Carmel Capital Partners, LLC Q4 2025 Filing
Filed January 29, 2026
Portfolio Value
$284.8M
Holdings
113
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (113 positions)
| Stock | Value |
|---|---|
USFRWISDOMTREE TR | $27.9M |
HDHOME DEPOT INC | $25.6M |
LENLENNAR CORP | $10.3M |
CGMSCAPITAL GRP FIXED INCM ETF T | $9.5M |
PLTRPALANTIR TECHNOLOGIES INC | $7.8M |
QCOMQUALCOMM INC | $6.6M |
PFXFVANECK ETF TRUST | $6.6M |
CLOZSERIES PORTFOLIOS TR | $6.5M |
BSCTINVESCO EXCH TRD SLF IDX FD | $6.2M |
BSCSINVESCO EXCH TRD SLF IDX FD | $6.1M |
BSCVINVESCO EXCH TRD SLF IDX FD | $6.1M |
TSLATESLA INC | $6.0M |
IBTIISHARES TR | $6.0M |
CLOXSERIES PORTFOLIOS TR | $6.0M |
GOOGALPHABET INC | $5.9M |
APGAPI GROUP CORP | $4.2M |
ONON SEMICONDUCTOR CORP | $4.0M |
DGDOLLAR GEN CORP NEW | $3.7M |
SCHWSCHWAB CHARLES CORP | $3.5M |
APOAPOLLO GLOBAL MGMT INC | $3.4M |
IQVIQVIA HLDGS INC | $3.4M |
AAPLAPPLE INC | $3.3M |
STWDSTARWOOD PPTY TR INC | $3.3M |
BNBROOKFIELD CORP | $3.2M |
PHGKONINKLIJKE PHILIPS N V | $3.1M |
ARIAPOLLO COML REAL EST FIN INC | $3.0M |
OBDCBLUE OWL CAPITAL CORPORATION | $3.0M |
HCAHCA HEALTHCARE INC | $3.0M |
COFCAPITAL ONE FINL CORP | $2.9M |
NEENEXTERA ENERGY INC | $2.8M |
AMATAPPLIED MATLS INC | $2.8M |
CARRCARRIER GLOBAL CORPORATION | $2.7M |
CRMSALESFORCE INC | $2.6M |
NVDANVIDIA CORPORATION | $2.6M |
ORCLORACLE CORP | $2.6M |
ICEINTERCONTINENTAL EXCHANGE IN | $2.5M |
HLTHILTON WORLDWIDE HLDGS INC | $2.5M |
ROKROCKWELL AUTOMATION INC | $2.5M |
TRVTRAVELERS COMPANIES INC | $2.4M |
RPMRPM INTL INC | $2.4M |
LENLENNAR CORP | $2.4M |
QXOQXO INC | $2.4M |
IRINGERSOLL RAND INC | $2.4M |
VMIVALMONT INDS INC | $2.3M |
MLB1MERCADOLIBRE INC | $2.3M |
UPSUNITED PARCEL SERVICE INC | $2.3M |
EMEEMCOR GROUP INC | $2.2M |
MRPMILLROSE PPTYS INC | $2.2M |
LHLABCORP HOLDINGS INC | $2.2M |
RHRH | $2.1M |
FWONALIBERTY MEDIA CORP DEL | $2.1M |
CCKCROWN HLDGS INC | $2.1M |
AG8AGILENT TECHNOLOGIES INC | $2.0M |
GTLBGITLAB INC | $1.9M |
UBERUBER TECHNOLOGIES INC | $1.8M |
DHID R HORTON INC | $1.8M |
ZZILLOW GROUP INC | $1.8M |
DWDMORGAN STANLEY | $1.3M |
VTIVANGUARD INDEX FDS | $1.3M |
BABOEING CO | $1.2M |
AMZNAMAZON COM INC | $1.0M |
MKLMARKEL GROUP INC | $1.0M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $1.0M |
AGGISHARES TR | $1.0M |
VOOVANGUARD INDEX FDS | $987K |
JPMJPMORGAN CHASE & CO. | $955K |
VOVANGUARD INDEX FDS | $928K |
VEAVANGUARD TAX-MANAGED FDS | $909K |
MSFTMICROSOFT CORP | $907K |
BIVVANGUARD BD INDEX FDS | $893K |
NOBLPROSHARES TR | $874K |
DASHDOORDASH INC | $866K |
SESEA LTD | $829K |
METAMETA PLATFORMS INC | $794K |
SCHDSCHWAB STRATEGIC TR | $709K |
LLYELI LILLY & CO | $694K |
IVVISHARES TR | $667K |
SCHXSCHWAB STRATEGIC TR | $530K |
WRBBERKLEY W R CORP | $512K |
SPYMSPDR SERIES TRUST | $510K |
JEFJEFFERIES FINL GROUP INC | $494K |
CEF/USPROTT ASSET MANAGEMENT LP | $485K |
COSTCOSTCO WHSL CORP NEW | $453K |
SPGSIMON PPTY GROUP INC NEW | $440K |
GOOGLALPHABET INC | $432K |
MCDMCDONALDS CORP | $410K |
VWOVANGUARD INTL EQUITY INDEX F | $409K |
VEUVANGUARD INTL EQUITY INDEX F | $392K |
XOMEXXON MOBIL CORP | $382K |
BXBLACKSTONE INC | $382K |
AVGOBROADCOM INC | $382K |
VVISA INC | $373K |
FTITECHNIPFMC PLC | $334K |
VOOGVANGUARD ADMIRAL FDS INC | $289K |
PRMPERIMETER SOLUTIONS INC | $277K |
VBVANGUARD INDEX FDS | $274K |
IWBISHARES TR | $267K |
ABBVABBVIE INC | $260K |
STXSEAGATE TECHNOLOGY HLDNGS PL | $245K |
BWXTBWX TECHNOLOGIES INC | $229K |
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