Holdings
Capital Management Associates
As of Jun 30, 2026, Capital Management Associates reported 35 positions worth US$68M. Largest: Bloom Energy Corporation, Alphabet Inc (google) Class C and Quanta Services, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Bloom Energy Corporation | 17,900 | US$5.42M | −4,000 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 12,000 | US$4.29M | no change | Jun 30, 2026 |
| Quanta Services, Inc. | 5,600 | US$4.03M | no change | Jun 30, 2026 |
| Nvidia Corporation | 19,400 | US$3.88M | no change | Jun 30, 2026 |
| Palo Alto Networks, Inc. | 10,000 | US$3.41M | no change | Jun 30, 2026 |
| Applied Materials, Inc. | 4,375 | US$3.16M | no change | Jun 30, 2026 |
| Eli Lilly And Company | 2,600 | US$3.12M | no change | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 8,500 | US$2.78M | no change | Jun 30, 2026 |
| Ge Vernova Inc. | 2,300 | US$2.7M | no change | Jun 30, 2026 |
| Amazon.com, Inc. | 11,000 | US$2.62M | no change | Jun 30, 2026 |