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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 7 of 8  ·  151 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 VZ VERIZON COMMUNICATIONS INC Communication Services 6,325.0 $318K 0.07% -367.0 -5.5% $50.20 -9.6%
122 NEE NEXTERA ENERGY INC Utilities 3,294.0 $306K 0.07% -62.0 -1.9% $92.87 -6.9%
123 AMGN AMGEN INC Healthcare 856.0 $301K 0.07% +10.0 +1.2% $351.85 -1.4%
124 V VISA INC Financial Services 992.0 $300K 0.07% -43.0 -4.2% $302.19 +8.1%
125 VCIT VANGUARD SCOTTSDALE FDS 3,568.0 $295K 0.07% $82.75 -0.5%
126 BNDX VANGUARD CHARLOTTE FDS 5,962.0 $286K 0.07% $48.05 +0.7%
127 HL HECLA MINING COMPANY Basic Materials 15,184.0 $283K 0.06% $18.63 -19.1%
128 T AT&T INC Communication Services 9,591.0 $278K 0.06% +354.0 +3.8% $28.99 -21.3%
129 KO COCA COLA CO Consumer Defensive 3,573.0 $272K 0.06% -439.0 -10.9% $76.06 +5.6%
130 VYM VANGUARD WHITEHALL FDS 1,825.0 $270K 0.06% $148.10 +6.8%
131 IVW ISHARES TR 2,329.0 $263K 0.06% $113.10 +18.2%
132 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 8,006.0 $256K 0.06% +336.0 +4.4% $32.01 -3.3%
133 AMD ADVANCED MICRO DEVICES INC Technology 1,248.0 $254K 0.06% $203.43 +155.5%
134 PANW PALO ALTO NETWORKS INC Technology 1,570.0 $252K 0.06% $160.32 +81.5%
135 HON HONEYWELL INTL INC Industrials 1,046.0 $236K 0.05% NEW $226.09 -1.6%
136 LOW LOWES COS INC Consumer Cyclical 991.0 $234K 0.05% +65.0 +7.0% $236.28 -9.6%
137 MGV VANGUARD WORLD FD 1,606.0 $233K 0.05% $144.95 +12.2%
138 JBL JABIL INC Technology 870.0 $231K 0.05% -257.0 -22.8% $265.63 +40.4%
139 BMY BRISTOL-MYERS SQUIBB CO Healthcare 3,803.0 $231K 0.05% -641.0 -14.4% $60.65 -8.4%
140 ENB ENBRIDGE INC Energy 4,235.0 $229K 0.05% $54.14 +3.0%
Page 7 of 8  ·  151 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%