Carmel Capital Partners, LLC Reduced Holdings in Q3 2025

Carmel Capital Partners, LLC

  • $211 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-99.5K
- 96.02%
$50.82 - $51.09 $5.05M - $5.08M
4.13K $210K
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
-214K
- 43.28%
$17.13 - $17.98 $3.67M - $3.85M
281K $4.99M
USFR
Wisdomtree Floating Rate Treas

ETFs
-56.7K
- 9.5%
$50.23 - $50.48 $2.85M - $2.86M
540K $27.2M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-15.1K
- 60.38%
$101.12 - $106.18 $1.52M - $1.6M
9.89K $1.02M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
-70.1K
- 24.09%
$20.41 - $20.67 $1.43M - $1.45M
221K $4.54M
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
-62K
- 24.8%
$22.19 - $22.44 $1.38M - $1.39M
188K $4.21M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
-73.6K
- 23.26%
$18.61 - $18.94 $1.37M - $1.39M
243K $4.57M
STWD
Starwood Property Trust, Inc.

Real Estate
-58.2K
- 34.42%
$19.37 - $20.97 $1.13M - $1.22M
111K $2.15M
ORCC
Owl Rock Capital Corp

Financial Services
-90K
- 46.7%
N/A
103K $1.38M
UPS
United Parcel Service Inc

Industrials
-8.96K
- 47.63%
$82.58 - $105.54 $740K - $945K
9.85K $822K
ON
On Semiconductor Corp

Technology
-15.1K
- 31.06%
$46.98 - $62.45 $709K - $942K
33.5K $1.65M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-1.86K
- 74.94%
$459.11 - $506.91 $854K - $943K
622 $312K
APO
Apollo Global Management, Inc.

Financial Services
-5.03K
- 26.88%
$131.55 - $156.05 $662K - $785K
13.7K $1.82M
DG
Dollar General Corp

Consumer Defensive
-5.39K
- 22.24%
$101.86 - $116.32 $549K - $627K
18.9K $1.95M
QCOM
Qualcomm Inc

Technology
-6.14K
- 21.81%
$145.84 - $173.55 $896K - $1.07M
22K $3.66M
CARR
Carrier Global Corp

Industrials
-7.48K
- 26.92%
$58.75 - $80.73 $439K - $604K
20.3K $1.21M
CRM
Salesforce, Inc.

Technology
-2.54K
- 45.17%
$231.66 - $273.65 $587K - $694K
3.08K $729K
ROK
Rockwell Automation, Inc

Industrials
-2.45K
- 37.23%
$328.67 - $358.52 $805K - $878K
4.13K $1.44M
ORCL
Oracle Corp

Technology
-6.12K
- 37.89%
$218.96 - $328.33 $1.34M - $2.01M
10K $2.82M
GTLB
Gitlab Inc.

Technology
-15.6K
- 35.84%
$38.82 - $50.43 $607K - $789K
28K $1.26M
SYK
Stryker Corp

Healthcare
-1.5K
- 29.23%
$368.57 - $403.53 $552K - $604K
3.63K $1.34M
JPM
Jpmorgan Chase & CO

Financial Services
-2.45K
- 58.22%
$282.78 - $316.06 $693K - $775K
1.76K $554K
ICE
Intercontinental Exchange, Inc.

Financial Services
-2.57K
- 20.97%
$167.28 - $188.45 $430K - $484K
9.68K $1.63M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
-1.88K
- 26.06%
$259.44 - $278.65 $489K - $525K
5.34K $1.39M
SCHW
Schwab Charles Corp

Financial Services
-6.79K
- 21.84%
$91.03 - $98.69 $618K - $670K
24.3K $2.32M
TRV
Travelers Companies, Inc.

Financial Services
-2.02K
- 28.1%
$250.62 - $279.43 $507K - $565K
5.17K $1.44M
COF
Capital One Financial Corp

Financial Services
-2.14K
- 22.82%
$207.29 - $229.74 $443K - $491K
7.23K $1.54M
MELI
Mercadolibre Inc

Consumer Cyclical
-103
- 13.38%
$2292.04 - $2514.05 $236K - $259K
667 $1.56M
IR
Ingersoll Rand Inc.

Industrials
-5.33K
- 23.34%
$74.98 - $89.02 $400K - $475K
17.5K $1.45M
IQV
Iqvia Holdings Inc.

Healthcare
-4.84K
- 32.5%
$157.68 - $200.82 $762K - $971K
10K $1.91M
AMAT
Applied Materials Inc

Technology
-3.33K
- 25.81%
$156.25 - $204.95 $520K - $682K
9.56K $1.96M
AMZN
Amazon Com Inc

Consumer Cyclical
-1.6K
- 43.22%
$211.65 - $238.24 $339K - $381K
2.1K $461K
UBER
Uber Technologies, Inc

Technology
-4.23K
- 23.9%
$86.91 - $99.57 $368K - $421K
13.5K $1.32M
MSFT
Microsoft Corp

Technology
-724
- 31.88%
$491.09 - $535.64 $356K - $388K
1.55K $801K
HCA
Hca Healthcare, Inc.

Healthcare
-1.31K
- 23.21%
$334.32 - $426.2 $439K - $560K
4.34K $1.85M
NEE
Nextera Energy Inc

Utilities
-6.25K
- 22.07%
$69.77 - $77.54 $436K - $485K
22.1K $1.67M
MCD
Mcdonalds Corp

Consumer Cyclical
-1.04K
- 43.63%
$291.67 - $316.99 $305K - $331K
1.35K $409K
MS
Morgan Stanley

Financial Services
-2.97K
- 28.17%
$139.09 - $161.16 $414K - $479K
7.58K $1.2M
VICI
Vici Properties Inc.

Real Estate
-8.21K
- 43.38%
$31.43 - $33.93 $258K - $278K
10.7K $349K
COST
Costco Wholesale Corp

Consumer Defensive
-243
- 46.82%
$915.95 - $994.57 $223K - $242K
276 $255K
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
-5.37K
- 24.0%
$71.0 - $90.32 $381K - $485K
17K $1.31M
A
Agilent Technologies, Inc.

Healthcare
-2.87K
- 26.28%
$112.04 - $128.75 $322K - $370K
8.06K $1.03M
PHG
Koninklijke Philips Nv

Healthcare
-20.1K
- 21.52%
$23.84 - $28.62 $478K - $574K
73.2K $1.99M
LLY
Eli Lilly & CO

Healthcare
-302
- 46.75%
$625.65 - $812.69 $189K - $245K
344 $262K
ABT
Abbott Laboratories

Healthcare
-1.72K
- 52.58%
$120.51 - $136.62 $208K - $235K
1.55K $208K
SPG
Simon Property Group Inc

Real Estate
-1.83K
- 43.45%
$159.93 - $187.67 $292K - $343K
2.38K $446K
RPM
Rpm International Inc

Basic Materials
-3.07K
- 17.56%
$110.07 - $128.23 $338K - $393K
14.4K $1.7M
ABBV
Abb Vie Inc.

Healthcare
-1.63K
- 45.59%
$184.85 - $231.54 $302K - $378K
1.95K $451K
DASH
Door Dash, Inc.

Communication Services
-1.05K
- 29.62%
$234.5 - $272.5 $247K - $287K
2.5K $681K
Activity Summary
Buys All Purchases 12 New Holdings 6 Increased Positions 6 Sells All Sells 82 Reductions 82 Sold out 0 Options Calls 0 Puts 0
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