Carmel Capital Management L.L.C.
CIK: 0001878547SEC EDGAR →
Portfolio Value
$330.0M
Holdings
23
As of
Q4 2025
New Positions
0
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | BROADCOM INC | 142,930 | $49.5M | 14.99% |
| 2 | VISTRA CORP | 255,354 | $41.2M | 12.48% |
| 3 | APPLIED MATLS INC | 91,398 | $23.5M | 7.12% |
| 4 | CITIGROUP INC | 178,949 | $20.9M | 6.33% |
| 5 | JPMORGAN CHASE & CO. | 62,227 | $20.1M | 6.08% |
| 6 | KLA CORP | 13,567 | $16.5M | 4.99% |
| 7 | ASML HOLDING N V | 14,218 | $15.2M | 4.61% |
| 8 | RTX CORPORATION | 81,316 | $14.9M | 4.52% |
| 9 | EAST WEST BANCORP INC | 126,080 | $14.2M | 4.29% |
| 10 | APPLE INC | 49,687 | $13.5M | 4.09% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 8 | $144.4M | 43.8% |
| Financial Services | 6 | $59.0M | 17.9% |
| Utilities | 1 | $41.2M | 12.5% |
| Industrials | 3 | $34.5M | 10.4% |
| Unknown | 3 | $33.9M | 10.3% |
| Energy | 1 | $8.6M | 2.6% |
| Consumer Cyclical | 1 | $8.5M | 2.6% |