Long-term investor
Capital Management Associates, Inc. @capitalmanagementassociatmnn
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002008851).
Record
- Tracked since 2025-06-30 (441 days), 116 trades recorded
- Returns: week n/a · month n/a · 90 days +10.6% · 6 months n/a · 1 year +19.5% · all +19.5%
- Max drawdown n/a · win rate 22% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- SPY · 15.5% · long · since 2025-06-30
- SCHB · 10.4% · long · since 2025-06-30
- VOO · 9.7% · long · since 2025-06-30
- 46090E103 · 5.8% · long · since 2025-06-30
- AAPL · 3.3% · long · since 2025-06-30
- DIA · 3.1% · long · since 2025-06-30
- HYS · 2.9% · long · since 2025-06-30
- VB · 2.6% · long · since 2025-06-30
- SIVR · 2.5% · long · since 2025-06-30
- CGBL · 2.4% · long · since 2025-06-30
- VBK · 2.1% · long · since 2025-06-30
- VUG · 1.9% · long · since 2025-06-30