Fund HoldingsCarmel Capital Management L.L.C.

Total Portfolio Value
$456.37M
Total Bought
$50.78M
Total Sold
$60.54M
Net Transaction
-$9.76M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
APPLIED MATLS INC88,84879,258-9,59030,36757,30412.56%+26,936
GARRETT MOTION INC(GTX)314,750481,650+166,9005,71917,4503.82%+11,731
BROADCOM INC(AVGO)141,515141,369-14643,80053,40211.70%+9,602
ASML HLDG NV
N Y REGISTRY SHS
13,96313,931-3218,44327,7156.07%+9,272
KLA CORP(KLAC)11,98787,020+75,03317,65026,2555.75%+8,605
NXP SEMICONDUCTORS N V
COM
65,86265,902+4012,96618,5204.06%+5,555
TERADYNE INC(TER)50,06441,957-8,10714,84220,3004.45%+5,459
CITIGROUP INC(C)177,149177,259+11020,09024,8095.44%+4,719
ENERSYS(ENS)73,66573,760+9512,79717,2473.78%+4,449
VALERO ENERGY CORP(VLO)52,58665,933+13,34712,99317,1723.76%+4,179
EAST WEST BANCORP INC(EWBC)126,080125,880-20013,46016,2503.56%+2,790
RBC BEARINGS INC(RBC)24,70824,625-8313,41915,8603.48%+2,441
ICICI BANK LIMITED(IBN)211,000270,525+59,5255,4657,8531.72%+2,388
VISTRA CORP(VST)254,909256,306+1,39738,32040,6588.91%+2,337
JPMORGAN CHASE & CO(JPM)62,09962,144+4518,26720,3424.46%+2,075
EXCHANGE TRADED CONCEPTS TRU98,940100,490+1,5506,7708,6081.89%+1,838
APPLE INC(AAPL)49,66249,612-5012,60414,3563.15%+1,752
VANECK ETF TRUST
SEMICONDUCTR ETF
4,9374,93701,8933,2380.71%+1,345
INVESCO EXCHANGE TRADED FD T
S&P500 EQL IND
172,220173,445+1,2259,91611,1002.43%+1,183
BERKSHIRE HATHAWAY INC DEL24,95025,145+19511,95612,5822.76%+626
TEXAS INSTRS INC(TXN)0831+83102480.05%+248
SCHWAB STRATEGIC TR06,456+6,45602330.05%+233
EMERSON ELEC CO(EMR)01,500+1,50002150.05%+215
SCHWAB STRATEGIC TR07,200+7,20002120.05%+212
SPDR GOLD TR(GLD)1,1201,12004824130.09%-69
MICROSOFT CORP(MSFT)2,5392,039-5009407610.17%-179
RTX CORPORATION(RTX)80,17680,526+35015,46615,2783.35%-188
AUTOZONE INC(AZO)2,5012,50108,4487,9931.75%-455
WISDOMTREE TR(WT)51,7550-51,7552,1120-2,112
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