Instuitional Investor - Capital Management Associates

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Microsoft Corp	MSFT	12,821	$4,821,209	6.14%
2.	Apple Inc.	AAPL	18,419	$3,546,210	4.51%
3.	Blackstone Inc.	BX	22,655	$2,965,993	3.77%
4.	Amazon Com Inc	AMZN	17,523	$2,662,445	3.39%
5.	Vaneck Semiconductor Etf		14,282	$2,497,493	3.18%