§ 13F · FUND PROFILE
Carmel Capital Partners, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $285.2T (13F)Positions · 154Turnover · — · Q4Filed · Jan 29, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$5.7T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 29, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | USFR | WISDOMTREE TR | 555K | $27.9T | 9.8% | +3% |
| 2 | HD | HOME DEPOT INC | 74K | $25.6T | 9.0% | −6% |
| 3 | LEN | LENNAR CORP | 100K | $10.3T | 3.6% | ±0% |
| 4 | CGMS | CAPITAL GRP FIXED INCM ETF T | 345K | $9.5T | 3.3% | +101% |
| 5 | PLTR | PALANTIR TECHNOLOGIES INC | 44K | $7.8T | 2.7% | −61% |
| 6 | QCOM | QUALCOMM INC | 39K | $6.6T | 2.3% | +77% |
| 7 | PFXF | VANECK ETF TRUST | 373K | $6.6T | 2.3% | +33% |
| 8 | CLOZ | SERIES PORTFOLIOS TR | 245K | $6.5T | 2.3% | +16% |
| 9 | BSCT | INVESCO EXCH TRD SLF IDX FD | 327K | $6.2T | 2.2% | +35% |
| 10 | BSCS | INVESCO EXCH TRD SLF IDX FD | 298K | $6.1T | 2.2% | +35% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CARMEL SIGNAL
AC read
Carmel Capital Partners, LLC is a Other fund managing $285183.7 trillion in assets. The fund runs a portfolio of 154 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed