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 $296.51 million in total holdings as of June 30, 2025.Carmel Capital Management L.L.C. owns shares of 25 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 0.08% of the portfolio was purchased this quarter.About 0.50% of the portfolio was sold this quarter.This quarter, Carmel Capital Management L.L.C. has purchased 25 new stocks and bought additional shares in 7 stocks.Carmel Capital Management L.L.C. sold shares of 12 stocks and completely divested from 0 stocks this quarter.Largest Holdings Vistra $49,375,811Broadcom $42,907,679JPMorgan Chase & Co. $17,763,366Applied Materials $15,942,651Citigroup $14,830,032 Largest Purchases this Quarter Fiserv 250 shares (about $43.10K)Citigroup 450 shares (about $38.30K)Graphic Packaging 1,800 shares (about $37.93K)East West Bancorp 350 shares (about $35.34K)Invesco S&P 500 Equal Weight Industrials ETF 600 shares (about $32.12K) Largest Sales this Quarter Apple 5,780 shares (about $1.19M)Vistra 535 shares (about $103.69K)Berkshire Hathaway 142 shares (about $68.98K)JPMorgan Chase & Co. 100 shares (about $28.99K)Broadcom 70 shares (about $19.30K) 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$49,375,811$103,688 ▼-0.2%254,76416.7%UtilitiesAVGOBroadcom$42,907,679$19,296 ▼0.0%155,66014.5%Computer and TechnologyJPMJPMorgan Chase & Co.$17,763,366$28,991 ▼-0.2%61,2726.0%FinanceAMATApplied Materials$15,942,6510.0%87,0855.4%Computer and TechnologyCCitigroup$14,830,032$38,304 ▲0.3%174,2255.0%Financial ServicesNXPINXP Semiconductors$12,798,489$17,479 ▼-0.1%58,5774.3%Computer and TechnologyEWBCEast West Bancorp$12,308,957$35,343 ▲0.3%121,8954.2%FinanceKLACKLA$11,916,029$26,872 ▲0.2%13,3034.0%Computer and TechnologyBRK.BBerkshire Hathaway$11,602,616$68,979 ▼-0.6%23,8853.9%FinanceRTXRTX$11,564,2000.0%79,1963.9%AerospaceASMLASML$11,197,822$16,028 ▼-0.1%13,9733.8%Computer and TechnologyAAPLApple$10,154,274$1,185,883 ▼-10.5%49,4923.4%Computer and TechnologyAZOAutoZone$9,291,712$11,137 ▼-0.1%2,5033.1%Retail/WholesaleRSPNInvesco S&P 500 Equal Weight Industrials ETF$9,006,958$32,118 ▲0.4%168,2603.0%ETFFIFiserv$8,079,133$43,103 ▲0.5%46,8602.7%Business ServicesGPKGraphic Packaging$7,915,472$37,926 ▲0.5%375,6752.7%IndustrialsRBCRBC Bearings$7,587,486$3,848 ▼-0.1%19,7182.6%IndustrialsVLOValero Energy$6,493,9650.0%48,3112.2%EnergyEPIWisdomTree India Earnings Fund$6,142,855$18,988 ▲0.3%129,4052.1%FinanceROBOROBO Global Robotics & Automation ETF$5,851,864$4,483 ▼-0.1%97,8902.0%ETFENSEnersys$5,668,968$17,154 ▼-0.3%66,0951.9%IndustrialsTERTeradyne$5,139,7370.0%57,1591.7%Computer and TechnologySMHVanEck Semiconductor ETF$1,411,6910.0%5,0620.5%ManufacturingMSFTMicrosoft$1,262,9240.0%2,5390.4%Computer and TechnologyGLDSPDR Gold Shares$291,113$15,242 ▼-5.0%9550.1%FinanceShowing 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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