Capital Asset Managemnet, LLC - Portfolio overview

Capital Asset Managemnet, LLC has 77 reported holdings in this dataset, with the latest filing dated 2026-04-14.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. VOO - VANGUARD INDEX FUNDS S&P 500 ETF USD, 8.66%
2. VTI - VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF, 6.15%
3. IVV - ISHARES CORE S&P 500 ETF, 4.87%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.