Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: Carmel Capital Management L.L.C.
  City: CARMEL
  State: CA
  Zip: 93923
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $243,385,000
  Total Value Change : $35,085,000
  Securities Held Change : -1
   
All Securities Held : 30
  New Positions : 1
  Closed Positions : 2
  Increased Positions : 15
  Unchanged Positions : 5
  Decreased Positions : 9

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 9     View All Holdings Currently Viewing:  Decreased Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (AVGO)1 Year Chart         AVGO Broadcom Limited 1 - $1,305.67 $24,691,000 18,629 10.14% 1,657,000 -2,006 0.005    Semiconductor- Broad...
   (KLAC)1 Year Chart         KLAC KLA-Tencor Corp 7 - $710.67 $12,136,000 17,373 4.99% 2,031,000 -11 0.011    Semiconductor Equipme...
   (AAPL)1 Year Chart         AAPL Apple Inc 10 - $184.57 $9,861,000 57,507 4.05% -2,733,000 -7,907 0    Personal Computers
   (TER)1 Year Chart         TER Teradyne Inc 16 - $122.61 $7,878,000 69,825 3.24% 235,000 -600 0.042    Semiconductor Equipme...
   (ENS)1 Year Chart         ENS Enersys 22 - $96.46 $4,595,000 48,650 1.89% -357,000 -400 0.114    Industrial Electrical...
   (MSFT)1 Year Chart         MSFT Microsoft Corp 25 - $412.32 $1,068,000 2,539 0.44% 111,000 -5 0    Application Software
   (AVO)1 Year Chart         AVO Mission Produce, Inc. 26 - $0.00 $958,000 80,700 0.39% 19,000 -12,400 0.116    N/A
   (JNJ)1 Year Chart         JNJ Johnson & Johnson 27 - $149.85 $516,000 3,260 0.21% 3,000 -15 0    Drug Manufacturers - ...
   (SCHA)1 Year Chart         SCHA Schwab Strategic Trust 30 - $48.27 $202,000 4,094 0.08% -1,000 -206 0    Closed - End Fund - Debt

      9 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results