§ 13F · FUND PROFILE
Carmel Capital Partners, LLC.
AUM · $303M (13F)Positions · 148Turnover · n/a · Q2Filed · Jul 30, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$19M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 30, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | USFR | WISDOMTREE TR | 875K | $44M | 14.5% | +52% |
| 2 | HD | HOME DEPOT INC | 71K | $25M | 8.3% | −4% |
| 3 | NOBL | PROSHARES TR | 234K | $13M | 4.3% | +385% |
| 4 | CGMS | CAPITAL GRP FIXED INCM ETF T | 369K | $10M | 3.3% | −1% |
| 5 | IBTI | ISHARES TR | 454K | $10M | 3.3% | +56% |
| 6 | AMZN | AMAZON COM INC | 32K | $8M | 2.5% | +83% |
| 7 | IVE | ISHARES TR | 31K | $7M | 2.3% | NEW |
| 8 | CLOX | SERIES PORTFOLIOS TR | 259K | $7M | 2.2% | −32% |
| 9 | BSCT | INVESCO EXCH TRD SLF IDX FD | 352K | $7M | 2.2% | ±0% |
| 10 | BSCS | INVESCO EXCH TRD SLF IDX FD | 318K | $6M | 2.1% | ±0% |
§ 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 $303 million in assets. The fund runs a portfolio of 148 positions.
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