Carmel Capital Partners, LLC Portfolio Holdings

Carmel Capital Partners, LLC

  • $235 Million
  • Q1 2025

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 $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$857M
$412,000 0.18% of portfolio
26,050
Q1 2025 Reduced 0.5%
$1.48B
$170,000 0.07% of portfolio
12,904
Q1 2025 Added 9.89%
$303M
$47,000 0.02% of portfolio
12,450
Q1 2025 Added 24.5%

Summary

  • Portfolio
  • No. of Stocks 150
  • Current Value $235 Million
  • Prior Value $234 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 05, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 11 stocks
  • Additional Purchases 70 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 50 stocks
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