Carmel Capital Partners, LLC has filed its 13F form on May 05, 2025 for Q1 2025 where it was disclosed a total value porftolio of $235 Million distributed in 150 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Wisdomtree Floating Rate Treas with a value of $35M, Home Depot, Inc. with a value of $29.1M, Lennar Corp with a value of $12.2M, Palantir Technologies Inc. with a value of $11.3M, and Vaneck ETF Tr Preferred Securi with a value of $7.7M.
Examining the 13F form we can see an increase of $89K in the current position value, from $234M to 235M.
Below you can find more details about Carmel Capital Partners, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$235 Million
ETFs: $80.4 Million
Consumer Cyclical: $53.1 Million
Technology: $30.9 Million
Financial Services: $16.8 Million
Real Estate: $13.6 Million
Industrials: $13.3 Million
Healthcare: $10.7 Million
Consumer Defensive: $4.16 Million
Other: $11.7 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
