Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. Q4 2025 Filing

Filed February 17, 2026

Portfolio Value

$745.1M

Holdings

151

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (151 positions)

#StockSharesValue% PortfolioType
1
RSPINVESCO EXCHANGE TRADED FD T
352,732$67.6M9.07%
2
XLKSELECT SECTOR SPDR TR
366,802$52.8M7.09%
3
PRFINVESCO EXCHANGE TRADED FD T
939,828$44.1M5.92%
4
NDQINVESCO QQQ TR
64,298$39.5M5.30%
5
SPSBSPDR SERIES TRUST
1,126,296$34.0M4.57%
6
QUALISHARES TR
169,104$33.6M4.51%
7
MDYSPDR S&P MIDCAP 400 ETF TR
44,400$26.8M3.59%
8
VYMVANGUARD WHITEHALL FDS
183,920$26.4M3.54%
9
AAPLAPPLE INC
90,312$24.6M3.30%
10
XLVSELECT SECTOR SPDR TR
134,247$20.8M2.79%
11
BACBANK AMERICA CORP
324,107$17.8M2.39%
12
XLGINVESCO EXCHANGE TRADED FD T
252,643$15.0M2.01%
13
XLYSELECT SECTOR SPDR TR
121,006$14.4M1.94%
14
IJRISHARES TR
114,446$13.8M1.85%
15
DGROISHARES TR
196,977$13.7M1.84%
16
IYGISHARES TR
148,034$13.7M1.83%
17
SDYSPDR SERIES TRUST
86,864$12.1M1.62%
18
HDVISHARES TR
99,239$12.1M1.62%
19
TPLTEXAS PACIFIC LAND CORPORATI
39,534$11.4M1.52%
20
GOOGLALPHABET INC
31,058$9.7M1.30%
21
GOOGALPHABET INC
28,003$8.8M1.18%
22
XLISELECT SECTOR SPDR TR
56,494$8.8M1.18%
23
SJNKSPDR SERIES TRUST
328,027$8.3M1.11%
24
SCHDSCHWAB STRATEGIC TR
285,269$7.8M1.05%
25
BRK/BBERKSHIRE HATHAWAY INC DEL
13,602$6.8M0.92%
26
IGSBISHARES TR
119,790$6.3M0.85%
27
IWPISHARES TR
45,557$6.2M0.84%
28
IGIBISHARES TR
107,406$5.8M0.78%
29
VEAVANGUARD TAX-MANAGED FDS
90,975$5.7M0.76%
30
XLCSELECT SECTOR SPDR TR
45,444$5.3M0.72%
31
XOMEXXON MOBIL CORP
44,262$5.3M0.71%
32
XLFSELECT SECTOR SPDR TR
94,789$5.2M0.70%
33
MGVVANGUARD WORLD FD
36,726$5.2M0.70%
34
NVDANVIDIA CORPORATION
27,514$5.1M0.69%
35
SPYSPDR S&P 500 ETF TR
6,817$4.6M0.62%
36
AMZNAMAZON COM INC
17,353$4.0M0.54%
37
JNJJOHNSON & JOHNSON
18,986$3.9M0.53%
38
MSFTMICROSOFT CORP
8,089$3.9M0.53%
39
VXFVANGUARD INDEX FDS
18,210$3.8M0.51%
40
VCTRVICTORY CAP HLDGS INC
58,182$3.7M0.49%
41
XBISPDR SERIES TRUST
28,683$3.5M0.47%
42
WFCWELLS FARGO CO NEW
34,454$3.2M0.43%
43
WMTWALMART INC
27,642$3.1M0.41%
44
JCIJOHNSON CTLS INTL PLC
25,486$3.1M0.41%
45
EMREMERSON ELEC CO
21,623$2.9M0.39%
46
HYGISHARES TR
35,000$2.8M0.38%
47
SYKSTRYKER CORPORATION
7,893$2.8M0.37%
48
4I1PHILIP MORRIS INTL INC
17,143$2.7M0.37%
49
XPOXPO INC
19,765$2.7M0.36%
50
AZZAZZ INC
24,854$2.7M0.36%
51
PANWPALO ALTO NETWORKS INC
13,870$2.6M0.34%
52
IVWISHARES TR
20,200$2.5M0.33%
53
BLKBLACKROCK INC
2,235$2.4M0.32%
54
VWOVANGUARD INTL EQUITY INDEX F
39,975$2.1M0.29%
55
BNBROOKFIELD CORP
45,999$2.1M0.28%
56
DONWISDOMTREE TR
40,503$2.1M0.28%
57
ABTABBOTT LABS
16,666$2.1M0.28%
58
PAYXPAYCHEX INC
18,528$2.1M0.28%
59
APHAMPHENOL CORP NEW
14,961$2.0M0.27%
60
FANGDIAMONDBACK ENERGY INC
13,235$2.0M0.27%
61
RRCRANGE RES CORP
54,990$1.9M0.26%
62
KEYSKEYSIGHT TECHNOLOGIES INC
9,238$1.9M0.25%
63
XLFISELECT SECTOR SPDR TR
24,007$1.9M0.25%
64
LLYELI LILLY & CO
1,730$1.9M0.25%
65
MAMASTERCARD INCORPORATED
3,200$1.8M0.25%
66
HHHHOWARD HUGHES HOLDINGS INC
22,642$1.8M0.24%
67
SPHQINVESCO EXCHANGE TRADED FD T
23,980$1.8M0.24%
68
TMOTHERMO FISHER SCIENTIFIC INC
2,995$1.7M0.23%
69
CBCHUBB LIMITED
5,444$1.7M0.23%
70
WMBWILLIAMS COS INC
28,067$1.7M0.23%
71
NWSNEWS CORP NEW
52,929$1.6M0.21%
72
IQVIQVIA HLDGS INC
6,881$1.6M0.21%
73
AIVLWISDOMTREE TR
13,400$1.5M0.21%
74
VVISA INC
4,246$1.5M0.20%
75
DYHTARGET CORP
15,210$1.5M0.20%
76
JOEST JOE CO
24,065$1.4M0.19%
77
RPVINVESCO EXCHANGE TRADED FD T
13,382$1.4M0.19%
78
AMGNAMGEN INC
3,864$1.3M0.17%
79
ACNACCENTURE PLC IRELAND
4,654$1.2M0.17%
80
HDHOME DEPOT INC
3,583$1.2M0.17%
81
LHXL3HARRIS TECHNOLOGIES INC
4,190$1.2M0.17%
82
CVXCHEVRON CORP NEW
7,918$1.2M0.16%
83
CSCOCISCO SYS INC
15,555$1.2M0.16%
84
CUBECUBESMART
32,865$1.2M0.16%
85
PLDPROLOGIS INC.
9,039$1.2M0.15%
86
DISDISNEY WALT CO
9,825$1.1M0.15%
87
QCOMQUALCOMM INC
6,491$1.1M0.15%
88
FNFFIDELITY NATIONAL FINANCIAL
19,729$1.1M0.14%
89
GXOGXO LOGISTICS INCORPORATED
20,255$1.1M0.14%
90
PFEPFIZER INC
42,104$1.0M0.14%
91
OVVOVINTIV INC
26,625$1.0M0.14%
92
ALEXALEXANDER & BALDWIN INC NEW
47,450$979K0.13%
93
FEZSPDR INDEX SHS FDS
14,680$945K0.13%
94
IBBISHARES TR
5,540$934K0.13%
95
PCHPOTLATCHDELTIC CORPORATION
23,383$930K0.12%
96
VCSHVANGUARD SCOTTSDALE FDS
11,625$926K0.12%
97
JPMJPMORGAN CHASE & CO.
2,842$915K0.12%
98
DMLPDORCHESTER MINERALS LP
39,260$877K0.12%
99
WYWEYERHAEUSER CO MTN BE
36,865$873K0.12%
100
SPHRSPHERE ENTERTAINMENT CO
9,105$865K0.12%
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