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

Filed May 15, 2025

Portfolio Value

$655.3M

Holdings

151

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (151 positions)

StockValue
CRGYCRESCENT ENERGY COMPANY
$806K
VCSHVANGUARD SCOTTSDALE FDS
$805K
ZTSZOETIS INC
$794K
XLUSELECT SECTOR SPDR TR
$785K
DEDEERE & CO
$745K
ZBRAZEBRA TECHNOLOGIES CORPORATI
$720K
UNHUNITEDHEALTH GROUP INC
$714K
XOPSPDR SER TR
$711K
JPMJPMORGAN CHASE & CO.
$665K
SLGSL GREEN RLTY CORP
$665K
SPHDINVESCO EXCH TRADED FD TR II
$652K
FASTFASTENAL CO
$620K
COSTCOSTCO WHSL CORP NEW
$602K
ALCALCON AG
$576K
SBUXSTARBUCKS CORP
$575K
VTIVANGUARD INDEX FDS
$573K
ZBHZIMMER BIOMET HOLDINGS INC
$543K
ETENERGY TRANSFER L P
$539K
SFNCSIMMONS 1ST NATL CORP
$533K
ALCOALICO INC
$498K
AVYAVERY DENNISON CORP
$482K
IWBISHARES TR
$470K
ADBEADOBE INC
$459K
0J7QIAC INC
$446K
ANETARISTA NETWORKS INC
$418K
SHWSHERWIN WILLIAMS CO
$392K
MCDMCDONALDS CORP
$343K
MLMMARTIN MARIETTA MATLS INC
$334K
KOCOCA COLA CO
$328K
BSVVANGUARD BD INDEX FDS
$324K
IJTISHARES TR
$313K
VRSKVERISK ANALYTICS INC
$312K
IJKISHARES TR
$311K
TXNTEXAS INSTRS INC
$311K
UNPUNION PAC CORP
$309K
DFUVDIMENSIONAL ETF TRUST
$308K
AZOAUTOZONE INC
$305K
SPYXSPDR SER TR
$298K
MSGEMADISON SQUARE GARDEN ENTMT
$295K
SPHRSPHERE ENTERTAINMENT CO
$295K
MRKMERCK & CO INC
$287K
WATWATERS CORP
$279K
EFAISHARES TR
$271K
IWRISHARES TR
$262K
BAMBROOKFIELD ASSET MANAGMT LTD
$258K
CATCATERPILLAR INC
$253K
ABBVABBVIE INC
$251K
BACVERIZON COMMUNICATIONS INC
$240K
NOCNORTHROP GRUMMAN CORP
$217K
PEPPEPSICO INC
$213K
ORLYOREILLY AUTOMOTIVE INC
$201K
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