Carmel Capital Partners »

Series Portfolios Tr shares owned by Carmel Capital Partners

Quarter-by-quarter ownership of Series Portfolios Tr (CLOX) shares owned by Carmel Capital Partners from 13F filings

Historical chart of Carmel Capital Partners investment in Series Portfolios Tr

Tip: Access up to 7 years of quarterly data

All positions including Series Portfolios Tr held by Carmel Capital Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Series Portfolios Tr by Carmel Capital Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.4M 173k 25.57

More positions owned by Carmel Capital Partners

Home Depot (HD)
Wisdomtree Tr Floatng Rat Trea (USFR)
Palantir Technologies Cl A (PLTR)
Lennar Corp Cl A (LEN)
Series Portfolios Tr Eldridge Bbb B (CLOZ)
Vaneck Etf Trust Preferred Securt (PFXF)
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)
Tesla Motors (TSLA)
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV)
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)
Series Portfolios Tr Eldridge Aaa Clo (CLOX)
Ishares Tr Ibonds 28 Trm Ts (IBTI)
Qualcomm (QCOM)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Carmel Capital Partners

Top funds holding Series Portfolios Tr

Security Benefit Life Insurance
Ball & Co Wealth Management
Carmel Capital Partners
Black Swift Group
Copia Wealth Management
SRS Capital Advisors
Royal Bank of Canada
WMG Financial Advisors
Inspire Advisors
WESPAC Advisors
Valeo Financial Advisors
Old Mission Capital
Citadel Advisors
Griffin Asset Management
Fortis Group Advisors

View all funds holding Series Portfolios Tr