Carmel Capital Partners, LLC
Position in APO — Apollo Global Management, Inc.
CIK 1900481
SAN DIEGO, CA
Position in APO
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$2,636,183
-$266,976 QoQ
Shares Held
22,282
-14.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.67%
of 13F equity value
Holder Rank
#411
of 1,162 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in APO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Carmel Capital Partners, LLC holds $7,088,232 across 6 Asset Management names. APO ranks #2 (37.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BN |
BROOKFIELD Corp /ON/
|
69,851 | $2,974,954 | |
| 2 | APO |
Apollo Global Management, Inc.
This page
|
22,282 | $2,636,183 | |
| 3 | KKR |
KKR & Co. Inc.
|
5,923 | $543,612 | |
| 4 | CEF |
Sprott Physical Gold & Silver Trust
|
10,606 | $426,679 | |
| 5 | BX |
Blackstone Inc.
|
2,886 | $339,595 | |
| 6 | MSIF |
Msc Income Fund, Inc.
|
14,452 | $167,209 |
All Filings in APO
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,636,183 | 22,282 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $2,903,159 | 26,056 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $3,446,446 | 23,808 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,824,333 | 13,689 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $2,656,090 | 18,722 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $2,130,649 | 15,559 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $2,458,076 | 14,883 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $2,309,460 | 18,489 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $2,282,293 | 19,330 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $2,032,871 | 18,078 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $1,709,197 | 18,341 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $1,649,699 | 18,379 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $1,420,677 | 18,496 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $1,047,382 | 16,583 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $1,289,259 | 20,211 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $984,823 | 21,179 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $974,787 | 20,107 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $1,256,165 | 20,264 | Shares | Sole | 2022-04-18 | |
| No filing history on record for this holder in this stock. | ||||||