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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 7 of 8  ·  153 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 EFA ISHARES TR 3,464.0 $360K 0.07% -1K -26.1% $103.89 +4.0%
122 NEBIUS GROUP N.V. 1,300.0 $359K 0.07% NEW $276.17
123 VGK VANGUARD INTL EQUITY INDEX F 4,000.0 $354K 0.07% $88.54 +4.6%
124 V VISA INC Financial Services 999.0 $343K 0.07% +7.0 +0.7% $342.99 +11.5%
125 WFC WELLS FARGO & CO Financial Services 4,095.0 $338K 0.07% -97.0 -2.3% $82.64 +2.5%
126 CLX CLOROX CO DEL Consumer Defensive 3,527.0 $337K 0.07% NEW $95.44 +12.3%
127 JBL JABIL INC Technology 870.0 $335K 0.07% $385.48 -20.9%
128 MU MICRON TECHNOLOGY INC Technology 289.0 $333K 0.07% NEW $1153.20 -21.1%
129 CVX CHEVRON CORPORATION Energy 2,008.0 $333K 0.07% -196.0 -8.9% $165.78 +22.5%
130 IVW ISHARES TR 2,331.0 $321K 0.06% $137.53 +0.3%
131 VOOG VANGUARD ADMIRAL FDS INC 3,699.0 $306K 0.06% NEW $82.62 +0.3%
132 NEE NEXTERA ENERGY INC Utilities 3,390.0 $298K 0.06% +96.0 +2.9% $87.77 -4.2%
133 VYM VANGUARD WHITEHALL FDS 1,825.0 $288K 0.06% $158.03 +4.5%
134 IVE ISHARES TR 1,195.0 $271K 0.06% NEW $227.14 +4.7%
135 VZ VERIZON COMMUNICATIONS INC Communication Services 6,401.0 $271K 0.05% +76.0 +1.2% $42.34 +18.4%
136 SLV ISHARES SILVER TR Financial Services 5,062.0 $271K 0.05% $53.47 +16.3%
137 MGV VANGUARD WORLD FD 1,606.0 $263K 0.05% $163.45 +3.0%
138 XAR SPDR SERIES TRUST 900.0 $255K 0.05% $283.79 -6.4%
139 SPACE EXPLORATION TECHN CORP 1,445.0 $247K 0.05% NEW $170.86
140 MTB M & T BK CORP Financial Services 1,019.0 $243K 0.05% $238.01 +1.6%
Page 7 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%