Carmel Capital Partners, LLC has filed its 13F form on April 25, 2024 for Q1 2024 where it was disclosed a total value porftolio of $233 Million distributed in 158 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Wisdomtree Floating Rate Treas with a value of $46.1M, Home Depot, Inc. with a value of $34M, Lennar Corp with a value of $16.6M, Palantir Technologies Inc. with a value of $8.54M, and Ishares Tr Fltg Rate Nt ETF with a value of $7.64M.

Examining the 13F form we can see an increase of $47M in the current position value, from $186M to 233M.

Below you can find more details about Carmel Capital Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $233 Million
ETFs: $79.5 Million
Consumer Cyclical: $60.4 Million
Technology: $25.7 Million
Financial Services: $14.9 Million
Healthcare: $12.9 Million
Real Estate: $11.7 Million
Industrials: $11.4 Million
Communication Services: $5.97 Million
Other: $10.5 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 158
  • Current Value $233 Million
  • Prior Value $186 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 25, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 20 stocks
  • Additional Purchases 72 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 37 stocks
Track This Portfolio

Track Carmel Capital Partners, LLC Portfolio

Follow Carmel Capital Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Carmel Capital Partners, LLC, based on Form 13F filings with the SEC.


Stay updated on Carmel Capital Partners, LLC with notifications on news.