CARMEL CAPITAL PARTNERS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ARI | 225K | $2.28M |
 | PLTR | 113K | $20.69M |
 | STWD | 111K | $2.15M |
 | OBDC | 103K | $1.31M |
 | LEN | 100K | $12.60M |
 | APG | 80K | $2.75M |
 | HD | 79K | $32.08M |
 | PHG | 73K | $1.99M |
 | MRP | 73K | $2.44M |
 | WTI | 55K | $100.10K |
 | QXO | 46K | $883.62K |
 | ON | 33K | $1.65M |
 | BN | 30K | $2.06M |
 | GTLB | 28K | $1.26M |
 | LEN-B | 25K | $3.00M |
 | SCHW | 24K | $2.32M |
 | EOSE | 24K | $274.50K |
 | NEE | 22K | $1.67M |
 | QCOM | 22K | $3.66M |
 | CARR | 20K | $1.21M |
Apollo Commercial Real Estate Finance, Inc.
ARI
Shares Held
225K
Value
$2.28M
Palantir Technologies Inc.
PLTR
Shares Held
113K
Value
$20.69M
Starwood Property Trust, Inc.
STWD
Shares Held
111K
Value
$2.15M
Blue Owl Capital Corporation
OBDC
Shares Held
103K
Value
$1.31M
Lennar Corporation
LEN
Shares Held
100K
Value
$12.60M
APi Group Corporation
APG
Shares Held
80K
Value
$2.75M
The Home Depot, Inc.
HD
Shares Held
79K
Value
$32.08M
Koninklijke Philips N.V.
PHG
Shares Held
73K
Value
$1.99M
Millrose Properties, Inc.
MRP
Shares Held
73K
Value
$2.44M
W&T Offshore, Inc.
WTI
Shares Held
55K
Value
$100.10K
QXO, Inc.
QXO
Shares Held
46K
Value
$883.62K
ON Semiconductor Corporation
ON
Shares Held
33K
Value
$1.65M
Brookfield Corporation
BN
Shares Held
30K
Value
$2.06M
GitLab Inc.
GTLB
Shares Held
28K
Value
$1.26M
Lennar Corporation
LEN-B
Shares Held
25K
Value
$3.00M
The Charles Schwab Corporation
SCHW
Shares Held
24K
Value
$2.32M
Eos Energy Enterprises, Inc.
EOSE
Shares Held
24K
Value
$274.50K
NextEra Energy, Inc.
NEE
Shares Held
22K
Value
$1.67M
QUALCOMM Incorporated
QCOM
Shares Held
22K
Value
$3.66M
Carrier Global Corporation
CARR
Shares Held
20K
Value
$1.21M