Terminal · Institutions

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 13F Holdings -- Portfolio & Top Positions (2026-03-31)

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.

RankTickerCompanyValue% PortfolioSharesAction
1USFRWISDOMTREE TR$29.0M10.48%576,938Added
2HDHOME DEPOT INC$24.2M8.73%73,577Trimmed
3CGMSCAPITAL GRP FIXED INCM ETF T$10.2M3.67%372,971Added
4CLOXSERIES PORTFOLIOS TR$9.8M3.52%381,723Added
5LENLENNAR CORP$8.5M3.08%98,335Trimmed
6PFXFVANECK ETF TRUST$6.9M2.50%394,621Added
7BSCTINVESCO EXCH TRD SLF IDX FD$6.6M2.37%351,205Added
8IBTIISHARES TR$6.5M2.34%291,085Added
9BSCSINVESCO EXCH TRD SLF IDX FD$6.5M2.34%317,898Added
10BSCVINVESCO EXCH TRD SLF IDX FD$6.4M2.32%390,386Added
11NOBLPROSHARES TR$5.1M1.85%48,359Added
12QCOMQUALCOMM INC$5.1M1.84%39,606Added
13TSLATESLA INC$4.6M1.66%12,375Trimmed
14APGAPI GROUP CORP$4.4M1.59%108,733Trimmed
15GOOGALPHABET INC$4.2M1.52%14,707Trimmed
16ONON SEMICONDUCTOR CORP$4.1M1.49%66,639Trimmed
17AMZNAMAZON COM INC$3.7M1.32%17,583Added
18ARIAPOLLO COML REAL ESTATE FIN$3.6M1.28%336,262Added
19STWDSTARWOOD PPTY TR INC$3.4M1.23%197,863Added
20NEENEXTERA ENERGY INC$3.3M1.18%35,158Added
21DGDOLLAR GEN CORP$3.2M1.16%26,987Trimmed
22PHGKONINKLIJKE PHILIPS N V$3.1M1.14%114,929Trimmed
23CLOZSERIES PORTFOLIOS TR$3.2M1.14%123,439Trimmed
24SCHWSCHWAB CHARLES CORP$3.1M1.12%32,914Trimmed
25LHLABCORP HOLDINGS INC$3.1M1.11%11,493Added

Source: SEC Form 13F filings · as of 2026-03-31