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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 4 of 8  ·  156 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IJR ISHARES TR 9,495.0 $1.1M 0.25% NEW $120.18 +20.7%
62 PLTR PALANTIR TECHNOLOGIES INC Technology 6,231.0 $1.1M 0.24% NEW $177.76 -35.8%
63 DGX QUEST DIAGNOSTICS INC Healthcare 5,900.0 $1.0M 0.23% NEW $173.53 +16.7%
64 SPMD SPDR SERIES TRUST 17,064.0 $988K 0.22% NEW $57.91 +15.2%
65 VOT VANGUARD INDEX FDS 3,520.0 $983K 0.22% NEW $279.14 +8.9%
66 MCD MCDONALDS CORP Consumer Cyclical 3,175.0 $970K 0.21% NEW $305.65 -10.3%
67 SPYG SPDR SERIES TRUST 9,032.0 $964K 0.21% NEW $106.70 +9.2%
68 GGG GRACO INC Industrials 11,401.0 $935K 0.21% NEW $81.97 -8.4%
69 VIG VANGUARD SPECIALIZED FUNDS 4,245.0 $933K 0.21% NEW $219.77 +7.1%
70 JPM JPMORGAN CHASE & CO. Financial Services 2,695.0 $869K 0.19% NEW $322.28 +3.3%
71 CGCB CAPITAL GRP FIXED INCM ETF T 32,555.0 $863K 0.19% NEW $26.52 -0.7%
72 ILCB ISHARES TR 8,669.0 $818K 0.18% NEW $94.38 +8.6%
73 SPTS SPDR SERIES TRUST 26,880.0 $787K 0.17% NEW $29.28 -1.0%
74 KMB KIMBERLY-CLARK CORP Consumer Defensive 7,455.0 $752K 0.17% NEW $100.89 +6.6%
75 VWO VANGUARD INTL EQUITY INDEX F 13,152.0 $707K 0.16% NEW $53.76 +10.0%
76 EFA ISHARES TR 7,334.0 $704K 0.16% NEW $96.03 +6.7%
77 SCHD SCHWAB STRATEGIC TR 24,581.0 $674K 0.15% NEW $27.43 +15.7%
78 AG FIRST MAJESTIC SILVER CORP Basic Materials 40,255.0 $671K 0.15% NEW $16.66 -3.7%
79 AMAT APPLIED MATLS INC Technology 2,744.0 $659K 0.15% NEW $240.12 +145.9%
80 PG PROCTER AND GAMBLE CO Consumer Defensive 4,478.0 $647K 0.14% NEW $144.37 +6.0%
Page 4 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%