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 $264.71 million in total holdings as of December 31, 2024.Carmel Capital Management L.L.C. owns shares of 26 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 14.44% of the portfolio was purchased this quarter.About 5.93% of the portfolio was sold this quarter.This quarter, Carmel Capital Management L.L.C. has purchased 30 new stocks and bought additional shares in 4 stocks.Carmel Capital Management L.L.C. sold shares of 20 stocks and completely divested from 4 stocks this quarter.Largest Holdings Broadcom $38,850,588Vistra $35,217,375JPMorgan Chase & Co. $14,729,460Applied Materials $14,047,166Apple $13,876,273 Largest Purchases this Quarter Broadcom 148,946 shares (about $34.53M)Fiserv 9,120 shares (about $1.87M)Citigroup 25,550 shares (about $1.80M)VanEck Semiconductor ETF 40 shares (about $9.69K) Largest Sales this Quarter KLA 4,368 shares (about $2.75M)Vistra 14,516 shares (about $2.00M)Teradyne 12,491 shares (about $1.57M)SPDR S&P Biotech ETF 15,165 shares (about $1.37M)NXP Semiconductors 6,548 shares (about $1.36M) 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$38,850,588$34,531,641 ▲799.5%167,57514.7%Computer and TechnologyVSTVistra$35,217,375$2,001,321 ▼-5.4%255,43913.3%UtilitiesJPMJPMorgan Chase & Co.$14,729,460$236,354 ▼-1.6%61,4475.6%FinanceAMATApplied Materials$14,047,166$389,499 ▼-2.7%86,3755.3%Computer and TechnologyAAPLApple$13,876,273$524,630 ▼-3.6%55,4125.2%Computer and TechnologyNXPINXP Semiconductors$12,200,171$1,361,002 ▼-10.0%58,6974.6%Computer and TechnologyEWBCEast West Bancorp$11,591,269$269,564 ▼-2.3%121,0454.4%FinanceBRK.BBerkshire Hathaway$10,995,213$59,380 ▼-0.5%24,2574.2%FinanceCCitigroup$10,806,625$1,798,465 ▲20.0%153,5254.1%FinanceGPKGraphic Packaging$10,138,149$124,936 ▼-1.2%373,2753.8%Industrial ProductsASMLASML$9,663,614$1,115,859 ▼-10.4%13,9433.7%Computer and TechnologyFIFiserv$9,574,626$1,873,430 ▲24.3%46,6103.6%Business ServicesRTXRTX$9,066,199$217,554 ▼-2.3%78,3463.4%AerospaceRSPNInvesco S&P 500 Equal Weight Industrials ETF$8,422,807$522,331 ▼-5.8%167,7853.2%ETFKLACKLA$8,194,711$2,752,364 ▼-25.1%13,0053.1%Computer and TechnologyAZOAutoZone$8,030,616$672,420 ▼-7.7%2,5083.0%Retail/WholesaleTERTeradyne$7,219,497$1,572,867 ▼-17.9%57,3342.7%Computer and TechnologyRBCRBC Bearings$5,901,434$104,699 ▼-1.7%19,7282.2%Industrial ProductsVLOValero Energy$5,885,668$22,066 ▼-0.4%48,0112.2%Oils/EnergyEPIWisdomTree India Earnings Fund$5,781,205$31,689 ▼-0.5%127,7052.2%FinanceROBOROBO Global Robotics & Automation ETF$5,497,446$64,418 ▼-1.2%97,7152.1%ETFENSEnerSys$4,163,509$333,210 ▼-7.4%45,0451.6%Industrial ProductsXBISPDR S&P Biotech ETF$2,304,996$1,365,760 ▼-37.2%25,5940.9%ETFSMHVanEck Semiconductor ETF$1,237,973$9,687 ▲0.8%5,1120.5%ManufacturingMSFTMicrosoft$1,070,1890.0%2,5390.4%Computer and TechnologyGLDSPDR Gold Shares$243,3410.0%1,0050.1%FinanceAVOMission Produce$0$957,909 ▼-100.0%00.0%Consumer StaplesJNJJohnson & Johnson$0$515,699 ▼-100.0%00.0%MedicalEMREmerson Electric$0$289,221 ▼-100.0%00.0%Industrial ProductsSCHASchwab US Small-Cap ETF$0$201,589 ▼-100.0%00.0%ETFShowing 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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