Carmel Capital Partners, LLC Reduced Holdings in Q2 2025

Carmel Capital Partners, LLC

  • $265 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
USFR
Wisdomtree Floating Rate Treas

ETFs
-97.8K
- 14.08%
$50.28 - $50.47 $4.92M - $4.94M
597K $30M
LEN
Lennar Corp

Consumer Cyclical
-6.38K
- 6.0%
$102.76 - $115.66 $656K - $738K
100K $11.1M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-30.5K
- 68.54%
$23.29 - $23.38 $710K - $713K
14K $327K
SPG
Simon Property Group Inc

Real Estate
-2.71K
- 39.13%
$140.37 - $171.44 $380K - $464K
4.21K $676K
JEF
Jefferies Financial Group Inc.

Financial Services
-7.17K
- 36.94%
$41.06 - $56.09 $294K - $402K
12.2K $669K
UBER
Uber Technologies, Inc

Technology
-9.28K
- 34.38%
$64.62 - $93.3 $600K - $866K
17.7K $1.65M
VTR
Ventas, Inc.

Real Estate
-4.09K
- 52.05%
$62.45 - $70.08 $255K - $287K
3.77K $237K
XOM
Exxon Mobil Corp

Energy
-2.05K
- 33.66%
$99.93 - $119.04 $205K - $244K
4.04K $435K
WELL
Welltower Inc.

Real Estate
-1.86K
- 41.53%
$136.49 - $155.22 $253K - $288K
2.61K $401K
VICI
Vici Properties Inc.

Real Estate
-8.55K
- 31.14%
$29.41 - $32.97 $251K - $282K
18.9K $616K
EXR
Extra Space Storage Inc.

Real Estate
-1.8K
- 40.78%
$126.61 - $152.99 $227K - $275K
2.61K $384K
EQR
Equity Residential

Real Estate
-3.29K
- 49.98%
$61.82 - $71.72 $203K - $236K
3.29K $221K
PLD
Prologis, Inc.

Real Estate
-1.95K
- 49.27%
$89.76 - $112.34 $175K - $219K
2K $210K
CUBE
Cube Smart

Real Estate
-5.16K
- 50.73%
$35.88 - $43.68 $185K - $225K
5.01K $212K
NNN
National Retail Properties, Inc.

Real Estate
-5.23K
- 42.93%
$37.56 - $43.42 $197K - $227K
6.96K $300K
JBGS
Jbg Smith Properties

Real Estate
-14.3K
- 53.26%
$13.98 - $18.4 $200K - $264K
12.6K $217K
NTST
Netstreit Corp.

Real Estate
-14.2K
- 54.52%
$14.61 - $16.95 $208K - $241K
11.8K $200K
LAMR
Lamar Advertising CO

Real Estate
-2K
- 48.89%
$102.35 - $121.67 $204K - $243K
2.09K $253K
OFC
Corporate Office Properties Trust

Real Estate
-8.63K
- 49.64%
N/A
8.75K $211K
JOE
St Joe CO

Real Estate
-4.24K
- 50.18%
$40.82 - $49.27 $173K - $209K
4.2K $200K
ABBV
Abb Vie Inc.

Healthcare
-145
- 3.89%
$170.16 - $206.27 $24.7K - $29.9K
3.58K $664K
MRK
Merck & Co., Inc.

Healthcare
-570
- 17.0%
$73.47 - $87.12 $41.9K - $49.7K
2.78K $220K
AEP
American Electric Power CO Inc

Utilities
-440
- 12.49%
$98.59 - $109.11 $43.4K - $48K
3.08K $319K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
-1.54K
- 19.54%
$32.56 - $35.71 $50K - $54.9K
6.33K $209K
PG
Procter & Gamble CO

Consumer Defensive
-142
- 5.93%
$157.66 - $172.39 $22.4K - $24.5K
2.25K $358K
PPL
Ppl Corp

Utilities
-855
- 9.8%
$33.45 - $36.5 $28.6K - $31.2K
7.87K $266K
COST
Costco Wholesale Corp

Consumer Defensive
-73
- 12.33%
$908.13 - $1056.85 $66.3K - $77.2K
519 $513K
PKG
Packaging Corp Of America

Consumer Cyclical
-143
- 8.59%
$175.97 - $201.36 $25.2K - $28.8K
1.52K $286K
EPD
Enterprise Products Partners L.P.

Energy
-376
- 4.02%
$28.95 - $34.22 $10.9K - $12.9K
8.97K $278K
AFL
Aflac Inc

Financial Services
-156
- 3.95%
$99.77 - $112.45 $15.6K - $17.5K
3.79K $399K
LLY
Eli Lilly & CO

Healthcare
-3
- 0.46%
$713.71 - $898.95 $2.14K - $2.7K
646 $503K
PAYX
Paychex Inc

Industrials
-78
- 3.51%
$137.01 - $159.78 $10.7K - $12.5K
2.14K $311K
VZ
Verizon Communications Inc

Communication Services
-358
- 5.24%
$41.67 - $45.62 $14.9K - $16.3K
6.47K $280K
ABT
Abbott Laboratories

Healthcare
-271
- 7.64%
$123.95 - $138.08 $33.6K - $37.4K
3.28K $445K
MDT
Medtronic PLC

Healthcare
-87
- 2.67%
$80.68 - $88.86 $7.02K - $7.73K
3.18K $276K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-153
- 1.81%
$96.84 - $99.46 $14.8K - $15.2K
8.29K $822K
TXN
Texas Instruments Inc

Technology
-59
- 3.39%
N/A
1.68K $327K
LMT
Lockheed Martin Corp

Industrials
-62
- 5.16%
$430.82 - $486.45 $26.7K - $30.2K
1.14K $527K
Blackrock Inc
-9
- 1.54%
N/A
575 $0
Brookfield Asset Managmt LTD
-1.18K
- 12.16%
N/A
8.55K $0
Brookfield Renewable Corp
-22.9K
- 58.57%
N/A
16.2K $0
Millrose Pptys Inc
-1
- -0.0%
N/A
72.7K $0
Brookfield Infrastructure CO
-20.6K
- 63.33%
N/A
11.9K $0
ADEA
Adeia Inc.

Technology
-220
- 1.7%
$11.23 - $14.24 $2.47K - $3.13K
12.7K $179K
CAT
Caterpillar Inc

Industrials
-121
- 11.66%
$273.94 - $388.21 $33.1K - $47K
917 $355K
BX
Blackstone Inc.

Financial Services
-100
- 3.16%
$120.07 - $151.11 $12K - $15.1K
3.06K $458K
NEM
Newmont Corp

Basic Materials
-526
- 9.78%
$44.18 - $59.46 $23.2K - $31.3K
4.85K $282K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-72
- 1.27%
$58.41 - $72.69 $4.21K - $5.23K
5.61K $407K
LHX
L3 Harris Technologies, Inc.

Industrials
-73
- 5.74%
$200.21 - $256.99 $14.6K - $18.8K
1.2K $300K
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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