Carmel, CACIK 18785474 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
23 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Broadcom Inc | 142.9K | $49.47M | 15.0% | −4.5K | Reduced |
| 2 | Vistra Corp | 255.4K | $41.20M | 12.5% | −553 | Reduced |
| 3 | Applied Matls Inc | 91.4K | $23.49M | 7.1% | −435 | Reduced |
| 4 | Citigroup Inc |
| 178.9K |
| $20.88M |
| 6.3% |
| +2.6K |
| Added |
| 5 | Jpmorgan Chase & Co. | 62.2K | $20.05M | 6.1% | +850 | Added |
| 6 | Kla Corp | 13.6K | $16.48M | 5.0% | +35 | Added |
| 7 | Asml Holding N V | 14.2K | $15.21M | 4.6% | +20 | Added |
| 8 | Rtx Corporation | 81.3K | $14.91M | 4.5% | +175 | Added |
| 9 | East West Bancorp Inc | 126.1K | $14.17M | 4.3% | +80 | Added |
| 10 | Apple Inc | 49.7K | $13.51M | 4.1% | +145 | Added |
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