Carmel Capital Management L.L.C.
•CIK: 1878547•Filing: Q4 2025
**Carmel Capital Management L.L.C.** is a sophisticated investment manager overseeing $330M across a concentrated portfolio of 23 positions. The firm exhibits significant conviction in technology and industrials, highlighted by top holdings including AVGO at $49.5M and VST at $41.2M. Further allocations include substantial exposure to semiconductor equipment and software, notably AMAT ($23.5M), TRVC ($20.9M), and JPM ($20.1M). This structure suggests a focused, high-conviction approach targeting secular growth themes within key industrial and tech sectors.
Total AUM
$330.0M
QoQ Performance
+0.3%
Positions
23
Top 10 Concentration
69.5%
Latest Filing
Q4 2025
Top Holdings Allocation
AVGO
VST
AMAT
TRVC
JPM
AVGO15.0%
VST12.5%
AMAT7.1%
TRVC6.3%
JPM6.1%
KLAC5.0%
ASML4.6%
RTX4.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other59.5%
Technology23.5%
Financial9.9%
Industrial4.5%
Energy2.6%
Changes from Q3 2025
↑16 increased
↓4 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023