Institutions / Carmel Capital Partners, LLC
Carmel Capital Partners, LLC
CIK 1900481 · Institution · as of Dec 31, 2025
Portfolio value
$284.81M
Positions
113
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 113 →
| Company | Value | % of portfolio |
|---|---|---|
| WisdomTree Tr | $27.94M | 9.8% |
| Home Depot, Inc. | $25.57M | 9.0% |
| Lennar Corp /New | $10.27M | 3.6% |
| Capital Grp Fixed Incm ETF T | $9.52M | 3.3% |
| Palantir Technologies Inc | $7.79M | 2.7% |
| Qualcomm INC/DE | $6.65M | 2.3% |
| VanEck ETF Trust | $6.59M | 2.3% |
| Series Portfolios Tr | $6.48M | 2.3% |
| Invesco Exch Trd Slf Idx Fd | $6.17M | 2.2% |
| Invesco Exch Trd Slf Idx Fd | $6.14M | 2.2% |
| Invesco Exch Trd Slf Idx Fd | $6.08M | 2.1% |
| Tesla Inc | $6.04M | 2.1% |
| iShares Tr | $6.04M | 2.1% |
| Series Portfolios Tr | $6.03M | 2.1% |
| Alphabet Inc. | $5.90M | 2.1% |
| APi Group Corp | $4.19M | 1.5% |
| ON Semiconductor Corp | $3.98M | 1.4% |
| Dollar General Corp | $3.75M | 1.3% |
| Schwab Charles Corp | $3.48M | 1.2% |
| Apollo Global Management, Inc. | $3.45M | 1.2% |
| Iqvia Holdings Inc. | $3.40M | 1.2% |
| Apple Inc. | $3.30M | 1.2% |
| Starwood Property Trust, Inc. | $3.27M | 1.1% |
| Brookfield Corp | $3.16M | 1.1% |
| Koninklijke Philips N V | $3.13M | 1.1% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.