Carmel Capital Partners, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Liberty Media Corp-Liberty Formula One | $2.09M | 0.7% |
| CROWN HOLDINGS, INC. | $2.06M | 0.7% |
| Agilent Technologies Inc | $1.96M | 0.7% |
| Gitlab Inc. | $1.91M | 0.7% |
| Uber Technologies, Inc | $1.78M | 0.6% |
| HORTON D R INC /DE | $1.78M | 0.6% |
| ZILLOW GROUP, INC. | $1.77M | 0.6% |
| Morgan Stanley | $1.34M | 0.5% |
| VANGUARD INDEX FDS | $1.30M | 0.5% |
| The Boeing Company | $1.19M | 0.4% |
| Amazon.com Inc | $1.05M | 0.4% |
| Warren E. Buffett | $1.04M | 0.4% |
| Markel Group Inc | $1.04M | 0.4% |
| ISHARES TR | $1.03M | 0.4% |
| VANGUARD INDEX FDS | $987.1K | 0.3% |
| JPMORGAN CHASE & CO | $955.4K | 0.3% |
| VANGUARD INDEX FDS | $928.7K | 0.3% |
| VANGUARD TAX-MANAGED FDS | $909.9K | 0.3% |
| MICROSOFT CORP | $907.8K | 0.3% |
| VANGUARD BD INDEX FDS | $893.3K | 0.3% |
| PROSHARES TR | $874.5K | 0.3% |
| DoorDash, Inc. | $866.1K | 0.3% |
| Sea Ltd | $829.2K | 0.3% |
| Meta Platforms Inc | $794.1K | 0.3% |
| SCHWAB STRATEGIC TR | $709.8K | 0.2% |
| ELI LILLY & Co | $694.2K | 0.2% |
| ISHARES TR | $667.1K | 0.2% |
| SCHWAB STRATEGIC TR | $530.2K | 0.2% |
| W. R. Berkley Corporation | $512.9K | 0.2% |
| SPDR SERIES TRUST | $510.1K | 0.2% |
| Jefferies Financial Group Inc. | $495.0K | 0.2% |
| SPROTT ASSET MANAGEMENT LP | $485.8K | 0.2% |
| COSTCO WHOLESALE CORP /NEW | $453.7K | 0.2% |
| Simon Property Group Inc | $440.4K | 0.2% |
| Alphabet Inc. | $432.6K | 0.2% |
| MCDONALD'S CORP | $410.8K | 0.1% |
| VANGUARD INTL EQUITY INDEX F | $409.6K | 0.1% |
| VANGUARD INTL EQUITY INDEX F | $392.4K | 0.1% |
| Blackstone Inc | $382.7K | 0.1% |
| EXXON MOBIL CORP | $382.2K | 0.1% |
| Broadcom Inc. | $382.1K | 0.1% |
| Visa Inc | $373.2K | 0.1% |
| TechnipFMC plc | $334.2K | 0.1% |
| VANGUARD ADMIRAL FDS INC | $289.4K | 0.1% |
| Perimeter Solutions, Inc. | $277.8K | 0.1% |
| VANGUARD INDEX FDS | $274.7K | 0.1% |
| ISHARES TR | $267.6K | 0.1% |
| AbbVie Inc. | $260.9K | 0.1% |
| Seagate Technology Holdings PLC | $245.6K | 0.1% |
| BWX Technologies, Inc. | $229.0K | 0.1% |