Carmel Capital Partners, LLC has filed its 13F form on February 06, 2025 for Q4 2024 where it was disclosed a total value porftolio of $234 Million distributed in 145 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Wisdomtree Floating Rate Treas with a value of $31.1M, Home Depot, Inc. with a value of $30.8M, Palantir Technologies Inc. with a value of $14.3M, Ishares Tr Fltg Rate Nt ETF with a value of $12.3M, and Lennar Corp with a value of $12.3M.
Examining the 13F form we can see an decrease of $13M in the current position value, from $248M to 234M.
Below you can find more details about Carmel Capital Partners, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$234 Million
ETFs: $75.6 Million
Consumer Cyclical: $55.8 Million
Technology: $34.9 Million
Financial Services: $16.7 Million
Industrials: $13.2 Million
Real Estate: $12.9 Million
Healthcare: $11.9 Million
Communication Services: $4.53 Million
Other: $8.99 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
