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

Filed August 14, 2025

Portfolio Value

$580.2M

Holdings

145

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (145 positions)

StockValue
SBUXSTARBUCKS CORP
$537K
ALCALCON AG
$535K
IWBISHARES TR
$521K
SFNCSIMMONS 1ST NATL CORP
$492K
SPHDINVESCO EXCH TRADED FD TR II
$489K
SLGSL GREEN RLTY CORP
$479K
AVYAVERY DENNISON CORP
$475K
XOPSPDR SERIES TRUST
$475K
ADBEADOBE INC
$463K
ZBHZIMMER BIOMET HOLDINGS INC
$437K
UNHUNITEDHEALTH GROUP INC
$425K
CRGYCRESCENT ENERGY COMPANY
$412K
NOCNORTHROP GRUMMAN CORP
$409K
SHWSHERWIN WILLIAMS CO
$386K
MLMMARTIN MARIETTA MATLS INC
$384K
IBBISHARES TR
$375K
0J7QIAC INC
$372K
TXNTEXAS INSTRS INC
$360K
ALCOALICO INC
$354K
IJKISHARES TR
$340K
BSVVANGUARD BD INDEX FDS
$331K
VRSKVERISK ANALYTICS INC
$327K
KOCOCA COLA CO
$324K
MCDMCDONALDS CORP
$321K
DFUVDIMENSIONAL ETF TRUST
$316K
UNPUNION PAC CORP
$301K
CATCATERPILLAR INC
$298K
EFAISHARES TR
$297K
AZOAUTOZONE INC
$296K
IWRISHARES TR
$283K
SPYXSPDR SERIES TRUST
$271K
MRKMERCK & CO INC
$253K
SPHRSPHERE ENTERTAINMENT CO
$251K
IJTISHARES TR
$248K
MSGEMADISON SQUARE GARDEN ENTMT
$241K
BACVERIZON COMMUNICATIONS INC
$229K
ABBVABBVIE INC
$222K
CVXCHEVRON CORP NEW
$217K
NDQINVESCO QQQ TR
$33K
MDYSPDR S&P MIDCAP 400 ETF TR
$17K
TPLTEXAS PACIFIC LAND CORPORATI
$9K
SPYSPDR S&P 500 ETF TR
$4K
BLKBLACKROCK INC
$2K
MAMASTERCARD INCORPORATED
$2K
LLYELI LILLY & CO
$1K
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