Carmel, INCIK 20119654 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
92 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Lumentum Hldgs Inc | 15.4K | $5.68M | 4.4% | +527 | Added |
| 2 | Ciena Corp | 16.7K | $3.90M | 3.1% | +1.4K | Added |
| 3 | Palantir Technologies Inc | 20.4K | $3.63M | 2.8% | +179 | Added |
| 4 | Western Digital Corp |
| 19.7K |
| $3.39M |
| 2.6% |
| +19.7K |
| New |
| 5 | Seagate Technology Hldngs Pl | 11.7K | $3.22M | 2.5% | +4.1K | Added |
| 6 | Newmont Corp | 28.0K | $2.79M | 2.2% | +28.0K | New |
| 7 | Five Below Inc | 14.5K | $2.74M | 2.1% | +2.2K | Added |
| 8 | Broadcom Inc | 7.9K | $2.73M | 2.1% | −297 | Reduced |
| 9 | Ebay Inc. | 29.2K | $2.55M | 2.0% | −471 | Reduced |
| 10 | Agnico Eagle Mines Ltd | 14.9K | $2.52M | 2.0% | +2.1K | Added |
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