Carmel Capital Management L.L.C.

CARMEL, CA · CIK 1878547 · 13F filing filed 2026-07-23

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyCarmel, CA

$456.4m reported value +30.7% vs Q1 2026

28positions

67.2%in top 10

4 new 12 added 9 reduced 1 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	APPLIED MATLS INC COM AMAT	AMAT	79,258	$57.3m12.56%	12.56%	Reduced -9.6k	-9,590 -10.8%
2	BROADCOM INC COM AVGO	AVGO	141,369	$53.4m11.70%	11.70%	Reduced -146	-146 -0.1%
3	VISTRA CORP COM VST	VST	256,306	$40.7m8.91%	8.91%	Added +1.4k	+1,397 0.6%
4	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	13,931	$27.7m6.07%	6.07%	Reduced -32	-32 -0.2%
5	KLA CORP COM NEW KLAC	KLAC	87,020	$26.3m5.75%	5.75%	Reduced -32.9k	-32,850 -27.4%
6	CITIGROUP INC COM NEW C	C	177,259	$24.8m5.44%	5.44%	Added +110	+110 0.1%
7	JPMORGAN CHASE & CO COM JPM	JPM	62,144	$20.3m4.46%	4.46%	Added +45	+45 0.1%
8	TERADYNE INC COM TER	TER	41,957	$20.3m4.45%	4.45%	Reduced -8.1k	-8,107 -16.2%
9	NXP SEMICONDUCTORS N V COM NXPI	NXPI	65,902	$18.5m4.06%	4.06%	Added +40	+40 0.1%
10	GARRETT MOTION INC COM GTX	GTX	481,650	$17.5m3.82%	3.82%	Added +166.9k	+166,900 53.0%
11	ENERSYS COM ENS	ENS	73,760	$17.2m3.78%	3.78%	Added +95	+95 0.1%
12	VALERO ENERGY CORP COM VLO	VLO	65,933	$17.2m3.76%	3.76%	Added +13.3k	+13,347 25.4%
13	EAST WEST BANCORP INC COM EWBC	EWBC	125,880	$16.2m3.56%	3.56%	Reduced -200	-200 -0.2%
14	RBC BEARINGS INC COM RBC	RBC	24,625	$15.9m3.48%	3.48%	Reduced -83	-83 -0.3%
15	RTX CORPORATION COM RTX	RTX	80,526	$15.3m3.35%	3.35%	Added +350	+350 0.4%
16	APPLE INC COM AAPL	AAPL	49,612	$14.4m3.15%	3.15%	Reduced -50	-50 -0.1%
17	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	25,145	$12.6m2.76%	2.76%	Added +195	+195 0.8%
18	INVESCO EXCHANGE TRADED FD T S&P500 EQL IND RSPN	RSPN	173,445	$11.1m2.43%	2.43%	Added +1.2k	+1,225 0.7%
19	EXCHANGE TRADED CONCEPTS TRU ROBO GLB ETF ROBO	ROBO	100,490	$8.6m1.89%	1.89%	Added +1.6k	+1,550 1.6%
20	AUTOZONE INC COM AZO	AZO	2,501	$8.0m1.75%	1.75%	Unchanged
21	ICICI BANK LIMITED ADR IBN	IBN	270,525	$7.9m1.72%	1.72%	Added +59.5k	+59,525 28.2%
22	VANECK ETF TRUST SEMICONDUCTR ETF SMH	SMH	4,937	$3.2m0.71%	0.71%	Unchanged
23	MICROSOFT CORP COM MSFT	MSFT	2,039	$760.6k0.17%	0.17%	Reduced -500	-500 -19.7%
24	SPDR GOLD TR GOLD SHS GLD	GLD	1,120	$412.6k0.09%	0.09%	Unchanged
25	TEXAS INSTRS INC COM TXN	TXN	831	$247.7k0.05%	0.05%	New
26	SCHWAB STRATEGIC TR US SML CAP ETF SCHA	SCHA	6,456	$233.3k0.05%	0.05%	New
27	EMERSON ELEC CO COM EMR	EMR	1,500	$214.7k0.05%	0.05%	New
28	SCHWAB STRATEGIC TR US LRG CAP ETF SCHX	SCHX	7,200	$211.9k0.05%	0.05%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
WISDOMTREE TR EPI	EPI	51,755	$2.1m51.8k shares