Carmel Capital Partners, LLC

Est. AUM

$277.1M

13F long equity, this entity only

Positions

118

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	WISDOMTREE TR	FLOATNG RAT TREA	$29.0M	576938	10.48%	SOLE
2	HOME DEPOT INC	COM	$24.2M	73577	8.73%	SOLE
3	CAPITAL GRP FIXED INCM ETF T	US MULTI-SECTOR	$10.2M	372971	3.67%	SOLE
4	SERIES PORTFOLIOS TR	ELDRIDGE AAA CLO	$9.8M	381723	3.52%	SOLE
5	LENNAR CORP	CL A	$8.5M	98335	3.08%	SOLE
6	VANECK ETF TRUST	PREFERRED SECURT	$6.9M	394621	2.50%	SOLE
7	INVESCO EXCH TRD SLF IDX FD	BULETSHS 2029	$6.6M	351205	2.37%	SOLE
8	INVESCO EXCH TRD SLF IDX FD	INVSCO BLSH 28	$6.5M	317898	2.34%	SOLE
9	ISHARES TR	IBONDS 28 TRM TS	$6.5M	291085	2.34%	SOLE
10	INVESCO EXCH TRD SLF IDX FD	BULETSHS 2031 CP	$6.4M	390386	2.32%	SOLE
11	PROSHARES TR	S&P 500 DV ARIST	$5.1M	48359	1.85%	SOLE
12	QUALCOMM INC	COM	$5.1M	39606	1.84%	SOLE
13	TESLA INC	COM	$4.6M	12375	1.66%	SOLE
14	API GROUP CORP	COM STK	$4.4M	108733	1.59%	SOLE
15	ALPHABET INC	CAP STK CL C	$4.2M	14707	1.52%	SOLE
16	ON SEMICONDUCTOR CORP	COM	$4.1M	66639	1.49%	SOLE
17	AMAZON COM INC	COM	$3.7M	17583	1.32%	SOLE
18	APOLLO COML REAL ESTATE FIN	COM	$3.6M	336262	1.28%	SOLE
19	STARWOOD PPTY TR INC	COM	$3.4M	197863	1.23%	SOLE
20	NEXTERA ENERGY INC	COM	$3.3M	35158	1.18%	SOLE
21	DOLLAR GEN CORP	COM	$3.2M	26987	1.16%	SOLE
22	SERIES PORTFOLIOS TR	ELDRIDGE BBB B	$3.2M	123439	1.14%	SOLE
23	KONINKLIJKE PHILIPS N V	NY REGIS SHS NEW	$3.1M	114929	1.14%	SOLE
24	SCHWAB CHARLES CORP	COM	$3.1M	32914	1.12%	SOLE
25	LABCORP HOLDINGS INC	COM SHS	$3.1M	11493	1.11%	SOLE
26	APPLE INC	COM	$3.1M	12034	1.10%	SOLE
27	HCA HEALTHCARE INC	COM	$2.9M	6230	1.06%	SOLE
28	IQVIA HLDGS INC	COM	$2.9M	17226	1.06%	SOLE
29	BROOKFIELD CORP	CL A LTD VT SH	$2.9M	72520	1.06%	SOLE
30	CARRIER GLOBAL CORPORATION	COM	$2.9M	51791	1.05%	SOLE
31	APOLLO GLOBAL MGMT INC	COM	$2.9M	26056	1.05%	SOLE
32	APPLIED MATLS INC	COM	$2.9M	8378	1.03%	SOLE
33	NVIDIA CORPORATION	COM	$2.7M	15355	0.97%	SOLE
34	HILTON WORLDWIDE HLDGS INC	COM	$2.6M	8560	0.94%	SOLE
35	EMCOR GROUP INC	COM	$2.6M	3495	0.93%	SOLE
36	VALMONT INDS INC	COM	$2.5M	6234	0.90%	SOLE
37	INTERCONTINENTAL EXCHANGE IN	COM	$2.5M	15742	0.89%	SOLE
38	TRAVELERS COMPANIES INC	COM	$2.5M	8475	0.89%	SOLE
39	INGERSOLL RAND INC	COM	$2.4M	29862	0.86%	SOLE
40	QXO INC	COM NEW	$2.4M	121910	0.85%	SOLE
41	RPM INTL INC	COM	$2.3M	23181	0.83%	SOLE
42	ROCKWELL AUTOMATION INC	COM	$2.3M	6276	0.81%	SOLE
43	UBER TECHNOLOGIES INC	COM	$2.2M	31022	0.81%	SOLE
44	UNITED PARCEL SVCS INC	CL B	$2.2M	22444	0.80%	SOLE
45	CAPITAL ONE FINL CORP	COM	$2.2M	12102	0.80%	SOLE
46	MERCADOLIBRE INC	COM	$2.1M	1222	0.76%	SOLE
47	CROWN HLDGS INC	COM	$2.1M	20492	0.74%	SOLE
48	LENNAR CORP	CL B	$1.9M	23152	0.70%	SOLE
49	LIBERTY MEDIA CORP DEL	COM LBTY ONE S C	$1.9M	21880	0.67%	SOLE
50	PALANTIR TECHNOLOGIES INC	CL A	$1.8M	12262	0.65%	SOLE

1–50 of 118

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.