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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
Page 1 of 2  ·  33 positions
# Ticker Company Sector Shares Value ↓ % Port Status
1 IVE ISHARES TR 17,305 $3.8M 4.17% SOLD
2 DYNF BLACKROCK ETF TRUST 49,018 $3.1M 3.40% SOLD
3 IEMG ISHARES INC 39,667 $2.7M 3.04% SOLD
4 OEF ISHARES TR 6,116 $2.2M 2.40% SOLD
5 EFV ISHARES TR 27,459 $2.0M 2.24% SOLD
6 QUAL ISHARES TR 6,892 $1.4M 1.55% SOLD
7 THRO BLACKROCK ETF TRUST 29,024 $1.2M 1.28% SOLD
8 MTUM ISHARES TR 4,465 $1.2M 1.27% SOLD
9 BAI BLACKROCK ETF TRUST 32,288 $1.1M 1.23% SOLD
10 TLH ISHARES TR 9,447 $968K 1.07% SOLD
11 BLV VANGUARD BD INDEX FDS 11,414 $794K 0.88% SOLD
12 MBB ISHARES TR 8,310 $791K 0.88% SOLD
13 IAU ISHARES GOLD TR Financial Services 7,402 $619K 0.69% SOLD
14 ITA ISHARES TR 2,716 $602K 0.67% SOLD
15 IAGG ISHARES TR 9,631 $493K 0.55% SOLD
16 BINC BLACKROCK ETF TRUST II 9,220 $487K 0.54% SOLD
17 JPM JPMORGAN CHASE &CO. Financial Services 1,163 $375K 0.41% SOLD
18 HD HOME DEPOT INC Consumer Cyclical 821 $283K 0.31% SOLD
19 WMT WALMART INC Consumer Defensive 2,493 $278K 0.31% SOLD
20 V VISA INC Financial Services 789 $277K 0.31% SOLD
Page 1 of 2  ·  33 positions
Sector Allocation
Technology 49.3%
Financial Services 39.4%
Industrials 5.7%
Consumer Cyclical 3.2%
Communication Services 2.4%