Carmel Capital Partners, LLC
CIK: 0001900481SEC EDGAR →
Portfolio Value
$284.8B
Holdings
113
As of
Q4 2025
New Positions
113
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | WISDOMTREE TR | 555,342 | $27.9B | 9.81% |
| 2 | HOME DEPOT INC | 74,299 | $25.6B | 8.98% |
| 3 | LENNAR CORP | 99,944 | $10.3B | 3.61% |
| 4 | CAPITAL GRP FIXED INCM ETF T | 344,573 | $9.5B | 3.34% |
| 5 | PALANTIR TECHNOLOGIES INC | 43,829 | $7.8B | 2.74% |
| 6 | QUALCOMM INC | 38,865 | $6.6B | 2.33% |
| 7 | VANECK ETF TRUST | 373,248 | $6.6B | 2.31% |
| 8 | SERIES PORTFOLIOS TR | 244,829 | $6.5B | 2.28% |
| 9 | INVESCO EXCH TRD SLF IDX FD | 327,451 | $6.2B | 2.17% |
| 10 | INVESCO EXCH TRD SLF IDX FD | 298,063 | $6.1B | 2.16% |
Quarterly Changes
New Positions (113)
$27.9B · 555K shares
$25.6B · 74K shares
$10.3B · 100K shares
$9.5B · 345K shares
$7.8B · 44K shares
$6.6B · 39K shares
$6.6B · 373K shares
$6.5B · 245K shares
$6.2B · 327K shares
$6.1B · 298K shares
$6.1B · 364K shares
$6.0B · 13K shares
$6.0B · 270K shares
$6.0B · 236K shares
$5.9B · 19K shares
$4.2B · 110K shares
$4.0B · 73K shares
$3.7B · 28K shares
$3.5B · 35K shares
$3.4B · 24K shares
$3.4B · 15K shares
$3.3B · 12K shares
$3.3B · 182K shares
$3.2B · 69K shares
$3.1B · 116K shares
$3.0B · 315K shares
$3.0B · 242K shares
$3.0B · 6K shares
$2.9B · 12K shares
$2.8B · 35K shares
$2.8B · 11K shares
$2.7B · 51K shares
$2.6B · 10K shares
$2.6B · 14K shares
$2.6B · 13K shares
$2.5B · 16K shares
$2.5B · 9K shares
$2.5B · 6K shares
$2.4B · 8K shares
$2.4B · 23K shares
$2.4B · 25K shares
$2.4B · 123K shares
$2.4B · 30K shares
$2.3B · 6K shares
$2.3B · 1K shares
$2.3B · 23K shares
$2.2B · 4K shares
$2.2B · 73K shares
$2.2B · 9K shares
$2.1B · 12K shares
$2.1B · 21K shares
$2.1B · 20K shares
$2.0B · 14K shares
$1.9B · 51K shares
$1.8B · 22K shares
$1.8B · 12K shares
$1.8B · 26K shares
$1.3B · 8K shares
$1.3B · 4K shares
$1.2B · 6K shares
$1.0B · 5K shares
$1.0B · 483 shares
$1.0B · 2K shares
$1.0B · 10K shares
$987.0M · 2K shares
$955.0M · 3K shares
$928.0M · 3K shares
$909.0M · 15K shares
$907.0M · 2K shares
$893.0M · 11K shares
$874.0M · 8K shares
$866.0M · 4K shares
$829.0M · 7K shares
$794.0M · 1K shares
$709.0M · 26K shares
$694.0M · 646 shares
$667.0M · 974 shares
$530.0M · 20K shares
$512.0M · 7K shares
$510.0M · 6K shares
$494.0M · 8K shares
$485.0M · 11K shares
$453.0M · 526 shares
$440.0M · 2K shares
$432.0M · 1K shares
$410.0M · 1K shares
$409.0M · 8K shares
$392.0M · 5K shares
$382.0M · 3K shares
$382.0M · 2K shares
$382.0M · 1K shares
$373.0M · 1K shares
$334.0M · 8K shares
$289.0M · 651 shares
$277.0M · 10K shares
$274.0M · 1K shares
$267.0M · 717 shares
$260.0M · 1K shares
$245.0M · 892 shares
$229.0M · 1K shares
$225.0M · 1K shares
$224.0M · 10K shares
$216.0M · 3K shares
$208.0M · 4K shares
$204.0M · 553 shares
$203.0M · 1K shares
$203.0M · 7K shares
$201.0M · 981 shares
$184.0M · 16K shares
$182.0M · 11K shares
$155.0M · 12K shares
$89.0M · 55K shares
$62.0M · 15K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 43 | $117.5B | 41.3% |
| Consumer Cyclical | 11 | $55.0B | 19.3% |
| Technology | 16 | $38.1B | 13.4% |
| Industrials | 11 | $22.5B | 7.9% |
| Healthcare | 7 | $12.8B | 4.5% |
| Communication Services | 6 | $11.9B | 4.2% |
| Real Estate | 6 | $9.3B | 3.3% |
| Unknown | 5 | $7.1B | 2.5% |
| Consumer Defensive | 2 | $4.2B | 1.5% |
| Utilities | 1 | $2.8B | 1.0% |
| Basic Materials | 2 | $2.7B | 0.9% |
| Energy | 3 | $805.0M | 0.3% |