Carmel Capital Partners, LLC Q1 2025 Filing

Filed May 5, 2025

Portfolio Value

$254.3M

Holdings

150

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (150 positions)

StockValue
USFRWISDOMTREE TR
$35.0M
HDHOME DEPOT INC
$29.1M
LENLENNAR CORP
$12.2M
PLTRPALANTIR TECHNOLOGIES INC
$11.3M
PFXFVANECK ETF TRUST
$7.7M
BSCSINVESCO EXCH TRD SLF IDX FD
$5.5M
BSCRINVESCO EXCH TRD SLF IDX FD
$5.5M
IBTIISHARES TR
$5.5M
BSCQINVESCO EXCH TRD SLF IDX FD
$5.5M
BSCTINVESCO EXCH TRD SLF IDX FD
$5.4M
CGMSCAPITAL GRP FIXED INCM ETF T
$5.4M
FLOTISHARES TR
$5.0M
STWDSTARWOOD PPTY TR INC
$3.3M
LENLENNAR CORP
$2.7M
TSLATESLA INC
$2.7M
OBDCBLUE OWL CAPITAL CORPORATION
$2.7M
QCOMQUALCOMM INC
$2.5M
AAPLAPPLE INC
$2.4M
APGAPI GROUP CORP
$2.4M
SCHWSCHWAB CHARLES CORP
$2.3M
BNBROOKFIELD CORP
$2.2M
APOAPOLLO GLOBAL MGMT INC
$2.1M
ORCLORACLE CORP
$2.0M
UBERUBER TECHNOLOGIES INC
$2.0M
ROKROCKWELL AUTOMATION INC
$2.0M
DGDOLLAR GEN CORP NEW
$2.0M
OXYOCCIDENTAL PETE CORP
$2.0M
MRPMILLROSE PPTYS INC
$1.9M
IQVIQVIA HLDGS INC
$1.9M
ICEINTERCONTINENTAL EXCHANGE IN
$1.9M
UPSUNITED PARCEL SERVICE INC
$1.8M
HCAHCA HEALTHCARE INC
$1.8M
ONON SEMICONDUCTOR CORP
$1.7M
CCKCROWN HLDGS INC
$1.7M
IRINGERSOLL RAND INC
$1.6M
MLB1MERCADOLIBRE INC
$1.6M
LHLABCORP HOLDINGS INC
$1.6M
CSXCSX CORP
$1.6M
MUMICRON TECHNOLOGY INC
$1.5M
LKQ1LKQ CORP
$1.5M
CARRCARRIER GLOBAL CORPORATION
$1.5M
AMATAPPLIED MATLS INC
$1.5M
GTLBGITLAB INC
$1.4M
FWONALIBERTY MEDIA CORP DEL
$1.4M
PHGKONINKLIJKE PHILIPS N V
$1.4M
ZZILLOW GROUP INC
$1.4M
BRK/BBERKSHIRE HATHAWAY INC DEL
$1.3M
CRMSALESFORCE INC
$1.3M
DWDMORGAN STANLEY
$1.3M
RHRH
$1.3M
BAXBAXTER INTL INC
$1.2M
BIPCBROOKFIELD INFRASTRUCTURE CO
$1.2M
RPMRPM INTL INC
$1.2M
NVDANVIDIA CORPORATION
$1.2M
SPGSIMON PPTY GROUP INC NEW
$1.1M
AAALCOA CORP
$1.1M
BEPCBROOKFIELD RENEWABLE CORP
$1.1M
AQLTISHARES TR
$1.0M
JEFJEFFERIES FINL GROUP INC
$1.0M
MKLMARKEL GROUP INC
$1.0M
AG8AGILENT TECHNOLOGIES INC
$966K
VICIVICI PPTYS INC
$896K
JPMJPMORGAN CHASE & CO.
$874K
SESEA LTD
$848K
AGGISHARES TR
$836K
GOOGALPHABET INC
$785K
ABBVABBVIE INC
$781K
BABOEING CO
$780K
AMZNAMAZON COM INC
$774K
PECOPHILLIPS EDISON & CO INC
$762K
VEAVANGUARD TAX-MANAGED FDS
$747K
MCDMCDONALDS CORP
$747K
VTIVANGUARD INDEX FDS
$740K
XOMEXXON MOBIL CORP
$724K
METAMETA PLATFORMS INC
$707K
WELLWELLTOWER INC
$684K
MSFTMICROSOFT CORP
$668K
EXREXTRA SPACE STORAGE INC
$654K
DASHDOORDASH INC
$580K
COSTCOSTCO WHSL CORP NEW
$560K
BLKBLACKROCK INC
$553K
CAHCARDINAL HEALTH INC
$547K
VENVENTAS INC
$540K
LMTLOCKHEED MARTIN CORP
$536K
LLYELI LILLY & CO
$536K
WMTWALMART INC
$532K
ADCAGREE RLTY CORP
$527K
NNNNNN REIT INC
$520K
CDPCOPT DEFENSE PROPERTIES
$474K
BAMBROOKFIELD ASSET MANAGMT LTD
$471K
EQREQUITY RESIDENTIAL
$471K
ABTABBOTT LABS
$471K
LAMRLAMAR ADVERTISING CO NEW
$465K
HHHHOWARD HUGHES HOLDINGS INC
$448K
WRBBERKLEY W R CORP
$446K
BXBLACKSTONE INC
$442K
PLDPROLOGIS INC.
$442K
PSMTPRICESMART INC
$439K
AFLAFLAC INC
$439K
CVXCHEVRON CORP NEW
$439K
Page 1 of 2Next