Carmel Capital Management L.L.C.

Est. AUM

$349.2M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	BROADCOM INC	COM	$43.8M	141515	12.54%	SOLE
2	VISTRA CORP	COM	$38.3M	254909	10.97%	SOLE
3	APPLIED MATLS INC	COM	$30.4M	88848	8.70%	SOLE
4	CITIGROUP INC	COM NEW	$20.1M	177149	5.75%	SOLE
5	ASML HLDG NV	N Y REGISTRY SHS	$18.4M	13963	5.28%	SOLE
6	JPMORGAN CHASE & CO	COM	$18.3M	62099	5.23%	SOLE
7	KLA CORP	COM NEW	$17.6M	11987	5.05%	SOLE
8	RTX CORPORATION	COM	$15.5M	80176	4.43%	SOLE
9	TERADYNE INC	COM	$14.8M	50064	4.25%	SOLE
10	EAST WEST BANCORP INC	COM	$13.5M	126080	3.85%	SOLE
11	RBC BEARINGS INC	COM	$13.4M	24708	3.84%	SOLE
12	VALERO ENERGY CORP	COM	$13.0M	52586	3.72%	SOLE
13	NXP SEMICONDUCTORS N V	COM	$13.0M	65862	3.71%	SOLE
14	ENERSYS	COM	$12.8M	73665	3.66%	SOLE
15	APPLE INC	COM	$12.6M	49662	3.61%	SOLE
16	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$12.0M	24950	3.42%	SOLE
17	INVESCO EXCHANGE TRADED FD T	S&P500 EQL IND	$9.9M	172220	2.84%	SOLE
18	AUTOZONE INC	COM	$8.4M	2501	2.42%	SOLE
19	EXCHANGE TRADED CONCEPTS TRU	ROBO GLB ETF	$6.8M	98940	1.94%	SOLE
20	GARRETT MOTION INC	COM	$5.7M	314750	1.64%	SOLE
21	ICICI BANK LIMITED	ADR	$5.5M	211000	1.57%	SOLE
22	WISDOMTREE TR	INDIA ERNGS FD	$2.1M	51755	0.60%	SOLE
23	VANECK ETF TRUST	SEMICONDUCTR ETF	$1.9M	4937	0.54%	SOLE
24	MICROSOFT CORP	COM	$940K	2539	0.27%	SOLE
25	SPDR GOLD TR	GOLD SHS	$482K	1120	0.14%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.