Stock Taper 
CAPITAL MANAGEMENT ASSOCIATES /NY/
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Micron Technology, Inc. | MU | 850 | $981.15K |
 Broadcom Inc. | AVGO | 1K | $377.75K |
 ASML Holding N.V. | ASML | 1.27K | $2.54M |
 BlackRock, Inc. | BLK | 1.9K | $1.83M |
 Bank of America Corporation | BAC | 2K | $113.96K |
 McKesson Corporation | MCK | 2.05K | $1.55M |
 Thermo Fisher Scientific Inc. | TMO | 2.1K | $1.05M |
 GE Vernova Inc. | GEV | 2.3K | $2.7M |
 Linde plc | LIN | 2.5K | $1.3M |
 Eli Lilly and Company | LLY | 2.6K | $3.12M |
 Celestica Inc. | CLS | 2.8K | $1.02M |
 Curtiss-Wright Corporation | CW | 3K | $2.27M |
 Marvell Technology, Inc. | MRVL | 3K | $893.67K |
 Cheniere Energy, Inc. | LNG | 3.5K | $836.53K |
 Tesla, Inc. | TSLA | 4K | $1.68M |
 Applied Materials, Inc. | AMAT | 4.38K | $3.16M |
 Constellation Energy Corporation | CEG | 5.5K | $1.37M |
 Microsoft Corporation | MSFT | 5.5K | $2.05M |
 Quanta Services, Inc. | PWR | 5.6K | $4.03M |
 Apple Inc. | AAPL | 5.9K | $1.71M |