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Portfolio (Quarterly) Guide ↗

Capital Asset Managemnet, LLC

· CIK 0002123739
13F Portfolio $44M AUM 45 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 4 New 5 Added 33 Reduced 33 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VUG VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS 16,655.0 $1.4M 3.23% +14K +493.3% $86.14 +1.6%
2 VO VANGUARD MID-CAP INDEX FUND 8,468.0 $682K 1.53% +6K +190.4% $80.57 +3.0%
3 APCB TRUST FOR PROFESSIONAL MANAGERS ACTIVEPASSIVE CORE BD ETF 19,448.0 $572K 1.29% +5K +33.1% $29.43 -1.7%
4 MUB ISHARES NATIONAL MUNI BOND ETF 5,011.0 $539K 1.21% +286.0 +6.0% $107.62 -2.1%
5 VTEB VANGUARD MUN BD FDS TAX EXEMPT BD 5,006.0 $253K 0.57% +70.0 +1.4% $50.58 -2.1%

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
Technology 49.3%
Financial Services 39.4%
Industrials 5.7%
Consumer Cyclical 3.2%
Communication Services 2.4%