Stock Taper 
CAPITAL MANAGEMENT ASSOCIATES /NY/
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Walmart Inc. | WMT | 22.2K | $2.51M |
 NVIDIA Corporation | NVDA | 19.4K | $3.88M |
 MP Materials Corp. | MP | 18K | $1.01M |
 Bloom Energy Corporation | BE | 17.9K | $5.42M |
 Slb N.V. | SLB | 17K | $790.33K |
 Freeport-McMoRan Inc. | FCX | 17K | $1.07M |
 Alphabet Inc. | GOOGL | 12K | $4.29M |
 NextEra Energy, Inc. | NEE | 11K | $965.47K |
 Amazon.com, Inc. | AMZN | 11K | $2.62M |
 Palo Alto Networks, Inc. | PANW | 10K | $3.41M |
 Palantir Technologies Inc. | PLTR | 10K | $1.17M |
 CVS Health Corp. | CVS | 9K | $931.05K |
 JPMorgan Chase & Co. | JPM | 8.5K | $2.78M |
 International Business Machines Corporation | IBM | 7K | $1.97M |
 Ross Stores, Inc. | ROST | 6K | $1.28M |
 Apollo Global Management, Inc. | APO | 6K | $709.86K |
 Blackstone Inc. | BX | 6K | $706.02K |
 Apple Inc. | AAPL | 5.9K | $1.71M |
 Quanta Services, Inc. | PWR | 5.6K | $4.03M |
 Microsoft Corporation | MSFT | 5.5K | $2.05M |