Carmel Capital Partners, LLC

Position in BN — BROOKFIELD Corp /ON/

CIK 1900481 SAN DIEGO, CA

Position in BN

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$2,974,954

+$40,070 QoQ

Shares Held

69,851

-3.7% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

1.88%

of 13F equity value

Holder Rank

#328

of 930 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Carmel Capital Partners, LLC holds $7,088,232 across 6 Asset Management names. BN ranks #1 (42.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BN	BROOKFIELD Corp /ON/ This page	69,851	$2,974,954
2	APO	Apollo Global Management, Inc.	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

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,974,954	69,851	-3.7%	Shares	Sole	2026-07-30
2026-03-31	$2,934,884	72,520	+5.2%	Shares	Sole	2026-04-30
2025-12-31	$3,162,417	68,913	+129.5%	Shares	Sole	2026-01-29
2025-09-30	$2,059,663	30,033	-29.6%	Shares	Sole	2025-10-30
2025-06-30	$2,640,188	42,687	+0.8%	Shares	Sole	2025-07-29
2025-03-31	$2,219,668	42,352	+4.3%	Shares	Sole	2025-05-05
2024-12-31	$2,332,757	40,605	+4.5%	Shares	Sole	2025-02-06
2024-09-30	$2,064,928	38,851	-17.6%	Shares	Sole	2024-11-01
2024-06-30	$1,958,317	47,143	+6.3%	Shares	Sole	2024-07-31
2024-03-31	$1,857,518	44,364	-1.2%	Shares	Sole	2024-04-25
2023-12-31	$1,801,831	44,911	-4.6%	Shares	Sole	2024-02-01
2023-09-30	$1,471,537	47,059	-5.4%	Shares	Sole	2023-10-27
2023-06-30	$1,673,176	49,723	+15.4%	Shares	Sole	2023-07-27
2023-03-31	$1,403,686	43,071	+0.0%	Shares	Sole	2023-04-19
2022-12-31	$1,354,350	43,050	—	Shares	Sole	2023-01-17
No filing history on record for this holder in this stock.