Instuitional Investor - Carmel Capital Management L.l.c.

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Broadcom Inc.	AVGO	141,515	$43,800,308	12.54%
2.	Vistra Corp.	VST	254,909	$38,320,470	10.97%
3.	Applied Materials Inc	AMAT	88,848	$30,367,358	8.7%
4.	Citigroup Inc	C	177,149	$20,090,468	5.75%
5.	A S M L Holding N V	ASML	13,963	$18,442,749	5.28%