Carmel Capital Partners, LLC

13F Portfolio Filings

Latest 13F report
Q2 2024 - Jul 31, 2024
Value $
$237M
Signature - Title
Russell Silberstein - Chief Compliance Officer
Location
11750 Sorrento Valley Road, Suite 110, San Diego, CA
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 163 $237M +$20.8M -$17.6M +$3.2M USFR, HD, LEN, PLTR, FLOT 13F-HR 7/31/2024, 01:15 PM
Q1 2024 157 $242M +$49.7M -$18.1M +$31.6M USFR, HD, LEN, PLTR, FLOT 13F-HR 4/25/2024, 03:08 PM
Q4 2023 151 $196M +$19.6M -$64.9M -$45.3M HD, USFR, LEN, PLTR, FLOT 13F-HR 1/31/2024, 06:33 PM
Q3 2023 756 $223M +$44.3M -$8.85M +$35.4M USFR, HD, LEN, PLTR, FLOT 13F-HR 10/27/2023, 02:32 PM
Q2 2023 429 $194M +$28.4M -$13.4M +$15M USFR, HD, LEN, PLTR, FLOT 13F-HR 7/27/2023, 11:43 AM
Q1 2023 468 $169M +$29.5M -$9.35M +$20.1M USFR, HD, LEN, PLTR, QCOM 13F-HR 4/19/2023, 02:57 PM
Q4 2022 129 $145M +$42.8M -$10M +$32.8M USFR, HD, LEN, PLTR, LENB 13F-HR 1/17/2023, 12:08 PM
Q3 2022 117 $104M +$10M -$8.04M +$1.99M HD, LEN, PLTR, SHV, PSMT 13F-HR 10/14/2022, 02:13 PM
Q2 2022 112 $107M +$22.6M -$16.1M +$6.46M HD, PLTR, LEN, PSMT, ILMN 13F-HR 7/11/2022, 04:41 PM
Q1 2022 122 $120M +$12.2M -$7.57M +$4.59M HD, LEN, PLTR, DBRG, BMY 13F-HR 4/18/2022, 04:20 PM
Q4 2021 123 $134M $0 $0 HD, LEN, PLTR, DBRG, LENB 13F-HR 1/31/2022, 04:05 PM