StockDriftsStockDriftsTop 50 Carmel Capital Partners, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| USFR | WISDOMTREE TR | 14.56% | 874.7K | $44.0M | +51.61%(+297.78K) | $50.30(+0.30%) | 2026-06-30 | |
| HD | HOME DEPOT INC | 8.28% | 71.0K | $25.0M | -3.54%(-2.61K) | $345.52(-3.31%) | 2026-06-30 | |
| NOBL | PROSHARES TR | 4.35% | 234.3K | $13.2M | +142.29%(+137.62K) | $53.38(+9.31%) | 2026-06-30 | |
| CGMS | CAPITAL GRP FIXED INCM ETF T | 3.34% | 369.3K | $10.1M | -0.99%(-3.71K) | $27.49(-1.13%) | 2026-06-30 | |
| IBTI | ISHARES TR | 3.32% | 453.6K | $10.0M | +55.82%(+162.48K) | $22.23(-0.54%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 2.54% | 32.2K | $7.7M | +83.17%(+14.62K) | $215.40(+21.88%) | 2026-06-30 | |
| IVE | ISHARES TR | 2.31% | 30.7K | $7.0M | new | $207.69(+14.17%) | 2026-06-30 | |
| CLOX | SERIES PORTFOLIOS TR | 2.19% | 258.9K | $6.6M | -32.17%(-122.80K) | $25.57(-0.06%) | 2026-06-30 | |
| BSCT | INVESCO EXCH TRD SLF IDX FD | 2.16% | 352.3K | $6.5M | +0.31%(+1.10K) | $18.56(+0.14%) | 2026-06-30 | |
| BSCS | INVESCO EXCH TRD SLF IDX FD | 2.14% | 318.1K | $6.5M | +0.07%(+226) | $20.14(+1.31%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +10.35% | +34.39% | — | — | +0.08% |
| Top 20 Holdings Unweighted | +11.95% | +40.29% | — | — | +11.11% |
Carmel Capital Partners, LLC reports $303.29M in US-listed equity holdings across 134 positions in its most recent 13F filing. Its largest disclosed positions are USFR (14.6%), HD (8.3%) and NOBL (4.3%). The top 20 holdings account for 61.72% of reported assets. Its disclosed equity book has returned +34.39% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Carmel Capital Partners, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1900481). View Carmel Capital Partners, LLC’s 13F filings on SEC