Carmel Capital Partners, LLC Incresed Positions in Q2 2025

Carmel Capital Partners, LLC

  • $265 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
QCOM
Qualcomm Inc

Technology
11.7K
+ 70.6%
$124.66 - $159.48 $1.45M - $1.86M
28.2K $4.48M
NEE
Nextera Energy Inc

Utilities
24.6K
+ 661.35%
$64.11 - $75.0 $1.58M - $1.85M
28.3K $1.97M
GOOG
Alphabet Inc.

Communication Services
8.95K
+ 178.24%
$146.58 - $180.01 $1.31M - $1.61M
14K $2.48M
ORCL
Oracle Corp

Technology
1.52K
+ 10.4%
$122.82 - $218.63 $187K - $333K
16.1K $3.53M
TSLA
Tesla, Inc.

Consumer Cyclical
1.58K
+ 15.0%
$221.86 - $362.89 $350K - $573K
12.1K $3.84M
MU
Micron Technology Inc

Technology
2.9K
+ 16.47%
$64.72 - $127.91 $188K - $371K
20.5K $2.53M
AMAT
Applied Materials Inc

Technology
2.71K
+ 26.6%
$126.95 - $183.52 $344K - $497K
12.9K $2.36M
ON
On Semiconductor Corp

Technology
6.71K
+ 16.04%
$31.95 - $54.21 $214K - $364K
48.6K $2.54M
NVDA
Nvidia Corp

Technology
1.89K
+ 17.75%
$94.31 - $157.99 $178K - $298K
12.5K $1.98M
DG
Dollar General Corp

Consumer Defensive
2.06K
+ 9.27%
$86.02 - $114.95 $177K - $237K
24.3K $2.77M
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
35.5K
+ 7.73%
$15.52 - $17.13 $551K - $608K
495K $8.47M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.3K
+ 310.53%
$456.74 - $568.03 $593K - $737K
1.72K $974K
RPM
Rpm International Inc

Basic Materials
7.42K
+ 73.94%
$96.97 - $117.58 $720K - $873K
17.5K $1.92M
HD
Home Depot, Inc.

Consumer Cyclical
1.65K
+ 2.08%
$335.24 - $380.78 $554K - $629K
81K $29.7M
SCHW
Schwab Charles Corp

Financial Services
1.95K
+ 6.7%
$69.06 - $91.24 $135K - $178K
31.1K $2.84M
CARR
Carrier Global Corp

Industrials
4.4K
+ 18.83%
$55.55 - $75.83 $244K - $334K
27.8K $2.03M
APO
Apollo Global Management, Inc.

Financial Services
3.16K
+ 20.33%
$108.68 - $145.07 $344K - $459K
18.7K $2.66M
GTLB
Gitlab Inc.

Technology
12.8K
+ 41.42%
$40.52 - $53.43 $518K - $683K
43.6K $1.97M
CCK
Crown Holdings Inc

Consumer Cyclical
2.46K
+ 13.05%
$78.47 - $104.45 $193K - $257K
21.3K $2.2M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
23.1K
+ 7.88%
$18.28 - $18.7 $423K - $433K
317K $5.92M
MSFT
Microsoft Corp

Technology
492
+ 27.66%
$354.56 - $497.45 $174K - $245K
2.27K $1.13M
IQV
Iqvia Holdings Inc.

Healthcare
4.12K
+ 38.23%
$137.0 - $174.37 $564K - $718K
14.9K $2.34M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
18.5K
+ 6.78%
$20.16 - $20.49 $372K - $379K
291K $5.96M
HCA
Hca Healthcare, Inc.

Healthcare
564
+ 11.08%
$317.61 - $387.52 $179K - $219K
5.66K $2.17M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
19.4K
+ 6.87%
$19.49 - $19.66 $378K - $381K
301K $5.92M
ICE
Intercontinental Exchange, Inc.

Financial Services
1.45K
+ 13.38%
$151.62 - $183.47 $219K - $265K
12.2K $2.25M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
19K
+ 6.74%
$19.44 - $19.56 $369K - $372K
301K $5.87M
JPM
Jpmorgan Chase & CO

Financial Services
648
+ 18.19%
$210.28 - $289.91 $136K - $188K
4.21K $1.22M
A
Agilent Technologies, Inc.

Healthcare
2.67K
+ 32.28%
$99.29 - $120.52 $265K - $321K
10.9K $1.29M
DASH
Door Dash, Inc.

Communication Services
385
+ 12.13%
$163.16 - $246.51 $62.8K - $94.9K
3.56K $877K
CRM
Salesforce, Inc.

Technology
917
+ 19.52%
$236.26 - $291.15 $217K - $267K
5.61K $1.53M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
5.26K
+ 5.34%
$50.1 - $51.02 $263K - $268K
104K $5.29M
IR
Ingersoll Rand Inc.

Industrials
2.27K
+ 11.05%
$66.75 - $84.94 $152K - $193K
22.8K $1.9M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
4.11K
+ 87.83%
$39.89 - $49.46 $164K - $203K
8.78K $434K
WRB
Berkley W R Corp

Financial Services
2.67K
+ 42.56%
$64.28 - $75.17 $171K - $201K
8.94K $656K
META
Meta Platforms, Inc.

Communication Services
2
+ 0.16%
$484.66 - $738.09 $969 - $1.48K
1.23K $906K
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
2.28K
+ 11.37%
$60.29 - $71.77 $138K - $164K
22.4K $1.57M
ILMN
Illumina, Inc.

Healthcare
1.06K
+ 36.98%
$70.3 - $95.41 $74.2K - $101K
3.91K $372K
STWD
Starwood Property Trust, Inc.

Real Estate
4.51K
+ 2.74%
$17.28 - $20.41 $77.9K - $92K
169K $3.39M
V
Visa Inc.

Financial Services
364
+ 38.0%
$308.27 - $373.31 $112K - $136K
1.32K $469K
ORCC
Owl Rock Capital Corp

Financial Services
9.49K
+ 5.18%
N/A
193K $2.58M
UPS
United Parcel Service Inc

Industrials
2.47K
+ 15.12%
$91.92 - $110.2 $227K - $272K
18.8K $1.9M
EOSE
Eos Energy Enterprises, Inc.

Industrials
16.3K
+ 130.52%
$3.3 - $7.11 $53.6K - $116K
28.7K $146K
MKL
Markel Corp

Financial Services
15
+ 2.8%
$1678.5 - $1997.36 $25.2K - $30K
551 $1.1M
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
3.08K
+ 1.25%
$22.09 - $22.44 $68.1K - $69.2K
250K $5.6M
KKR
Kkr & Co. Inc.

Financial Services
216
+ 12.22%
$92.79 - $134.29 $20K - $29K
1.98K $263K
GOOGL
Alphabet Inc.

Communication Services
93
+ 6.88%
$144.7 - $178.6 $13.5K - $16.6K
1.45K $254K
AAPL
Apple Inc.

Technology
1.07K
+ 9.91%
$172.42 - $223.89 $184K - $240K
11.9K $2.43M
CVX
Chevron Corp

Energy
562
+ 21.43%
$133.73 - $168.51 $75.2K - $94.7K
3.18K $455K
Activity Summary
Buys All Purchases 80 New Holdings 21 Increased Positions 59 Sells All Sells 63 Reductions 63 Sold out 0 Options Calls 0 Puts 0
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