Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. Q2 2025 Filing

Filed August 14, 2025

Portfolio Value

$580.2B

Holdings

145

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (145 positions)

#StockSharesValue% PortfolioType
1
RSPINVESCO EXCHANGE TRADED FD T
273,981$49.8B8.58%
2
XLKSELECT SECTOR SPDR TR
168,078$42.6B7.34%
3
NDQINVESCO QQQ TR
59,912$33.0B5.70%
4
SPSBSPDR SERIES TRUST
1,041,019$31.4B5.42%
5
PRFINVESCO EXCHANGE TRADED FD T
716,046$30.3B5.22%
6
QUALISHARES TR
153,118$28.0B4.82%
7
AAPLAPPLE INC
90,808$18.6B3.21%
8
XLVSELECT SECTOR SPDR TR
127,905$17.2B2.97%
9
MDYSPDR S&P MIDCAP 400 ETF TR
29,579$16.8B2.89%
10
VYMVANGUARD WHITEHALL FDS
122,839$16.4B2.82%
11
XLYSELECT SECTOR SPDR TR
57,184$12.4B2.14%
12
DGROISHARES TR
183,805$11.8B2.03%
13
BACBANK AMERICA CORP
235,585$11.1B1.92%
14
IYGISHARES TR
130,064$11.1B1.92%
15
HDVISHARES TR
85,364$10.0B1.72%
16
SCHDSCHWAB STRATEGIC TR
334,226$8.9B1.53%
17
TPLTEXAS PACIFIC LAND CORPORATI
8,218$8.7B1.50%
18
SDYSPDR SERIES TRUST
61,066$8.3B1.43%
19
SJNKSPDR SERIES TRUST
312,199$8.0B1.37%
20
XLGINVESCO EXCHANGE TRADED FD T
151,238$7.9B1.36%
21
XLISELECT SECTOR SPDR TR
50,581$7.5B1.29%
22
IJRISHARES TR
63,646$7.0B1.20%
23
BRK/BBERKSHIRE HATHAWAY INC DEL
14,287$6.9B1.20%
24
IGSBISHARES TR
116,510$6.1B1.06%
25
IWPISHARES TR
41,319$5.7B0.99%
26
GOOGLALPHABET INC
30,723$5.4B0.93%
27
GOOGALPHABET INC
28,884$5.1B0.88%
28
MGVVANGUARD WORLD FD
38,008$5.0B0.86%
29
IGIBISHARES TR
93,038$5.0B0.85%
30
XLFSELECT SECTOR SPDR TR
88,384$4.6B0.80%
31
XOMEXXON MOBIL CORP
42,476$4.6B0.79%
32
NVDANVIDIA CORPORATION
25,104$4.0B0.68%
33
MSFTMICROSOFT CORP
7,818$3.9B0.67%
34
SPYSPDR S&P 500 ETF TR
6,004$3.7B0.64%
35
AMZNAMAZON COM INC
16,181$3.5B0.61%
36
XLCSELECT SECTOR SPDR TR
30,823$3.3B0.58%
37
4I1PHILIP MORRIS INTL INC
18,363$3.3B0.58%
38
SYKSTRYKER CORPORATION
7,988$3.2B0.54%
39
WFCWELLS FARGO CO NEW
37,674$3.0B0.52%
40
EMREMERSON ELEC CO
21,808$2.9B0.50%
41
JNJJOHNSON & JOHNSON
18,943$2.9B0.50%
42
VEAVANGUARD TAX-MANAGED FDS
50,485$2.9B0.50%
43
PANWPALO ALTO NETWORKS INC
13,870$2.8B0.49%
44
PAYXPAYCHEX INC
18,478$2.7B0.46%
45
WMTWALMART INC
27,317$2.7B0.46%
46
JCIJOHNSON CTLS INTL PLC
25,161$2.7B0.46%
47
XPOXPO INC
20,015$2.5B0.44%
48
AZZAZZ INC
24,854$2.3B0.40%
49
BLKBLACKROCK INC
2,187$2.3B0.40%
50
XLFISELECT SECTOR SPDR TR
27,882$2.3B0.39%
51
ABTABBOTT LABS
16,496$2.2B0.39%
52
IVWISHARES TR
20,200$2.2B0.38%
53
VCTRVICTORY CAP HLDGS INC
34,059$2.2B0.37%
54
XBISPDR SERIES TRUST
23,946$2.0B0.34%
55
NWSNEWS CORP NEW
51,879$1.8B0.31%
56
MAMASTERCARD INCORPORATED
3,120$1.8B0.30%
57
RRCRANGE RES CORP
42,065$1.7B0.29%
58
CBCHUBB LIMITED
5,364$1.6B0.27%
59
APHAMPHENOL CORP NEW
15,676$1.5B0.27%
60
KEYSKEYSIGHT TECHNOLOGIES INC
9,158$1.5B0.26%
61
DYHTARGET CORP
15,024$1.5B0.26%
62
VVISA INC
4,156$1.5B0.25%
63
VXFVANGUARD INDEX FDS
7,510$1.4B0.25%
64
FANGDIAMONDBACK ENERGY INC
10,320$1.4B0.24%
65
WMBWILLIAMS COS INC
21,517$1.4B0.23%
66
SPHQINVESCO EXCHANGE TRADED FD T
18,780$1.3B0.23%
67
HDHOME DEPOT INC
3,628$1.3B0.23%
68
VWOVANGUARD INTL EQUITY INDEX F
26,642$1.3B0.23%
69
LLYELI LILLY & CO
1,690$1.3B0.23%
70
ACNACCENTURE PLC IRELAND
4,375$1.3B0.23%
71
RPVINVESCO EXCHANGE TRADED FD T
13,507$1.3B0.22%
72
DISDISNEY WALT CO
10,131$1.3B0.22%
73
BNBROOKFIELD CORP
20,279$1.3B0.22%
74
HHHHOWARD HUGHES HOLDINGS INC
18,550$1.3B0.22%
75
TMOTHERMO FISHER SCIENTIFIC INC
2,940$1.2B0.21%
76
FNFFIDELITY NATIONAL FINANCIAL
19,899$1.1B0.19%
77
AMGNAMGEN INC
3,864$1.1B0.19%
78
IQVIQVIA HLDGS INC
6,731$1.1B0.18%
79
CSCOCISCO SYS INC
15,230$1.1B0.18%
80
LHXL3HARRIS TECHNOLOGIES INC
4,190$1.1B0.18%
81
GXOGXO LOGISTICS INCORPORATED
21,385$1.0B0.18%
82
QCOMQUALCOMM INC
6,387$1.0B0.18%
83
PFEPFIZER INC
39,954$968.5M0.17%
84
CUBECUBESMART
22,015$935.6M0.16%
85
VRTXVERTEX PHARMACEUTICALS INC
1,977$880.2M0.15%
86
DONWISDOMTREE TR
16,903$847.2M0.15%
87
JNKSPDR SERIES TRUST
8,700$846.2M0.15%
88
AIVLWISDOMTREE TR
7,300$825.4M0.14%
89
DMLPDORCHESTER MINERALS LP
29,510$822.2M0.14%
90
XLUSELECT SECTOR SPDR TR
9,963$813.6M0.14%
91
VCSHVANGUARD SCOTTSDALE FDS
10,200$810.9M0.14%
92
DEDEERE & CO
1,588$807.5M0.14%
93
ZBRAZEBRA TECHNOLOGIES CORPORATI
2,551$786.6M0.14%
94
JPMJPMORGAN CHASE & CO.
2,712$786.2M0.14%
95
JOEST JOE CO
15,965$761.5M0.13%
96
ZTSZOETIS INC
4,826$752.6M0.13%
97
FASTFASTENAL CO
16,004$672.2M0.12%
98
ALEXALEXANDER & BALDWIN INC NEW
37,650$671.3M0.12%
99
EOGEOG RES INC
5,545$663.2M0.11%
100
VTIVANGUARD INDEX FDS
2,088$634.6M0.11%
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