Long-term investor
Capital Management Associates @capitalmanagementassocia
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0000825293).
Record
- Tracked since 2025-06-30 (477 days), 80 trades recorded
- Returns: week n/a · month n/a · 90 days -6.8% · 6 months +20.3% · 1 year +27.0% · all +27.0%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- BE · 7.0% · long · since 2025-09-30
- 02079K305 · 5.5% · long · since 2025-06-30
- PWR · 5.2% · long · since 2025-06-30
- NVDA · 5.0% · long · since 2025-06-30
- PANW · 4.4% · long · since 2025-06-30
- AMAT · 4.1% · long · since 2025-06-30
- LLY · 4.0% · long · since 2025-06-30
- JPM · 3.6% · long · since 2025-06-30
- GEV · 3.5% · long · since 2025-06-30
- AMZN · 3.4% · long · since 2025-06-30
- N07059210 · 3.3% · long · since 2025-06-30
- WMT · 3.2% · long · since 2025-06-30