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Disclosed positions
CAPITAL MANAGEMENT ASSOCIATES /NY/: source evidence dated 2026-08-11T03:59:59.999Z.
- Issuer
- BLOOM ENERGY CORP COM CL A
- Ticker
- BE
- Class
- Stock
- Reported value
- $5,418,330
- Reported amount
- 17,900
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0000825293-26-000003Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
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| BLOOM ENERGY CORP COM CL A | BE | Stock | $5,418,330 | 17,900 | SH | None |
| ALPHABET INC CAP STK CL A | GOOGL | Stock | $4,288,440 | 12,000 | SH | None |
| QUANTA SVCS INC COM | PWR | Stock | $4,032,224 | 5,600 | SH | None |
| NVIDIA CORPORATION COM | NVDA | Stock | $3,881,746 | 19,400 | SH | None |
| PALO ALTO NETWORKS INC COM | PANW | Stock | $3,410,200 | 10,000 | SH | None |
| APPLIED MATLS INC COM | AMAT | Stock | $3,163,125 | 4,375 | SH | None |
| ELI LILLY & CO COM | LLY | Stock | $3,118,518 | 2,600 | SH | None |
| JPMORGAN CHASE & CO COM | JPM | Stock | $2,782,305 | 8,500 | SH | None |
| GE VERNOVA INC COM | GEV | Stock | $2,702,178 | 2,300 | SH | None |
| AMAZON COM INC COM | AMZN | Stock | $2,621,740 | 11,000 | SH | None |
| ASML HLDG NV N Y REGISTRY SHS | ASML | ADR | $2,536,536 | 1,275 | SH | None |
| WALMART INC COM | WMT | Stock | $2,514,372 | 22,200 | SH | None |
| CURTISS WRIGHT CORP COM | CW | Stock | $2,273,280 | 3,000 | SH | None |
| MICROSOFT CORP COM | MSFT | Stock | $2,051,610 | 5,500 | SH | None |
| INTERNATIONAL BUSINESS MACHS COM | IBM | Stock | $1,968,470 | 7,000 | SH | None |
| BLACKROCK INC COM | BLK | Stock | $1,826,964 | 1,900 | SH | None |
| VANECK GOLD MINERS ETF | GDX | ETF | $1,810,800 | 24,000 | SH | None |
| APPLE INC COM | AAPL | Stock | $1,707,224 | 5,900 | SH | None |
| TESLA INC COM | TSLA | Stock | $1,682,400 | 4,000 | SH | None |
| INVESCO S&P 500 EQUAL WEIGHT ETF | RSP | ETF | $1,595,775 | 7,500 | SH | None |
| MCKESSON CORP COM | MCK | Stock | $1,548,980 | 2,050 | SH | None |
| CONSTELLATION ENERGY CORP COM | CEG | Stock | $1,366,035 | 5,500 | SH | None |
| LINDE PLC SHS | LIN | Stock | $1,297,350 | 2,500 | SH | None |
| ROSS STORES INC COM | ROST | Stock | $1,277,100 | 6,000 | SH | None |
| EXXONMOBIL HOLDINGS CORP COM SHS | XOM | Stock | $1,210,245 | 8,852 | SH | None |
| PALANTIR TECHNOLOGIES INC CL A | PLTR | Stock | $1,166,700 | 10,000 | SH | None |
| FREEPORT MCMORAN INC CL B | FCX | Stock | $1,069,130 | 17,000 | SH | None |
| THERMO FISHER SCIENTIFIC INC COM | TMO | Stock | $1,052,856 | 2,100 | SH | None |
| CELESTICA INC COM | CLS | Stock | $1,021,440 | 2,800 | SH | None |
| MP MATERIALS CORP COM CL A | MP | Stock | $1,008,180 | 18,000 | SH | None |
| MICRON TECHNOLOGY INC COM | MU | Stock | $981,147 | 850 | SH | None |
| NEXTERA ENERGY INC COM | NEE | Stock | $965,470 | 11,000 | SH | None |
| STATE STREET SPDR S&P BIOTECH ETF | XBI | ETF | $949,500 | 6,000 | SH | None |
| CVS HEALTH CORP COM | CVS | Stock | $931,050 | 9,000 | SH | None |
| MARVELL TECHNOLOGY INC COM | MRVL | Stock | $893,670 | 3,000 | SH | None |
| CHENIERE ENERGY INC COM NEW | LNG | Stock | $836,535 | 3,500 | SH | None |
| SLB LIMITED COM STK | SLB | Stock | $790,330 | 17,000 | SH | None |
| ISHARES BIOTECHNOLOGY ETF | IBB | ETF | $760,760 | 4,000 | SH | None |
| STATE STREET SPDR S&P METALS & MINING ETF | XME | ETF | $748,510 | 7,000 | SH | None |
| APOLLO GLOBAL MGMT INC COM | APO | Stock | $709,860 | 6,000 | SH | None |
| BLACKSTONE INC COM | BX | Stock | $706,020 | 6,000 | SH | None |
| GLOBAL X URANIUM ETF | URA | ETF | $546,250 | 12,500 | SH | None |
| BROADCOM INC COM | AVGO | Stock | $377,750 | 1,000 | SH | None |
| BANK OF AMER CORP COM | BAC | Stock | $113,960 | 2,000 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.