Carmel Capital Partners, LLC
Annual return
—
SPY
—
Alpha
—
Invested
$554.1M
Holdings
118
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsIn development
Quarterly performance not yet computed for this fund.
The metrics pipeline computes return / SPY benchmark / alpha per quarter from this fund's 13F holdings and the SPY adj-close. It hasn't produced enough quarters here yet — the chart fills in automatically once at least two are on record.
Top holdings · current snapshot
Source: 13F-HR01
$USFR
WISDOMTREE TR
Held since at least Q1 2024
10.5%
02
$HD
HOME DEPOT INC
Q1 2026: Increased +2.2% (4.6k → 4.7k shares)
8.7%
03
$CGMS
CAPITAL GRP FIXED INCM ETF T
Held since at least Q1 2024
3.7%
04
$CLOX
SERIES PORTFOLIOS TR
Held since at least Q1 2024
3.5%
05
$LEN
LENNAR CORP
Held since at least Q1 2024
3.1%
06
$PFXF
VANECK ETF TRUST
Held since at least Q1 2024
2.5%
07
$BSCT
INVESCO EXCH TRD SLF IDX FD
Held since at least Q1 2024
2.4%
08
$BSCS
INVESCO EXCH TRD SLF IDX FD
Held since at least Q1 2024
2.3%
09
$IBTI
ISHARES TR
Held since at least Q1 2024
2.3%
10
$BSCV
INVESCO EXCH TRD SLF IDX FD
Held since at least Q1 2024
2.3%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Source data: SEC EDGAR · 13F-HR filings · Last refreshed 11:47 UTC.