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CAPITAL MANAGEMENT CORP /VA

Location
GLEN ALLEN, VA
Portfolio Value
Micro $26,421,094
Diversification
Diversified
Filing Date
Global Rank
#2,461 / 8,586 ▼ 11
Top Industry
Broadcasting 11.2%
3Y Alpha vs SPY
-5.0%
Period ended 3 months ago
Filed Apr 23, 2026 · 55d
25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio
+57.2%
SPY
+78.1%
Annualised alpha
-5.0%
Max drawdown
−17.1%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

54 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025
Top Position
6.1%
−0.3 pts
Top 5
25.1%
−0.2 pts
Top 10
43.0%
−0.6 pts
HHI
307
Jun 2023 → Mar 2026 · range 298 – 343
Diversified−8

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026
Sector % Portfolio Value
Financial Services 24.9% $138,531,046
Communication Services 17.6% $98,187,342
Technology 15.9% $88,451,792
Industrials 12.5% $69,475,986
Consumer Defensive 8.0% $44,605,437
Energy 6.1% $33,920,457
Healthcare 5.1% $28,330,965
Basic Materials 4.7% $26,421,094
Consumer Cyclical 3.0% $16,504,451
Real Estate 2.3% $12,576,735
Utilities 0.0% $278,190

Last Quarter's Activity

Export CSV
Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased
14 positions
Ticker Δ Shares Shares Value Open

Trimmed

Positions the filer reduced
25 positions
Ticker Δ Shares Shares Value Open

New Positions

Positions the filer opened this quarter
3 positions
Ticker Shares Value Open

Sold Out

Positions the filer fully exited
3 positions
Ticker Shares Value Open

Portfolio Positions

Export CSV View 13F filing
1 positions · $26,421,094 total · Basic Materials only · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio History