Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. Q3 2025 Filing

Filed November 14, 2025

Portfolio Value

$622.8M

Holdings

147

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (147 positions)

StockValue
FEZSPDR INDEX SHS FDS
$652K
OVVOVINTIV INC
$626K
EOGEOG RES INC
$621K
JNKSPDR SERIES TRUST
$597K
COSTCOSTCO WHSL CORP NEW
$589K
IWBISHARES TR
$561K
CRGYCRESCENT ENERGY COMPANY
$525K
WYWEYERHAEUSER CO MTN BE
$523K
SBUXSTARBUCKS CORP
$504K
NOCNORTHROP GRUMMAN CORP
$499K
SPHDINVESCO EXCH TRADED FD TR II
$484K
XOPSPDR SERIES TRUST
$484K
ZBHZIMMER BIOMET HOLDINGS INC
$472K
UNHUNITEDHEALTH GROUP INC
$471K
SFNCSIMMONS 1ST NATL CORP
$466K
ALCALCON AG
$460K
MLMMARTIN MARIETTA MATLS INC
$441K
AVYAVERY DENNISON CORP
$439K
ADBEADOBE INC
$422K
IBBISHARES TR
$420K
SLGSL GREEN RLTY CORP
$417K
SHWSHERWIN WILLIAMS CO
$389K
ALCOALICO INC
$376K
SPHRSPHERE ENTERTAINMENT CO
$373K
CATCATERPILLAR INC
$367K
IJKISHARES TR
$358K
0J7QIAC INC
$348K
AZOAUTOZONE INC
$343K
MCDMCDONALDS CORP
$334K
DFUVDIMENSIONAL ETF TRUST
$334K
BSVVANGUARD BD INDEX FDS
$332K
UNPUNION PAC CORP
$319K
TXNTEXAS INSTRS INC
$318K
EFAISHARES TR
$310K
KOCOCA COLA CO
$303K
IWRISHARES TR
$297K
ABBVABBVIE INC
$277K
AVGOBROADCOM INC
$275K
MSGEMADISON SQUARE GARDEN ENTMT
$273K
VRSKVERISK ANALYTICS INC
$264K
IJTISHARES TR
$264K
CVXCHEVRON CORP NEW
$235K
BACVERIZON COMMUNICATIONS INC
$233K
ORLYOREILLY AUTOMOTIVE INC
$228K
SPYXSPDR SERIES TRUST
$209K
MRKMERCK & CO INC
$209K
PEPPEPSICO INC
$200K
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