CARMEL CAPITAL MANAGEMENT L.L.C.
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | VST | 255K | $41.20M |
 | C | 179K | $20.88M |
 | AVGO | 143K | $49.47M |
 | EWBC | 126K | $14.17M |
 | AMAT | 91K | $23.49M |
 | RTX | 81K | $14.91M |
 | ENS | 73K | $10.70M |
 | JPM | 62K | $20.05M |
 | NXPI | 62K | $13.44M |
 | TER | 60K | $11.57M |
 | VLO | 53K | $8.56M |
 | AAPL | 50K | $13.51M |
 | BRK-B | 25K | $12.57M |
 | RBC | 20K | $8.87M |
 | ASML | 14K | $15.21M |
 | KLAC | 14K | $16.48M |
 | MSFT | 3K | $1.23M |
 | AZO | 3K | $8.50M |
Vistra Corp.
VST
Shares Held
255K
Value
$41.20M
Citigroup Inc.
C
Shares Held
179K
Value
$20.88M
Broadcom Inc.
AVGO
Shares Held
143K
Value
$49.47M
East West Bancorp, Inc.
EWBC
Shares Held
126K
Value
$14.17M
Applied Materials, Inc.
AMAT
Shares Held
91K
Value
$23.49M
RTX Corporation
RTX
Shares Held
81K
Value
$14.91M
EnerSys
ENS
Shares Held
73K
Value
$10.70M
JPMorgan Chase & Co.
JPM
Shares Held
62K
Value
$20.05M
NXP Semiconductors N.V.
NXPI
Shares Held
62K
Value
$13.44M
Teradyne, Inc.
TER
Shares Held
60K
Value
$11.57M
Valero Energy Corporation
VLO
Shares Held
53K
Value
$8.56M
Apple Inc.
AAPL
Shares Held
50K
Value
$13.51M
Berkshire Hathaway Inc.
BRK-B
Shares Held
25K
Value
$12.57M
RBC Bearings Incorporated
RBC
Shares Held
20K
Value
$8.87M
ASML Holding N.V.
ASML
Shares Held
14K
Value
$15.21M
KLA Corporation
KLAC
Shares Held
14K
Value
$16.48M
Microsoft Corporation
MSFT
Shares Held
3K
Value
$1.23M
AutoZone, Inc.
AZO
Shares Held
3K
Value
$8.50M