13F Insight
DOSSIER · 13F-HR · Q2 2026

Carmel Capital Partners, LLC

$303M in tracked AUM across 148 positions as of Q2 2026.

CC
CIK 0001900481 · last filed Jun 30, 2026
Total AUM
$303M
as of Q2 2026
Holdings
148
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Carmel Capital Partners, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
USFR
WISDOMTREE TR
$44M875K14.5%02
HD
HOME DEPOT INC
$25M71K8.3%03
NOBL
PROSHARES TR
$13M234K4.3%04
CGMS
CAPITAL GRP FIXED INCM ETF T
$10M369K3.3%05
IBTI
ISHARES TR
$10M454K3.3%06
AMZN
AMAZON COM INC
$8M32K2.5%07
IVE
ISHARES TR
$7M31K2.3%08
CLOX
SERIES PORTFOLIOS TR
$7M259K2.2%09
BSCT
INVESCO EXCH TRD SLF IDX FD
$7M352K2.2%10
BSCS
INVESCO EXCH TRD SLF IDX FD
$6M318K2.1%

Filing history

2026Q2Jun 30
$303M▲ 9.5%
148 positionsView →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 positionsLocked
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