Carmel Capital Management L.L.C. - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on January 28, 2026, for the 2025 Q4 period, Carmel Capital Management L.L.C. held in its portfolio 23 assets valued at $330,022,832 (i.e. $330.02M).

The most valuable assets in the portfolio included: BROADCOM INC ($49.47M), VISTRA CORP ($41.20M), and APPLIED MATLS INC ($23.49M).

The chart below shows the top 10 valuable assets, and the table below shows the top 23 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in Carmel Capital Management L.L.C. Portfolio

BROADCOM INC

VISTRA CORP

APPLIED MATLS INC

CITIGROUP INC

JPMORGAN CHASE & CO.

KLA CORP

ASML HOLDING N V

RTX CORPORATION

EAST WEST BANCORP INC

APPLE INC

Carmel Capital Management L.L.C. - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
BROADCOM INC	142930	49468073	COM
VISTRA CORP	255354	41196261	COM
APPLIED MATLS INC	91398	23488372	COM
CITIGROUP INC	178949	20881559	COM NEW
JPMORGAN CHASE & CO.	62227	20050784	COM
KLA CORP	13567	16484990	COM NEW
ASML HOLDING N V	14218	15211269	N Y REGISTRY SHS
RTX CORPORATION	81316	14913354	COM
EAST WEST BANCORP INC	126080	14170131	COM
APPLE INC	49687	13507908	COM
NXP SEMICONDUCTORS N V	61912	13438619	COM
BERKSHIRE HATHAWAY INC DEL	25000	12566250	CL B NEW
TERADYNE INC	59784	11571791	COM
ENERSYS	72895	10697341	COM
INVESCO EXCHANGE TRADED FD T	171635	9719690	S&P500 EQL IND
RBC BEARINGS INC	19783	8871291	COM
VALERO ENERGY CORP	52586	8560475	COM
AUTOZONE INC	2505	8495708	COM
EXCHANGE TRADED CONCEPTS TRU	98940	6857531	ROBO GLB ETF
WISDOMTREE TR	137755	6376679	INDIA ERNGS FD
VANECK ETF TRUST	5062	1822978	SEMICONDUCTR ETF
MICROSOFT CORP	2539	1227911	COM
SPDR GOLD TR	1120	443867	GOLD SHS