Carmel Capital Partners, LLC
All 13F Filings
- Location
- San Diego, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 303,292
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/29/2026 | 148 | 303,292 | 13F-HR | Carmel Capital Partners, LLC |
| Q1 2026 | 4/30/2026 | 118 | 277,059 | 13F-HR | Carmel Capital Partners, LLC |
| Q4 2025 | 1/29/2026 | 113 | 284,806 | 13F-HR | Carmel Capital Partners, LLC |
| Q3 2025 | 10/30/2025 | 104 | 237,199 | 13F-HR | Carmel Capital Partners, LLC |
| Q2 2025 | 7/29/2025 | 154 | 285,184 | 13F-HR | Carmel Capital Partners, LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
883
(0.3% of total reported value)
· QoQ Δ:
+883
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 215.4 K | 71.2% | 446 | 0 | 446 |
| ETFs | 76.73 K | 25.4% | 21.35 K | 0 | 21.35 K |
| Debt | 10.27 K | 3.4% | 3.556 K | 0 | 3.556 K |
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Fund Snapshot
Q2 2026
Latest filed
7/29/2026
Total value ($000)
303,292
Holdings
148
QoQ value change ($000)
26,233
(9.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.