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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 8 of 8  ·  153 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 VEU VANGUARD INTL EQUITY INDEX F 2,795.0 $234K 0.05% $83.75 +1.7%
142 TCAF T ROWE PRICE EXCHANGE-TRADED 5,688.0 $234K 0.05% $41.10 +3.2%
143 HL HECLA MINING COMPANY Basic Materials 14,973.0 $231K 0.05% -211.0 -1.4% $15.43 +32.2%
144 O REALTY INCOME CORP Real Estate 3,711.0 $230K 0.05% $61.96 +2.0%
145 ENB ENBRIDGE INC Energy 4,235.0 $230K 0.05% $54.21 -7.6%
146 SPYV SPDR SERIES TRUST 3,739.0 $227K 0.05% NEW $60.79 +4.8%
147 BMY BRISTOL-MYERS SQUIBB CO Healthcare 3,803.0 $219K 0.04% $57.62 +16.8%
148 ABBV ABBVIE INC Healthcare 853.0 $215K 0.04% NEW $251.71 +5.1%
149 VCIT VANGUARD SCOTTSDALE FDS 2,592.0 $214K 0.04% -976.0 -27.4% $82.65 -1.8%
150 FIRST TR EXCH TRADED FD III 2,840.0 $210K 0.04% NEW $73.80
151 SOLV SOLVENTUM CORP Healthcare 2,713.0 $209K 0.04% NEW $77.15 +18.3%
152 LHX L3HARRIS TECHNOLOGIES INC Industrials 700.0 $203K 0.04% +106.0 +17.9% $290.59 -9.6%
153 QCOM QUALCOMM INC Technology 1,087.0 $201K 0.04% NEW $184.77 -14.2%
Page 8 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%