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

Carmel Capital Partners, LLC

$277M in tracked AUM across 118 positions as of Q1 2026.

CC
CIK 0001900481 · last filed Mar 31, 2026
Total AUM
$277M
as of Q1 2026
Holdings
118
—
positions
Whale Score
53
53
tracked
Activity
—
no data
changes this Q
AI Analysis · 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

2026Q1Mar 31
$277M▼ 2.7%
118 positionsView →2025Q4Dec 31
$285M▲ 20.1%
113 positionsView →2025Q3Sep 30
$237M▼ 16.8%
104 positionsView →2025Q2Jun 30
$285M▲ 12.1%
154 positionsLocked2025Q1Mar 31
$254M▲ 2.5%
150 positionsLocked2024Q4Dec 31
$248M▼ 4.3%
145 positionsLocked2024Q3Sep 30
$259M▲ 9.3%
167 positionsLocked2024Q2Jun 30
$237M▼ 2.0%
163 positionsLocked2024Q1Mar 31
$242M▲ 23.5%
158 positionsLocked2023Q4Dec 31
$196M▼ 12.1%
151 positionsLocked2023Q3Sep 30
$223M▲ 14.8%
756 positionsLocked2023Q2Jun 30
$194M▲ 14.7%
429 positionsLocked
Showing 12 of 18