Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Carmel Capital Management L.L.C. (CIK 1878547) reported $349.2M across 25 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AVGO ($43.8M, 12.54%), VST ($38.3M, 10.97%), AMAT ($30.4M, 8.70%), C ($20.1M, 5.75%), ASML ($18.4M, 5.28%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AVGO | BROADCOM INC | $43.8M | 12.54% | 141,515 | Trimmed |
| 2 | VST | VISTRA CORP | $38.3M | 10.97% | 254,909 | Trimmed |
| 3 | AMAT | APPLIED MATLS INC | $30.4M | 8.70% | 88,848 | Trimmed |
| 4 | C | CITIGROUP INC | $20.1M | 5.75% | 177,149 | Trimmed |
| 5 | ASML | ASML HLDG NV | $18.4M | 5.28% | 13,963 | Trimmed |
| 6 | JPM | JPMORGAN CHASE & CO | $18.3M | 5.23% | 62,099 | Trimmed |
| 7 | KLAC | KLA CORP | $17.6M | 5.05% | 11,987 | Trimmed |
| 8 | RTX | RTX CORPORATION | $15.5M | 4.43% | 80,176 | Trimmed |
| 9 | TER | TERADYNE INC | $14.8M | 4.25% | 50,064 | Trimmed |
| 10 | EWBC | EAST WEST BANCORP INC | $13.5M | 3.85% | 126,080 | Hold |
| 11 | RBC | RBC BEARINGS INC | $13.4M | 3.84% | 24,708 | Added |
| 12 | VLO | VALERO ENERGY CORP | $13.0M | 3.72% | 52,586 | Hold |
| 13 | NXPI | NXP SEMICONDUCTORS N V | $13.0M | 3.71% | 65,862 | Added |
| 14 | ENS | ENERSYS | $12.8M | 3.66% | 73,665 | Added |
| 15 | AAPL | APPLE INC | $12.6M | 3.61% | 49,662 | Trimmed |
| 16 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $12.0M | 3.42% | 24,950 | Trimmed |
| 17 | RSPN | INVESCO EXCHANGE TRADED FD T | $9.9M | 2.84% | 172,220 | Added |
| 18 | AZO | AUTOZONE INC | $8.4M | 2.42% | 2,501 | Trimmed |
| 19 | ROBO | EXCHANGE TRADED CONCEPTS TRU | $6.8M | 1.94% | 98,940 | Hold |
| 20 | GTX | GARRETT MOTION INC | $5.7M | 1.64% | 314,750 | New |
| 21 | IBN | ICICI BANK LIMITED | $5.5M | 1.57% | 211,000 | New |
| 22 | EPI | WISDOMTREE TR | $2.1M | 0.60% | 51,755 | Trimmed |
| 23 | SMH | VANECK ETF TRUST | $1.9M | 0.54% | 4,937 | Trimmed |
| 24 | MSFT | MICROSOFT CORP | $939,862 | 0.27% | 2,539 | Hold |
| 25 | GLD | SPDR GOLD TR | $481,925 | 0.14% | 1,120 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31