Carmel Capital Management L.L.C. Portfolio Holdings

Carmel Capital Management L.L.C.

  • $307 Million
  • Q4 2025

Carmel Capital Management L.L.C. has filed its 13F form on January 27, 2026 for Q4 2025 where it was disclosed a total value porftolio of $307 Million distributed in 23 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Broadcom Inc. with a value of $49M, Vistra Corp. with a value of $44.6M, Applied Materials Inc with a value of $20.9M, Jpmorgan Chase & CO with a value of $18.7M, and Citigroup Inc with a value of $17.6M.

Examining the 13F form we can see an decrease of $9.66M in the current position value, from $316M to 307M.

Below you can find more details about Carmel Capital Management L.L.C. portfolio as well as his latest detailed transactions.

Portfolio value $307 Million
Technology: $137 Million
Financial Services: $61.9 Million
Utilities: $44.6 Million
Industrials: $29.2 Million
ETFs: $15.2 Million
Consumer Cyclical: $9.66 Million
Energy: $9.56 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$6.6 Million 2.15% of portfolio
98,940
Q4 2025 Added 0.82%
$0
$6.4 Million 2.09% of portfolio
137,755
Q4 2025 Added 5.68%
$0
$1.75 Million 0.57% of portfolio
5,062
Q1 2025 Reduced 0.98%
$130B
$421,000 0.14% of portfolio
1,120
Q3 2025 Added 17.28%
$0
$0 0.0% of portfolio
171,635
Q4 2025 Added 1.6%

Summary

  • Portfolio
  • No. of Stocks 23
  • Current Value $307 Million
  • Prior Value $316 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 27, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 0 stocks
  • Additional Purchases 16 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 4 stocks
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