Skip to Main Content

Carmel Capital Partners, LLC - Portfolio Stock Holdings

Carmel Capital Partners, LLC disclosed 145 stock positions in a recent SEC 13F filing. $302,408,057 of stock holdings were filed, with the largest holdings including USFR, HD, and NOBL. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $434,260,039 and has 9 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

June 30, 2026

No. of Stocks:

145

Est. Stock Holding Value:

$302,408,057

Top Stock Holdings By Sector

Loading Graph...

Portfolio Stock Holdings - Carmel Capital Partners, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

Loading Fund Data...

Portfolio Options Holdings - Carmel Capital Partners, LLC

Stock
Type
Holdings (Contracts)
Holdings (USD)
Change (Contracts)
Change (Value)

Loading Fund Options Data...


Note: Options holding values may be affected by fund filing errors.