Home › Carmel Capital Partners, LLC

Carmel Capital Partners, LLC 13F holdings

Filed 2026-07-30 · Carmel Capital Partners, LLC · 148 positions · $303.3M

View QoQ Changes Export CSV

TickerCompanySharesValue% of portfolio
USFRWISDOMTREE TR874.7K$44.0M14.5%
HDHOME DEPOT INC71.0K$25.0M8.3%
NOBLPROSHARES TR234.3K$13.2M4.3%
CGMSCAPITAL GRP FIXED INCM ETF T369.3K$10.1M3.3%
IBTIISHARES TR453.6K$10.0M3.3%
AMZNAMAZON COM INC32.2K$7.7M2.5%
IVEISHARES TR30.7K$7.0M2.3%
CLOXSERIES PORTFOLIOS TR258.9K$6.6M2.2%
BSCTINVESCO EXCH TRD SLF IDX FD352.3K$6.5M2.2%
BSCSINVESCO EXCH TRD SLF IDX FD318.1K$6.5M2.1%
BSCVINVESCO EXCH TRD SLF IDX FD395.2K$6.5M2.1%
QCOMQUALCOMM INC34.8K$6.4M2.1%
LENLENNAR CORP69.9K$6.3M2.1%
TSLATESLA INC12.9K$5.4M1.8%
PFXFVANECK ETF TRUST296.2K$5.3M1.7%
GOOGALPHABET INC14.2K$5.0M1.6%
AMATAPPLIED MATLS INC6.1K$4.4M1.5%
APGAPI GROUP CORP86.5K$3.7M1.2%
AAPLAPPLE INC12.3K$3.5M1.2%
ONON SEMICONDUCTOR CORP36.5K$3.5M1.1%
NEENEXTERA ENERGY INC35.6K$3.1M1.0%
LHLABCORP HOLDINGS INC10.8K$3.0M1.0%
BNBROOKFIELD CORP69.9K$3.0M1.0%
ARIAPOLLO COML REAL ESTATE FIN278.4K$3.0M1.0%
VMIVALMONT INDS INC5.1K$3.0M1.0%
NVDANVIDIA CORPORATION14.8K$3.0M1.0%
DGDOLLAR GEN CORP25.6K$2.9M1.0%
SCHWSCHWAB CHARLES CORP30.9K$2.8M0.9%
STWDSTARWOOD PPTY TR INC165.2K$2.7M0.9%
CARRCARRIER GLOBAL CORPORATION36.8K$2.7M0.9%
APOAPOLLO GLOBAL MGMT INC22.3K$2.6M0.9%
HOODROBINHOOD MKTS INC26.1K$2.6M0.9%
HLTHILTON WORLDWIDE HLDGS INC7.9K$2.6M0.9%
TRVTRAVELERS COMPANIES INC7.8K$2.6M0.9%
BXMTBLACKSTONE MORTGAGE TRUST IN147.3K$2.5M0.8%
FWONKLIBERTY MEDIA CORP DEL25.6K$2.4M0.8%
MELIMERCADOLIBRE INC1.4K$2.4M0.8%
PHGKONINKLIJKE PHILIPS N V85.1K$2.3M0.8%
METAMETA PLATFORMS INC3.8K$2.1M0.7%
LEN-BLENNAR CORP23.2K$2.1M0.7%
QXOQXO INC116.3K$2.0M0.7%
RPMRPM INTL INC17.1K$1.9M0.6%
MRPMILLROSE PPTYS INC62.8K$1.9M0.6%
ZGZILLOW GROUP INC59.5K$1.9M0.6%
HCAHCA HEALTHCARE INC4.6K$1.8M0.6%
IRINGERSOLL RAND INC21.4K$1.8M0.6%
COFCAPITAL ONE FINL CORP8.7K$1.7M0.6%
EMEEMCOR GROUP INC2.0K$1.6M0.5%
UBERUBER TECHNOLOGIES INC22.2K$1.6M0.5%
VTIVANGUARD INDEX FDS4.3K$1.6M0.5%
MSMORGAN STANLEY7.5K$1.6M0.5%
BRK-BBERKSHIRE HATHAWAY INC DEL3.1K$1.6M0.5%
ROKROCKWELL AUTOMATION INC3.0K$1.5M0.5%
DHID R HORTON INC9.0K$1.5M0.5%
VEAVANGUARD TAX-MANAGED FDS17.2K$1.2M0.4%
MKLMARKEL GROUP INC612$1.2M0.4%
BABOEING CO5.5K$1.2M0.4%
VOVANGUARD INDEX FDS12.8K$1.0M0.3%
JPMJPMORGAN CHASE & CO3.1K$1.0M0.3%
SPYMSPDR SERIES TRUST11.3K$995,6170.3%
Top Fund Holdings
13F
Top Fund Holdings

What did the whales just file?

Funds
Funds
{{ r.name }}CIK {{ r.cik }}
→
Stocks
Stocks
{{ sm.ticker }} — {{ sm.name }}See who holds it
→
No 13F filers or stocks match “{{ searchQuery }}”. Try a ticker like AAPL or a manager name like Buffett.
{{ searchError }} Refresh and try again, or search a shorter name.

13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

Most widely searched
Person / Company
Value
{{ f.person }}{{ f.name }}
{{ f.value }}
Most widely held
Ticker
Company
Funds
{{ s.ticker }}
{{ s.name }}
{{ s.holders }}
› {{ activeFund.name }}

{{ activeFund.name }}

Filed {{ activeFund.filedDate }} · {{ activeFund.quarter }}
Portfolio Value{{ activeFund.value }}
Positions{{ activeFund.positions }}
{{ activeFund.errorMsg }}
{{ activeFund.holdingsNoteText }}
{{ activeFund.holdingsViewNote }}

Holdings

Ticker
Company
{{ sortSharesLabel }}
{{ sortShareChgLabel }}
{{ sortValueLabel }}
{{ sortPctLabel }}
{{ sortPriorLabel }}
{{ sortFirstLabel }}
{{ sortPaidLabel }}
{{ sortNowLabel }}
{{ sortEstLabel }}
{{ h.ticker }}
{{ h.company }}
{{ h.shares }}
{{ h.shareChg }}
{{ h.value }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.firstHeld }}
{{ h.estPaid }}
{{ h.priceNow }}
{{ h.estReturn }}
› {{ stockPageQuery }}

Who holds {{ stockPageQuery }}

{{ stockPageSubtitle }}
{{ quote.ticker }} {{ quote.price }} {{ quote.change }} ({{ quote.changePct }}) {{ quote.asOf }} · {{ quote.marketStatus }} · Chart
{{ stockSharesNote }}
{{ stockPageProgressText }}
{{ stockPageError }} Try again in a moment, or search the fund that holds it.

Holders

Fund
{{ sortHoldersSharesLabel }}
{{ sortHoldersValueLabel }}
{{ sortHoldersPctLabel }}
{{ sortHoldersOwnLabel }}
{{ sr.fundName }}
{{ sr.shares }}
{{ sr.value }}
{{ sr.pct }}
{{ sr.ownership }}
No filers found reporting a position in {{ stockPageQuery }}. Try the CUSIP or a different share class.
› › QoQ

{{ activeFund.name }} — Quarter-over-Quarter
{{ g.label }}
Ticker
Company
Shares
Value
{{ compareFromPctLabel }}
{{ compareToPctLabel }}
Change
{{ h.ticker }}
{{ h.company }}
{{ h.detail1 }}
{{ h.detail2 }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.change }}
13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
Loading {{ quote.name }}