Carmel Capital Management L.L.C. - Portfolio overview

Carmel Capital Management L.L.C. has 27 reported holdings in this dataset, with the latest filing dated 2026-04-24.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. AVGO - BROADCOM INC, 12.13%
2. VST - VISTRA CORP, 10.61%
3. AMAT - APPLIED MATLS INC, 8.41%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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