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Portfolio (Quarterly) Guide ↗

Carmel Capital Partners, LLC

· CIK 0001900481
13F Portfolio $277M AUM 118 positions Filed Apr 30, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 16 New 53 Added 31 Reduced 11 Exited
Page 6 of 6  ·  118 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 ABBV ABBVIE INC Healthcare 1,210.0 $263K 0.10% +68.0 +6.0% $217.49 -0.5%
102 VB VANGUARD INDEX FDS 986.0 $258K 0.09% -79.0 -7.4% $261.95 +13.2%
103 ADEA ADEIA INC Technology 10,559.0 $254K 0.09% $24.03 +32.4%
104 GLD SPDR GOLD TR Financial Services 570.0 $245K 0.09% NEW $430.29 -10.0%
105 VTV VANGUARD INDEX FDS 1,194.0 $234K 0.09% NEW $196.27 +10.3%
106 NOC NORTHROP GRUMMAN CORP Industrials 339.0 $231K 0.08% NEW $682.24 -23.6%
107 BNDX VANGUARD CHARLOTTE FDS 4,720.0 $227K 0.08% +414.0 +9.6% $48.05 +0.6%
108 CAT CATERPILLAR INC Industrials 320.0 $227K 0.08% NEW $708.46 +39.1%
109 ISHARES TR 10,000.0 $224K 0.08% $22.43
110 MSC INCOME FUND INC 18,312.0 $223K 0.08% +6K +54.4% $12.18
111 VBR VANGUARD INDEX FDS 1,021.0 $222K 0.08% NEW $217.28 +9.7%
112 IWB ISHARES TR 596.0 $213K 0.08% -121.0 -16.9% $356.56 +14.5%
113 HON HONEYWELL INTL INC Industrials 926.0 $209K 0.08% NEW $226.03 +1.3%
114 CAH CARDINAL HEALTH INC Healthcare 990.0 $209K 0.08% +9.0 +0.9% $211.31 +5.0%
115 BROOKFIELD BUSINESS CORP 6,579.0 $208K 0.07% NEW $31.64
116 CVX CHEVRON CORPORATION Energy 994.0 $206K 0.07% NEW $206.90 -16.1%
117 WELL WELLTOWER INC Real Estate 1,031.0 $204K 0.07% NEW $197.71 +4.5%
118 EOSE EOS ENERGY ENTERPRISES INC Industrials 24,100.0 $120K 0.04% +8K +49.7% $4.96 +54.2%
Page 6 of 6  ·  118 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Consumer Cyclical 32.2%
Financial Services 15.2%
Technology 15.1%
Industrials 13.2%
Healthcare 7.3%
Communication Services 4.8%
Real Estate 4.7%
Consumer Defensive 2.8%
Utilities 2.0%
Basic Materials 1.4%