StockDriftsStockDriftsTop 50 Carmel Capital Partners, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| USFR | WISDOMTREE TR | 10.48% | 576.9K | $29.0M | +3.89%(+21.60K) | $50.28(+0.27%) | 2026-03-31 | |
| HD | HOME DEPOT INC | 8.73% | 73.6K | $24.2M | -0.97%(-722) | $345.52(-12.44%) | 2026-03-31 | |
| CGMS | CAPITAL GRP FIXED INCM ETF T | 3.67% | 373.0K | $10.2M | +8.24%(+28.40K) | $27.49(+0.00%) | 2026-03-31 | |
| CLOX | SERIES PORTFOLIOS TR | 3.52% | 381.7K | $9.8M | +61.53%(+145.41K) | $25.56(-0.10%) | 2026-03-31 | |
| LEN | LENNAR CORP | 3.08% | 98.3K | $8.5M | -1.61%(-1.61K) | $112.96(-24.78%) | 2026-03-31 | |
| PFXF | VANECK ETF TRUST | 2.5% | 394.6K | $6.9M | +5.73%(+21.37K) | $17.40(+8.01%) | 2026-03-31 | |
| BSCT | INVESCO EXCH TRD SLF IDX FD | 2.37% | 351.2K | $6.6M | +7.25%(+23.75K) | $18.56(+0.49%) | 2026-03-31 | |
| BSCS | INVESCO EXCH TRD SLF IDX FD | 2.34% | 317.9K | $6.5M | +6.65%(+19.84K) | $20.14(+1.51%) | 2026-03-31 | |
| IBTI | ISHARES TR | 2.34% | 291.1K | $6.5M | +7.86%(+21.22K) | $22.24(-0.37%) | 2026-03-31 | |
| BSCV | INVESCO EXCH TRD SLF IDX FD | 2.32% | 390.4K | $6.4M | +7.27%(+26.45K) | $16.62(-1.03%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.87% | +36.30% |
| Top 20 Holdings Unweighted | +11.29% | +37.83% |
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