StockDriftsStockDriftsTop 28 Carmel Capital Management L.L.C. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AMAT | APPLIED MATLS INC | 12.56% | 79.3K | $57.3M | -10.79%(-9.59K) | $142.64(+272.85%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 11.7% | 141.4K | $53.4M | -0.10%(-146) | $57.53(+584.44%) | 2026-06-30 | |
| VST | VISTRA CORP | 8.91% | 256.3K | $40.7M | +0.55%(+1.40K) | $27.36(+433.35%) | 2026-06-30 | |
| ASML | ASML HLDG NV | 6.07% | 13.9K | $27.7M | -0.23%(-32) | $754.66(+147.50%) | 2026-06-30 | |
| KLAC | KLA CORP | 5.75% | 87.0K | $26.3M | -27.40%(-32.85K) | $39.77(+399.29%) | 2026-06-30 | |
| C | CITIGROUP INC | 5.44% | 177.3K | $24.8M | +0.06%(+110) | $63.40(+121.07%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 4.46% | 62.1K | $20.3M | +0.07%(+45) | $160.21(+127.66%) | 2026-06-30 | |
| TER | TERADYNE INC | 4.45% | 42.0K | $20.3M | -16.19%(-8.11K) | $131.41(+212.04%) | 2026-06-30 | |
| NXPI | NXP SEMICONDUCTORS N V | 4.06% | 65.9K | $18.5M | +0.06%(+40) | $209.53(+12.02%) | 2026-06-30 | |
| GTX | GARRETT MOTION INC | 3.82% | 481.6K | $17.5M | +53.03%(+166.90K) | $20.94(+36.47%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +40.75% | +178.84% | — | — | +150.29% |
| Top 20 Holdings Unweighted | +38.22% | +164.05% | — | — | +134.69% |
Carmel Capital Management L.L.C. reports $456.37M in US-listed equity holdings across 28 positions in its most recent 13F filing. Its largest disclosed positions are AMAT (12.6%), AVGO (11.7%) and VST (8.9%). The top 20 holdings account for 97.13% of reported assets. Its disclosed equity book has returned +178.84% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Carmel Capital Management L.L.C.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1878547). View Carmel Capital Management L.L.C.’s 13F filings on SEC