The Analysis of Carmel Capital Management L.L.C.'s Holdings


Currently, Carmel Capital Management L.L.C. holds 25 types of securities in its portfolio with a total value $329.0M. In the most recent quarter, they have increased their positions in AMAT (+4.7K shares, valued at $972.1K), VLO (+2.8K shares, valued at $481.0K), NXPI (+2.1K shares, valued at $472.5K); decreased their positions in AVGO (-8.2K shares, valued at $2.7M), GPK (-67.6K shares, valued at $1.3M), FI (-450 shares, valued at $58.0K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
VST VISTRA CORP255.9K shares0.45%2025-09-302025-11-12history
AVGO BROADCOM INC147.4K shares-5.27%2025-09-302025-11-12history
JPM JPMORGAN CHASE & CO.61.4K shares0.17%2025-09-302025-11-12history
AMAT APPLIED MATLS INC91.8K shares5.45%2025-09-302025-11-12history
C CITIGROUP INC176.3K shares1.22%2025-09-302025-11-12history
KLAC KLA CORP13.5K shares1.72%2025-09-302025-11-12history
NXPI NXP SEMICONDUCTORS N V60.7K shares3.54%2025-09-302025-11-12history
ASML ASML HOLDING N V14.2K shares1.61%2025-09-302025-11-12history
Sponsored
RTX RTX CORPORATION81.1K shares2.46%2025-09-302025-11-12history
EWBC EAST WEST BANCORP INC126.0K shares3.37%2025-09-302025-11-12history
AAPL APPLE INC49.5K shares0.10%2025-09-302025-11-12history
BRK.B BERKSHIRE HATHAWAY INC DEL24.5K shares2.47%2025-09-302025-11-12history
AZO AUTOZONE INC2.5K shares1.80%2025-09-302025-11-12history
RSPN INVESCO EXCHANGE TRADED FD T168.9K shares0.40%2025-09-302025-11-12history
VLO VALERO ENERGY CORP51.1K shares5.85%2025-09-302025-11-12history
TER TERADYNE INC59.6K shares4.24%2025-09-302025-11-12history
Sponsored
RBC RBC BEARINGS INC19.7K shares0.03%2025-09-302025-11-12history
ENS ENERSYS66.3K shares0.30%2025-09-302025-11-12history
ROBO EXCHANGE TRADED CONCEPTS TRU98.1K shares0.26%2025-09-302025-11-12history
GPK GRAPHIC PACKAGING HLDG CO308.1K shares-18.00%2025-09-302025-11-12history
FI FISERV INC46.4K shares-0.96%2025-09-302025-11-12history
EPI WISDOMTREE TR130.4K shares0.73%2025-09-302025-11-12history
SMH VANECK ETF TRUST5.1K shares0.00%2025-09-302025-11-12history
MSFT MICROSOFT CORP2.5K shares0.00%2025-09-302025-11-12history
Sponsored
GLD SPDR GOLD TR1.1K shares17.28%2025-09-302025-11-12history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available