Stock Taper

CARMEL CAPITAL MANAGEMENT L.L.C.

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Garrett Motion Inc.GTX481.65K$17.45M
ICICI Bank LimitedIBN270.52K$7.85M
Vistra Corp.VST256.31K$40.66M
Citigroup Inc.C177.26K$24.81M
Broadcom Inc.AVGO141.37K$53.4M
East West Bancorp, Inc.EWBC125.88K$16.25M
KLA CorporationKLAC87.02K$26.25M
RTX CorporationRTX80.53K$15.28M
Applied Materials, Inc.AMAT79.26K$57.3M
EnerSysENS73.76K$17.25M
Valero Energy CorporationVLO65.93K$17.17M
NXP Semiconductors N.V.NXPI65.9K$18.52M
JPMorgan Chase & Co.JPM62.14K$20.34M
Apple Inc.AAPL49.61K$14.36M
Teradyne, Inc.TER41.96K$20.3M
Berkshire Hathaway Inc.BRK-B25.14K$12.58M
RBC Bearings IncorporatedRBC24.63K$15.86M
ASML Holding N.V.ASML13.93K$27.71M
AutoZone, Inc.AZO2.5K$7.99M
Microsoft CorporationMSFT2.04K$760.59K