Carmel Capital Management L.L.C. has filed its 13F form on April 28, 2025 for Q1 2025 where it was disclosed a total value porftolio of $232 Million distributed in 25 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vistra Corp. with a value of $30M, Broadcom Inc. with a value of $26.1M, Jpmorgan Chase & CO with a value of $15.1M, Berkshire Hathaway Inc Class B with a value of $12.8M, and Applied Materials Inc with a value of $12.6M.

Examining the 13F form we can see an decrease of $19.4M in the current position value, from $251M to 232M.

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

Portfolio value $232 Million
Technology: $91.9 Million
Financial Services: $51.1 Million
Utilities: $30 Million
Industrials: $21.4 Million
Consumer Cyclical: $19.3 Million
ETFs: $12 Million
Energy: $6.38 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 25
  • Current Value $232 Million
  • Prior Value $251 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 28, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 0 stocks
  • Additional Purchases 11 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
Track This Portfolio

Track Carmel Capital Management L.L.C. Portfolio

Follow Carmel Capital Management L.L.C. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Carmel Capital Management L.L.C., based on Form 13F filings with the SEC.

News

Stay updated on Carmel Capital Management L.L.C. with notifications on news.