Capital Management Associates, Inc Incresed Positions in Q4 2025

Capital Management Associates, Inc

  • $452 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
34.1K
+ 56.83%
$653.02 - $687.39 $22.2M - $23.4M
94K $64.1B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
18.6K
+ 40.3%
$600.51 - $631.95 $11.1M - $11.7M
64.6K $40.5B
VUG
Vanguard Growth ETF

ETFs
7.72K
+ 97.54%
$470.44 - $504.26 $3.63M - $3.89M
15.6K $7.62B
VB
Vanguard Small Cap ETF

ETFs
13.8K
+ 49.88%
$248.1 - $260.08 $3.42M - $3.58M
41.4K $10.7B
ORCL
Oracle Corp

Technology
18.7K
+ 1498.4%
$217.57 - $313.0 $4.07M - $5.85M
19.9K $3.88B
VO
Vanguard Mid Cap ETF

ETFs
9.66K
+ 83.27%
$286.27 - $296.23 $2.76M - $2.86M
21.3K $6.17B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
5.2K
+ 141.27%
$475.68 - $513.11 $2.47M - $2.67M
8.89K $4.47B
CAT
Caterpillar Inc

Industrials
3.2K
+ 82.05%
$480.82 - $585.49 $1.54M - $1.87M
7.1K $4.07B
VBK
Vanguard Small Cap Growth ETF

ETFs
6.29K
+ 24.61%
$291.71 - $309.36 $1.83M - $1.95M
31.9K $9.62B
Capital Group Core Balanced
49.1K
+ 22.19%
N/A
271K $9.56B
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.74K
+ 4.6%
$589.5 - $635.77 $1.03M - $1.11M
39.6K $24.3B
CGUS
Capital Group Core Equity ETF
34.5K
+ 58.27%
$38.81 - $40.67 $1.34M - $1.4M
93.7K $3.77B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
14.1K
+ 33.06%
$99.87 - $101.27 $1.41M - $1.43M
56.7K $5.66B
EMR
Emerson Electric CO

Industrials
9K
+ 375.08%
$126.01 - $140.03 $1.13M - $1.26M
11.4K $1.51B
DE
Deere & CO

Industrials
2.14K
+ 84.8%
$439.11 - $480.78 $941K - $1.03M
4.67K $2.17B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
2.07K
+ 0.12%
$25.2 - $26.46 $52K - $54.6K
1.78M $46.7B
VGT
Vanguard Information Technolog

ETFs
1.24K
+ 57.43%
$736.33 - $801.52 $910K - $991K
3.39K $2.55B
MRK
Merck & Co., Inc.

Healthcare
7K
+ 103.24%
$82.49 - $92.93 $577K - $651K
13.8K $1.45B
VCR
Vanguard Consumer Discretionar

ETFs
2.05K
+ 66.05%
$376.54 - $399.33 $772K - $819K
5.16K $2.03B
VIS
Vanguard Industrial ETF

ETFs
2.63K
+ 76.85%
$289.12 - $301.69 $760K - $793K
6.05K $1.81B
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
733
+ 2.87%
$454.87 - $482.76 $333K - $354K
26.3K $12.6B
XEL
Xcel Energy Inc

Utilities
14.8K
+ 30.4%
$79.6 - $81.85 $1.18M - $1.21M
63.6K $4.7B
VFH
Vanguard Financial ETF

ETFs
4.9K
+ 112.83%
$125.75 - $131.12 $616K - $642K
9.24K $1.23B
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
8K
+ 5.73%
$94.22 - $95.83 $754K - $767K
148K $14B
DRI
Darden Restaurants Inc

Consumer Cyclical
3.41K
+ 93.64%
$171.59 - $193.49 $586K - $660K
7.06K $1.3B
JNJ
Johnson & Johnson

Healthcare
1.91K
+ 20.3%
$185.98 - $199.58 $355K - $381K
11.3K $2.34B
GOOGL
Alphabet Inc.

Communication Services
1.17K
+ 35.81%
$236.57 - $291.31 $276K - $340K
4.42K $1.38B
KMB
Kimberly Clark Corp

Consumer Defensive
5.74K
+ 333.43%
$100.05 - $123.23 $574K - $707K
7.46K $752M
VEA
Vanguard Ftse Developed Market

ETFs
7.28K
+ 58.99%
$59.18 - $62.09 $431K - $452K
19.6K $1.23B
Capital Grp Fixed Incm ETF T
18.2K
+ 127.21%
N/A
32.6K $863M
VHT
Vanguard Health Care ETF

ETFs
1.13K
+ 20.8%
$264.7 - $283.93 $298K - $319K
6.53K $1.88B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
6.68K
+ 25.82%
$63.25 - $66.24 $423K - $443K
32.6K $2.15B
AMZN
Amazon Com Inc

Consumer Cyclical
1.25K
+ 13.95%
$213.04 - $254.0 $266K - $317K
10.2K $2.35B
GOOG
Alphabet Inc.

Communication Services
4
+ 0.08%
$237.49 - $291.74 $950 - $1.17K
4.83K $1.52B
MDT
Medtronic PLC

Healthcare
3.07K
+ 105.38%
$90.06 - $98.43 $277K - $302K
5.99K $575M
SPTS
Spdr Portfolio Short Term Trea

ETFs
10K
+ 59.24%
$29.23 - $29.39 $292K - $294K
26.9K $787M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
5.27K
+ 66.9%
$52.54 - $55.77 $277K - $294K
13.2K $707M
DAL
Delta Air Lines, Inc.

Industrials
959
+ 6.14%
$55.65 - $62.32 $53.4K - $59.8K
16.6K $1.15B
MMM
3 M CO

Industrials
1K
+ 8.12%
$148.75 - $171.6 $149K - $172K
13.3K $2.13B
MDLZ
Mondelez International, Inc.

Consumer Defensive
4.88K
+ 80.57%
$55.57 - $63.17 $271K - $308K
10.9K $589M
UNH
Unitedhealth Group Inc

Healthcare
871
+ 15.51%
$320.52 - $369.92 $279K - $322K
6.49K $2.14B
GLDM
World Gold Trust

ETFs
592
+ 4.04%
$76.32 - $86.69 $45.2K - $51.3K
15.2K $1.3B
DUK
Duke Energy Corp

Utilities
1.65K
+ 64.26%
$121.57 - $129.03 $200K - $213K
4.22K $494M
Strategic Trust
8.08K
+ 7.5%
N/A
116K $3.86B
MUB
Ishares National Muni Bond ETF

ETFs
1.35K
+ 5.59%
$106.36 - $107.61 $143K - $145K
25.4K $2.72B
SPYG
Spdr Portfolio

ETFs
1.25K
+ 16.11%
$102.4 - $109.39 $128K - $137K
9.03K $964M
XLK
Technology Sector Spdr

ETFs
2.12K
+ 154.78%
$278.39 - $304.13 $590K - $644K
3.49K $502M
HL
Hecla Mining CO

Basic Materials
4
+ 0.03%
$11.9 - $15.53 $47.6 - $62.1
15.2K $291M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
1K
+ 31.2%
$91.84 - $96.06 $91.8K - $96.1K
4.21K $400M
Activity Summary
Buys All Purchases 99 New Holdings 24 Increased Positions 75 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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