Carmel Capital Management L.L.C. Top Holdings and 13F Report (2026) About Carmel Capital Management L.L.C.Investment ActivityCarmel Capital Management L.L.C. has $349.19 million in total holdings as of March 31, 2026.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 4.24% of the portfolio was purchased this quarter.About 3.15% of the portfolio was sold this quarter.This quarter, Carmel Capital Management L.L.C. has purchased 23 new stocks and bought additional shares in 4 stocks.Carmel Capital Management L.L.C. sold shares of 14 stocks and completely divested from 0 stocks this quarter.Largest Holdings Broadcom $43,800,308Vistra $38,320,470Applied Materials $30,367,358Citigroup $20,090,468ASML $18,442,749 Largest New Holdings this Quarter 366505105 - GARRETT MOTION INC $5,719,008 Holding45104G104 - ICICI Bank $5,464,900 Holding Largest Purchases this Quarter GARRETT MOTION INC 314,750 shares (about $5.72M)ICICI Bank 211,000 shares (about $5.46M)RBC Bearings 4,925 shares (about $2.67M)NXP Semiconductors 3,950 shares (about $777.60K)Enersys 770 shares (about $133.76K) Largest Sales this Quarter WisdomTree India Earnings Fund 86,000 shares (about $3.51M)Teradyne 9,720 shares (about $2.88M)KLA 1,580 shares (about $2.33M)Applied Materials 2,550 shares (about $871.56K)Broadcom 1,415 shares (about $437.96K) 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 PortfolioSectorAVGOBroadcom$43,800,308$437,957 â–¼-1.0%141,51512.5%Computer and TechnologyVSTVistra$38,320,470$66,897 â–¼-0.2%254,90911.0%UtilitiesAMATApplied Materials$30,367,358$871,565 â–¼-2.8%88,8488.7%Computer and TechnologyCCitigroup$20,090,468$204,138 â–¼-1.0%177,1495.8%Financial ServicesASMLASML$18,442,749$336,812 â–¼-1.8%13,9635.3%Computer and TechnologyJPMJPMorgan Chase & Co.$18,267,042$37,652 â–¼-0.2%62,0995.2%FinanceKLACKLA$17,649,779$2,326,408 â–¼-11.6%11,9875.1%Computer and TechnologyRTXRTX$15,465,950$219,906 â–¼-1.4%80,1764.4%AerospaceTERTeradyne$14,841,973$2,881,591 â–¼-16.3%50,0644.3%Computer and TechnologyEWBCEast West Bancorp$13,460,3010.0%126,0803.9%FinanceRBCRBC Bearings$13,419,409$2,674,866 â–²24.9%24,7083.8%IndustrialsVLOValero Energy$12,992,9490.0%52,5863.7%EnergyNXPINXP Semiconductors$12,965,593$777,597 â–²6.4%65,8623.7%Computer and TechnologyENSEnersys$12,797,084$133,764 â–²1.1%73,6653.7%IndustrialsAAPLApple$12,603,719$6,345 â–¼-0.1%49,6623.6%Computer and TechnologyBRK.BBerkshire Hathaway$11,956,040$23,960 â–¼-0.2%24,9503.4%FinanceRSPNInvesco S&P 500 Equal Weight Industrials ETF$9,916,428$33,684 â–²0.3%172,2202.8%ETFAZOAutoZone$8,447,828$13,511 â–¼-0.2%2,5012.4%Retail/WholesaleROBOROBO Global Robotics & Automation ETF$6,770,4640.0%98,9401.9%ETFGARRETT MOTION INC$5,719,008$5,719,008 â–²New Holding314,7501.6%COMIBNICICI Bank$5,464,900$5,464,900 â–²New Holding211,0001.6%FinanceEPIWisdomTree India Earnings Fund$2,111,604$3,508,800 â–¼-62.4%51,7550.6%FinanceSMHVanEck Semiconductor ETF$1,892,846$47,925 â–¼-2.5%4,9370.5%ManufacturingMSFTMicrosoft$939,8620.0%2,5390.3%Computer and TechnologyGLDSPDR Gold Shares$481,9250.0%1,1200.1%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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