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Carmel Capital Partners, LLC

Q2 2026 13F filing

Updated 42 days ago

148 disclosed positions worth $303.3M

Portfolio value
$303.3M
Total holdings
148
New positions
42
Closed positions
12
Increased
37
Decreased
54
Turnover
36.5%
Filed
2026-07-30

Full holdings

Every line item disclosed in Q2 2026

B

WISDOMTREE TR

+51.6%
Value
$44M
Shares
874.7K
% Port
14.52%
H
2.HD

HOME DEPOT INC

-3.5%
Value
$25M
Shares
71.0K
% Port
8.25%
K

PROSHARES TR

+384.6%
Value
$13.2M
Shares
234.3K
% Port
4.34%
C

CAPITAL GRP FIXED INCM ETF T

-1.0%
Value
$10.1M
Shares
369.3K
% Port
3.33%
?
5.N/A

ISHARES TR

+55.8%
Value
$10M
Shares
453.6K
% Port
3.31%
A

AMAZON COM INC

+83.2%
Value
$7.7M
Shares
32.2K
% Port
2.53%
E

ISHARES TR

Value
$7M
Shares
30.7K
% Port
2.30%
?
8.N/A

SERIES PORTFOLIOS TR

-32.2%
Value
$6.6M
Shares
258.9K
% Port
2.19%
?
9.N/A

INVESCO EXCH TRD SLF IDX FD

+0.3%
Value
$6.5M
Shares
352.3K
% Port
2.16%
?
10.N/A

INVESCO EXCH TRD SLF IDX FD

+0.1%
Value
$6.5M
Shares
318.1K
% Port
2.14%
?
11.N/A

INVESCO EXCH TRD SLF IDX FD

+1.2%
Value
$6.5M
Shares
395.2K
% Port
2.13%
Q
12.QCOM

QUALCOMM INC

-12.2%
Value
$6.4M
Shares
34.8K
% Port
2.12%
L

LENNAR CORP

-28.9%
Value
$6.3M
Shares
69.9K
% Port
2.09%
T
14.TSLA

TESLA INC

+4.4%
Value
$5.4M
Shares
12.9K
% Port
1.79%
H
15.HODL

VANECK ETF TRUST

-24.9%
Value
$5.3M
Shares
296.3K
% Port
1.74%
G

ALPHABET INC

-3.8%
Value
$5M
Shares
14.2K
% Port
1.65%
A
17.AMAT

APPLIED MATLS INC

-26.9%
Value
$4.4M
Shares
6.1K
% Port
1.46%
A
18.APG

API GROUP CORP

-20.4%
Value
$3.7M
Shares
86.5K
% Port
1.21%
A
19.AAPL

APPLE INC

+1.8%
Value
$3.5M
Shares
12.3K
% Port
1.17%
O
20.ON

ON SEMICONDUCTOR CORP

-45.1%
Value
$3.5M
Shares
36.5K
% Port
1.14%
N

NEXTERA ENERGY INC

+1.3%
Value
$3.1M
Shares
35.6K
% Port
1.03%
L
22.LH

LABCORP HOLDINGS INC

-6.0%
Value
$3M
Shares
10.8K
% Port
1.00%
B

BROOKFIELD CORP

-3.7%
Value
$3M
Shares
69.9K
% Port
0.98%
A
24.ARI

APOLLO COML REAL ESTATE FIN

-17.2%
Value
$3M
Shares
278.4K
% Port
0.98%
V
25.VMI

VALMONT INDS INC

-17.6%
Value
$3M
Shares
5.1K
% Port
0.98%
N
26.NVDA

NVIDIA CORPORATION

-3.8%
Value
$3M
Shares
14.8K
% Port
0.97%
D
27.DG

DOLLAR GEN CORP

-5.0%
Value
$2.9M
Shares
25.6K
% Port
0.97%
S

SCHWAB CHARLES CORP

-6.2%
Value
$2.8M
Shares
30.9K
% Port
0.94%
S
29.STWD

STARWOOD PPTY TR INC

-16.5%
Value
$2.7M
Shares
165.2K
% Port
0.89%
C
30.CARR

CARRIER GLOBAL CORPORATION

-29.0%
Value
$2.7M
Shares
36.8K
% Port
0.89%
A
31.APOS

APOLLO GLOBAL MGMT INC

-14.5%
Value
$2.6M
Shares
22.3K
% Port
0.87%
H
32.HOOD

ROBINHOOD MKTS INC

+56.7%
Value
$2.6M
Shares
26.1K
% Port
0.86%
H
33.HLT

HILTON WORLDWIDE HLDGS INC

-7.4%
Value
$2.6M
Shares
7.9K
% Port
0.86%
T
34.TRV

TRAVELERS COMPANIES INC

-7.7%
Value
$2.6M
Shares
7.8K
% Port
0.85%
B
35.BXMT

BLACKSTONE MORTGAGE TRUST IN

Value
$2.5M
Shares
147.3K
% Port
0.82%
F

LIBERTY MEDIA CORP DEL

+17.1%
Value
$2.4M
Shares
25.6K
% Port
0.80%
M
37.MELI

MERCADOLIBRE INC

+13.8%
Value
$2.4M
Shares
1.4K
% Port
0.78%
R

KONINKLIJKE PHILIPS N V

-25.9%
Value
$2.3M
Shares
85.1K
% Port
0.76%
M
39.META

META PLATFORMS INC

+144.6%
Value
$2.1M
Shares
3.8K
% Port
0.71%
L

LENNAR CORP

Unchanged
Value
$2.1M
Shares
23.2K
% Port
0.68%
?
41.N/A

QXO INC

-4.6%
Value
$2M
Shares
116.3K
% Port
0.66%
R
42.RPM

RPM INTL INC

-26.4%
Value
$1.9M
Shares
17.1K
% Port
0.63%
M
43.MRP

MILLROSE PPTYS INC

Unchanged
Value
$1.9M
Shares
62.8K
% Port
0.62%
Z
44.Z

ZILLOW GROUP INC

+105.2%
Value
$1.9M
Shares
59.5K
% Port
0.62%
H
45.HCA

HCA HEALTHCARE INC

-26.5%
Value
$1.8M
Shares
4.6K
% Port
0.59%
I
46.IR

INGERSOLL RAND INC

-28.2%
Value
$1.8M
Shares
21.4K
% Port
0.58%
C

CAPITAL ONE FINL CORP

-28.2%
Value
$1.7M
Shares
8.7K
% Port
0.57%
E
48.EME

EMCOR GROUP INC

-43.5%
Value
$1.6M
Shares
2.0K
% Port
0.54%
U
49.UBER

UBER TECHNOLOGIES INC

-28.4%
Value
$1.6M
Shares
22.2K
% Port
0.53%
V
50.VGES

VANGUARD INDEX FDS

-1.8%
Value
$1.6M
Shares
4.3K
% Port
0.53%