Carmel Capital Management L.L.C. Top Holdings and 13F Report (2025) About Carmel Capital Management L.L.C.Investment ActivityCarmel Capital Management L.L.C. has $246.28 million in total holdings as of March 31, 2025.Carmel Capital Management L.L.C. owns shares of 25 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 1.62% of the portfolio was purchased this quarter.About 1.84% of the portfolio was sold this quarter.This quarter, Carmel Capital Management L.L.C. has purchased 26 new stocks and bought additional shares in 11 stocks.Carmel Capital Management L.L.C. sold shares of 10 stocks and completely divested from 1 stock this quarter.Largest Holdings Vistra $29,982,315Broadcom $26,073,874JPMorgan Chase & Co. $15,054,552Berkshire Hathaway $12,796,300Applied Materials $12,637,775 Largest Purchases this Quarter EnerSys 21,250 shares (about $1.95M)Citigroup 20,250 shares (about $1.44M)KLA 268 shares (about $182.19K)RTX 850 shares (about $112.59K)Applied Materials 710 shares (about $103.04K) Largest Sales this Quarter Broadcom 11,845 shares (about $1.98M)Berkshire Hathaway 230 shares (about $122.49K)Apple 140 shares (about $31.10K)JPMorgan Chase & Co. 75 shares (about $18.40K)Vistra 140 shares (about $16.44K) Sector Allocation Over TimeMap of 500 Largest Holdings ofCarmel Capital Management L.L.C. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVSTVistra$29,982,315$16,442 ▼-0.1%255,29912.2%UtilitiesAVGOBroadcom$26,073,874$1,983,208 ▼-7.1%155,73010.6%Computer and TechnologyJPMJPMorgan Chase & Co.$15,054,552$18,398 ▼-0.1%61,3726.1%FinanceBRK.BBerkshire Hathaway$12,796,300$122,493 ▼-0.9%24,0275.2%FinanceAMATApplied Materials$12,637,775$103,035 ▲0.8%87,0855.1%Computer and TechnologyCCitigroup$12,336,287$1,437,547 ▲13.2%173,7755.0%FinanceAAPLApple$12,277,569$31,098 ▼-0.3%55,2725.0%Computer and TechnologyNXPINXP Semiconductors$11,148,349$7,602 ▼-0.1%58,6574.5%Computer and TechnologyEWBCEast West Bancorp$10,909,879$44,880 ▲0.4%121,5454.4%FinanceRTXRTX$10,490,302$112,591 ▲1.1%79,1964.3%AerospaceFIFiserv$10,292,8860.0%46,6104.2%Business ServicesGPKGraphic Packaging$9,705,795$15,576 ▲0.2%373,8753.9%IndustrialsAZOAutoZone$9,554,827$7,626 ▼-0.1%2,5063.9%Retail/WholesaleASMLASML$9,272,182$33,132 ▲0.4%13,9933.8%Computer and TechnologyKLACKLA$9,022,985$182,186 ▲2.1%13,2733.7%Computer and TechnologyRSPNInvesco S&P 500 Equal Weight Industrials ETF$8,203,604$6,116 ▼-0.1%167,6603.3%ETFVLOValero Energy$6,380,434$39,621 ▲0.6%48,3112.6%EnergyRBCRBC Bearings$6,347,8790.0%19,7282.6%IndustrialsENSEnerSys$6,071,296$1,946,075 ▲47.2%66,2952.5%IndustrialsEPIWisdomTree India Earnings Fund$5,638,809$56,823 ▲1.0%129,0052.3%FinanceROBOROBO Global Robotics & Automation ETF$5,045,198$12,875 ▲0.3%97,9652.0%ETFTERTeradyne$4,721,333$14,455 ▼-0.3%57,1591.9%Computer and TechnologySMHVanEck Semiconductor ETF$1,070,461$10,573 ▼-1.0%5,0620.4%ManufacturingMSFTMicrosoft$953,1150.0%2,5390.4%Computer and TechnologyGLDSPDR Gold Shares$289,5810.0%1,0050.1%FinanceXBISPDR S&P Biotech ETF$0$2,304,996 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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