Carmel, INCIK 16412964 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
122 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 43.0K | $29.48M | 11.2% | −632 | Reduced |
| 2 | Spdr S&P 500 ETF Tr | 29.0K | $19.79M | 7.5% | −704 | Reduced |
| 3 | Ishares Tr | 34.5K | $16.31M | 6.2% | −166 | Reduced |
| 4 | Apple Inc |
| 37.1K |
| $10.10M |
| 3.8% |
| −1.0K |
| Reduced |
| 5 | Ab Active Etfs Inc | 93.6K | $9.78M | 3.7% | +21.5K | Added |
| 6 | Ab Active Etfs Inc | 119.1K | $9.33M | 3.5% | +10.6K | Added |
| 7 | Eli Lilly & Co | 7.9K | $8.50M | 3.2% | −39 | Reduced |
| 8 | J P Morgan Exchange Traded F | 138.7K | $7.93M | 3.0% | −1.1K | Reduced |
| 9 | Jpmorgan Chase & Co. | 22.2K | $7.15M | 2.7% | −7 | Reduced |
| 10 | Invesco Exchange Traded Fd T | 35.0K | $6.70M | 2.5% | −3.2K | Reduced |
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