Institutions / Carmel Capital Partners, LLC / Holdings

Carmel Capital Partners, LLC

All holdings · as of Dec 31, 2025

Company	Class	Value	Shares	% of portfolio
Markel Group Inc	—	$1.04M	483	0.4%
Warren E. Buffett	—	$1.04M	2,066	0.4%
Amazon.com Inc	—	$1.05M	4,536	0.4%
The Boeing Company	—	$1.19M	5,501	0.4%
VANGUARD INDEX FDS	—	$1.30M	3,884	0.5%
Morgan Stanley	—	$1.34M	7,566	0.5%
ZILLOW GROUP, INC.	—	$1.77M	25,951	0.6%
HORTON D R INC /DE	—	$1.78M	12,357	0.6%
Uber Technologies, Inc	—	$1.78M	21,808	0.6%
Gitlab Inc.	—	$1.91M	50,848	0.7%
Agilent Technologies Inc	—	$1.96M	14,432	0.7%
CROWN HOLDINGS, INC.	—	$2.06M	19,982	0.7%
Liberty Media Corp-Liberty Formula One	—	$2.09M	21,263	0.7%
RH	—	$2.10M	11,723	0.7%
LABCORP HOLDINGS INC.	—	$2.17M	8,648	0.8%
Millrose Properties, Inc.	—	$2.17M	72,685	0.8%
EMCOR Group Inc	—	$2.23M	3,642	0.8%
United Parcel Service Inc	—	$2.28M	22,974	0.8%
MercadoLibre, Inc.	—	$2.31M	1,149	0.8%
Valmont Industries Inc	—	$2.33M	5,798	0.8%
INGERSOLL-RAND INC	—	$2.36M	29,759	0.8%
QXO, Inc.	—	$2.37M	122,725	0.8%
LENNAR CORP	—	$2.38M	25,018	0.8%
RPM International Inc	—	$2.39M	22,939	0.8%
TRAVELERS COMPANIES, INC.	—	$2.43M	8,363	0.9%
Rockwell Automation Inc	—	$2.46M	6,327	0.9%
Hilton Worldwide Holdings Inc.	—	$2.47M	8,612	0.9%
Intercontinental Exchange, Inc.	—	$2.55M	15,725	0.9%
ORACLE CORP	—	$2.58M	13,223	0.9%
NVIDIA Corp	—	$2.60M	13,959	0.9%
Salesforce Inc	—	$2.63M	9,919	0.9%
CARRIER GLOBAL Corp	—	$2.68M	50,810	0.9%
APPLIED MATERIALS INC /DE	—	$2.78M	10,831	1.0%
NEXTERA ENERGY INC	—	$2.79M	34,756	1.0%
CAPITAL ONE FINANCIAL CORP	—	$2.91M	12,022	1.0%
HCA Healthcare, Inc.	—	$2.97M	6,360	1.0%
Blue Owl Capital CorpOBDC	Common Stock	$3.01M	241,837	1.1%
Apollo Commercial Real Estate Finance, Inc.	—	$3.04M	314,501	1.1%
KONINKLIJKE PHILIPS N V	—	$3.13M	115,627	1.1%
BROOKFIELD CORP	—	$3.16M	68,913	1.1%
STARWOOD PROPERTY TRUST, INC.	—	$3.27M	181,676	1.1%
Apple Inc.	—	$3.30M	12,122	1.2%
IQVIA HOLDINGS INC.	—	$3.40M	15,089	1.2%
Apollo Global Management, Inc.	—	$3.45M	23,808	1.2%
SCHWAB CHARLES CORP	—	$3.48M	34,821	1.2%
DOLLAR GENERAL CORP	—	$3.75M	28,210	1.3%
ON Semiconductor Corp	—	$3.98M	73,416	1.4%
APi Group Corp	—	$4.19M	109,628	1.5%
Alphabet Inc.	—	$5.90M	18,816	2.1%
SERIES PORTFOLIOS TR	—	$6.03M	236,314	2.1%