Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
CARMEL CAPITAL PARTNERS LLC 04-25-2024 03-31-2024 158 241,875,000
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
GLOBAL PMTS INC COM Liquidated $0 0 0.00 82 +Inf 03-31-2024
EXPONENT INC COM Liquidated $0 0 0.00 110 +Inf 03-31-2024
NISOURCE INC COM Liquidated $0 0 0.00 370 +Inf 03-31-2024
SELECT SECTOR SPDR TR ENERGY Liquidated $0 0 0.00 100 +Inf 03-31-2024
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