Carmel Capital Management L.L.C. - Portfolio Stock Holdings

Carmel Capital Management L.L.C. disclosed 29 stock positions in a recent SEC 13F filing. $456,372,107 of stock holdings were filed, with the largest holdings including AMAT, AVGO, and VST. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $391,993,000 and has 6 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.