Carmel Capital Partners, LLC Q4 2024 Filing

Filed February 6, 2025

Portfolio Value

$248.0M

Holdings

145

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (145 positions)

StockValue
USFRWISDOMTREE TR
$31.1M
HDHOME DEPOT INC
$30.8M
PLTRPALANTIR TECHNOLOGIES INC
$14.3M
FLOTISHARES TR
$12.3M
LENLENNAR CORP
$12.3M
PFXFVANECK ETF TRUST
$7.4M
BSCRINVESCO EXCH TRD SLF IDX FD
$5.1M
BSCQINVESCO EXCH TRD SLF IDX FD
$5.1M
BSCSINVESCO EXCH TRD SLF IDX FD
$5.1M
IBTIISHARES TR
$4.9M
TSLATESLA INC
$4.5M
LENLENNAR CORP
$3.3M
STWDSTARWOOD PPTY TR INC
$2.8M
AAPLAPPLE INC
$2.7M
OBDCBLUE OWL CAPITAL CORPORATION
$2.6M
QCOMQUALCOMM INC
$2.5M
APOAPOLLO GLOBAL MGMT INC
$2.5M
RHRH
$2.3M
BNBROOKFIELD CORP
$2.3M
APGAPI GROUP CORP
$2.3M
ORCLORACLE CORP
$2.3M
IQVIQVIA HLDGS INC
$2.2M
SCHWSCHWAB CHARLES CORP
$2.1M
ROKROCKWELL AUTOMATION INC
$2.1M
UPSUNITED PARCEL SERVICE INC
$2.0M
ILMNILLUMINA INC
$1.8M
OXYOCCIDENTAL PETE CORP
$1.8M
AMATAPPLIED MATLS INC
$1.8M
UBERUBER TECHNOLOGIES INC
$1.7M
ONON SEMICONDUCTOR CORP
$1.7M
CSXCSX CORP
$1.7M
HCAHCA HEALTHCARE INC
$1.6M
MUMICRON TECHNOLOGY INC
$1.5M
ICEINTERCONTINENTAL EXCHANGE IN
$1.5M
JEFJEFFERIES FINL GROUP INC
$1.5M
LHLABCORP HOLDINGS INC
$1.5M
CRMSALESFORCE INC
$1.5M
CCKCROWN HLDGS INC
$1.5M
ZZILLOW GROUP INC
$1.5M
FWONALIBERTY MEDIA CORP DEL
$1.4M
MRVLMARVELL TECHNOLOGY INC
$1.4M
LKQ1LKQ CORP
$1.4M
IRINGERSOLL RAND INC
$1.4M
PHGKONINKLIJKE PHILIPS N V
$1.3M
BIPCBROOKFIELD INFRASTRUCTURE CO
$1.3M
NVDANVIDIA CORPORATION
$1.3M
SPGSIMON PPTY GROUP INC NEW
$1.2M
RPMRPM INTL INC
$1.2M
DWDMORGAN STANLEY
$1.2M
CARRCARRIER GLOBAL CORPORATION
$1.1M
BEPCBROOKFIELD RENEWABLE CORP
$1.1M
BRK/BBERKSHIRE HATHAWAY INC DEL
$1.1M
AG8AGILENT TECHNOLOGIES INC
$1.1M
AQLTISHARES TR
$1.0M
BABOEING CO
$984K
BAXBAXTER INTL INC
$963K
GOOGALPHABET INC
$951K
AMZNAMAZON COM INC
$931K
MKLMARKEL GROUP INC
$925K
AAALCOA CORP
$856K
JPMJPMORGAN CHASE & CO.
$850K
METAMETA PLATFORMS INC
$837K
PECOPHILLIPS EDISON & CO INC
$836K
VICIVICI PPTYS INC
$799K
RSPINVESCO EXCHANGE TRADED FD T
$791K
MSFTMICROSOFT CORP
$760K
MCDMCDONALDS CORP
$691K
SESEA LTD
$690K
ABBVABBVIE INC
$666K
EXREXTRA SPACE STORAGE INC
$661K
XOMEXXON MOBIL CORP
$652K
BLKBLACKROCK INC
$639K
BXBLACKSTONE INC
$614K
LMTLOCKHEED MARTIN CORP
$585K
WELLWELLTOWER INC
$572K
WMTWALMART INC
$544K
CDPCOPT DEFENSE PROPERTIES
$543K
COSTCOSTCO WHSL CORP NEW
$531K
BAMBROOKFIELD ASSET MANAGMT LTD
$528K
DASHDOORDASH INC
$498K
LAMRLAMAR ADVERTISING CO NEW
$494K
NNNNNN REIT INC
$494K
LLYELI LILLY & CO
$486K
ADCAGREE RLTY CORP
$486K
EQREQUITY RESIDENTIAL
$476K
HHHHOWARD HUGHES HOLDINGS INC
$469K
CAHCARDINAL HEALTH INC
$469K
VENVENTAS INC
$468K
PSMTPRICESMART INC
$461K
VTIVANGUARD INDEX FDS
$451K
VEAVANGUARD TAX-MANAGED FDS
$440K
ELSEQUITY LIFESTYLE PPTYS INC
$435K
CUBECUBESMART
$430K
PLDPROLOGIS INC.
$420K
SCHXSCHWAB STRATEGIC TR
$418K
JBGSJBG SMITH PPTYS
$415K
AFLAFLAC INC
$407K
ABTABBOTT LABS
$403K
CVXCHEVRON CORP NEW
$386K
JOEST JOE CO
$383K
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