Carmel Capital Partners, LLC has filed a Form 13F-HR with the U.S. Securities and Exchange Commission, disclosing its equity holdings as of the close of business on September 30, 2026. The filing lists the firm’s principal executive office at 12760 High Bluff Drive, Suite 210 in San Diego, California, and identifies Russell Silberstein as the Chief Compliance Officer.
The portfolio consists of a total of 135 securities. The largest holding disclosed in the filing is Blackstone Mortgage Trust Inc., Class A, with 1,448,511 shares. Other notable positions include Home Depot Inc., with 6,532,440 shares; Lennar Corp., Class A, with 6,99,740 shares; and QXO Inc., with 137,467 shares.
The filing indicates that all positions are held in a Sole voting capacity with no shared investment power. The portfolio is heavily diversified across various sectors, including technology, healthcare, consumer discretionary, and financial services. Major technology holdings include Apple Inc., Microsoft Corp., NVIDIA Corp., and Amazon.com Inc. The firm also holds significant positions in exchange-traded funds (ETFs), such as the iShares Core S&P 500 ETF, the Invesco Exchange Traded Fund Trust S&P 500 Equal Weight, and the Series Portfolios Trust Elder AAA CLO ETF.
