Carmel Capital Partners, LLC 13F Holdings

Name: SEC Form 13F Institutional Holdings Database
Creator: 13F Fund Database
License: https://www.sec.gov/about/secdataaccess

CIK 0001900481 · San Diego, CA

As of Sep 30, 2025, Carmel Capital Partners, LLC reported 104 positions worth $237.2M in its SEC Form 13F filing.

Top 25 holdings

Security	Ticker	Sector	Shares	Value	% of portfolio
HOME DEPOT INC	HD	Consumer Cyclical	79,180	$32.1M	13.53%
WISDOMTREE FLOATING RATE TREASURY FUND	USFR	—	540,111	$27.2M	11.45%
PALANTIR TECHNOLOGIES INC	PLTR	Technology	113,432	$20.7M	8.72%
LENNAR CORP	LEN	Consumer Cyclical	99,946	2.6M	5.31%
ELDRIDGE BBB-B CLO ETF	CLOZ	—	211,458	$5.7M	2.39%
VANECK PREFERRED SECURITIES EX FINANCIALS ETF	PFXF	—	280,700	$5.0M	2.10%
CAPITAL GROUP US MULTI-SECTOR INCOME ETF	CGMS	—	171,367	$4.8M	2.00%
TESLA INC	TSLA	Consumer Cyclical	10,355	$4.6M	1.94%
INVESCO EXCH TRD SLF IDX FD	BSCV	—	275,214	$4.6M	1.94%
INVESCO BULLETSHARES 2029 CORPORATE BOND ETF	BSCT	—	242,961	$4.6M	1.93%
INVESCO BULLETSHARES 2028 CORPORATE BOND ETF	BSCS	—	220,768	$4.5M	1.91%
SERIES PORTFOLIOS TR	—	—	172,785	$4.4M	1.86%
ISHARES IBONDS DEC 2028 TERM TREASURY ETF	IBTI	—	188,185	$4.2M	1.78%
QUALCOMM INC	QCOM	Technology	22,018	$3.7M	1.54%
ALPHABET INC	GOOG	Equity	14,782	$3.6M	1.52%
LENNAR CORP	LEN.B	Consumer Cyclical	25,018	$3.0M	1.27%
ORACLE CORP	ORCL	Technology	10,029	$2.8M	1.19%
API GROUP CORP	APG	Industrials	79,873	$2.7M	1.16%
MILLROSE PROPERTIES INC	MRP	Real Estate	72,685	$2.4M	1.03%
APPLE INC	AAPL	Technology	9,485	$2.4M	1.02%
SCHWAB CHARLES CORP	SCHW	Equity	24,302	$2.3M	0.98%
APOLLO COMMERCIAL REAL ESTATE FINANCE INC	ARI	Real Estate	224,614	$2.3M	0.96%
STARWOOD PROPERTY TRUST INC	STWD	Real Estate	110,909	$2.1M	0.91%
BROOKFIELD CORP	BN	Financial Services	30,033	$2.1M	0.87%
KONINKLIJKE PHILIPS NV	PHG	Healthcare	73,181	$2.0M	0.84%