Carmel Capital Partners, LLC has filed its 13F form on July 31, 2024 for Q2 2024 where it was disclosed a total value porftolio of $227 Million distributed in 163 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Wisdomtree Floating Rate Treas with a value of $41.6M, Home Depot, Inc. with a value of $28.9M, Lennar Corp with a value of $14.5M, Palantir Technologies Inc. with a value of $9.61M, and Ishares Tr Fltg Rate Nt ETF with a value of $8.5M.
Examining the 13F form we can see an decrease of $6.25M in the current position value, from $233M to 227M.
Below you can find more details about Carmel Capital Partners, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$227 Million
ETFs: $77.9 Million
Consumer Cyclical: $53.7 Million
Technology: $26.6 Million
Financial Services: $15.3 Million
Industrials: $12.1 Million
Real Estate: $11.9 Million
Healthcare: $11 Million
Communication Services: $6.51 Million
Other: $11.6 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions