Capital Management Associates, Inc Reduced Holdings in Q4 2025

Capital Management Associates, Inc

  • $452 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
GIS
General Mills Inc

Consumer Defensive
-226K
- 48.08%
$45.98 - $50.93 $10.4M - $11.5M
244K $11.4B
AAPL
Apple Inc.

Technology
-14.9K
- 21.38%
$245.27 - $275.25 $3.66M - $4.1M
54.8K $14.9B
MSFT
Microsoft Corp

Technology
-1.8K
- 15.38%
$496.82 - $542.07 $892K - $974K
9.88K $4.78B
JPM
Jpmorgan Chase & CO

Financial Services
-1.43K
- 34.6%
$294.11 - $320.41 $419K - $457K
2.7K $869M
GLD
Spdr Gold Trust

ETFs
-989
- 48.36%
$354.79 - $403.15 $351K - $399K
1.06K $419M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-12.7K
- 17.48%
$25.85 - $27.19 $329K - $346K
60.1K $1.62B
WFC
Wells Fargo & Company

Financial Services
-3.24K
- 43.65%
$77.62 - $87.3 $251K - $283K
4.18K $390M
NNN
National Retail Properties, Inc.

Real Estate
-3.03K
- 8.03%
$39.65 - $42.98 $120K - $130K
34.7K $1.38B
MCD
Mcdonalds Corp

Consumer Cyclical
-709
- 18.25%
$293.81 - $310.11 $208K - $220K
3.18K $970M
EWRE
Invesco S&P 500 Equal Weight R

ETFs
-3.88K
- 9.69%
N/A
36.1K $1.21B
USB
Us Bancorp \De\

Financial Services
-2.99K
- 19.56%
$45.28 - $48.26 $135K - $144K
12.3K $644M
VZ
Verizon Communications Inc

Communication Services
-1.04K
- 13.42%
$38.4 - $43.83 $39.8K - $45.5K
6.69K $273M
PLTR
Palantir Technologies Inc.

Technology
-167
- 2.61%
$172.14 - $207.18 $28.7K - $34.6K
6.23K $1.11B
TROW
Price T Rowe Group Inc

Financial Services
-406
- 8.81%
$101.07 - $106.13 $41K - $43.1K
4.2K $430M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-1.91K
- 9.22%
$27.17 - $28.65 $52K - $54.8K
18.8K $537M
LOW
Lowes Companies Inc

Consumer Cyclical
-87
- 8.59%
$225.0 - $247.99 $19.6K - $21.6K
926 $223M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-1.23K
- 4.76%
$26.44 - $27.53 $32.5K - $33.8K
24.6K $674M
COST
Costco Wholesale Corp

Consumer Defensive
-2
- 0.52%
$910.94 - $954.99 $1.82K - $1.91K
384 $331M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-349
- 0.59%
$23.37 - $23.7 $8.16K - $8.27K
58.9K $1.38B
V
Visa Inc.

Financial Services
-68
- 6.17%
$325.75 - $352.42 $22.2K - $24K
1.04K $363M
WM
Waste Management Inc

Industrials
-33
- 1.29%
$196.77 - $219.98 $6.49K - $7.26K
2.52K $553M
XOM
Exxon Mobil Corp

Energy
-250
- 8.45%
$110.64 - $119.78 $27.7K - $29.9K
2.71K $326M
T Rowe Price ETF Inc
-130
- 2.23%
N/A
5.69K $217M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-140
- 1.86%
$66.04 - $69.67 $9.25K - $9.75K
7.37K $514M
WMT
Walmart Inc.

Consumer Defensive
-285
- 6.44%
$101.18 - $109.03 $28.8K - $31.1K
4.14K $461M
VTI
Vanguard Total Stock Market Et

ETFs
-52
- 1.27%
$321.8 - $337.95 $16.7K - $17.6K
4.03K $1.35B
NEE
Nextera Energy Inc

Utilities
-24
- 0.71%
$78.18 - $86.03 $1.88K - $2.06K
3.36K $269M
TGT
Target Corp

Consumer Defensive
-256
- 5.11%
$85.53 - $97.77 $21.9K - $25K
4.75K $465M
LLY
Eli Lilly & CO

Healthcare
-18
- 4.14%
$799.57 - $1025.28 $14.4K - $18.5K
417 $448M
SGOL
Abrdn Gold ETF Trust

ETFs
-9.37K
- 3.19%
$36.75 - $41.74 $344K - $391K
284K $11.7B
SIVR
Abrdn Silver ETF Trust

ETFs
-2.25K
- 0.73%
$44.53 - $51.56 $100K - $116K
306K $20.7B
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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