Carmel Capital Management L.L.C.
Carmel Capital Management L.L.C. reported 31 stocks worth $425M in its 13F filing for Q3 2026, filed Oct 29, 2026. Its largest holdings are AVGO (11.6%), AMAT (9.5%) and VST (8.3%). Compared with Q2 2026, the fund opened new positions in MLI, GNRC and J and trimmed AVGO, AMAT and VST.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AVGO Broadcom Inc | $49.3M | 11.6% | 140K | −1,020 (−1%) | 8 of 8 | |
| 2 |  AMAT Applied Matls Inc | $40.4M | 9.5% | 79K | −325 (−0%) | 8 of 8 | |
| 3 |  VST Vistra Corp | $35.4M | 8.3% | 256K | −784 (−0%) | 8 of 8 | |
| 4 |  ASML Asml Holding N V | $25.2M | 5.9% | 14K | −22 (−0%) | 8 of 8 | |
| 5 |  C Citigroup Inc | $23M | 5.4% | 177K | No change | 8 of 8 | |
| 6 |  VLO Valero Energy Corp | $22.3M | 5.2% | 57K | −8,435 (−13%) | 8 of 8 | |
| 7 |  JPM Jpmorgan Chase & Co. | $20.5M | 4.8% | 62K | −307 (−0%) | 8 of 8 | |
| 8 |  TER Teradyne Inc | $16.8M | 4.0% | 42K | −55 (−0%) | 8 of 8 | |
| 9 |  AAPL Apple Inc | $16.4M | 3.9% | 49K | −225 (−0%) | 8 of 8 | |
| 10 |  NXPI Nxp Semiconductors N V | $15.6M | 3.7% | 66K | −200 (−0%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 29, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Carmel Capital Management L.L.C. 13F FAQ
What does Carmel Capital Management L.L.C. own?
Carmel Capital Management L.L.C. reported 31 stocks worth $425M in its 13F filing for Q3 2026, filed Oct 29, 2026. The table above lists every position in the filing (the top 10 without an account).
What did Carmel Capital Management L.L.C. buy and sell in Q3 2026?
Compared with Q2 2026: 3 new positions, 0 added to, 13 trimmed and 0 sold out. New positions include MLI, GNRC and J.
When will Carmel Capital Management L.L.C. file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Carmel Capital Management L.L.C.'s portfolio worth?
The Q3 2026 filing reports $425M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.