Instuitional Investor - Capital Management Associates

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Alphabet Inc.	GOOGL	12,000	$3,450,720	5.73%
2.	Nvidia Corp	NVDA	19,400	$3,383,360	5.62%
3.	Quanta Services Inc.	PWR	5,600	$3,074,512	5.1%
4.	Bloom Energy Corp	BE	21,900	$2,967,231	4.93%
5.	Walmart Inc.	WMT	22,200	$2,759,016	4.58%