Capital Management Associates Portfolio Holdings

Capital Management Associates

  • $44.3 Million
  • Q1 2025

Capital Management Associates has filed its 13F form on May 08, 2025 for Q1 2025 where it was disclosed a total value porftolio of $44.3 Million distributed in 40 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $2.17M, Amazon Com Inc with a value of $2.09M, Jpmorgan Chase & CO with a value of $2.09M, Microsoft Corp with a value of $2.06M, and Meta Platforms, Inc. with a value of $2.02M.

Examining the 13F form we can see an decrease of $33.6M in the current position value, from $77.9M to 44.3M.

Capital Management Associates is based out at New York, NY

Below you can find more details about Capital Management Associates portfolio as well as his latest detailed transactions.

Portfolio value $44.3 Million
Technology: $12.3 Million
Financial Services: $6.93 Million
Healthcare: $5.38 Million
Communication Services: $3.87 Million
Industrials: $3.86 Million
Consumer Cyclical: $3.13 Million
ETFs: $2.61 Million
Energy: $2.32 Million
Other: $3.84 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 40
  • Current Value $44.3 Million
  • Prior Value $77.9 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 08, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 2 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 11 stocks
Track This Portfolio

Track Capital Management Associates Portfolio

Follow Capital Management Associates and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Capital Management Associates , based on Form 13F filings with the SEC.

News

Stay updated on Capital Management Associates with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email