Carmel Capital Partners, LLC
Top Portfolio Positions
81 positions ·
$164,329,125 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| HD |
Home Depot, Inc.
Consumer Cyclical
|
73,577 | $24,198,739 | 14.73% |
| LEN |
Lennar Corp /New/
Consumer Cyclical
|
98,335 | $8,539,411 | 5.20% |
| QCOM |
Qualcomm Inc/De
Technology
|
39,606 | $5,100,460 | 3.10% |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
12,375 | $4,600,406 | 2.80% |
| APG |
APi Group Corp
Industrials
|
108,733 | $4,405,861 | 2.68% |
| ON |
On Semiconductor Corp
Technology
|
66,639 | $4,126,286 | 2.51% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
17,583 | $3,662,011 | 2.23% |
| ARI |
Apollo Commercial Real Estate Finance, Inc.
Real Estate
|
336,262 | $3,550,926 | 2.16% |
| STWD |
Starwood Property Trust, Inc.
Real Estate
|
197,863 | $3,407,200 | 2.07% |
| NEE |
Nextera Energy Inc
Utilities
|
35,158 | $3,265,475 | 1.99% |
Portfolio Trend
Holdings in PHG
Shares Held
Position Value (USD)
8 of 8 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,149,054 | 114,929 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $3,131,179 | 115,627 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,994,914 | 73,181 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $2,236,063 | 93,247 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,434,007 | 56,457 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,342,871 | 53,036 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,614,306 | 49,337 | Shares | Sole | 2024-11-01 | |
| 2023-09-30 | $8,155 | 409 | Shares | Sole | 2023-10-27 | |
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