Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. Q1 2025 Filing

Filed May 15, 2025

Portfolio Value

$655.3B

Holdings

151

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (151 positions)

#StockSharesValue% PortfolioType
1
RSPINVESCO EXCHANGE TRADED FD T
358,586$62.1B9.48%
2
PRFINVESCO EXCHANGE TRADED FD T
1,010,460$40.8B6.23%
3
XLKSELECT SECTOR SPDR TR
172,943$35.7B5.45%
4
SPSBSPDR SER TR
1,133,291$34.1B5.21%
5
NDQINVESCO QQQ TR
60,808$28.5B4.35%
6
QUALISHARES TR
149,775$25.6B3.91%
7
VYMVANGUARD WHITEHALL FDS
190,019$24.5B3.74%
8
MDYSPDR S&P MIDCAP 400 ETF TR
45,467$24.3B3.70%
9
AAPLAPPLE INC
90,891$20.2B3.08%
10
XLVSELECT SECTOR SPDR TR
133,986$19.6B2.99%
11
TPLTEXAS PACIFIC LAND CORPORATI
13,753$18.2B2.78%
12
HDVISHARES TR
133,114$16.1B2.46%
13
BACBANK AMERICA CORP
383,640$16.0B2.44%
14
SDYSPDR SER TR
99,601$13.5B2.06%
15
IJRISHARES TR
121,475$12.7B1.94%
16
DGROISHARES TR
202,030$12.5B1.90%
17
XLYSELECT SECTOR SPDR TR
57,016$11.3B1.72%
18
IYGISHARES TR
126,342$9.9B1.51%
19
SCHDSCHWAB STRATEGIC TR
343,446$9.6B1.47%
20
SJNKSPDR SER TR
323,014$8.1B1.24%
21
BRK/BBERKSHIRE HATHAWAY INC DEL
14,294$7.6B1.16%
22
XLISELECT SECTOR SPDR TR
50,998$6.7B1.02%
23
IGSBISHARES TR
125,510$6.6B1.00%
24
XLGINVESCO EXCHANGE TRADED FD T
135,266$6.2B0.95%
25
XOMEXXON MOBIL CORP
48,707$5.8B0.88%
26
IWPISHARES TR
44,644$5.2B0.80%
27
MGVVANGUARD WORLD FD
38,593$5.0B0.76%
28
VEAVANGUARD TAX-MANAGED FDS
97,185$4.9B0.75%
29
XLFSELECT SECTOR SPDR TR
98,499$4.9B0.75%
30
IGIBISHARES TR
92,140$4.8B0.74%
31
GOOGLALPHABET INC
30,748$4.8B0.73%
32
HYGISHARES TR
60,000$4.7B0.72%
33
GOOGALPHABET INC
28,892$4.5B0.69%
34
SPYSPDR S&P 500 ETF TR
5,910$3.3B0.50%
35
VXFVANGUARD INDEX FDS
18,460$3.2B0.49%
36
JNJJOHNSON & JOHNSON
18,982$3.1B0.48%
37
AMZNAMAZON COM INC
16,031$3.1B0.47%
38
SYKSTRYKER CORPORATION
8,005$3.0B0.45%
39
MSFTMICROSOFT CORP
7,818$2.9B0.45%
40
4I1PHILIP MORRIS INTL INC
18,469$2.9B0.45%
41
VCTRVICTORY CAP HLDGS INC
50,372$2.9B0.44%
42
PAYXPAYCHEX INC
18,496$2.9B0.44%
43
WFCWELLS FARGO CO NEW
37,714$2.7B0.41%
44
NVDANVIDIA CORPORATION
24,279$2.6B0.40%
45
XLCSELECT SECTOR SPDR TR
26,904$2.6B0.40%
46
WMTWALMART INC
27,337$2.4B0.37%
47
EMREMERSON ELEC CO
21,845$2.4B0.37%
48
PANWPALO ALTO NETWORKS INC
13,870$2.4B0.36%
49
XLFISELECT SECTOR SPDR TR
28,032$2.3B0.35%
50
RRCRANGE RES CORP
55,715$2.2B0.34%
51
ABTABBOTT LABS
16,562$2.2B0.34%
52
DONWISDOMTREE TR
44,103$2.2B0.33%
53
XPOXPO INC
20,110$2.2B0.33%
54
XBISPDR SER TR
26,626$2.2B0.33%
55
AZZAZZ INC
24,854$2.1B0.32%
56
BLKBLACKROCK INC
2,189$2.1B0.32%
57
JCIJOHNSON CTLS INTL PLC
25,200$2.0B0.31%
58
AIVLWISDOMTREE TR
18,030$2.0B0.30%
59
FANGDIAMONDBACK ENERGY INC
12,040$1.9B0.29%
60
IVWISHARES TR
20,200$1.9B0.29%
61
VWOVANGUARD INTL EQUITY INDEX F
41,112$1.9B0.28%
62
MAMASTERCARD INCORPORATED
3,120$1.7B0.26%
63
WMBWILLIAMS COS INC
27,477$1.6B0.25%
64
CBCHUBB LIMITED
5,364$1.6B0.25%
65
BNBROOKFIELD CORP
30,529$1.6B0.24%
66
NWSNEWS CORP NEW
51,911$1.6B0.24%
67
DYHTARGET CORP
15,042$1.6B0.24%
68
HHHHOWARD HUGHES HOLDINGS INC
21,108$1.6B0.24%
69
SPHQINVESCO EXCHANGE TRADED FD T
22,100$1.5B0.22%
70
TMOTHERMO FISHER SCIENTIFIC INC
2,940$1.5B0.22%
71
VVISA INC
4,156$1.5B0.22%
72
ACNACCENTURE PLC IRELAND
4,621$1.4B0.22%
73
RPVINVESCO EXCHANGE TRADED FD T
15,302$1.4B0.22%
74
LLYELI LILLY & CO
1,690$1.4B0.21%
75
CUBECUBESMART
32,665$1.4B0.21%
76
KEYSKEYSIGHT TECHNOLOGIES INC
9,163$1.4B0.21%
77
HDHOME DEPOT INC
3,628$1.3B0.20%
78
FNFFIDELITY NATIONAL FINANCIAL
20,199$1.3B0.20%
79
CVXCHEVRON CORP NEW
7,706$1.3B0.20%
80
DMLPDORCHESTER MINERALS LP
40,760$1.2B0.19%
81
AMGNAMGEN INC
3,864$1.2B0.18%
82
IBBISHARES TR
9,295$1.2B0.18%
83
IQVIQVIA HLDGS INC
6,732$1.2B0.18%
84
JOEST JOE CO
23,930$1.1B0.17%
85
EOGEOG RES INC
8,650$1.1B0.17%
86
PLDPROLOGIS INC.
9,369$1.0B0.16%
87
APHAMPHENOL CORP NEW
15,679$1.0B0.16%
88
DISDISNEY WALT CO
10,133$1.0B0.15%
89
PFEPFIZER INC
39,436$999.3M0.15%
90
PCHPOTLATCHDELTIC CORPORATION
21,979$991.7M0.15%
91
QCOMQUALCOMM INC
6,388$981.3M0.15%
92
VRTXVERTEX PHARMACEUTICALS INC
1,977$958.5M0.15%
93
CSCOCISCO SYS INC
15,245$940.8M0.14%
94
OVVOVINTIV INC
21,420$916.8M0.14%
95
ALEXALEXANDER & BALDWIN INC NEW
52,885$911.2M0.14%
96
WYWEYERHAEUSER CO MTN BE
31,020$908.3M0.14%
97
FEZSPDR INDEX SHS FDS
16,499$897.7M0.14%
98
GXOGXO LOGISTICS INCORPORATED
21,568$842.9M0.13%
99
LHXL3HARRIS TECHNOLOGIES INC
3,990$835.1M0.13%
100
JNKSPDR SER TR
8,700$829.1M0.13%
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