIC TR 59,891.0 $1.4M 0.28% +612.0 +1.0% $23.13 -1.4%
58 IJR ISHARES TR 9,141.0 $1.4M 0.27% +775.0 +9.3% $148.31 -1.0%
59 CGGR CAPITAL GROUP GROWTH ETF 28,089.0 $1.3M 0.27% -2K -7.6% $47.20 -1.2%
60 RSPR INVESCO EXCHANGE TRADED FD T 36,125.0 $1.3M 0.27% $36.56 +1.0%
Page 3 of 8  ·  153 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 60.2%
Technology 14.7%
Industrials 7.4%
Healthcare 4.9%
Consumer Defensive 3.4%
Utilities 2.7%
Consumer Cyclical 2.3%
Communication Services 1.9%
Real Estate 1.5%
Basic Materials 0.7%