Fund Holdings

Carmel Capital Management L.L.C.

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
APPLIED MATLS INC91,39888,848-2,55023,488,37230,367,3588.70%+6,878,986
GARRETT MOTION INC(GTX)0314,750+314,75005,719,0081.64%+5,719,008
ICICI BANK LIMITED(IBN)0211,000+211,00005,464,9001.57%+5,464,900
RBC BEARINGS INC(RBC)19,78324,708+4,9258,871,29113,419,4093.84%+4,548,118
VALERO ENERGY CORP(VLO)52,58652,58608,560,47512,992,9493.72%+4,432,474
TERADYNE INC(TER)59,78450,064-9,72011,571,79114,841,9734.25%+3,270,182
ASML HLDG NV
N Y REGISTRY SHS
14,21813,963-25515,211,26918,442,7495.28%+3,231,480
ENERSYS(ENS)72,89573,665+77010,697,34112,797,0843.66%+2,099,743
KLA CORP(KLAC)13,56711,987-1,58016,484,99017,649,7795.05%+1,164,789
RTX CORPORATION(RTX)81,31680,176-1,14014,913,35415,465,9504.43%+552,596
INVESCO EXCHANGE TRADED FD T
S&P500 EQL IND
171,635172,220+5859,719,6909,916,4282.84%+196,738
VANECK ETF TRUST
SEMICONDUCTR ETF
5,0624,937-1251,822,9781,892,8460.54%+69,868
SPDR GOLD TR(GLD)1,1201,1200443,867481,9250.14%+38,058
AUTOZONE INC(AZO)2,5052,501-48,495,7088,447,8282.42%-47,880
EXCHANGE TRADED CONCEPTS TRU98,94098,94006,857,5316,770,4641.94%-87,067
MICROSOFT CORP(MSFT)2,5392,53901,227,911939,8620.27%-288,049
NXP SEMICONDUCTORS N V
COM
61,91265,862+3,95013,438,61912,965,5933.71%-473,026
BERKSHIRE HATHAWAY INC DEL25,00024,950-5012,566,25011,956,0403.42%-610,210
EAST WEST BANCORP INC(EWBC)126,080126,080014,170,13113,460,3013.85%-709,830
CITIGROUP INC(C)178,949177,149-1,80020,881,55920,090,4685.75%-791,091
APPLE INC(AAPL)49,68749,662-2513,507,90812,603,7193.61%-904,189
JPMORGAN CHASE & CO(JPM)62,22762,099-12820,050,78418,267,0425.23%-1,783,742
VISTRA CORP(VST)255,354254,909-44541,196,26138,320,47010.97%-2,875,791
WISDOMTREE TR(WT)137,75551,755-86,0006,376,6792,111,6040.60%-4,265,075
BROADCOM INC(AVGO)142,930141,515-1,41549,468,07343,800,30812.54%-5,667,765
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