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

Total Portfolio Value
$328.98M
Total Bought
$31.19M
Total Sold
$9.72M
Net Transaction
+$21.47M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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BROADCOM INC(AVGO)155,660147,450-8,21042,90848,64514.79%+5,738
CITIGROUP INC(C)174,225176,349+2,12414,83017,8995.44%+3,069
TERADYNE INC(TER)57,15959,584+2,4255,1408,2012.49%+3,061
APPLIED MATLS INC87,08591,833+4,74815,94318,8025.72%+2,859
KLA CORP(KLAC)13,30313,532+22911,91614,5964.44%+2,680
ASML HOLDING N V
N Y REGISTRY SHS
13,97314,198+22511,19813,7454.18%+2,547
APPLE INC(AAPL)49,49249,542+5010,15412,6153.83%+2,461
VALERO ENERGY CORP(VLO)48,31151,136+2,8256,4948,7062.65%+2,212
RTX CORPORATION(RTX)79,19681,141+1,94511,56413,5774.13%+2,013
ENERSYS(ENS)66,09566,295+2005,6697,4892.28%+1,820
AUTOZONE INC(AZO)2,5032,548+459,29210,9323.32%+1,640
JPMORGAN CHASE & CO.(JPM)61,27261,377+10517,76319,3605.88%+1,597
EAST WEST BANCORP INC(EWBC)121,895126,000+4,10512,30913,4134.08%+1,104
NXP SEMICONDUCTORS N V
COM
58,57760,652+2,07512,79813,8124.20%+1,014
VISTRA CORP(VST)254,764255,907+1,14349,37650,13715.24%+761
BERKSHIRE HATHAWAY INC DEL23,88524,475+59011,60312,3053.74%+702
EXCHANGE TRADED CONCEPTS TRU97,89098,140+2505,8526,4341.96%+582
INVESCO EXCHANGE TRADED FD T
S&P500 EQL IND
168,260168,935+6759,0079,4772.88%+470
VANECK ETF TRUST
SEMICONDUCTR ETF
5,0625,06201,4121,6520.50%+240
RBC BEARINGS INC(RBC)19,71819,723+57,5877,6982.34%+110
SPDR GOLD TR(GLD)9551,120+1652913980.12%+107
MICROSOFT CORP(MSFT)2,5392,53901,2631,3150.40%+52
WISDOMTREE TR(WT)129,405130,355+9506,1435,7621.75%-381
GRAPHIC PACKAGING HLDG CO(GPK)375,675308,050-67,6257,9156,0291.83%-1,887
FISERV INC(FISV)46,86046,410-4508,0795,9841.82%-2,095
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Carmel Capital Management L.L.C. — 13F Holdings — Q3 2025 | TickerTrail