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

Currently, Carmel Capital Management L.L.C. holds 25 types of securities in its portfolio with a total value $349.2M. In the most recent quarter, they have increased their positions in GTX (+314.8K shares, valued at $5.7M), IBN (+211.0K shares, valued at $5.5M), RBC (+4.9K shares, valued at $2.7M); decreased their positions in EPI (-86.0K shares, valued at $3.5M), TER (-9.7K shares, valued at $2.9M), KLAC (-1.6K shares, valued at $2.3M); initiated new positions in GTX (+314.8K shares, valued at $5.7M), IBN (+211.0K shares, valued at $5.5M).

1M P&L

+23.6M+4.73%

3M P&L

+68.0M+14.91%

HY P&L

+155.9M+42.39%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Semiconductor Equipment & Materials81.3M

29.7%

2Utilities - Independent Power Producers38.3M

14.0%

3N/A21.2M

7.7%

Top Industries by Stock Count

1N/A5 stocks

22.7%

2Semiconductor Equipment & Materials4 stocks

18.2%

3Auto Parts2 stocks

9.1%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

BROADCOM INC BROADCOM INC141.5K shares-0.99%2026-03-312026-04-24

VST VISTRA CORP254.9K shares-0.17%2026-03-312026-04-24

AMAT APPLIED MATLS INC88.8K shares-2.79%2026-03-312026-04-24

CITIGROUP INC CITIGROUP INC177.1K shares-1.01%2026-03-312026-04-24

ASML ASML HLDG NV14.0K shares-1.79%2026-03-312026-04-24

JPM JPMORGAN CHASE & CO62.1K shares-0.21%2026-03-312026-04-24

KLAC KLA CORP12.0K shares-11.65%2026-03-312026-04-24

RTX RTX CORPORATION80.2K shares-1.40%2026-03-312026-04-24

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TER TERADYNE INC50.1K shares-16.26%2026-03-312026-04-24

EWBC EAST WEST BANCORP INC126.1K shares0.00%2026-03-312026-04-24

RBC RBC BEARINGS INC24.7K shares24.90%2026-03-312026-04-24

VLO VALERO ENERGY CORP52.6K shares0.00%2026-03-312026-04-24

NXPI NXP SEMICONDUCTORS N V65.9K shares6.38%2026-03-312026-04-24

ENS ENERSYS73.7K shares1.06%2026-03-312026-04-24

AAPL APPLE INC49.7K shares-0.05%2026-03-312026-04-24

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL24.9K shares-0.20%2026-03-312026-04-24

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RSPN INVESCO EXCHANGE TRADED FD T172.2K shares0.34%2026-03-312026-04-24

AZO AUTOZONE INC2.5K shares-0.16%2026-03-312026-04-24

ROBO EXCHANGE TRADED CONCEPTS TRU98.9K shares0.00%2026-03-312026-04-24

GTX GARRETT MOTION INC314.8K sharesnew addition2026-03-312026-04-24

IBN ICICI BANK LIMITED211.0K sharesnew addition2026-03-312026-04-24

EPI WISDOMTREE TR51.8K shares-62.43%2026-03-312026-04-24

SMH VANECK ETF TRUST4.9K shares-2.47%2026-03-312026-04-24

MSFT MICROSOFT CORP2.5K shares0.00%2026-03-312026-04-24

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GLD SPDR GOLD TR1.1K shares0.00%2026-03-312026-04-24

BROADCOM INC

-0.99%

Shares141.5K

Event2026-03-31

Filed2026-04-24

VST

VISTRA CORP

-0.17%

Shares254.9K

Event2026-03-31

Filed2026-04-24

AMAT

APPLIED MATLS INC

-2.79%

Shares88.8K

Event2026-03-31

Filed2026-04-24

CITIGROUP INC

-1.01%

Shares177.1K

Event2026-03-31

Filed2026-04-24

ASML

ASML HLDG NV

-1.79%

Shares14.0K

Event2026-03-31

Filed2026-04-24

JPM

JPMORGAN CHASE & CO

-0.21%

Shares62.1K

Event2026-03-31

Filed2026-04-24

KLAC

KLA CORP

-11.65%

Shares12.0K

Event2026-03-31

Filed2026-04-24

RTX

RTX CORPORATION

-1.40%

Shares80.2K

Event2026-03-31

Filed2026-04-24

TER

TERADYNE INC

-16.26%

Shares50.1K

Event2026-03-31

Filed2026-04-24

EWBC

EAST WEST BANCORP INC

0.00%

Shares126.1K

Event2026-03-31

Filed2026-04-24

RBC

RBC BEARINGS INC

24.90%

Shares24.7K

Event2026-03-31

Filed2026-04-24

VLO

VALERO ENERGY CORP

0.00%

Shares52.6K

Event2026-03-31

Filed2026-04-24

NXPI

NXP SEMICONDUCTORS N V

6.38%

Shares65.9K

Event2026-03-31

Filed2026-04-24

ENS

ENERSYS

1.06%

Shares73.7K

Event2026-03-31

Filed2026-04-24

AAPL

APPLE INC

-0.05%

Shares49.7K

Event2026-03-31

Filed2026-04-24

BERKSHIRE HATHAWAY INC DEL

-0.20%

Shares24.9K

Event2026-03-31

Filed2026-04-24

RSPN

INVESCO EXCHANGE TRADED FD T

0.34%

Shares172.2K

Event2026-03-31

Filed2026-04-24

AZO

AUTOZONE INC

-0.16%

Shares2.5K

Event2026-03-31

Filed2026-04-24

ROBO

EXCHANGE TRADED CONCEPTS TRU

0.00%

Shares98.9K

Event2026-03-31

Filed2026-04-24

GTX

GARRETT MOTION INC

New

Shares314.8K

Event2026-03-31

Filed2026-04-24

IBN

ICICI BANK LIMITED

New

Shares211.0K

Event2026-03-31

Filed2026-04-24

EPI

WISDOMTREE TR

-62.43%

Shares51.8K

Event2026-03-31

Filed2026-04-24

SMH

VANECK ETF TRUST

-2.47%

Shares4.9K

Event2026-03-31

Filed2026-04-24

MSFT

MICROSOFT CORP

0.00%

Shares2.5K

Event2026-03-31

Filed2026-04-24

GLD

SPDR GOLD TR

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-24

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available

Carmel Capital Management L.L.C. Institutional Holdings, Portfolio & P&L — TradeFomo