Capital Management Associates, Inc
Annual return '25
+13.4%
SPY '25
+17.7%
Alpha
-4.3ptsvs SPY
Invested
$442.3M
Holdings
151
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SPY
STATE STR SPDR S&P 500 ETF T
Q1 2026: Increased +1.4% (7.5k → 7.6k shares)
15.2%
02
$SCHB
SCHWAB STRATEGIC TR
Q1 2026: Exited (was 7.8k shares)
10.1%
03
$VOO
VANGUARD INDEX FDS
Q1 2026: Increased +6.2% (25.6k → 27.2k shares)
9.2%
04
$NDQ
INVESCO QQQ TR
Q4 2025: Sold 95.6% (37.9k → 1.7k shares)
5.2%
05
$SIVR
ABRDN SILVER ETF TRUST
Q4 2025: Exited (was 308.0k shares)
4.4%
06
$HYS
PIMCO ETF TR
Q4 2025: Exited (was 139.7k shares)
3.4%
07
$AAPL
APPLE INC
Q1 2026: Increased +2355.2% (572 → 14.0k shares)
3.1%
08
$DIA
STATE STR SPDR DOW JONES IND
Q4 2025: Exited (was 25.5k shares)
3.0%
09
$SGOL
ETFS GOLD TR
Q4 2025: Exited (was 293.6k shares)
2.6%
10
$VB
VANGUARD INDEX FDS
Q4 2025: Exited (was 27.6k shares)
2.5%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 15:38 UTC.