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  Name: Carmel Capital Partners LLC
  City: San Diego
  State: CA
  Zip: 92121
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $241,861,000
  Total Value Change : $46,047,000
  Securities Held Change : 7
   
All Securities Held : 157
  New Positions : 9
  Closed Positions : 13
  Increased Positions : 83
  Unchanged Positions : 28
  Decreased Positions : 37

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Holdings Found : 13     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (SCHO)1 Year Chart         SCHO Schwab Short-Term U.S. Tre... 157 Closed $47.92 $0 0 0% -306,000 -6,313 0    N/A
   (SCCO)1 Year Chart         SCCO Southern Peru Copper Corp 163 Closed $115.17 $0 0 0% -446,000 -5,181 0    Gold
   (RSP)1 Year Chart         RSP Guggenheim ETF Trust - Gugg... 169 Closed $164.46 $0 0 0% -567,000 -3,592 0    Closed - End Fund - E...
   (DOCU)1 Year Chart         DOCU Docusign Inc 162 Closed $57.51 $0 0 0% -562,000 -9,455 0    N/A
   (VGIT)1 Year Chart         VGIT Vanguard Intermediate -Ter 168 Closed $57.67 $0 0 0% -242,000 -4,077 0    Closed - End Fund - Debt
   (ITR)1 Year Chart         ITR SPDR Series Trust 161 Closed $32.35 $0 0 0% -610,000 -18,586 0    Closed - End Fund - Debt
   (NKE)1 Year Chart         NKE Nike Inc B 167 Closed $93.59 $0 0 0% -1,420,000 -13,080 0    Textile - Apparel Foo...
   (VCIT)1 Year Chart         VCIT Vanguard Intermediate-Term 160 Closed $79.25 $0 0 0% -657,000 -8,083 0    Closed - End Fund - Debt
   (RCMT)1 Year Chart         RCMT RCM Technologies Inc 166 Closed $19.29 $0 0 0% -216,000 -7,440 0    Staffing & Outsourcin...
   (OCSL)1 Year Chart         OCSL Oaktree Specialty Lending Corp 159 Closed $19.13 $0 0 0% -1,629,000 -79,779 0    Credit Services
   (DLR)1 Year Chart         DLR Digital Realty Trust Inc 165 Closed $140.25 $0 0 0% -349,000 -2,591 0    REIT - Diversified
   (O)1 Year Chart         O Realty Income Corp 158 Closed $54.79 $0 0 0% -637,000 -11,097 0    REIT - Retail
   (IBTE)1 Year Chart         IBTE Ishares Ibonds Dec 2024 Ter... 164 Closed $0.00 $0 0 0% -4,722,000 -197,888 0    N/A
      13 Records Found
  1    
Page 1 of 1
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