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Carmel Capital Partners, LLC

All holdings · as of Dec 31, 2025

113 positions

CompanyClassValueShares% of portfolio
WISDOMTREE TR—$27.94M555,3429.8%
HOME DEPOT, INC.—$25.57M74,2999.0%
LENNAR CORP /NEW—$10.27M99,9443.6%
CAPITAL GRP FIXED INCM ETF T—$9.52M344,5733.3%
Palantir Technologies Inc—$7.79M43,8292.7%
QUALCOMM INC/DE—$6.65M38,8652.3%
VANECK ETF TRUST—$6.59M373,2482.3%
SERIES PORTFOLIOS TR—$6.48M244,8292.3%
INVESCO EXCH TRD SLF IDX FD—$6.17M327,4512.2%
INVESCO EXCH TRD SLF IDX FD—$6.14M298,0632.2%
INVESCO EXCH TRD SLF IDX FD—$6.08M363,9322.1%
Tesla Inc—$6.04M13,4242.1%
ISHARES TR—$6.04M269,8642.1%
SERIES PORTFOLIOS TR—$6.03M236,3142.1%
Alphabet Inc.—$5.90M18,8162.1%
APi Group Corp—$4.19M109,6281.5%
ON Semiconductor Corp—$3.98M73,4161.4%
DOLLAR GENERAL CORP—$3.75M28,2101.3%
SCHWAB CHARLES CORP—$3.48M34,8211.2%
Apollo Global Management, Inc.—$3.45M23,8081.2%
IQVIA HOLDINGS INC.—$3.40M15,0891.2%
Apple Inc.—$3.30M12,1221.2%
STARWOOD PROPERTY TRUST, INC.—$3.27M181,6761.1%
BROOKFIELD CORP—$3.16M68,9131.1%
KONINKLIJKE PHILIPS N V—$3.13M115,6271.1%
Apollo Commercial Real Estate Finance, Inc.—$3.04M314,5011.1%
Blue Owl Capital CorpOBDCCommon Stock$3.01M241,8371.1%
HCA Healthcare, Inc.—$2.97M6,3601.0%
CAPITAL ONE FINANCIAL CORP—$2.91M12,0221.0%
NEXTERA ENERGY INC—$2.79M34,7561.0%
APPLIED MATERIALS INC /DE—$2.78M10,8311.0%
CARRIER GLOBAL Corp—$2.68M50,8100.9%
Salesforce Inc—$2.63M9,9190.9%
NVIDIA Corp—$2.60M13,9590.9%
ORACLE CORP—$2.58M13,2230.9%
Intercontinental Exchange, Inc.—$2.55M15,7250.9%
Hilton Worldwide Holdings Inc.—$2.47M8,6120.9%
Rockwell Automation Inc—$2.46M6,3270.9%
TRAVELERS COMPANIES, INC.—$2.43M8,3630.9%
RPM International Inc—$2.39M22,9390.8%
LENNAR CORP—$2.38M25,0180.8%
QXO, Inc.—$2.37M122,7250.8%
INGERSOLL-RAND INC—$2.36M29,7590.8%
Valmont Industries Inc—$2.33M5,7980.8%
MercadoLibre, Inc.—$2.31M1,1490.8%
United Parcel Service Inc—$2.28M22,9740.8%
EMCOR Group Inc—$2.23M3,6420.8%
Millrose Properties, Inc.—$2.17M72,6850.8%
LABCORP HOLDINGS INC.—$2.17M8,6480.8%
RH—$2.10M11,7230.7%
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