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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 GBND GOLDMAN SACHS ETF TRUST CORE BD ETF 10,673.0 $540K 1.21% NEW $50.56 -1.7%
2 LMUB ISHARES TR LONG TERM MUNI 4,382.0 $224K 0.51% NEW $51.22 -3.3%
3 DE DEERE & CO Industrials 330.0 $209K 0.47% NEW $634.33 +2.1%
4 COHR COHERENT CORP COM Technology 509.0 $201K 0.45% NEW $394.47 -26.6%

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%