Carmel Capital Management L.L.C. has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing, submitted on October 29, 2026, lists 25 distinct equity securities held by the firm.
The portfolio is dominated by technology and financial sector stocks. Apple Inc. is the largest holding, with 49,387 shares. Other major technology positions include Broadcom Inc., with 140,349 shares; Applied Materials Inc., with 78,933 shares; and ASML Holding N.V., with 13,909 shares. The portfolio also includes significant stakes in Citigroup Inc., with 177,259 shares, and East West Bancorp Inc., with 125,646 shares.
Additional disclosed holdings include:
- Berkshire Hathaway Inc. (Class B): 25,142 shares
- Microsoft Corp.: 2,039 shares
- Valero Energy Corp.: 57,498 shares
- RTX Corporation: 80,251 shares
- Vistra Corp.: 255,522 shares
- ICICI Bank Ltd. ADR: 270,525 shares
The filing also includes several exchange-traded funds, such as the Exchange Traded Concepts Tru Robo Global ETF, the Invesco Exchange Traded Fund Trust S&P 500 Equal Weight Index, and the VanEck ETF Trust Semiconductor ETF.
