Carmel Capital Partners, LLC has filed its 13F form on July 29, 2025 for Q2 2025 where it was disclosed a total value porftolio of $265 Million distributed in 154 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Wisdomtree Floating Rate Treas with a value of $30M, Home Depot, Inc. with a value of $29.7M, Palantir Technologies Inc. with a value of $17M, Lennar Corp with a value of $11.1M, and Vaneck ETF Tr Preferred Securi with a value of $8.47M.
Examining the 13F form we can see an increase of $30.4M in the current position value, from $235M to 265M.
Below you can find more details about Carmel Capital Partners, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$265 Million
ETFs: $85.8 Million
Consumer Cyclical: $55.7 Million
Technology: $45.3 Million
Financial Services: $23.5 Million
Industrials: $16.4 Million
Healthcare: $13.2 Million
Real Estate: $7.98 Million
Communication Services: $6.36 Million
Other: $11 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
