Carmel Capital Partners, LLC: 13F holdings
CIK 19004812026Q2
| Positions | 148 |
|---|---|
| Reported value | $303.3m |
| Filed | 2026-07-30 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| USFR WISDOMTREE TR | 874,714 | $44.0m | 14.5% |
| HD HOME DEPOT INC | 70,969 | $25.0m | 8.3% |
| NOBL PROSHARES TR | 234,338 | $13.2m | 4.3% |
| CAPITAL GRP FIXED INCM ETF T | 369,264 | $10.1m | 3.3% |
| ISHARES TR | 453,564 | $10.0m | 3.3% |
| AMZN AMAZON COM INC | 32,207 | $7.7m | 2.5% |
| IVE ISHARES TR | 30,747 | $7.0m | 2.3% |
| SERIES PORTFOLIOS TR | 258,925 | $6.6m | 2.2% |
| INVESCO EXCH TRD SLF IDX FD | 352,309 | $6.5m | 2.2% |
| BSCS INVESCO EXCH TRD SLF IDX FD | 318,124 | $6.5m | 2.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1900481")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.