Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Carmel Capital Partners, LLC (CIK 1900481) reported $277.1M across 117 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: USFR ($29.0M, 10.48%), HD ($24.2M, 8.73%), CGMS ($10.2M, 3.67%), CLOX ($9.8M, 3.52%), LEN ($8.5M, 3.08%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | USFR | WISDOMTREE TR | $29.0M | 10.48% | 576,938 | Added |
| 2 | HD | HOME DEPOT INC | $24.2M | 8.73% | 73,577 | Trimmed |
| 3 | CGMS | CAPITAL GRP FIXED INCM ETF T | $10.2M | 3.67% | 372,971 | Added |
| 4 | CLOX | SERIES PORTFOLIOS TR | $9.8M | 3.52% | 381,723 | Added |
| 5 | LEN | LENNAR CORP | $8.5M | 3.08% | 98,335 | Trimmed |
| 6 | PFXF | VANECK ETF TRUST | $6.9M | 2.50% | 394,621 | Added |
| 7 | BSCT | INVESCO EXCH TRD SLF IDX FD | $6.6M | 2.37% | 351,205 | Added |
| 8 | IBTI | ISHARES TR | $6.5M | 2.34% | 291,085 | Added |
| 9 | BSCS | INVESCO EXCH TRD SLF IDX FD | $6.5M | 2.34% | 317,898 | Added |
| 10 | BSCV | INVESCO EXCH TRD SLF IDX FD | $6.4M | 2.32% | 390,386 | Added |
| 11 | NOBL | PROSHARES TR | $5.1M | 1.85% | 48,359 | Added |
| 12 | QCOM | QUALCOMM INC | $5.1M | 1.84% | 39,606 | Added |
| 13 | TSLA | TESLA INC | $4.6M | 1.66% | 12,375 | Trimmed |
| 14 | APG | API GROUP CORP | $4.4M | 1.59% | 108,733 | Trimmed |
| 15 | GOOG | ALPHABET INC | $4.2M | 1.52% | 14,707 | Trimmed |
| 16 | ON | ON SEMICONDUCTOR CORP | $4.1M | 1.49% | 66,639 | Trimmed |
| 17 | AMZN | AMAZON COM INC | $3.7M | 1.32% | 17,583 | Added |
| 18 | ARI | APOLLO COML REAL ESTATE FIN | $3.6M | 1.28% | 336,262 | Added |
| 19 | STWD | STARWOOD PPTY TR INC | $3.4M | 1.23% | 197,863 | Added |
| 20 | NEE | NEXTERA ENERGY INC | $3.3M | 1.18% | 35,158 | Added |
| 21 | DG | DOLLAR GEN CORP | $3.2M | 1.16% | 26,987 | Trimmed |
| 22 | PHG | KONINKLIJKE PHILIPS N V | $3.1M | 1.14% | 114,929 | Trimmed |
| 23 | CLOZ | SERIES PORTFOLIOS TR | $3.2M | 1.14% | 123,439 | Trimmed |
| 24 | SCHW | SCHWAB CHARLES CORP | $3.1M | 1.12% | 32,914 | Trimmed |
| 25 | LH | LABCORP HOLDINGS INC | $3.1M | 1.11% | 11,493 | Added |
Source: SEC Form 13F filings · as of 2026-03-31