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Carmel Capital Partners, LLC

Q2 2023 Holdings

Filed 2023-07-27 | 429 holdings | $194.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Global Payments Inc(GPN)Stock37940X102$1.6K160.0%
Alibaba Group Hldg LTD Sponsored ADS(BABA)ADR01609W102$1.6K190.0%
Sony Group Corp Sponsored ADR(SONY)ADR835699307$1.6K180.0%
Goodyear Tire & Rubr Co COM(GT)Stock382550101$1.6K1200.0%
Atlantica Sustainable Infr PLC SHS(ALDA)StockG0751N103$1.7K710.0%
Waste Connections Inc COM(WCN)Stock94106B101$1.7K120.0%
Dell Technologies Inc CL C(DELL)Stock24703L202$1.7K320.0%
Arista Networks Inc COM(ANETEUR)Stock040413106$1.8K110.0%
Sensata Technologieshldgs NV COM Eur0.01(ST)StockG8060N102$1.8K400.0%
Stryker Corporation COM(SYK)Stock863667101$1.8K60.0%
Astrazeneca PLC(AZN)ADR046353108$1.8K260.0%
Total SA ADR(TTEN)ADR89151E109$1.9K320.0%
Oreilly Automotive Inc COM(ORLY)Stock67103H107$1.9K20.0%
The Cigna Group COM(CI)Stock125523100$2.0K70.0%
Biogen Idec Inc(BIIB)Stock09062X103$2.0K70.0%
Vmware Inc CL A Class A(VMWEUR)Stock928563402$2.0K140.0%
Ecolab Inc COM(ECL)Stock278865100$2.1K110.0%
Urogen Pharma LTD COM(URGN)StockM96088105$2.1K2000.0%
Interactive Brokers Group Inc(IBKR)Stock45841N107$2.1K250.0%
Omnicom Group Inc COM(OMC)Stock681919106$2.1K220.0%
Splunk Inc COM(SPLKCHF)Stock848637104$2.1K200.0%
Western Alliance Bancorp COM(WAL)Stock957638109$2.2K600.0%
YUM China Hldgs Inc COM(YUMC)Stock98850P109$2.3K400.0%
MP Materials Corp COM CL A(MP)Stock553368101$2.3K1000.0%
Dexcom Inc COM(DXCM)Stock252131107$2.3K180.0%
Ulta Beauty Inc COM(ULTA)Stock90384S303$2.4K50.0%
Paypal Hldgs Inc COM(PYPL)Stock70450Y103$2.5K380.0%
Thomson Reuters Corp. COM(TRI)Stock884903808$2.6K190.0%
Deckers Outdoor(DECK)Stock243537107$2.6K50.0%
United Rentals Inc(URI)Stock911363109$2.7K60.0%
Monolithic PWR SYS Inc COM(MPWR)Stock609839105$2.7K50.0%
Freeport Mcmoran Copper(FCX)Stock35671D857$2.7K680.0%
Parker-Hannifin Corp COM(PH)Stock701094104$2.7K70.0%
Crocs Inc COM(CROX)Stock227046109$2.8K250.0%
Analog Devices Inc COM(ADI)Stock032654105$2.9K150.0%
Lowes COS Inc COM(LOW)Stock548661107$2.9K130.0%
Huntington Ingalls Inds Inc COM(HII)Stock446413106$3.0K130.0%
Boston Scientific Corp COM(BSX)Stock101137107$3.0K550.0%
Spdr Portfolio Long Term Treasury ETF(SPTL)ETF78464A664$3.0K1010.0%
Lattice Semiconductor Corp COM(LSCC)Stock518415104$3.1K320.0%
Coeur MNG Inc COM New(CDE)Stock192108504$3.1K1,1000.0%
Keysight Technologies Inc COM(KEYS)Stock49338L103$3.2K190.0%
Hewlett Packard Enterprise Co COM(HPE)Stock42824C109$3.4K2000.0%
Ishares 7-10 Year Treasury Bond ETF(IEF)ETF464287440$3.4K350.0%
DOW Inc COM(DOW)Stock260557103$3.5K660.0%
Adobe Systems Incorporated COM(ADBE)Stock00724F101$3.6K70.0%
Credit Suisse X-Links Silver Shares Covered Call ETNETF22542D449$3.7K500.0%
Southwest Airls Co COM(LUV)Stock844741108$3.8K1050.0%
Source Cap Inc COMCEF836144105$3.8K1000.0%
Astrotech Corp COM(ASTC)Stock046484309$3.9K2730.0%
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