Carmel Capital Partners, LLC - Portfolio overview

Carmel Capital Partners, LLC has 131 reported holdings in this dataset, with the latest filing dated 2026-04-30.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Consumer Cyclical and Technology.

Largest reported holdings by portfolio allocation

1. USFR - WISDOMTREE TR, 10.13%
2. HD - HOME DEPOT INC, 8.44%
3. CGMS - CAPITAL GRP FIXED INCM ETF T, 3.54%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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