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Portfolio (Quarterly) Guide ↗

Carmel Capital Partners, LLC

· CIK 0001900481
13F Portfolio $303M AUM 148 positions Filed Jul 30, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 42 New 31 Added 51 Reduced 12 Exited
Page 8 of 8  ·  148 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 PUT BROADCOM INC 100.0 $38K 0.01% NEW $377.75
142 PUT QUALCOMM INC 200.0 $37K 0.01% NEW $184.79
143 PUT ALPHABET INC 100.0 $35K 0.01% NEW $353.33
144 GENELUX CORPORATION 10,000.0 $30K 0.01% NEW $3.01
145 PUT NEXTERA ENERGY INC 300.0 $26K 0.01% NEW $87.77
146 PUT SNOWFLAKE INC 100.0 $25K 0.01% NEW $254.50
147 PUT AMAZON COM INC 100.0 $24K 0.01% NEW $238.34
148 PUT UBER TECHNOLOGIES INC 300.0 $22K 0.01% NEW $72.16
Page 8 of 8  ·  148 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 34.5%
Technology 18.1%
Financial Services 13.1%
Industrials 11.5%
Real Estate 6.4%
Healthcare 5.7%
Communication Services 3.8%
Consumer Defensive 2.9%
Utilities 2.1%
Basic Materials 1.3%