Institutions / Carmel Capital Management L.L.C.
Carmel Capital Management L.L.C.
CIK 1878547 · Institution · as of Dec 31, 2025
Portfolio value
$330.02M
Positions
23
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Broadcom Inc. | $49.47M | 15.0% |
| Vistra Corp. | $41.20M | 12.5% |
| Applied Materials Inc /De | $23.49M | 7.1% |
| Citigroup Inc | $20.88M | 6.3% |
| JPMorgan Chase & Co | $20.05M | 6.1% |
| Kla Corp | $16.48M | 5.0% |
| Asml Holding N V | $15.21M | 4.6% |
| RTX Corp | $14.91M | 4.5% |
| East West Bancorp Inc | $14.17M | 4.3% |
| Apple Inc. | $13.51M | 4.1% |
| NXP Semiconductors N.V. | $13.44M | 4.1% |
| Warren E. Buffett | $12.57M | 3.8% |
| Teradyne, Inc | $11.57M | 3.5% |
| EnerSys | $10.70M | 3.2% |
| Invesco Exchange Traded Fd T | $9.72M | 2.9% |
| RBC Bearings Inc | $8.87M | 2.7% |
| Valero Energy Corp | $8.56M | 2.6% |
| Autozone Inc | $8.50M | 2.6% |
| Exchange Traded Concepts Tru | $6.86M | 2.1% |
| WisdomTree Tr | $6.38M | 1.9% |
| VanEck ETF Trust | $1.82M | 0.6% |
| Microsoft Corp | $1.23M | 0.4% |
| SPDR Gold Tr | $443.9K | 0.1% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.