13F Insight
DOSSIER · 13F-HR · Q1 2026

Carmel Capital Partners, LLC

Carmel's holding co. based in San Francisco, CA — $277M in tracked AUM across 118 positions as of Q1 2026.

C
Carmel·San Francisco, CA·Holding Co.
CIK 0001900481 · last filed Mar 31, 2026
Total AUM
$277M
▼ 13.2%
vs prior
Holdings
118
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
Top sector
Tech
27% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Carmel Capital Partners, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
USFR
WISDOMTREE TR
$29M577K10.5%
02
HD
HOME DEPOT INC
$24M74K8.7%
03
CGMS
CAPITAL GRP FIXED INCM ETF T
$10M373K3.7%
04
CLOX
SERIES PORTFOLIOS TR
$10M382K3.5%
05
LEN
LENNAR CORP
$9M98K3.1%
06
PFXF
VANECK ETF TRUST
$7M395K2.5%
07
BSCT
INVESCO EXCH TRD SLF IDX FD
$7M351K2.4%
08
BSCS
INVESCO EXCH TRD SLF IDX FD
$6M318K2.3%
09
IBTI
ISHARES TR
$6M291K2.3%
10
BSCV
INVESCO EXCH TRD SLF IDX FD
$6M390K2.3%

Filing history

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