§ 13F · FUND PROFILE
Carmel Capital Partners, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $237M (13F)Positions · 104Turnover · — · Q1Filed · Apr 30, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$7M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 30, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | USFR | WISDOMTREE TR | 577K | $29M | 10.5% | +4% |
| 2 | HD | HOME DEPOT INC | 74K | $24M | 8.7% | −1% |
| 3 | CGMS | CAPITAL GRP FIXED INCM ETF T | 373K | $10M | 3.7% | +8% |
| 4 | CLOX | SERIES PORTFOLIOS TR | 382K | $10M | 3.5% | +62% |
| 5 | LEN | LENNAR CORP | 98K | $9M | 3.1% | −2% |
| 6 | PFXF | VANECK ETF TRUST | 395K | $7M | 2.5% | +6% |
| 7 | BSCT | INVESCO EXCH TRD SLF IDX FD | 351K | $7M | 2.4% | +7% |
| 8 | BSCS | INVESCO EXCH TRD SLF IDX FD | 318K | $6M | 2.3% | +7% |
| 9 | IBTI | ISHARES TR | 291K | $6M | 2.3% | +8% |
| 10 | BSCV | INVESCO EXCH TRD SLF IDX FD | 390K | $6M | 2.3% | +7% |
§ 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 $237 million in assets. The fund runs a portfolio of 104 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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