Fund Holdings

Carmel Capital Management L.L.C.

Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
APPLIED MATLS INC88,84879,258-9,59030,367,35857,303,53412.56%+26,936,176
GARRETT MOTION INC(GTX)314,750481,650+166,9005,719,00817,450,1803.82%+11,731,172
BROADCOM INC(AVGO)141,515141,369-14643,800,30853,402,14011.70%+9,601,832
ASML HLDG NV
N Y REGISTRY SHS
13,96313,931-3218,442,74927,714,8896.07%+9,272,140
KLA CORP(KLAC)11,98787,020+75,03317,649,77926,254,8045.75%+8,605,025
NXP SEMICONDUCTORS N V
COM
65,86265,902+4012,965,59318,520,4394.06%+5,554,846
TERADYNE INC(TER)50,06441,957-8,10714,841,97320,300,4754.45%+5,458,502
CITIGROUP INC(C)177,149177,259+11020,090,46824,809,1705.44%+4,718,702
ENERSYS(ENS)73,66573,760+9512,797,08417,246,5633.78%+4,449,479
VALERO ENERGY CORP(VLO)52,58665,933+13,34712,992,94917,171,5913.76%+4,178,642
EAST WEST BANCORP INC(EWBC)126,080125,880-20013,460,30116,249,8493.56%+2,789,548
RBC BEARINGS INC(RBC)24,70824,625-8313,419,40915,859,9773.48%+2,440,568
ICICI BANK LIMITED(IBN)211,000270,525+59,5255,464,9007,853,3411.72%+2,388,441
VISTRA CORP(VST)254,909256,306+1,39738,320,47040,657,8218.91%+2,337,351
JPMORGAN CHASE & CO(JPM)62,09962,144+4518,267,04220,341,5964.46%+2,074,554
EXCHANGE TRADED CONCEPTS TRU98,940100,490+1,5506,770,4648,607,9731.89%+1,837,509
APPLE INC(AAPL)49,66249,612-5012,603,71914,355,7283.15%+1,752,009
VANECK ETF TRUST
SEMICONDUCTR ETF
4,9374,93701,892,8463,238,1290.71%+1,345,283
INVESCO EXCHANGE TRADED FD T
S&P500 EQL IND
172,220173,445+1,2259,916,42811,099,6132.43%+1,183,185
BERKSHIRE HATHAWAY INC DEL24,95025,145+19511,956,04012,582,3072.76%+626,267
TEXAS INSTRS INC(TXN)0831+8310247,6960.05%+247,696
SCHWAB STRATEGIC TR06,456+6,4560233,2550.05%+233,255
EMERSON ELEC CO(EMR)01,500+1,5000214,7250.05%+214,725
SCHWAB STRATEGIC TR07,200+7,2000211,8960.05%+211,896
SPDR GOLD TR(GLD)1,1201,1200481,925412,5860.09%-69,339
MICROSOFT CORP(MSFT)2,5392,039-500939,862760,5880.17%-179,274
RTX CORPORATION(RTX)80,17680,526+35015,465,95015,278,1983.35%-187,752
AUTOZONE INC(AZO)2,5012,50108,447,8287,993,0461.75%-454,782
WISDOMTREE TR(WT)51,7550-51,7552,111,6040-2,111,604
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