Carmel Capital Management L.L.C.
All 13F Filings
- Location
- Carmel, CA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 349,186
- 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 |
|---|---|---|---|---|---|
| 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 | 330.1 K | 94.5% | 8.782 K | 0 | 8.782 K |
| ETFs | 19.06 K | 5.5% | 10.38 K | 0 | 10.38 K |
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Fund Snapshot
Q1 2026
Latest filed
4/23/2026
Total value ($000)
349,186
Holdings
25
QoQ value change ($000)
19,163
(5.8%)
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.