Carmel, INCIK 18022444 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
81 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Eli Lilly & Co | 11.5K | $12.40M | 13.8% | +2.3K | Added |
| 2 | Vanguard Intl Equity Index F | 80.8K | $5.94M | 6.6% | +372 | Added |
| 3 | Apple Inc | 21.4K | $5.81M | 6.5% | +933 | Added |
| 4 | Pgim ETF Tr |
| 96.2K |
| $4.93M |
| 5.5% |
| +41.4K |
| Added |
| 5 | Microsoft Corp | 7.6K | $3.69M | 4.1% | +257 | Added |
| 6 | Ishares Tr | 12.3K | $2.65M | 3.0% | +105 | Added |
| 7 | Nvidia Corporation | 13.0K | $2.42M | 2.7% | −3.8K | Reduced |
| 8 | Dimensional ETF Trust | 68.9K | $2.27M | 2.5% | −1.5K | Reduced |
| 9 | United Sts Oil Fd LP | 30.6K | $2.11M | 2.4% | +30.6K | New |
| 10 | Duke Energy Corp New | 17.9K | $2.10M | 2.3% | +14.1K | Added |
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio