§ 13F · FUND PROFILE
Carmel Capital Management L.L.C..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $329M (13F)Positions · 25Turnover · — · Q1Filed · Apr 24, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$11M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 24, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AVGO | BROADCOM INC | 142K | $44M | 12.5% | −1% |
| 2 | VST | VISTRA CORP | 255K | $38M | 11.0% | ±0% |
| 3 | AMAT | APPLIED MATLS INC | 89K | $30M | 8.7% | −3% |
| 4 | C | CITIGROUP INC | 177K | $20M | 5.8% | −1% |
| 5 | ASML | ASML HLDG NV | 14K | $18M | 5.3% | −2% |
| 6 | JPM | JPMORGAN CHASE & CO | 62K | $18M | 5.2% | ±0% |
| 7 | KLAC | KLA CORP | 12K | $18M | 5.1% | −12% |
| 8 | RTX | RTX CORPORATION | 80K | $15M | 4.4% | −1% |
| 9 | TER | TERADYNE INC | 50K | $15M | 4.3% | −16% |
| 10 | EWBC | EAST WEST BANCORP INC | 126K | $13M | 3.9% | ±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 $329 million in assets. The fund runs a focused portfolio of just 25 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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