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Biggest New Positions
EntityShares/Amount
Change		Position Value
Change
IBTF +166,021+$3,857
IBTI +127,232+$2,791
TFLO +37,906+$1,921
HCA +4,880+$1,628
MS +8,663+$816
BA +4,109+$793
VTI +1,564+$406
CDP +15,668+$379
NTST +20,313+$373
VEA +7,208+$362
Biggest Exited Positions
EntityShares/Amount
Change		Position Value
Change
IBTE -197,888-$4,722
OCSL -79,779-$1,629
NKE -13,080-$1,420
VCIT -8,083-$657
O -11,097-$637
SPIB -18,586-$610
RSP -3,592-$567
DOCU -9,455-$562
SCCO -5,181-$446
DLR -2,591-$349
Biggest Position Increases
EntityShares/Amount
Change		Position Value
Change
USFR +411,640+$20,727
PFXF +32,789+$675
BSCQ +30,803+$576
BSCR +30,410+$560
WTI +30,000+$12
BSCS +27,922+$527
FLOT +23,761+$1,268
LEN +20,578+$5,786
STWD +15,643+$249
OBDC +13,354+$277
Biggest Position Decreases
EntityShares/Amount
Change		Position Value
Change
PLTR -58,754+$938
ELAN -13,250-$92
APG -12,129-$182
MU -4,349+$178
UBER -3,325+$29
ORCL -3,122$UNCH
PSMT -3,000-$137
BEPC -2,947-$231
AMAT -2,542-$69
Carmel Capital Partners LLC Info
Size ($ in 1000's)
At 03/31/2024: $241,872
At 12/31/2023: $195,824

Carmel Capital Partners LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Carmel Capital Partners LLC 13F filings. Link to 13F filings: SEC filings

All Stocks Held By Carmel Capital Partners LLC
As of  03/31/2024, we find all stocks held by Carmel Capital Partners LLC to be as follows, presented in the table below with each row detailing each Carmel Capital Partners LLC position, ordered by largest to smallest position size. The all-stocks-held-by-Carmel Capital Partners LLC table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Carmel Capital Partners LLC as of the latest filing.

   EntityAmountChange
 12/31/2023 to 03/31/2024		 Position Size
($ in 1000's)
WISDOMTREE TR 917,153 +411,640 $46,124
     USFR917,153+411,640$46,124
HOME DEPOT INC 88,725 +68 $34,035
     HD88,725+68$34,035
LENNAR CORP      $20,466
     LEN96,574+20,578$16,609
     LEN.B25,018UNCH$3,857
PALANTIR TECHNOLOGIES INC      $8,552
     PLTR371,173-72,254$8,541
     Call13,500+13,500$11
ISHARES TR (FLOT) 149,612 +23,761 $7,639
     FLOT149,612+23,761$7,639
VANECK ETF TRUST (PFXF) 220,253 +32,789 $3,896
     PFXF220,253+32,789$3,896
ISHARES TR (IBTF) 166,021 +166,021 $3,857
     IBTF166,021+166,021$3,857
INVESCO EXCH TRD SLF IDX FD 195,983 +30,410 $3,781
     BSCR195,983+30,410$3,781
INVESCO EXCH TRD SLF IDX FD 196,642 +30,803 $3,777
     BSCQ196,642+30,803$3,777
INVESCO EXCH TRD SLF IDX FD 187,721 +27,922 $3,768
     BSCS187,721+27,922$3,768
ISHARES TR (IBTI) 127,232 +127,232 $2,791
     IBTI127,232+127,232$2,791
QUALCOMM INC 15,174 -1,624 $2,569
     QCOM15,174-1,624$2,569
STARWOOD PPTY TR INC 115,527 +15,643 $2,349
     STWD115,527+15,643$2,349
OCCIDENTAL PETE CORP 33,049 +795 $2,148
     OXY33,049+795$2,148
ORACLE CORP 16,313 -3,122 $2,049
     ORCL16,313-3,122$2,049
APOLLO GLOBAL MGMT INC 18,078 -263 $2,033
     APO18,078-263$2,033
API GROUP CORP 50,927 -12,129 $2,000
     APG50,927-12,129$2,000
MICRON TECHNOLOGY INC 16,863 -4,349 $1,988
     MU16,863-4,349$1,988
BLUE OWL CAPITAL CORPORATION 128,896 +13,354 $1,982
     OBDC128,896+13,354$1,982
ISHARES TR (TFLO) 37,906 +37,906 $1,921
     TFLO37,906+37,906$1,921
APPLE INC 11,024 +1,945 $1,890
     AAPL11,024+1,945$1,890
ILLUMINA INC 13,538 +1,133 $1,859
     ILMN13,538+1,133$1,859
BROOKFIELD CORP 44,364 -547 $1,858
     BN44,364-547$1,858
DISNEY WALT CO 14,926 +722 $1,826
     DIS14,926+722$1,826
CSX CORP 47,956 +956 $1,778
     CSX47,956+956$1,778
SCHWAB CHARLES CORP 24,028 +382 $1,738
     SCHW24,028+382$1,738
IQVIA HLDGS INC 6,589 -21 $1,666
     IQV6,589-21$1,666
HCA HEALTHCARE INC 4,880 +4,880 $1,628
     HCA4,880+4,880$1,628
APPLIED MATLS INC 7,769 -2,542 $1,602
     AMAT7,769-2,542$1,602
RH 4,325 +353 $1,506
     RH4,325+353$1,506
ROCKWELL AUTOMATION INC 5,098 +1,477 $1,485
     ROK5,098+1,477$1,485
INGERSOLL RAND INC 14,848 +367 $1,410
     IR14,848+367$1,410
LKQ CORP 25,721 -349 $1,374
     LKQ25,721-349$1,374
INTERCONTINENTAL EXCHANGE IN (ICE) 9,905 -21 $1,361
     ICE9,905-21$1,361
CROWN HLDGS INC 15,986 +6,076 $1,267
     CCK15,986+6,076$1,267
ELANCO ANIMAL HEALTH INC 76,311 -13,250 $1,242
     ELAN76,311-13,250$1,242
UNITED PARCEL SERVICE INC 8,066 +6,219 $1,199
     UPS8,066+6,219$1,199
BAXTER INTL INC 27,467 +5,821 $1,174
     BAX27,467+5,821$1,174
UBER TECHNOLOGIES INC 15,188 -3,325 $1,169
     UBER15,188-3,325$1,169
ON SEMICONDUCTOR CORP 15,854 +6,804 $1,166
     ON15,854+6,804$1,166
LABORATORY CORP AMER HLDGS 5,152 +70 $1,126
     LH5,152+70$1,126
BERKSHIRE HATHAWAY INC DEL      $1,125
     BRK.B2,675-75$1,125
ALCOA CORP 33,125 +4,046 $1,119
     AA33,125+4,046$1,119
RPM INTL INC 9,104 -83 $1,083
     RPM9,104-83$1,083
SIMON PPTY GROUP INC NEW 6,897 +178 $1,079
     SPG6,897+178$1,079
BROOKFIELD INFRASTRUCTURE CO 29,270 +1,022 $1,055
     BIPC29,270+1,022$1,055
EXXON MOBIL CORP 8,796 +86 $1,022
     XOM8,796+86$1,022
VICI PPTYS INC 33,968 +1,248 $1,012
     VICI33,968+1,248$1,012
AGILENT TECHNOLOGIES INC 6,858 +149 $998
     A6,858+149$998
CONCENTRIX CORP 14,805 +3,376 $980
     CNXC14,805+3,376$980
PRICESMART INC 11,000 -3,000 $924
     PSMT11,000-3,000$924
MARKEL GROUP INC 584 +2 $889
     MKL584+2$889
CARMAX INC 9,949 +357 $867
     KMX9,949+357$867
LIBERTY MEDIA CORP DEL 13,136 +358 $862
     FWONK13,136+358$862
AMAZON COM INC 4,721 -295 $852
     AMZN4,721-295$852
MICROSOFT CORP 2,019 -219 $850
     MSFT2,019-219$850
BROOKFIELD RENEWABLE CORP 34,568 -2,947 $849
     BEPC34,568-2,947$849
NVIDIA CORPORATION 938 +37 $848
     NVDA938+37$848
MORGAN STANLEY 8,663 +8,663 $816
     MS8,663+8,663$816
PHILLIPS EDISON & CO INC 22,499 UNCH $807
     PECO22,499UNCH$807
BOEING CO 4,109 +4,109 $793
     BA4,109+4,109$793
BLACKSTONE INC 5,956 -307 $782
     BX5,956-307$782
ZILLOW GROUP INC 15,820 +2,071 $772
     Z15,820+2,071$772
ALPHABET INC 5,001 -1,840 $761
     GOOG5,001-1,840$761
TESLA INC 4,265 -25 $750
     TSLA4,265-25$750
ABBVIE INC 4,061 UNCH $740
     ABBV4,061UNCH$740
SPOTIFY TECHNOLOGY S A 2,739 -767 $723
     SPOT2,739-767$723
META PLATFORMS INC 1,420 -13 $690
     META1,420-13$690
JPMORGAN CHASE & CO 3,333 +845 $668
     JPM3,333+845$668
DOORDASH INC 4,551 +64 $627
     DASH4,551+64$627
MCDONALDS CORP 2,221 +1,038 $626
     MCD2,221+1,038$626
EXTRA SPACE STORAGE INC 4,173 +195 $613
     EXR4,173+195$613
LOCKHEED MARTIN CORP 1,118 +166 $509
     LMT1,118+166$509
JEFFERIES FINL GROUP INC 11,400 UNCH $503
     JEF11,400UNCH$503
ELI LILLY & CO 609 -101 $474
     LLY609-101$474
COSTCO WHSL CORP NEW 645 -45 $473
     COST645-45$473
NNN REIT INC 10,683 +931 $457
     NNN10,683+931$457
CARDINAL HEALTH INC 4,030 -175 $451
     CAH4,030-175$451
LAMAR ADVERTISING CO NEW 3,730 +263 $445
     LAMR3,730+263$445
BLACKROCK INC 533 +7 $444
     BLK533+7$444
ST JOE CO 7,357 +637 $426
     JOE7,357+637$426
PROLOGIS INC. 3,242 -72 $422
     PLD3,242-72$422
MERCK & CO INC 3,132 +34 $413
     MRK3,132+34$413
VANGUARD INDEX FDS (VTI) 1,564 +1,564 $406
     VTI1,564+1,564$406
WELLTOWER INC 4,292 +414 $401
     WELL4,292+414$401
CHEVRON CORP NEW 2,526 +59 $398
     CVX2,526+59$398
ALEXANDRIA REAL ESTATE EQ IN 3,082 +241 $397
     ARE3,082+241$397
BROOKFIELD ASSET MANAGMT LTD 9,429 +74 $396
     BAM9,429+74$396
CUBESMART 8,678 +707 $392
     CUBE8,678+707$392
EQUINIX INC 460 +39 $380
     EQIX460+39$380
COPT DEFENSE PROPERTIES 15,668 +15,668 $379
     CDP15,668+15,668$379
SEAGATE TECHNOLOGY HLDNGS PL 4,039 -143 $376
     STX4,039-143$376
NETSTREIT CORP 20,313 +20,313 $373
     NTST20,313+20,313$373
EQUITY RESIDENTIAL 5,886 +619 $371
     EQR5,886+619$371
W & T OFFSHORE INC 140,000 +30,000 $371
     WTI140,000+30,000$371
JBG SMITH PPTYS 23,043 +1,618 $370
     JBGS23,043+1,618$370
LULULEMON ATHLETICA INC 943 +500 $368
     LULU943+500$368
BERKLEY W R CORP 4,125 UNCH $365
     WRB4,125UNCH$365
PATRICK INDS INC 3,044 UNCH $364
     PATK3,044UNCH$364
SCHWAB STRATEGIC TR 5,860 -100 $364
     SCHX5,860-100$364
VANGUARD TAX MANAGED FDS (VEA) 7,208 +7,208 $362
     VEA7,208+7,208$362
QUINSTREET INC 20,080 UNCH $355
     QNST20,080UNCH$355
HOWARD HUGHES HOLDINGS INC 4,841 +466 $352
     HHH4,841+466$352
SEA LTD 6,500 UNCH $349
     SE6,500UNCH$349
ABBOTT LABS 3,037 +5 $345
     ABT3,037+5$345
EQUITY LIFESTYLE PPTYS INC 5,302 +656 $341
     ELS5,302+656$341
AUTOZONE INC 108 UNCH $340
     AZO108UNCH$340
CROWN CASTLE INC 3,199 +369 $339
     CCI3,199+369$339
AGREE RLTY CORP 5,899 +771 $337
     ADC5,899+771$337
CATERPILLAR INC 888 +15 $325
     CAT888+15$325
PALO ALTO NETWORKS INC 1,137 -15 $323
     PANW1,137-15$323
WALMART INC 5,304 +3,578 $319
     WMT5,304+3,578$319
ENSIGN GROUP INC 2,437 UNCH $303
     ENSG2,437UNCH$303
ADEIA INC 27,316 UNCH $298
     ADEA27,316UNCH$298
AFLAC INC 3,438 -3 $295
     AFL3,438-3$295
COCA COLA CO 4,746 -75 $290
     KO4,746-75$290
PROCTER AND GAMBLE CO 1,747 +48 $283
     PG1,747+48$283
EVI INDS INC 11,060 UNCH $275
     EVI11,060UNCH$275
PHOTRONICS INC 9,663 UNCH $274
     PLAB9,663UNCH$274
UNITED CMNTY BKS BLAIRSVLE G 10,395 UNCH $274
     UCBI10,395UNCH$274
AMERICAN EXPRESS CO 1,201 -2 $273
     AXP1,201-2$273
COLUMBUS MCKINNON CORP N Y 6,095 UNCH $272
     CMCO6,095UNCH$272
MERITAGE HOMES CORP 1,551 UNCH $272
     MTH1,551UNCH$272
DIGITALBRIDGE GROUP INC 14,039 +14,039 $271
     DBRG14,039+14,039$271
KEURIG DR PEPPER INC 8,804 -2,126 $270
     KDP8,804-2,126$270
VISA INC 967 -1 $270
     V967-1$270
PACKAGING CORP AMER 1,418 +25 $269
     PKG1,418+25$269
AXOS FINANCIAL INC 4,801 UNCH $259
     AX4,801UNCH$259
FONAR CORP 12,088 UNCH $258
     FONR12,088UNCH$258
TEXAS INSTRS INC 1,478 +76 $257
     TXN1,478+76$257
AMERICAN ELEC PWR CO INC 2,960 +297 $255
     AEP2,960+297$255
TECHNIPFMC PLC 10,000 UNCH $251
     FTI10,000UNCH$251
BROWN & BROWN INC 2,850 -312 $249
     BRO2,850-312$249
HURCO CO 12,364 +158 $249
     HURC12,364+158$249
VERRA MOBILITY CORP 9,911 UNCH $247
     VRRM9,911UNCH$247
LANDS END INC NEW 22,619 +248 $246
     LE22,619+248$246
ISHARES TR (AGG) 2,503 +2,503 $245
     AGG2,503+2,503$245
BROOKFIELD INFRAST PARTNERS 7,825 UNCH $244
     BIP7,825UNCH$244
PATHWARD FINANCIAL INC 4,831 UNCH $244
     CASH4,831UNCH$244
NORTHROP GRUMMAN CORP 507 UNCH $243
     NOC507UNCH$243
EMERSON ELEC CO 2,073 +2,073 $235
     EMR2,073+2,073$235
FS KKR CAP CORP 11,728 UNCH $224
     FSK11,728UNCH$224
VERIZON COMMUNICATIONS INC 5,330 +5,330 $224
     VZ5,330+5,330$224
MEDTRONIC PLC 2,510 +2,510 $219
     MDT2,510+2,510$219
SPROTT PHYSICAL GOLD & SILVE 10,606 UNCH $216
     CEF10,606UNCH$216
MASTERCRAFT BOAT HLDGS INC 8,879 UNCH $211
     MCFT8,879UNCH$211
HONEYWELL INTL INC 1,019 +1,019 $209
     HON1,019+1,019$209
ENTERPRISE PRODS PARTNERS L 7,089 +7,089 $207
     EPD7,089+7,089$207
ISHARES TR (IWB) 717 +717 $206
     IWB717+717$206
L3HARRIS TECHNOLOGIES INC 965 +965 $206
     LHX965+965$206
VANGUARD WORLD FD (MGK) 717 +717 $205
     MGK717+717$205
INVESCO EXCH TRD SLF IDX FD 8,850 UNCH $201
     BSJO8,850UNCH$201
LIONS GATE ENTMNT CORP      $195
     LGF.A19,630UNCH$195
CERENCE INC 11,864 +69 $187
     CRNC11,864+69$187
AMCOR PLC 16,035 +2,686 $152
     AMCR16,035+2,686$152
GREEN DOT CORP 14,244 +167 $133
     GDOT14,244+167$133
DIGITAL RLTY TR INC $0 (exited)
     DLR0-2,591$0
DOCUSIGN INC $0 (exited)
     DOCU0-9,455$0
ISHARES TR $0 (exited)
     IBTE0-197,888$0
NIKE INC $0 (exited)
     NKE0-13,080$0
REALTY INCOME CORP $0 (exited)
     O0-11,097$0
OAKTREE SPECIALTY LENDING CO $0 (exited)
     OCSL0-79,779$0
RCM TECHNOLOGIES INC $0 (exited)
     RCMT0-7,440$0
INVESCO EXCHANGE TRADED FD T $0 (exited)
     RSP0-3,592$0
SOUTHERN COPPER CORP $0 (exited)
     SCCO0-5,181$0
SCHWAB STRATEGIC TR $0 (exited)
     SCHO0-6,313$0
SPDR SER TR $0 (exited)
     SPIB0-18,586$0
VANGUARD SCOTTSDALE FDS $0 (exited)
     VCIT0-8,083$0
VANGUARD SCOTTSDALE FDS $0 (exited)
     VGIT0-4,077$0
WESTERN DIGITAL CORP. 0 -10,000 $0 (exited)
     NOTE 10-10,000$0

See Summary: Carmel Capital Partners LLC Top Holdings
See Details: Top 10 Stocks Held By Carmel Capital Partners LLC

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