Carmel Capital Management L.L.C.
CIK 1878547 · Holdings on Jun 30, 2025 · First reported Aug 5, 2025
Top ten holdings
Q2 2025- VST16.65%
- AVGO14.47%
- JPM5.99%
- AMAT5.38%
- C5.00%
- NXPI4.32%
- EWBC4.15%
- KLAC4.02%
- BRK.B3.91%
- RTX3.90%
Share classes counted separately67.79%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- VSTWeight increased · +4.48 pp12.17% → 16.65%Shares -535 (-0.21%)
- AVGOWeight increased · +3.88 pp10.59% → 14.47%Shares -70 (-0.04%)
- AAPLWeight decreased · -1.57 pp4.99% → 3.42%Shares -5.78K (-10.46%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 25
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VSTVISTRA CORP View history and evidence | $49.38M | 16.65% | 254.76K shares | 12.17% → 16.65%+4.48 pp -535 (-0.21%) | Reduced | ↗▾ |
| 02 | AVGOBROADCOM INC View history and evidence | $42.91M | 14.47% | 155.66K shares | 10.59% → 14.47%+3.88 pp -70 (-0.04%) | Reduced | ↗▾ |
| 03 | JPMJPMORGAN CHASE & CO View history and evidence | $17.76M | 5.99% | 61.27K shares | 6.11% → 5.99%-0.12 pp -100 (-0.16%) | Reduced | ↗▾ |
| 04 | AMATAPPLIED MATERIALS INC View history and evidence | $15.94M | 5.38% | 87.08K shares | 5.13% → 5.38%+0.25 pp 0 (0.00%) | Unchanged | ↗▾ |
| 05 | CCITIGROUP INCCOM NEW View history and evidence | $14.83M | 5.00% | 174.22K shares | 5.01% → 5.00%-0.01 pp +450 (+0.26%) | Added | ↗▾ |
| 06 | NXPINXP SEMICONDUCTORS NV View history and evidence | $12.80M | 4.32% | 58.58K shares | 4.53% → 4.32%-0.21 pp -80 (-0.14%) | Reduced | ↗▾ |
| 07 | EWBCEAST WEST BANCORP INC View history and evidence | $12.31M | 4.15% | 121.89K shares | 4.43% → 4.15%-0.28 pp +350 (+0.29%) | Added | ↗▾ |
| 08 | KLACKLA CORPCOM NEW View history and evidence | $11.92M | 4.02% | 13.30K shares | 3.66% → 4.02%+0.36 pp +30 (+0.23%) | Added | ↗▾ |
| 09 | BRK.BBERKSHIRE HATHAWAY INC-CL BCL B NEW View history and evidence | $11.60M | 3.91% | 23.89K shares | 5.20% → 3.91%-1.29 pp -142 (-0.59%) | Reduced | ↗▾ |
| 10 | RTXRTX CORP View history and evidence | $11.56M | 3.90% | 79.20K shares | 4.26% → 3.90%-0.36 pp 0 (0.00%) | Unchanged | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1878547 · Period 2025-06-30
Data loaded 2026-09-23 · First reported 2025-08-05
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 296505804
}Take these holdings further.
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