Carmel Capital Partners, LLC Q2 2025 Filing
Filed July 29, 2025
Portfolio Value
$285.2B
Holdings
154
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (154 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | AFLAFLAC INC | 3,790 | $399.7M | 0.14% | |
| 102 | EXREXTRA SPACE STORAGE INC | 2,608 | $384.5M | 0.13% | |
| 103 | PANWPALO ALTO NETWORKS INC | 1,856 | $379.8M | 0.13% | |
| 104 | ILMNILLUMINA INC | 3,908 | $372.9M | 0.13% | |
| 105 | VEUVANGUARD INTL EQUITY INDEX F | 5,390 | $362.3M | 0.13% | |
| 106 | PGPROCTER AND GAMBLE CO | 2,252 | $358.8M | 0.13% | |
| 107 | CATCATERPILLAR INC | 917 | $356.0M | 0.12% | |
| 108 | TXNTEXAS INSTRS INC | 1,683 | $349.4M | 0.12% | |
| 109 | AVGOBROADCOM INC | 1,214 | $334.6M | 0.12% | |
| 110 | AQLTISHARES TR | 14,000 | $327.0M | 0.11% | |
| 111 | AEPAMERICAN ELEC PWR CO INC | 3,082 | $319.8M | 0.11% | |
| 112 | CEF/USPROTT PHYSICAL GOLD & SILVE | 10,606 | $319.2M | 0.11% | |
| 113 | PAYXPAYCHEX INC | 2,142 | $311.6M | 0.11% | |
| 114 | LHXL3HARRIS TECHNOLOGIES INC | 1,198 | $300.5M | 0.11% | |
| 115 | NNNNNN REIT INC | 6,955 | $300.3M | 0.11% | |
| 116 | PKGPACKAGING CORP AMER | 1,521 | $286.6M | 0.10% | |
| 117 | NEMNEWMONT CORP | 4,852 | $282.7M | 0.10% | |
| 118 | BACVERIZON COMMUNICATIONS INC | 6,472 | $280.0M | 0.10% | |
| 119 | EPDENTERPRISE PRODS PARTNERS L | 8,973 | $278.3M | 0.10% | |
| 120 | MDTMEDTRONIC PLC | 3,176 | $276.9M | 0.10% | |
| 121 | APDAIR PRODS & CHEMS INC | 968 | $273.0M | 0.10% | |
| 122 | PPLPPL CORP | 7,867 | $266.6M | 0.09% | |
| 123 | KKRKKR & CO INC | 1,983 | $263.8M | 0.09% | |
| 124 | BBUCBROOKFIELD BUSINESS CORP | 8,393 | $261.9M | 0.09% | |
| 125 | FTITECHNIPFMC PLC | 7,500 | $258.3M | 0.09% | |
| 126 | VBVANGUARD INDEX FDS | 1,089 | $258.1M | 0.09% | |
| 127 | GOOGLALPHABET INC | 1,445 | $254.7M | 0.09% | |
| 128 | LAMRLAMAR ADVERTISING CO NEW | 2,087 | $253.3M | 0.09% | |
| 129 | ADCAGREE RLTY CORP | 3,411 | $249.2M | 0.09% | |
| 130 | MAINMAIN STR CAP CORP | 4,170 | $246.4M | 0.09% | |
| 131 | IWBISHARES TR | 717 | $243.3M | 0.09% | |
| 132 | CDPCOPT DEFENSE PROPERTIES | 8,752 | $241.4M | 0.08% | |
| 133 | GSGOLDMAN SACHS GROUP INC | 340 | $240.6M | 0.08% | |
| 134 | VENVENTAS INC | 3,768 | $237.9M | 0.08% | |
| 135 | VIGVANGUARD SPECIALIZED FUNDS | 1,149 | $235.2M | 0.08% | |
| 136 | SNOWSNOWFLAKE INC | 1,050 | $235.0M | 0.08% | |
| 137 | CMECME GROUP INC | 825 | $227.4M | 0.08% | |
| 138 | IVVISHARES TR | 360 | $223.5M | 0.08% | |
| 139 | EQREQUITY RESIDENTIAL | 3,289 | $222.0M | 0.08% | |
| 140 | MRKMERCK & CO INC | 2,782 | $220.2M | 0.08% | |
| 141 | JBGSJBG SMITH PPTYS | 12,577 | $217.6M | 0.08% | |
| 142 | HONHONEYWELL INTL INC | 928 | $216.1M | 0.08% | |
| 143 | VUGVANGUARD INDEX FDS | 489 | $214.3M | 0.08% | |
| 144 | NOCNORTHROP GRUMMAN CORP | 426 | $213.0M | 0.07% | |
| 145 | CUBECUBESMART | 5,010 | $212.9M | 0.07% | |
| 146 | PLDPROLOGIS INC. | 2,004 | $210.7M | 0.07% | |
| 147 | PRMPERIMETER SOLUTIONS INC | 15,105 | $210.3M | 0.07% | |
| 148 | KDPKEURIG DR PEPPER INC | 6,327 | $209.2M | 0.07% | |
| 149 | NTSTNETSTREIT CORP | 11,847 | $200.6M | 0.07% | |
| 150 | JOEST JOE CO | 4,204 | $200.5M | 0.07% | |
| 151 | ADEAADEIA INC | 12,684 | $179.4M | 0.06% | |
| 152 | EOSEEOS ENERGY ENTERPRISES INC | 28,700 | $146.9M | 0.05% | |
| 153 | WTIW & T OFFSHORE INC | 55,000 | $90.8M | 0.03% | |
| 154 | BLNDBLEND LABS INC | 19,600 | $64.7M | 0.02% |
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