CCM
Carmel Capital Management LLC Portfolio
Invests via Carmel Capital Management LLC | Managed by West D. Whittaker
Invests via Carmel Capital Management LLC
Managed by West D. Whittaker
Automatically Tracked
Company Profile
Carmel Capital Management LLC operates as a specialized investment firm, focusing on generating tailored financial solutions for high-net-worth individuals and institutional clients. With a robust understanding of diverse asset classes, the firm employs rigorous analytical frameworks to guide its investment decisions. In today's complex market landscape, Carmel is recognized for its agility in responding to evolving economic conditions and its commitment to value creation. This expertise positions the firm as a vital player in capital markets, facilitating sustainable growth while navigating multifaceted opportunities across various sectors.
Carmel Capital Management LLC operates as a specialized investment firm, focusing on generating tailored financial solutions for high-net-worth individuals and institutional clients. With a robust understanding of diverse asset classes, the firm employs rigorous analytical frameworks to guide its investment decisions. In today's complex market landscape, Carmel is recognized for its agility in responding to evolving economic conditions and its commitment to value creation. This expertise positions the firm as a vital player in capital markets, facilitating sustainable growth while navigating multifaceted opportunities across various sectors.
Investment Philosophy & Strategy
Operating within a dynamic financial environment, Carmel Capital Management LLC exemplifies an entrepreneurial approach by leveraging deep insights into emerging market trends. The firm prioritizes tailored investment strategies that cater to the unique needs of each client, enhancing capital efficiency while fostering long-term relationships. Focused on identifying high-potential opportunities, its team emphasizes strategic positioning and thorough due diligence in diverse sectors. By emphasizing adaptability and responsiveness to market shifts, this investment firm is adept at navigating complexities while creating sustainable value for clients.
Operating within a dynamic financial environment, Carmel Capital Management LLC exemplifies an entrepreneurial approach by leveraging deep insights into emerging market trends. The firm prioritizes tailored investment strategies that cater to the unique needs of each client, enhancing capital efficiency while fostering long-term relationships. Focused on identifying high-potential opportunities, its team emphasizes strategic positioning and thorough due diligence in diverse sectors. By emphasizing adaptability and responsiveness to market shifts, this investment firm is adept at navigating complexities while creating sustainable value for clients.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
92.17%
Gain +0.29%
Monthly
1.15%
Yearly
14.69%
Drawdown
19.19%
$456.15M
Equity
Holdings
$456.15M
Investment
$175.25M
$291.39M
Profit +$1.8M
Realized
$10.49M
Unrealized
$280.9M
Dividends
$11.29M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.29%
Profit
$1.8M
Win %
95%
This Week
Compared To Last Week
Gain
0.4%
Profit
$1.8M
Win %
95%
This Month
Compared to last month
Gain
8.36%
Profit
$35.19M
Win %
95%
This Year
Compared to last year
Gain
31.41%
Profit
$108.91M
Win %
95%
NXPI NXP Semiconductors N.V.
+2.21%
+$456,423.66 
IBN ICICI Bank Limited Sponsored ADR
+1.92%
+$112,885 
AMAT Applied Materials, Inc.
+1.76%
+$967,554.72 
KLAC KLA Corporation
+1.59%
+$496,261.8 
TER Teradyne, Inc.
+1.46%
+$320,410.1 
C Citigroup Inc.
+1.44%
+$365,810.91 
GTX Garrett Motion Inc.
+1.25%
+$135,342.5 
AAPL Apple Inc.
+1.22%
+$180,272.56 
JPM JPMorgan Chase & Co.
+1.05%
+$212,378.58 
EWBC East West Bancorp Inc.
+0.97%
+$155,078.4 
EPI WisdomTree India Earnings Fund
+0.82%
+$18,373.03 
ROBO ROBO Global Robotics & Automation Index ETF
+0.72%
+$61,342.8 
SMH VanEck Semiconductor ETF
+0.66%
+$21,525.27 
VST Vistra Corp
+0.48%
+$201,378.11 
ENS EnerSys
+0.38%
+$63,351.9 
BRK-B Berkshire Hathaway Inc.
+0.24%
+$29,940 
AVGO Broadcom Inc.
-2.43%
-$1.42M 
AZO AutoZone Inc.
-2.1%
-$160,701.76 
RTX RTX Corporation
-1.39%
-$206,052.32 
GLD SPDR Gold Shares
-0.62%
-$2,688 
ASML ASML Holding N.V. New York Registry Shares
-0.48%
-$128,599.93 
RBC RBC Bearings Incorporated
-0.34%
-$53,863.44 
VLO Valero Energy Corporation
-0.15%
-$18,668.03 
RSPN Invesco S&P 500 Equal Weight Industrials ETF
-0.14%
-$14,638.7 
MSFT Microsoft Corp.
0%
-$38.09 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 452 | Longs Won 330/452 73% | Profit Factor 32.35 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $3.09M |
| Average Win $911,170.42 | Best Trade (Jun 18) $43.95M | Sharpe Ratio -12.69 |
| Average Loss -$76,198.11 | Worst Trade (Sep 29) -$1.43M | Z-Score 12.48 (100%) |
| Commissions $0 | Avg. Trade Length 2y 4m 2w 4d | Expectancy $644,668.29 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.16% |
| Consecutive Losing Trades | 5,988 | 5,389 | 4,790 | 4,192 | 3,593 | 2,994 | 2,395 | 1,796 | 1,198 | 599 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
