Carmel Capital Management L.L.C. holds a focused book of 28 stocks worth $456.4M as of Q2 2026 (disclosed Jul 23, 2026, a ~45-day 13F lag). This quarter they opened Texas Instruments Inc and trimmed Applied Materials Inc. Their largest long position is Applied Materials Inc at 13% of the equity book. Cloning the disclosed picks since 2024 would be +60% (+30.1%/yr). That is a simulation of the disclosed long book, not audited returns.
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Use Arkolith to show Carmel Capital Management L.L.C.'s latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 3.4 points over this window.
Growth of $10,000 cloning Carmel Capital Management L.L.C.'s disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
95% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Carmel Capital Management L.L.C.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| FMR LLC | 33 / 28 | $237.0B |
| MORGAN STANLEY | 33 / 28 | $203.3B |
| JPMORGAN CHASE & CO | 33 / 28 | $176.6B |
| BANK OF AMERICA CORP /DE/ | 33 / 28 | $132.4B |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | 33 / 28 | $84.7B |
| ROYAL BANK OF CANADA | 33 / 28 | $59.6B |
| UBS Group AG | 33 / 28 | $55.4B |
| WELLS FARGO & COMPANY/MN | 33 / 28 | $54.8B |
Ranked by how many of Carmel Capital Management L.L.C.'s top 28 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Applied Matls Inc COM | $57.3M | 79.3K | 12.6% | ▼−11% Reduced · −10K sh | |
| 2 | Broadcom Inc COM | $53.4M | 141.4K | 11.7% | ▼−0.1% Reduced · −146 sh | |
| 3 | Vistra Corp COM | $40.7M | 256.3K | 8.9% | ▲+0.5% Added · +1K sh | |
| 4 | ASML Hldg NV N Y REGISTRY SHS | $27.7M | 13.9K | 6.1% | ▼−0.2% Reduced · −32 sh | |
| 5 | Kla Corp COM NEW | $26.3M | 87.0K | 5.8% | ▲+626% Added · +75K sh | |
| 6 | Citigroup Inc COM NEW | $24.8M | 177.3K | 5.4% | ▲+0.1% Added · +110 sh | |
| 7 | JPMorgan Chase & Co COM | $20.3M | 62.1K | 4.5% | ▲+0.1% Added · +45 sh | |
| 8 | Teradyne Inc COM | $20.3M | 42.0K | 4.4% | ▼−16% Reduced · −8K sh | |
| 9 | NXP Semiconductors N V COM | $18.5M | 65.9K | 4.1% | ▲+0.1% Added · +40 sh | |
| 10 | Garrett Motion Inc COM | $17.5M | 481.6K | 3.8% | ▲+53% Added · +167K sh | |
| 11 | Enersys COM | $17.2M | 73.8K | 3.8% | ▲+0.1% Added · +95 sh | |
| 12 | Valero Energy Corp COM | $17.2M | 65.9K | 3.8% | ▲+25% Added · +13K sh | |
| 13 | East West Bancorp Inc COM | $16.2M | 125.9K | 3.6% | ▼−0.1% Reduced · −200 sh | |
| 14 | RBC Bearings Inc COM | $15.9M | 24.6K | 3.5% | ▼−0.3% Reduced · −83 sh | |
| 15 | RTX Corporation COM | $15.3M | 80.5K | 3.3% | ▲+0.4% Added · +350 sh | |
| 16 | Apple Inc COM | $14.4M | 49.6K | 3.1% | ▼−0.1% Reduced · −50 sh | |
| 17 | Berkshire Hathaway Inc Del CL B NEW | $12.6M | 25.1K | 2.8% | ▲+0.8% Added · +195 sh | |
| 18 | Invesco Exchange Traded FD T S&P500 EQL IND | $11.1M | 173.4K | 2.4% | ▲+0.7% Added · +1K sh | |
| 19 | Exchange Traded Concepts Tru ROBO GLB ETF | $8.6M | 100.5K | 1.9% | ▲+1.6% Added · +2K sh | |
| 20 | Autozone Inc COM | $8.0M | 2.5K | 1.8% | —Held | |
| 21 | Icici Bank Limited ADR | $7.9M | 270.5K | 1.7% | ▲+28% Added · +60K sh | |
| 22 | Vaneck ETF Trust SEMICONDUCTR ETF | $3.2M | 4.9K | 0.7% | —Held | |
| 23 | Microsoft Corp COM | $761K | 2.0K | 0.2% | ▼−20% Reduced · −500 sh | |
| 24 | SPDR Gold TR GOLD SHS | $413K | 1.1K | 0.1% | —Held | |
| 25 | Texas Instrs Inc COM | $248K | 831 | 0.1% | ▲New New position | |
| 26 | Schwab Strategic TR US SML CAP ETF | $233K | 6.5K | 0.1% | ▲New New position | |
| 27 | Emerson Elec Co COM | $215K | 1.5K | 0.0% | ▲New New position | |
| 28 | Schwab Strategic TR US LRG CAP ETF | $212K | 7.2K | 0.0% | ▲New New position |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 23, 2026 | 28 | $456.4M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 24, 2026 | 25 | $349.2M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 28, 2026 | 23 | $330.0M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 12, 2025 | 25 | $329.0M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 5, 2025 | 25 | $296.5M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 29, 2025 | 25 | $246.3M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 21, 2025 | 26 | $264.7M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 17, 2024 | 28 | $266.6M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.