CARMEL CAPITAL MANAGEMENT L.L.C.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | GPK | 308K | $6.03M |
 | VST | 256K | $50.14M |
 | C | 176K | $17.90M |
 | AVGO | 147K | $48.65M |
 | EWBC | 126K | $13.41M |
 | AMAT | 92K | $18.80M |
 | RTX | 81K | $13.58M |
 | ENS | 66K | $7.49M |
 | JPM | 61K | $19.36M |
 | NXPI | 61K | $13.81M |
 | TER | 60K | $8.20M |
 | VLO | 51K | $8.71M |
 | AAPL | 50K | $12.61M |
 | BRK-B | 24K | $12.30M |
 | RBC | 20K | $7.70M |
 | ASML | 14K | $13.74M |
 | KLAC | 14K | $14.60M |
 | AZO | 3K | $10.93M |
 | MSFT | 3K | $1.32M |
Graphic Packaging Holding Company
GPK
Shares Held
308K
Value
$6.03M
Vistra Corp.
VST
Shares Held
256K
Value
$50.14M
Citigroup Inc.
C
Shares Held
176K
Value
$17.90M
Broadcom Inc.
AVGO
Shares Held
147K
Value
$48.65M
East West Bancorp, Inc.
EWBC
Shares Held
126K
Value
$13.41M
Applied Materials, Inc.
AMAT
Shares Held
92K
Value
$18.80M
RTX Corporation
RTX
Shares Held
81K
Value
$13.58M
EnerSys
ENS
Shares Held
66K
Value
$7.49M
JPMorgan Chase & Co.
JPM
Shares Held
61K
Value
$19.36M
NXP Semiconductors N.V.
NXPI
Shares Held
61K
Value
$13.81M
Teradyne, Inc.
TER
Shares Held
60K
Value
$8.20M
Valero Energy Corporation
VLO
Shares Held
51K
Value
$8.71M
Apple Inc.
AAPL
Shares Held
50K
Value
$12.61M
Berkshire Hathaway Inc.
BRK-B
Shares Held
24K
Value
$12.30M
RBC Bearings Incorporated
RBC
Shares Held
20K
Value
$7.70M
ASML Holding N.V.
ASML
Shares Held
14K
Value
$13.74M
KLA Corporation
KLAC
Shares Held
14K
Value
$14.60M
AutoZone, Inc.
AZO
Shares Held
3K
Value
$10.93M
Microsoft Corporation
MSFT
Shares Held
3K
Value
$1.32M