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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 3 of 3  ·  45 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 LMUB ISHARES TR LONG TERM MUNI 4,382.0 $224K 0.51% NEW $51.22 -3.3%
42 VWO VANGUARD INTL EQUITY INDEX FDS FTSE EMR MKT ETF 3,626.0 $216K 0.49% -25K -87.2% $59.69 +1.3%
43 DE DEERE & CO Industrials 330.0 $209K 0.47% NEW $634.33 +2.1%
44 ITOT ISHARES CORE S&P TOTAL US STOCK MARKET ETF 1,251.0 $206K 0.46% -1K -50.6% $164.32 +2.2%
45 COHR COHERENT CORP COM Technology 509.0 $201K 0.45% NEW $394.47 -26.6%
Page 3 of 3  ·  45 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
Technology 49.3%
Financial Services 39.4%
Industrials 5.7%
Consumer Cyclical 3.2%
Communication Services 2.4%