Fund Holdings — Carmel Capital Management L.L.C.

Total Portfolio Value
$349.19M
Total Bought
$18.50M
Total Sold
$32.11M
Net Transaction
-$13.61M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
▲▼
Change
▲▼
APPLIED MATLS INC91,39888,848-2,55023,48830,3678.70%+6,879
GARRETT MOTION INC(GTX)0314,750+314,75005,7191.64%+5,719
ICICI BANK LIMITED(IBN)0211,000+211,00005,4651.57%+5,465
RBC BEARINGS INC(RBC)19,78324,708+4,9258,87113,4193.84%+4,548
VALERO ENERGY CORP(VLO)52,58652,58608,56012,9933.72%+4,432
TERADYNE INC(TER)59,78450,064-9,72011,57214,8424.25%+3,270
ASML HLDG NV
N Y REGISTRY SHS
14,21813,963-25515,21118,4435.28%+3,231
ENERSYS(ENS)72,89573,665+77010,69712,7973.66%+2,100
KLA CORP(KLAC)13,56711,987-1,58016,48517,6505.05%+1,165
RTX CORPORATION(RTX)81,31680,176-1,14014,91315,4664.43%+553
INVESCO EXCHANGE TRADED FD T
S&P500 EQL IND
171,635172,220+5859,7209,9162.84%+197
VANECK ETF TRUST
SEMICONDUCTR ETF
5,0624,937-1251,8231,8930.54%+70
SPDR GOLD TR(GLD)1,1201,12004444820.14%+38
AUTOZONE INC(AZO)2,5052,501-48,4968,4482.42%-48
EXCHANGE TRADED CONCEPTS TRU98,94098,94006,8586,7701.94%-87
MICROSOFT CORP(MSFT)2,5392,53901,2289400.27%-288
NXP SEMICONDUCTORS N V
COM
61,91265,862+3,95013,43912,9663.71%-473
BERKSHIRE HATHAWAY INC DEL25,00024,950-5012,56611,9563.42%-610
EAST WEST BANCORP INC(EWBC)126,080126,080014,17013,4603.85%-710
CITIGROUP INC(C)178,949177,149-1,80020,88220,0905.75%-791
APPLE INC(AAPL)49,68749,662-2513,50812,6043.61%-904
JPMORGAN CHASE & CO(JPM)62,22762,099-12820,05118,2675.23%-1,784
VISTRA CORP(VST)255,354254,909-44541,19638,32010.97%-2,876
WISDOMTREE TR(WT)137,75551,755-86,0006,3772,1120.60%-4,265
BROADCOM INC(AVGO)142,930141,515-1,41549,46843,80012.54%-5,668
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Carmel Capital Management L.L.C. — 13F Holdings — Q1 2026 | TickerTrail