HolderBook

CAPITAL MANAGEMENT CORP /VA

Reported holdings as of Q2 2026, from 31 quarterly filings.

CIK
1074273
Reported value
$666.3M
Positions
72
Top 10 weight
41.4%
Filed
2026-07-29
Days after quarter end
29

Holdings

SecurityTickerValue SharesWeightWeight change Held Change
PITNEY BOWES INCPBI$41.9M2,393,5736.29%+1.22pp21q-11.0%-$5.2M
INTERDIGITAL INCIDCC$36.1M127,6245.42%-0.40pp27q+13.0%+$4.2M
ACCO BRANDS CORPACCO$29.5M7,086,2294.42%+0.84pp11q+1.5%+$432.4K
GRAY MEDIA INCGTN$28.1M7,070,6694.21%-0.38pp13q+14.1%+$3.5M
NEXSTAR MEDIA GROUP INCNXST$26.7M149,3484.00%+0.82pp15q+45.0%+$8.3M
CONCENTRIX CORPCNXC$24.3M1,085,9413.65%+0.06pp5q+41.3%+$7.1M
MOELIS & COMC$24.0M367,0763.60%+0.14pp26q+3.3%+$774.4K
ACME UTD CORPACU$22.6M474,1473.40%-0.45pp31q-5.4%-$1.3M
AGNICO EAGLE MINES LTDAEM$22.5M145,2373.38%-1.13pp20q+11.6%+$2.3M
TOWNSQUARE MEDIA INCTSQ$20.3M2,866,3403.04%+0.73pp2q+14.9%+$2.6M
GOLDMAN SACHS GROUP INCGS$20.1M19,9143.02%+0.09pp31q-1.8%-$361.1K
SINCLAIR INCSBGI$20.1M1,408,9823.01%+0.13pp13q+8.1%+$1.5M
ONEOK INC NEWOKE$19.0M218,7722.85%-0.39pp31q+4.2%+$773.5K
SENSATA TECHNOLOGIES HLDG PLST$17.9M375,5732.69%-0.24pp13q-22.9%-$5.3M
CRAWFORD & COCRDA$16.7M1,480,1052.50%+0.01pp11q+1.0%+$158.6K
PRINCIPAL FINANCIAL GROUP INPFG$16.4M152,0832.46%+0.12pp31qHELD
QUALCOMM INCQCOM$14.0M75,6882.10%-0.62pp26q-38.8%-$8.9M
CITIGROUP INCC$13.7M97,9922.06%-0.04pp18q-9.6%-$1.5M
LOWES COS INCLOW$13.4M60,9242.02%+0.70pp17q+87.6%+$6.3M
MASTERCARD INCORPORATEDMA$12.9M25,1231.94%-0.11pp31q+5.0%+$612.7K
SIRIUSXM HOLDINGS INCSIRI$12.6M426,3911.89%-0.20pp7q-19.6%-$3.1M
VISA INCV$12.1M35,3781.82%+0.07pp31q+4.2%+$490.3K
CNX RES CORPCNX$11.8M347,8581.77%-0.40pp19q+5.6%+$625.8K
LIFEVANTAGE CORPLFVN$11.7M1,878,4111.76%-0.04pp8q-23.1%-$3.5M
ALPHABET INCGOOGL$11.6M32,5001.74%+0.03pp31q-6.7%-$836.3K
CME GROUP INCCME$11.2M50,7831.68%-0.06pp10q+47.2%+$3.6M
FACTSET RESH SYS INCFDS$10.6M46,2861.60%+0.01pp2q+8.2%+$806.4K
WISDOMTREE TRUSFR$10.4M207,4151.57%-0.11pp15q+6.2%+$612.5K
HARMONY BIOSCIENCES HLDGS INHRMY$10.4M285,5001.56%+0.04pp10q-10.2%-$1.2M
CARRIER GLOBAL CORPORATIONCARR$9.2M124,9841.38%+0.31pp22q+13.2%+$1.1M
PRA GROUP INCPRAA$9.1M477,1341.36%+0.04pp7q+7.8%+$657.6K
EXELIXIS INCEXEL$8.8M161,3201.32%+0.11pp31q-2.3%-$205.1K
PRUDENTIAL FINL INCPRU$8.3M77,2141.25%-0.32pp31q-17.8%-$1.8M
MASTECH HLDGS INCMHH$7.8M1,008,2301.17%+0.24pp22q+5.4%+$396.8K
NOV INCNOV$7.4M398,2981.11%-newNEW
MOLSON COORS BEVERAGE COTAP$7.2M185,1201.08%-0.04pp13q+21.2%+$1.3M
MARSH & MCLENNAN COS INCMRSH$6.7M40,3461.01%-newNEW
ANIKA THERAPEUTICS INCANIK$6.6M448,4740.98%-0.12pp12qHELD
UNITED PARCEL SVCS INCUPS$6.3M58,7670.95%-0.05pp31q-1.5%-$96.9K
CRAWFORD & COCRDB$5.7M542,1760.85%-0.04pp11q+5.1%+$275.7K
LEAR CORPLEA$5.5M41,3220.83%-0.06pp4q-4.4%-$257.1K
BRISTOL-MYERS SQUIBB COBMY$5.4M94,1690.81%-0.15pp26q+1.4%+$77.2K
J P MORGAN EXCHANGE TRADED FJMST$5.1M100,0490.77%-0.05pp30q+7.4%+$352.9K
J P MORGAN EXCHANGE TRADED FJPST$5.1M99,9800.76%flat30q+13.4%+$596.8K
ALTRIA GROUP INCMO$5.0M69,6030.75%-0.10pp23q-7.8%-$423.4K
TOLL BROTHERS INCTOL$3.9M23,8350.59%+0.01pp26q-4.0%-$164.7K
EXTRA SPACE STORAGE INCEXR$1.3M8,8500.19%-0.01pp31qHELD
TEXTRON INCTXT$1.2M13,5820.19%+0.01pp5q+13.6%+$149.5K
KINDER MORGAN INC DELKMI$1.1M35,3270.17%-0.09pp25q-22.5%-$328.3K
WISDOMTREE TRDGRS$480.8K8,1000.07%flat31qHELD
WILLIAMS COS INCWMB$401.4K5,4000.06%-0.01pp10qHELD
WISDOMTREE TREUDG$367.3K9,4500.06%flat31qHELD
VANGUARD WORLD FDESGV$360.0K2,7220.05%flat25qHELD
WISDOMTREE TRDXJ$351.4K2,0250.05%flat10qHELD
WISDOMTREE TRDGRE$331.1K8,1060.05%flat14qHELD
WISDOMTREE TREES$308.9K4,5560.05%flat16q-0.8%-$2.4K
WISDOMTREE TREZM$306.5K4,0450.05%flat13qHELD
VANGUARD WORLD FDVOX$303.5K1,6500.05%-0.01pp29qHELD
UDR INCUDR$299.4K7,5010.04%flat31qHELD
APPLE INCAAPL$290.3K1,0030.04%flat31q+5.6%+$15.3K
VANGUARD WORLD FDVSGX$275.0K3,3400.04%flat6qHELD
VANGUARD WORLD FDVFH$264.8K2,0120.04%flat11qHELD
ABBVIE INCABBV$258.2K1,0260.04%flat4qHELD
DOMINION ENERGY INCD$239.0K3,5000.04%-0.01pp11q-22.2%-$68.3K
NORFOLK SOUTHN CORPNSC$235.9K7500.04%flat6q-6.2%-$15.7K
VANGUARD SPECIALIZED FUNDSVIG$234.3K9900.04%flat31qHELD
WISDOMTREE TRDGS$233.0K3,6000.03%flat5qHELD
WISDOMTREE TRDGRW$232.4K2,4300.03%flat10qHELD
TRUIST FINL CORPTFC$221.3K4,4430.03%flat4qHELD
CHOICE HOTELS INTL INCCHH$220.5K2,0000.03%flat2qHELD
VANGUARD INTL EQUITY INDEX FVGK$213.2K2,4080.03%-newNEW
ISHARES TRSMIN$202.3K2,8600.03%-newNEW

By sector

Industry comes from the SIC code on each company's own SEC filings, which is self-reported and sometimes out of date. Derivative exposure is counted with the shares. Securities the SEC assigns no industry - funds, trusts, foreign issues - are shown as not classified rather than dropped.

Telecom & Media 20.6%Business Services 8.6%Capital Markets 8.3%Insurance 8.1%Computer Hardware 6.3%Industrials 5.9%Biotech & Pharma 5.5%Holding & Investment 5.4%Energy 4.9%Banks & Lending 3.5%Mining & Metals 3.4%Software & IT Services 3.3%Other sectors 12.5%Not classified 3.8%
 
SectorValueShare
Telecom & Media$137.2M20.6%
Business Services$57.4M8.6%
Capital Markets$55.4M8.3%
Insurance$53.8M8.1%
Computer Hardware$42.2M6.3%
Industrials$39.2M5.9%
Biotech & Pharma$36.6M5.5%
Holding & Investment$36.1M5.4%
Energy$32.4M4.9%
Banks & Lending$23.0M3.5%
Mining & Metals$22.5M3.4%
Software & IT Services$22.3M3.3%
Other sectors$83.2M12.5%
Not classified$25.1M3.8%

Quarter by quarter

QuarterValuePositions NewAddedTrimmed ExitedTop 10 Days to file
Q2 2026$666.3M7242820341.4%29
Q1 2026$585.1M7131638640.9%23
Q4 2025$610.1M7411929641.4%33
Q3 2025$636.3M7932423443.0%35
Q2 2025$587.1M8052527339.0%28
Q1 2025$577.5M7842620339.1%35
Q4 2024$557.7M7722128438.9%38
Q3 2024$563.0M7952129140.9%30
Q2 2024$499.2M7531732741.6%25
Q1 2024$525.1M79111830340.3%40
Q4 2023$509.1M7172027342.1%32
Q3 2023$442.6M6711823439.0%30
Q2 2023$467.4M7072123638.1%27
Q1 2023$435.5M6972222641.3%38
Q4 2022$406.7M6852026640.9%24
Q3 2022$354.2M6922226437.3%31
Q2 2022$404.5M71434171138.3%25
Q1 2022$467.7M7822821836.8%33
Q4 2021$481.7M8442428336.6%39
Q3 2021$458.1M8333518237.8%25
Q2 2021$471.2M8281628337.7%30
Q1 2021$447.4M7752819340.5%26
Q4 2020$366.4M7581628240.5%35
Q3 2020$318.1M6942122242.1%27
Q2 2020$299.6M6761634842.8%29
Q1 2020$273.1M69722232441.7%35
Q4 2019$392.2M8692030437.2%34
Q3 2019$365.2M81122123735.7%30
Q2 2019$362.0M76625261235.6%31
Q1 2019$364.0M82152230836.8%25
Q4 2018$322.3M75000037.1%29

Rows marked UNVERIFIED ID, PLACEHOLDER ID, TICKER AS ID or NON-CUSIP ID carry an identifier that is not a valid CUSIP. They are shown because the filer reported that money, but treat the security named with caution - hover the chip for what is wrong with it, and see the methodology.

Held counts consecutive filings in which this manager reported the position, and can reach further back than the quarters listed above: the tabs begin at Q4 2018 because earlier coverage is too sparse to describe a market, but tenure is counted over every filing we hold, some reaching to 2007. A position sold and later rebought starts again from one.

Weight change is the shift in this position's share of the whole book, in percentage points. It is the more useful column: when money flows into or out of a broad fund, almost every holding is bought or sold at once, so added and trimmed largely track flows. A weight that rose while the book shrank is a decision. Both compare with the previous quarter this filer reported, not the previous calendar quarter.