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

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Applied Materials Inc	AMAT	79,258	$57,303,534	12.56%
2.	Broadcom Inc.	AVGO	141,369	$53,402,140	11.7%
3.	Vistra Corp.	VST	256,306	$40,657,821	8.91%
4.	A S M L Holding N V	ASML	13,931	$27,714,889	6.07%
5.	Kla Corp	KLAC	87,020	$26,254,804	5.75%