Carmel, INCIK 20095304 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
185 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 135.0K | $37.08M | 7.8% | +96.9K | Added |
| 2 | World Gold Tr | 319.4K | $32.13M | 6.7% | −39.3K | Reduced |
| 3 | Berkshire Hathaway Inc Del | 64.5K | $32.11M | 6.7% | +59.6K | Added |
| 4 | Microsoft Corp |
| 51.3K |
| $21.23M |
| 4.4% |
| +38.5K |
| Added |
| 5 | Spdr Series Trust | 399.8K | $20.57M | 4.3% | +237.5K | Added |
| 6 | Ishares Tr | 274.7K | $19.72M | 4.1% | +7.1K | Added |
| 7 | Invesco Exchange Traded Fd T | 94.9K | $19.20M | 4.0% | +12.0K | Added |
| 8 | Capital Group International | 423.1K | $15.51M | 3.3% | +75.2K | Added |
| 9 | Ishares Tr | 21.9K | $15.29M | 3.2% | −5.0K | Reduced |
| 10 | Fidelity Covington Trust | 350.2K | $14.07M | 2.9% | +81.0K | Added |
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