Back to Capital Management Associates, Inc

Capital Management Associates, Inc

Q2 2026 13F filing

Updated 50 days ago

167 disclosed positions worth $497.5M

Portfolio value
$497.5M
Total holdings
167
New positions
16
Closed positions
14
Increased
72
Decreased
40
Turnover
18.0%
Filed
2026-07-22

Full holdings

Every line item disclosed in Q2 2026

S
1.SPY

STATE STR SPDR S&P 500 ETF T

-0.6%
Value
$77M
Shares
103.0K
% Port
15.47%
S

SCHWAB STRATEGIC TR

+0.2%
Value
$51.8M
Shares
1.79M
% Port
10.42%
V

VANGUARD INDEX FDS

+3.8%
Value
$48.3M
Shares
70.4K
% Port
9.72%
Q
4.QQQ

INVESCO QQQ TR

-0.5%
Value
$29.1M
Shares
39.5K
% Port
5.84%
A

APPLE INC

+2.3%
Value
$16.1M
Shares
55.5K
% Port
3.23%
D
6.DIA

STATE STR SPDR DOW JONES IND

+0.9%
Value
$15.3M
Shares
29.3K
% Port
3.07%
?
7.N/A

PIMCO ETF TR

-3.2%
Value
$14.7M
Shares
156.9K
% Port
2.95%
V

VANGUARD INDEX FDS

+2.3%
Value
$13M
Shares
42.8K
% Port
2.61%
S

ABRDN SILVER ETF TRUST

-17.7%
Value
$12.6M
Shares
224.6K
% Port
2.54%
?
10.N/A

CAPITAL GROUP CORE BALANCED

+6.9%
Value
$12.2M
Shares
320.1K
% Port
2.44%
T
11.THQ

VANGUARD INDEX FDS

-9.2%
Value
$10.4M
Shares
28.5K
% Port
2.10%
V
12.VGES

VANGUARD INDEX FDS

+556.8%
Value
$9.3M
Shares
108.1K
% Port
1.87%
S
13.SGOL

ETFS GOLD TR

-12.9%
Value
$8.7M
Shares
228.7K
% Port
1.76%
C
14.CAT

CATERPILLAR INC

+72920.0%
Value
$7.8M
Shares
7.3K
% Port
1.56%
V
15.VGES

VANGUARD INDEX FDS

+305.3%
Value
$6.5M
Shares
80.1K
% Port
1.30%
X

XCEL ENERGY INC

+3.6%
Value
$5.3M
Shares
66.2K
% Port
1.07%
?
17.N/A

PIMCO ETF TR

+2.1%
Value
$5.3M
Shares
52.5K
% Port
1.06%
E
18.ETHA

ISHARES TR

+0.3%
Value
$5.2M
Shares
52.5K
% Port
1.04%
M
19.MSFT

MICROSOFT CORP

+27.2%
Value
$4.9M
Shares
13.1K
% Port
0.98%
B

BERKSHIRE HATHAWAY INC DEL

-1.2%
Value
$4.8M
Shares
9.6K
% Port
0.97%
V
21.VGES

VANGUARD WORLD FD

+955.4%
Value
$4.6M
Shares
38.9K
% Port
0.93%
G
22.GIS

GENERAL MILLS INC

-5.6%
Value
$4.3M
Shares
123.2K
% Port
0.86%
C

CAPITAL GROUP CORE EQUITY ET

-5.8%
Value
$3.9M
Shares
88.2K
% Port
0.79%
?
24.N/A

STRATEGIC TRUST

+1.7%
Value
$3.8M
Shares
116.3K
% Port
0.76%
J
25.JNJ

JOHNSON & JOHNSON

+12472.0%
Value
$3.2M
Shares
12.6K
% Port
0.64%
O

ORACLE CORP

+0.7%
Value
$3M
Shares
20.4K
% Port
0.60%
D
27.DE

DEERE & CO

Unchanged
Value
$3M
Shares
4.7K
% Port
0.60%
P

PUBLIC STORAGE

+13.0%
Value
$2.9M
Shares
9.1K
% Port
0.59%
A
29.AMZN

AMAZON COM INC

+14.9%
Value
$2.8M
Shares
11.9K
% Port
0.57%
K
30.KLAC

KLA CORP

+1760.0%
Value
$2.8M
Shares
9.3K
% Port
0.56%
U
31.UNH

UNITEDHEALTH GROUP INC

-0.3%
Value
$2.8M
Shares
6.7K
% Port
0.56%
E
32.ETHA

ISHARES TR

+1.0%
Value
$2.8M
Shares
25.8K
% Port
0.56%
V
33.VGES

VANGUARD WORLD FD

+9.8%
Value
$2.6M
Shares
7.2K
% Port
0.52%
?
34.N/A

VANGUARD WORLD FD

+6.4%
Value
$2.5M
Shares
8.3K
% Port
0.50%
?
35.N/A

VANGUARD WORLD FD

+10.1%
Value
$2.5M
Shares
6.3K
% Port
0.50%
V
36.VGES

VANGUARD INDEX FDS

Unchanged
Value
$2.4M
Shares
25.3K
% Port
0.49%
G

ALPHABET INC

+20.1%
Value
$2.3M
Shares
6.5K
% Port
0.47%
M
38.META

META PLATFORMS INC

+12.5%
Value
$2.2M
Shares
3.9K
% Port
0.44%
E
39.ETHA

ISHARES TR

-0.1%
Value
$2.2M
Shares
28.3K
% Port
0.44%
C

CAPITAL GROUP DIVIDEND VALUE

+5.4%
Value
$2.1M
Shares
43.5K
% Port
0.43%
M
41.MMM

3M CO

+43946.7%
Value
$2.1M
Shares
13.2K
% Port
0.43%
V
42.VGES

VANGUARD INDEX FDS

Unchanged
Value
$1.9M
Shares
5.6K
% Port
0.39%
M
43.MRK

MERCK & CO INC

+0.5%
Value
$1.9M
Shares
14.9K
% Port
0.38%
E
44.ETHA

ISHARES TR

-0.5%
Value
$1.8M
Shares
2.4K
% Port
0.36%
S

SCHWAB STRATEGIC TR

+0.1%
Value
$1.8M
Shares
60.2K
% Port
0.36%
A
46.AMAT

APPLIED MATLS INC

+3.5%
Value
$1.7M
Shares
2.4K
% Port
0.34%
V
47.VGES

VANGUARD INDEX FDS

-0.1%
Value
$1.7M
Shares
7.7K
% Port
0.34%
V
48.VGES

VANGUARD INDEX FDS

+10.2%
Value
$1.7M
Shares
5.4K
% Port
0.34%
?
49.N/A

VANGUARD WORLD FD

+11.9%
Value
$1.6M
Shares
12.3K
% Port
0.33%
E
50.EMR

EMERSON ELEC CO

+0.0%
Value
$1.6M
Shares
11.2K
% Port
0.32%