§ 13F · FUND PROFILE
Carmel Capital Management L.L.C..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $296.5T (13F)Positions · 25Turnover · — · Q4Filed · Jan 28, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AVGO | BROADCOM INC | 143K | $49.5T | 15.0% | −3% |
| 2 | VST | VISTRA CORP | 255K | $41.2T | 12.5% | ±0% |
| 3 | AMAT | APPLIED MATLS INC | 91K | $23.5T | 7.1% | ±0% |
| 4 | C | CITIGROUP INC | 179K | $20.9T | 6.3% | +1% |
| 5 | JPM | JPMORGAN CHASE & CO. | 62K | $20.1T | 6.1% | +1% |
| 6 | KLAC | KLA CORP | 14K | $16.5T | 5.0% | ±0% |
| 7 | ASML | ASML HOLDING N V | 14K | $15.2T | 4.6% | ±0% |
| 8 | RTX | RTX CORPORATION | 81K | $14.9T | 4.5% | ±0% |
| 9 | EWBC | EAST WEST BANCORP INC | 126K | $14.2T | 4.3% | ±0% |
| 10 | AAPL | APPLE INC | 50K | $13.5T | 4.1% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CARMEL SIGNAL
AC read
Carmel Capital Management L.L.C. is a Other fund managing $296505.8 trillion in assets. The fund runs a focused portfolio of just 25 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed