Carmel Capital Management L.L.C.
All 13F Filings
- Location
- Carmel, CA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 425,307
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/29/2026 | 31 | 425,307 | 13F-HR | Carmel Capital Management L.L.C. |
| Q2 2026 | 7/23/2026 | 28 | 456,372 | 13F-HR | Carmel Capital Management L.L.C. |
| Q1 2026 | 4/23/2026 | 25 | 349,186 | 13F-HR | Carmel Capital Management L.L.C. |
| Q4 2025 | 1/28/2026 | 23 | 330,023 | 13F-HR | Carmel Capital Management L.L.C. |
| Q3 2025 | 11/12/2025 | 25 | 328,982 | 13F-HR | Carmel Capital Management L.L.C. |
| Q2 2025 | 8/5/2025 | 25 | 296,506 | 13F-HR | Carmel Capital Management L.L.C. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 403.3 K | 94.8% | 0 | 29.25 K | -29.25 K |
| ETFs | 21.99 K | 5.2% | 0 | 1.818 K | -1.818 K |
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Fund Snapshot
Q3 2026
Latest filed
10/29/2026
Total value ($000)
425,307
Holdings
31
QoQ value change ($000)
-31,065
(-6.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.