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Russell Silberstein

Carmel Capital Partners, Llc

Assets Managed
$277.059M
Holdings
118
Last Quarter
2026 - Q1
Filed Date
26d ago
Growth Rate
-2.72%(2Q avg: 8.68%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Carmel Capital Partners, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 118 positions.

Assets under management

The assets under management (AUM) of Carmel Capital Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 277.059M in assets, with a quarterly growth rate of -2.72% and a 2-quarter average growth rate of 8.68%. The portfolio is managed by Russell Silberstein, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
USFR
Wisdomtree Floating Rate Tre
Recent Activity
Increased 3.89%
10.49%
$29.043M
576,938 shares@ $50.35 avg price
HD
Home Depot Inc
Recent Activity
Decreased -0.97%
8.74%
$24.199M
73,577 shares@ $328.9 avg price
CGMS
Cap Group Us Multi-sect Bond
Recent Activity
Increased 8.25%
3.67%
$10.156M
372,971 shares@ $27.24 avg price
CLOX
Panagram Aaa Clo Etf
Recent Activity
Increased 61.54%
3.53%
$9.761M
381,723 shares@ $25.57 avg price
LEN
Lennar Corp-a
Recent Activity
Decreased -1.6%
3.09%
$8.539M
98,335 shares@ $86.84 avg price
PFXF
Vaneck Pref Sec X-financials
Recent Activity
Increased 5.73%
2.5%
$6.922M
394,621 shares@ $17.55 avg price
BSCT
Invesco Bulletshares 2029 Cb
Recent Activity
Increased 7.26%
2.37%
$6.554M
351,205 shares@ $18.67 avg price
BSCS
Invesco Bulletshares 2028 Cb
Recent Activity
Increased 6.66%
2.35%
$6.492M
317,898 shares@ $20.43 avg price
IBTI
Ishares Ibonds Dec 2028 Term
Recent Activity
Increased 7.87%
2.35%
$6.486M
291,085 shares@ $22.29 avg price
BSCV
Invesco Bulletshares 2031 Cb
Recent Activity
Increased 7.27%
2.32%
$6.426M
390,386 shares@ $16.47 avg price

1-10 of 118