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Series Portfolios Tr shares owned by Carmel Capital Partners

Quarter-by-quarter ownership of Series Portfolios Tr (CLOZ) 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

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Quarterly reported holdings in Series Portfolios Tr by Carmel Capital Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.7M 212k 26.82

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

SRS Capital Advisors
Security Benefit Life Insurance
Goldman Sachs Group
Kovitz Investment Group Partners
Guardian Financial Partners
Black Swift Group
Wright Fund Managment
Brookstone Capital Management
Ball & Co Wealth Management
State of New Jersey Common Pension Fund D
Gradient Investments
Kestra Advisory Services
Bienville Capital Management
Carmel Capital Partners
Stifel Financial

View all funds holding Series Portfolios Tr