Carmel Capital Partners, Llc Portfolio Stock Holdings

According to the SEC 13F filed on July 30, 2026, Carmel Capital Partners, Llc disclosed 128 stock positions valued at approximately $302.41M as of quarter-end June 30, 2026. The largest holdings include WISDOMTREE TR, HOME DEPOT INC, and PROSHARES TR.

Report Period
June 30, 2026
No. of Stocks
128
Portfolio Value
$302.41M
Holdings by Sector
Carmel Capital Partners, Llc Portfolio Holdings in Q2 2026
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
WISDOMTREE TRUSFROther14.56%874,714+297,776+51.61%$44,041,876
HOME DEPOT INCHDConsumer Cyclical8.28%70,969-2,608-3.54%$25,029,494
PROSHARES TRNOBLOther4.35%234,338+185,979+384.58%$13,160,422
CAPITAL GRP FIXED INCM ETF TCGMSOther3.34%369,264-3,707-0.99%$10,091,986
ISHARES TRIBTIOther3.32%453,564+162,479+55.82%$10,041,907
AMAZON COM INCAMZNConsumer Cyclical2.54%32,207+14,624+83.17%$7,676,216
ISHARES TRIVEOther2.31%30,747+30,747+100.00%$6,981,414
SERIES PORTFOLIOS TRCLOXOther2.19%258,925-122,798-32.17%$6,632,364
INVESCO EXCH TRD SLF IDX FDBSCTOther2.16%352,309+1,104+0.31%$6,544,140
INVESCO EXCH TRD SLF IDX FDBSCSOther2.14%318,124+226+0.07%$6,478,596
INVESCO EXCH TRD SLF IDX FDBSCVOther2.14%395,166+4,780+1.22%$6,474,796
QUALCOMM INCQCOMTechnology2.12%34,770-4,836-12.21%$6,425,164
LENNAR CORPLENConsumer Cyclical2.09%69,945-28,390-28.87%$6,329,317
TESLA INCTSLAConsumer Cyclical1.80%12,922+547+4.42%$5,434,994
VANECK ETF TRUSTPFXFOther1.75%296,250-98,371-24.93%$5,285,100
ALPHABET INCGOOGCommunication Services1.65%14,150-557-3.79%$4,999,619
APPLIED MATLS INCAMATTechnology1.46%6,126-2,252-26.88%$4,429,191
API GROUP CORPAPGIndustrials1.21%86,506-22,227-20.44%$3,663,529
APPLE INCAAPLTechnology1.17%12,256+222+1.84%$3,546,429
ON SEMICONDUCTOR CORPONTechnology1.14%36,549-30,090-45.15%$3,455,342
NEXTERA ENERGY INCNEEUtilities1.03%35,599+441+1.25%$3,124,524
LABCORP HOLDINGS INCLHHealthcare1.00%10,801-692-6.02%$3,024,355
BROOKFIELD CORPBNFinancial Services0.98%69,851-2,669-3.68%$2,974,975
APOLLO COML REAL ESTATE FINARIReal Estate0.98%278,434-57,828-17.20%$2,973,675
VALMONT INDS INCVMIIndustrials0.98%5,140-1,094-17.55%$2,968,864
NVIDIA CORPORATIONNVDATechnology0.98%14,775-580-3.78%$2,956,360
DOLLAR GEN CORPDGConsumer Defensive0.98%25,626-1,361-5.04%$2,949,809
SCHWAB CHARLES CORPSCHWFinancial Services0.94%30,862-2,052-6.23%$2,847,649
STARWOOD PPTY TR INCSTWDReal Estate0.90%165,237-32,626-16.49%$2,706,574
CARRIER GLOBAL CORPORATIONCARRIndustrials0.89%36,760-15,031-29.02%$2,696,346
Showing 30 of 128 holdings in the latest reporting period.