Carmel Capital Management L.L.C.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$349.2M
Q ending 2026-03-31
Prior quarter
$330.0M
Q ending 2025-12-31
Change
+5.8% QoQ · +41.8% YoY
Positions
25
reported holdings
Largest positions
All 25 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Broadcom Inc | AVGO | Shares | $43.8M | 142K |
| Vistra Corp | VST | Shares | $38.3M | 255K |
| Applied Matls Inc | AMAT | Shares | $30.4M | 89K |
| Citigroup Inc | C | Shares | $20.1M | 177K |
| Asml Hldg Nv | Shares | $18.4M | 14K | |
| Jpmorgan Chase & Co | JPM | Shares | $18.3M | 62K |
| Kla Corp | KLAC | Shares | $17.6M | 12K |
| Rtx Corporation | RTX | Shares | $15.5M | 80K |
| Teradyne Inc | TER | Shares | $14.8M | 50K |
| East West Bancorp Inc | EWBC | Shares | $13.5M | 126K |
| Rbc Bearings Inc | RBC | Shares | $13.4M | 25K |
| Valero Energy Corp | VLO | Shares | $13.0M | 53K |
| Nxp Semiconductors N V | Shares | $13.0M | 66K | |
| Enersys | ENS | Shares | $12.8M | 74K |
| Apple Inc | AAPL | Shares | $12.6M | 50K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $12.0M | 25K |
| Invesco Exchange Traded Fd T | RSPN | Shares | $9.9M | 172K |
| Autozone Inc | AZO | Shares | $8.4M | 3K |
| Exchange Traded Concepts Tru | ROBO | Shares | $6.8M | 99K |
| Garrett Motion Inc | GTX | Shares | $5.7M | 315K |
| Icici Bank Limited | IBN | Shares | $5.5M | 211K |
| Wisdomtree Tr | EPI | Shares | $2.1M | 52K |
| Vaneck Etf Trust | SMH | Shares | $1.9M | 5K |
| Microsoft Corp | MSFT | Shares | $940K | 3K |
| Spdr Gold Tr | GLD | Shares | $482K | 1K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.