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

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Broadcom Inc.	AVGO	206,350	$23,033,819	11.05%
2.	Nxp Semiconductors N.v.	NXPI	65,160	$14,965,949	7.18%
3.	Applied Materials Inc	AMAT	88,645	$14,366,695	6.89%
4.	Apple Inc.	AAPL	65,414	$12,594,157	6.04%
5.	A S M L Holding N V	ASML	15,553	$11,772,377	5.65%