Carmel Capital Partners, LLC Purchases and Sells in Q3 2025

Carmel Capital Partners, LLC

$211 Million
Q3 2025

Top Buys

Incresed Positions

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GOOG	809 + 5.79%	$175.16 - $255.24 $142K - $206K	14.8K $3.6M
SCHX	1.35K + 7.5%	$24.46 - $26.5 $33K - $35.8K	19.4K $509K
AGG	538 + 6.49%	$97.75 - $100.75 $52.6K - $54.2K	8.83K $885K
SPLG	82 + 1.46%	$72.65 - $78.68 $5.96K - $6.45K	5.69K $445K
ILMN	93 + 2.38%	$91.69 - $109.88 $8.53K - $10.2K	4K $379K
APG	14.2K + 21.71%	$33.09 - $36.34 $471K - $518K	79.9K $2.75M

New Holdings

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BSCV	275K New	$16.39 - $16.83 $4.51M - $4.63M	275K $4.59M
ARI	225K New	$9.62 - $11.02 $2.16M - $2.48M	225K $2.28M
SCHD	12.9K New	$26.38 - $27.95 $340K - $360K	12.9K $351K
QXO INC	46.4K New	N/A	46.4K $0
SERIES PORTFOLIOS TR	211K New	N/A	211K $0
SERIES PORTFOLIOS TR	173K New	N/A	173K $0

Top Sells

Reduced Positions

82 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FLOT	-99.5K - 96.02%	$50.82 - $51.09 $5.05M - $5.08M	4.13K $210K
PFXF	-214K - 43.28%	$17.13 - $17.98 $3.67M - $3.85M	281K $4.99M
USFR	-56.7K - 9.5%	$50.23 - $50.48 $2.85M - $2.86M	540K $27.2M
NOBL	-15.1K - 60.38%	$101.12 - $106.18 $1.52M - $1.6M	9.89K $1.02M
BSCS	-70.1K - 24.09%	$20.41 - $20.67 $1.43M - $1.45M	221K $4.54M
IBTI	-62K - 24.8%	$22.19 - $22.44 $1.38M - $1.39M	188K $4.21M

Activity Summary All Purchases 12 New Holdings 6 Increased Positions 6 All Sells 82 Reductions 82 Sold out 0 Calls 0 Puts 0

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