Data as of Q4 2025 (Dec 31, 2025)·Next filing deadline: May 15, 2026

Carmel Capital Partners, LLC

•CIK: 1900481•Filing: Q4 2025

**Carmel Capital Partners, LLC** manages $285M across a portfolio of 113 positions. The fund exhibits notable concentration in USFR ($27.9M) and HD ($25.6M), anchoring its top holdings. Further significant allocations include LEN ($10.3M) and CGMS ($9.5M). This structure suggests a focused, multi-sector approach within its current investment mandate.

Total AUM

$284.8M

QoQ Performance

+20.1%

Positions

99

Top 10 Concentration

39.7%

Latest Filing

Q4 2025

Top Holdings Allocation

USFR

HD

USFR9.8%

HD9.0%

LEN3.6%

CGMS3.3%

PLTR2.7%

QCOM2.3%

PFXF2.3%

CLOZ2.3%

📈 Biggest Buys

CAPITAL GRP FIXED INCM ETF T

+101.1%

3.3% of portfolio

QUALCOMM INC

+76.5%

2.3% of portfolio

VALMONT INDS INC

NEW

0.8% of portfolio

ON SEMICONDUCTOR CORP

+119.3%

1.4% of portfolio

ISHARES TR

+43.4%

2.1% of portfolio

📉 Biggest Sells

PALANTIR TECHNOLOGIES INC

-61.4%

2.7% of portfolio

HOME DEPOT INC

-6.2%

9.0% of portfolio

ABBVIE INC

-41.4%

0.1% of portfolio

PROSHARES TR

-15.1%

0.3% of portfolio

VICI PPTYS INC

-32.3%

0.1% of portfolio

Sector Breakdown

Other65.3%

Consumer16.9%

Technology9.2%

Financial4.4%

Industrial1.2%

Utilities1.0%

Communication0.7%

ETF0.6%

🚪 Exited Positionssold since Q3 2025

STRYKER CORPORATION

SOLD

$1.3M

ILLUMINA INC

SOLD

$380.0K

VANGUARD INDEX FDS

SOLD

$214.9K

ISHARES TR

SOLD

$210.9K

ABBOTT LABS

SOLD

$208.1K

+1 more exited positions

Changes from Q3 2025

NEW15 new positions

↑71 increased

↓17 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

CAPITAL GRP FIXED INCM ETF T

PALANTIR TECHNOLOGIES INC

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