Fund HoldingsCarmel Capital Management L.L.C.

Total Portfolio Value
$330.02M
Total Bought
$19.83M
Total Sold
$28.90M
Net Transaction
-$9.07M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
APPLIED MATLS INC91,83391,398-43518,80223,4887.12%+4,686
TERADYNE INC(TER)59,58459,784+2008,20111,5723.51%+3,371
ENERSYS(ENS)66,29572,895+6,6007,48910,6973.24%+3,209
CITIGROUP INC(C)176,349178,949+2,60017,89920,8826.33%+2,982
KLA CORP(KLAC)13,53213,567+3514,59616,4855.00%+1,889
ASML HOLDING N V
N Y REGISTRY SHS
14,19814,218+2013,74515,2114.61%+1,466
RTX CORPORATION(RTX)81,14181,316+17513,57714,9134.52%+1,336
RBC BEARINGS INC(RBC)19,72319,783+607,6988,8712.69%+1,174
APPLE INC(AAPL)49,54249,687+14512,61513,5084.09%+893
BROADCOM INC(AVGO)147,450142,930-4,52048,64549,46814.99%+823
EAST WEST BANCORP INC(EWBC)126,000126,080+8013,41314,1704.29%+757
JPMORGAN CHASE & CO.(JPM)61,37762,227+85019,36020,0516.08%+691
WISDOMTREE TR(WT)130,355137,755+7,4005,7626,3771.93%+615
EXCHANGE TRADED CONCEPTS TRU98,14098,940+8006,4346,8582.08%+423
BERKSHIRE HATHAWAY INC DEL24,47525,000+52512,30512,5663.81%+262
INVESCO EXCHANGE TRADED FD T
S&P500 EQL IND
168,935171,635+2,7009,4779,7202.95%+242
VANECK ETF TRUST
SEMICONDUCTR ETF
5,0625,06201,6521,8230.55%+171
SPDR GOLD TR(GLD)1,1201,12003984440.13%+46
MICROSOFT CORP(MSFT)2,5392,53901,3151,2280.37%-87
VALERO ENERGY CORP(VLO)51,13652,586+1,4508,7068,5602.59%-146
NXP SEMICONDUCTORS N V
COM
60,65261,912+1,26013,81213,4394.07%-374
AUTOZONE INC(AZO)2,5482,505-4310,9328,4962.57%-2,436
FISERV INC(FISV)46,4100-46,4105,9840-5,984
GRAPHIC PACKAGING HLDG CO(GPK)308,0500-308,0506,0290-6,029
VISTRA CORP(VST)255,907255,354-55350,13741,19612.48%-8,941
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