$500 Million is the total value of Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.'s 154 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 5.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| RSP | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $49,827,953 | +2.3% | 344,544 | -0.1% | 9.96% | +1.3% |
| PRF | Sell | INVESCO EXCHANGE TRADED FD Tftse rafi 1000 | $35,321,750 | +0.2% | 225,295 | -0.8% | 7.06% | -0.7% |
| SPSB | Sell | SPDR SER TRportfolio short | $26,731,149 | -5.3% | 902,165 | -6.1% | 5.34% | -6.2% |
| XLK | Sell | SELECT SECTOR SPDR TRtechnology | $20,864,901 | +17.3% | 138,169 | -3.4% | 4.17% | +16.1% |
| VYM | Sell | VANGUARD WHITEHALL FDShigh div yld | $20,755,965 | -2.9% | 196,739 | -0.4% | 4.15% | -3.8% |
| MDY | Sell | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $20,242,010 | +3.5% | 44,157 | -0.0% | 4.05% | +2.5% |
| XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $17,975,521 | -4.3% | 138,850 | +0.5% | 3.59% | -5.2% |
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $17,158,202 | +20.1% | 53,464 | -0.4% | 3.43% | +18.9% |
| HDV | Buy | ISHARES TRcore high dv etf | $16,792,097 | -2.0% | 165,179 | +0.5% | 3.36% | -2.9% |
| AAPL | Sell | APPLE INC | $15,928,516 | +22.3% | 96,595 | -3.6% | 3.18% | +21.1% |
| SDY | Buy | SPDR SER TRs&p divid etf | $13,960,055 | -1.0% | 112,845 | +0.1% | 2.79% | -2.0% |
| QUAL | Sell | ISHARES TRmsci usa qlt fct | $13,615,513 | +5.5% | 109,745 | -3.1% | 2.72% | +4.4% |
| IJR | Sell | ISHARES TRcore s&p scp etf | $11,483,415 | +2.0% | 118,753 | -0.2% | 2.30% | +1.0% |
| BAC | Buy | BANK AMERICA CORP | $11,075,064 | -13.6% | 387,240 | +0.1% | 2.22% | -14.4% |
| DGRO | Sell | ISHARES TRcore div grwth | $9,491,251 | -1.8% | 189,863 | -1.8% | 1.90% | -2.7% |
| TPL | Buy | TEXAS PACIFIC LAND CORPORATI | $8,164,896 | -27.3% | 4,800 | +0.2% | 1.63% | -28.0% |
| SCHD | Sell | SCHWAB STRATEGIC TRus dividend eq | $8,132,905 | -4.0% | 111,166 | -0.9% | 1.63% | -5.0% |
| SJNK | Sell | SPDR SER TRbloomberg sht te | $8,068,131 | -1.8% | 324,804 | -4.2% | 1.61% | -2.8% |
| XLY | Sell | SELECT SECTOR SPDR TRsbi cons discr | $7,286,636 | +8.1% | 48,727 | -6.6% | 1.46% | +7.1% |
| IGSB | Sell | ISHARES TR | $6,319,522 | +1.3% | 125,040 | -0.1% | 1.26% | +0.4% |
| IYG | Sell | ISHARES TRu.s. fin svc etf | $6,001,566 | -5.2% | 39,756 | -1.1% | 1.20% | -6.1% |
| HYG | Buy | ISHARES TRiboxx hi yd etf | $4,952,680 | +7.0% | 65,555 | +4.3% | 0.99% | +6.0% |
| XLI | Sell | SELECT SECTOR SPDR TRsbi int-inds | $4,814,650 | +1.1% | 47,585 | -1.8% | 0.96% | +0.2% |
| MGV | Sell | VANGUARD WORLD FDmega cap val etf | $4,688,540 | -3.6% | 46,412 | -1.8% | 0.94% | -4.5% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $4,594,806 | -0.0% | 14,881 | +0.0% | 0.92% | -1.0% |
| VEA | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $4,479,735 | +7.6% | 99,175 | 0.0% | 0.90% | +6.7% | |
| IGIB | Sell | ISHARES TR | $4,276,239 | -2.3% | 83,390 | -5.6% | 0.86% | -3.2% |
| XLF | Sell | SELECT SECTOR SPDR TRfinancial | $3,635,040 | -7.9% | 113,065 | -2.1% | 0.73% | -8.8% |
| PXD | Buy | PIONEER NAT RES CO | $3,470,650 | -5.6% | 16,993 | +5.5% | 0.69% | -6.6% |
| IWP | Sell | ISHARES TRrus md cp gr etf | $3,315,404 | +7.1% | 36,413 | -1.7% | 0.66% | +6.1% |
| SHM | SPDR SER TRnuveen blmbrg sh | $3,117,426 | +1.2% | 65,561 | 0.0% | 0.62% | +0.2% | |
| GOOG | Sell | ALPHABET INCcap stk cl c | $3,074,240 | +17.1% | 29,560 | -0.1% | 0.62% | +16.0% |
| XLP | Sell | SELECT SECTOR SPDR TRsbi cons stpls | $2,996,842 | -2.0% | 40,113 | -2.3% | 0.60% | -3.1% |
| JNJ | Sell | JOHNSON & JOHNSON | $2,978,635 | -13.3% | 19,217 | -1.2% | 0.60% | -14.0% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $2,970,827 | +17.4% | 28,640 | -0.1% | 0.59% | +16.2% |
| VXF | VANGUARD INDEX FDSextend mkt etf | $2,608,421 | +5.5% | 18,605 | 0.0% | 0.52% | +4.6% | |
| DTN | WISDOMTREE TRus ai enhanced | $2,564,189 | -0.2% | 27,975 | 0.0% | 0.51% | -1.2% | |
| TGT | Buy | TARGET CORP | $2,458,612 | +11.5% | 14,844 | +0.3% | 0.49% | +10.6% |
| SYK | Buy | STRYKER CORPORATION | $2,441,910 | +17.4% | 8,554 | +0.6% | 0.49% | +16.2% |
| VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $2,367,238 | +2.8% | 58,595 | -0.8% | 0.47% | +1.7% |
| PAYX | Sell | PAYCHEX INC | $2,218,462 | -1.0% | 19,360 | -0.2% | 0.44% | -1.8% |
| IBB | ISHARES TRishares biotech | $2,160,847 | -1.6% | 16,730 | 0.0% | 0.43% | -2.5% | |
| RPV | INVESCO EXCHANGE TRADED FD Ts&p500 pur val | $2,047,934 | -2.7% | 26,982 | 0.0% | 0.41% | -3.5% | |
| DON | WISDOMTREE TRus midcap divid | $2,018,675 | -0.4% | 49,260 | 0.0% | 0.40% | -1.2% | |
| PM | Sell | PHILIP MORRIS INTL INC | $1,829,718 | -4.0% | 18,815 | -0.1% | 0.37% | -4.9% |
| EMR | Buy | EMERSON ELEC CO | $1,829,504 | -8.8% | 20,995 | +0.5% | 0.37% | -9.6% |
| JNK | Sell | SPDR SER TRbloomberg high y | $1,746,872 | -6.6% | 18,820 | -9.4% | 0.35% | -7.7% |
| ABT | Buy | ABBOTT LABS | $1,706,485 | -7.4% | 16,853 | +0.4% | 0.34% | -8.3% |
| HHC | HOWARD HUGHES CORP | $1,693,200 | +4.7% | 21,165 | 0.0% | 0.34% | +3.7% | |
| SFNC | Sell | SIMMONS 1ST NATL CORPcl a $1 par | $1,684,934 | -19.9% | 96,337 | -1.2% | 0.34% | -20.7% |
| TMO | THERMO FISHER SCIENTIFIC INC | $1,642,655 | +4.7% | 2,850 | 0.0% | 0.33% | +3.5% | |
| WMT | Buy | WALMART INC | $1,609,417 | +4.4% | 10,915 | +0.4% | 0.32% | +3.5% |
| PFE | Buy | PFIZER INC | $1,581,000 | -19.8% | 38,750 | +0.7% | 0.32% | -20.6% |
| JCI | Buy | JOHNSON CTLS INTL PLC | $1,511,883 | -5.5% | 25,106 | +0.4% | 0.30% | -6.5% |
| CUBE | Sell | CUBESMART | $1,499,839 | +9.1% | 32,450 | -5.0% | 0.30% | +7.9% |
| RRC | RANGE RES CORP | $1,470,938 | +5.8% | 55,570 | 0.0% | 0.29% | +4.6% | |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $1,358,531 | -5.6% | 8,413 | 0.0% | 0.27% | -6.5% | |
| WFC | Buy | WELLS FARGO CO NEW | $1,362,281 | -9.3% | 36,444 | +0.2% | 0.27% | -10.2% |
| PANW | PALO ALTO NETWORKS INC | $1,353,039 | +43.1% | 6,774 | 0.0% | 0.27% | +41.9% | |
| Sell | GXO LOGISTICS INCORPORATED | $1,310,446 | +18.1% | 25,970 | -0.1% | 0.26% | +17.0% | |
| BLK | Buy | BLACKROCK INC | $1,296,755 | -5.0% | 1,938 | +0.6% | 0.26% | -6.2% |
| IVW | ISHARES TRs&p 500 grwt etf | $1,284,189 | +9.2% | 20,100 | 0.0% | 0.26% | +8.4% | |
| CVX | CHEVRON CORP NEW | $1,257,311 | -9.1% | 7,706 | 0.0% | 0.25% | -10.0% | |
| DMLP | DORCHESTER MINERALS LP | $1,224,789 | +1.2% | 40,435 | 0.0% | 0.24% | +0.4% | |
| IQV | Buy | IQVIA HLDGS INC | $1,215,218 | -1.0% | 6,110 | +2.0% | 0.24% | -2.0% |
| AMZN | Sell | AMAZON COM INC | $1,175,440 | +22.1% | 11,380 | -0.7% | 0.24% | +21.1% |
| PLD | PROLOGIS INC. | $1,159,612 | +10.7% | 9,294 | 0.0% | 0.23% | +9.4% | |
| MA | MASTERCARD INCORPORATEDcl a | $1,098,588 | +4.5% | 3,023 | 0.0% | 0.22% | +3.8% | |
| HD | Sell | HOME DEPOT INC | $1,070,400 | -15.8% | 3,627 | -9.9% | 0.21% | -16.7% |
| FNF | Sell | FIDELITY NATIONAL FINANCIAL | $1,013,983 | -8.6% | 29,029 | -1.6% | 0.20% | -9.4% |
| XLU | SELECT SECTOR SPDR TRsbi int-utils | $1,016,230 | -4.0% | 15,013 | 0.0% | 0.20% | -5.1% | |
| XOM | Buy | EXXON MOBIL CORP | $999,770 | +0.7% | 9,117 | +1.3% | 0.20% | 0.0% |
| GD | GENERAL DYNAMICS CORP | $989,975 | -8.0% | 4,338 | 0.0% | 0.20% | -8.8% | |
| JOE | ST JOE CO | $989,902 | +7.7% | 23,790 | 0.0% | 0.20% | +6.5% | |
| Sell | BROOKFIELD CORPcl a ltd vt sh | $984,902 | -0.8% | 30,221 | -4.3% | 0.20% | -2.0% | |
| PCH | POTLATCHDELTIC CORPORATION | $983,944 | +12.5% | 19,878 | 0.0% | 0.20% | +11.3% | |
| LHX | Sell | L3HARRIS TECHNOLOGIES INC | $966,678 | -7.5% | 4,926 | -1.9% | 0.19% | -8.5% |
| DIS | Buy | DISNEY WALT CO | $940,421 | +16.6% | 9,392 | +1.1% | 0.19% | +15.3% |
| WY | WEYERHAEUSER CO MTN BE | $929,962 | -2.8% | 30,865 | 0.0% | 0.19% | -3.6% | |
| SPHQ | INVESCO EXCHANGE TRADED FD Ts&p500 quality | $890,089 | +7.5% | 18,810 | 0.0% | 0.18% | +6.6% | |
| V | Sell | VISA INC | $876,363 | +8.1% | 3,887 | -0.4% | 0.18% | +6.7% |
| MSFT | Sell | MICROSOFT CORP | $872,684 | +16.3% | 3,027 | -3.3% | 0.18% | +15.1% |
| ALEX | ALEXANDER & BALDWIN INC NEW | $876,100 | +1.0% | 46,330 | 0.0% | 0.18% | 0.0% | |
| ACN | ACCENTURE PLC IRELAND | $867,719 | +7.1% | 3,036 | 0.0% | 0.17% | +6.1% | |
| NWS | Sell | NEWS CORP NEWcl b | $851,543 | -5.9% | 48,855 | -0.4% | 0.17% | -7.1% |
| CSCO | CISCO SYS INC | $829,604 | +9.7% | 15,870 | 0.0% | 0.17% | +8.5% | |
| VCSH | New | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $822,141 | – | 10,785 | +100.0% | 0.16% | – |
| WMB | WILLIAMS COS INC | $794,933 | -9.2% | 26,622 | 0.0% | 0.16% | -10.2% | |
| NVDA | Buy | NVIDIA CORPORATION | $793,033 | +93.8% | 2,855 | +2.0% | 0.16% | +91.6% |
| FEZ | SPDR INDEX SHS FDSeuro stoxx 50 | $772,280 | +16.0% | 17,200 | 0.0% | 0.15% | +14.9% | |
| VCTR | Buy | VICTORY CAP HLDGS INC | $754,932 | +78.9% | 25,792 | +64.0% | 0.15% | +77.6% |
| XPO | Buy | XPO INC | $673,250 | -3.9% | 21,105 | +0.3% | 0.14% | -4.3% |
| EEM | ISHARES TRmsci emg mkt etf | $670,820 | +4.1% | 17,000 | 0.0% | 0.13% | +3.1% | |
| ZBH | Buy | ZIMMER BIOMET HOLDINGS INC | $655,690 | +2.6% | 5,075 | +1.3% | 0.13% | +1.6% |
| GLW | Sell | CORNING INC | $650,916 | +9.3% | 18,450 | -1.1% | 0.13% | +8.3% |
| SPHD | INVESCO EXCH TRADED FD TR IIs&p500 hdl vol | $633,150 | -3.7% | 15,000 | 0.0% | 0.13% | -4.5% | |
| ZTS | ZOETIS INCcl a | $636,633 | +13.6% | 3,825 | 0.0% | 0.13% | +12.4% | |
| CRESCENT ENERGY COMPANY | $621,202 | -5.7% | 54,925 | 0.0% | 0.12% | -6.8% | ||
| BSV | VANGUARD BD INDEX FDSshort trm bond | $602,359 | +1.6% | 7,875 | 0.0% | 0.12% | 0.0% | |
| EOG | EOG RES INC | $589,771 | -11.5% | 5,145 | 0.0% | 0.12% | -12.6% | |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATIcl a | $588,618 | +24.0% | 1,851 | 0.0% | 0.12% | +22.9% | |
| BKI | Sell | BLACK KNIGHT INC | $567,542 | -7.3% | 9,860 | -0.5% | 0.11% | -8.9% |
| UPS | UNITED PARCEL SERVICE INCcl b | $559,661 | +11.6% | 2,885 | 0.0% | 0.11% | +10.9% | |
| XOP | SPDR SER TRs&p oilgas exp | $549,020 | -6.1% | 4,303 | 0.0% | 0.11% | -6.8% | |
| UNH | UNITEDHEALTH GROUP INC | $550,567 | -10.9% | 1,165 | 0.0% | 0.11% | -12.0% | |
| SPYX | Buy | SPDR SER TRspdr s&p 500 etf | $535,995 | +6.8% | 16,125 | +200.0% | 0.11% | +5.9% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $536,215 | -2.2% | 13,788 | -0.9% | 0.11% | -3.6% |
| COST | Sell | COSTCO WHSL CORP NEW | $526,185 | +1.7% | 1,059 | -6.5% | 0.10% | +1.0% |
| WBA | Buy | WALGREENS BOOTS ALLIANCE INC | $501,825 | -4.5% | 14,512 | +3.2% | 0.10% | -5.7% |
| ADBE | ADOBE SYSTEMS INCORPORATED | $491,347 | +14.5% | 1,275 | 0.0% | 0.10% | +12.6% | |
| VTI | VANGUARD INDEX FDStotal stk mkt | $489,840 | +6.8% | 2,400 | 0.0% | 0.10% | +5.4% | |
| MSGE | MADISON SQUARE GRDN ENTERTNMcl a | $474,923 | +31.4% | 8,040 | 0.0% | 0.10% | +30.1% | |
| OVV | OVINTIV INC | $471,638 | -28.9% | 13,072 | 0.0% | 0.09% | -29.9% | |
| SBUX | STARBUCKS CORP | $458,172 | +5.0% | 4,400 | 0.0% | 0.09% | +4.5% | |
| XLG | Sell | INVESCO EXCHANGE TRADED FD Ts&p 500 top 50 | $454,912 | +1.1% | 1,465 | -10.1% | 0.09% | 0.0% |
| FAST | FASTENAL CO | $431,628 | +14.0% | 8,002 | 0.0% | 0.09% | +13.2% | |
| AZZ | Buy | AZZ INC | $410,256 | +14.7% | 9,948 | +11.8% | 0.08% | +13.9% |
| INTC | INTEL CORP | $410,989 | +23.6% | 12,580 | 0.0% | 0.08% | +22.4% | |
| Sell | RXO INC | $403,700 | +11.8% | 20,555 | -2.1% | 0.08% | +11.0% | |
| DIMENSIONAL ETF TRUSTus mktwide value | $382,074 | 0.0% | 11,412 | 0.0% | 0.08% | -1.3% | ||
| DE | DEERE & CO | $375,721 | -3.7% | 910 | 0.0% | 0.08% | -5.1% | |
| ET | ENERGY TRANSFER L P | $361,830 | +5.1% | 29,016 | 0.0% | 0.07% | +2.9% | |
| VIAC | Sell | PARAMOUNT GLOBAL | $354,171 | +30.8% | 15,875 | -1.0% | 0.07% | +29.1% |
| IWB | ISHARES TRrus 1000 etf | $345,728 | +7.0% | 1,535 | 0.0% | 0.07% | +6.2% | |
| ALC | ALCON AG | $327,658 | +2.9% | 4,645 | 0.0% | 0.07% | +3.1% | |
| JPM | JPMORGAN CHASE & CO | $324,081 | -2.8% | 2,487 | 0.0% | 0.06% | -3.0% | |
| TXN | TEXAS INSTRS INC | $318,449 | +12.6% | 1,712 | 0.0% | 0.06% | +12.3% | |
| MCD | MCDONALDS CORP | $313,163 | +6.1% | 1,120 | 0.0% | 0.06% | +5.0% | |
| PKI | PERKINELMER INC | $303,167 | -5.0% | 2,275 | 0.0% | 0.06% | -4.7% | |
| QCOM | QUALCOMM INC | $297,517 | +16.0% | 2,332 | 0.0% | 0.06% | +13.5% | |
| EQC | EQUITY COMWLTH | $291,907 | -17.1% | 14,095 | 0.0% | 0.06% | -18.3% | |
| ABBV | ABBVIE INC | $278,898 | -1.4% | 1,750 | 0.0% | 0.06% | -1.8% | |
| KO | COCA COLA CO | $280,500 | -2.5% | 4,522 | 0.0% | 0.06% | -3.4% | |
| IJT | ISHARES TRs&p sml 600 gwt | $277,049 | +1.7% | 2,520 | 0.0% | 0.06% | 0.0% | |
| CFR | CULLEN FROST BANKERS INC | $272,620 | -21.2% | 2,588 | 0.0% | 0.06% | -21.4% | |
| Buy | SL GREEN RLTY CORP | $267,728 | -26.0% | 11,383 | +6.1% | 0.05% | -26.0% | |
| ANET | New | ARISTA NETWORKS INC | $268,576 | – | 1,600 | +100.0% | 0.05% | – |
| CB | Buy | CHUBB LIMITED | $268,551 | -2.8% | 1,383 | +10.4% | 0.05% | -3.6% |
| IJK | ISHARES TRs&p mc 400gr etf | $267,447 | +4.7% | 3,740 | 0.0% | 0.05% | +1.9% | |
| MRK | Sell | MERCK & CO INC | $265,975 | -20.1% | 2,500 | -16.7% | 0.05% | -20.9% |
| AVY | AVERY DENNISON CORP | $259,449 | -1.1% | 1,450 | 0.0% | 0.05% | -1.9% | |
| PEP | PEPSICO INC | $259,800 | +0.9% | 1,425 | 0.0% | 0.05% | 0.0% | |
| EL | LAUDER ESTEE COS INCcl a | $250,650 | -0.7% | 1,017 | 0.0% | 0.05% | -2.0% | |
| UNP | UNION PAC CORP | $249,965 | -2.8% | 1,242 | 0.0% | 0.05% | -3.8% | |
| Sell | BROOKFIELD ASSET MANAGMT LTD | $247,003 | +9.2% | 7,549 | -4.3% | 0.05% | +6.5% | |
| EFA | ISHARES TRmsci eafe etf | $237,804 | +9.0% | 3,325 | 0.0% | 0.05% | +9.1% | |
| WAT | WATERS CORP | $234,700 | -9.6% | 758 | 0.0% | 0.05% | -9.6% | |
| SHW | SHERWIN WILLIAMS CO | $236,009 | -5.3% | 1,050 | 0.0% | 0.05% | -6.0% | |
| OXY | Sell | OCCIDENTAL PETE CORP | $233,488 | -4.7% | 3,740 | -3.9% | 0.05% | -4.1% |
| BFB | BROWN FORMAN CORPcl b | $223,917 | -2.1% | 3,484 | 0.0% | 0.04% | -2.2% | |
| IWR | ISHARES TRrus mid cap etf | $215,633 | +3.7% | 3,084 | 0.0% | 0.04% | +2.4% | |
| MLM | MARTIN MARIETTA MATLS INC | $213,036 | +5.1% | 600 | 0.0% | 0.04% | +4.9% | |
| BMY | BRISTOL-MYERS SQUIBB CO | $208,395 | -3.7% | 3,007 | 0.0% | 0.04% | -4.5% | |
| VRSK | New | VERISK ANALYTICS INC | $201,453 | – | 1,050 | +100.0% | 0.04% | – |
| CVS | Exit | CVS HEALTH CORP | $0 | – | -2,238 | -100.0% | -0.04% | – |
| NOC | Exit | NORTHROP GRUMMAN CORP | $0 | – | -425 | -100.0% | -0.05% | – |
| USB | Exit | US BANCORP DEL | $0 | – | -5,500 | -100.0% | -0.05% | – |
| LLY | Exit | LILLY ELI & CO | $0 | – | -920 | -100.0% | -0.07% | – |
| SIVB | Exit | SVB FINANCIAL GROUP | $0 | – | -2,355 | -100.0% | -0.11% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-15
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 40 | Q3 2023 | 6.7% |
| VANGUARD WHITEHALL FDS INC | 40 | Q3 2023 | 4.8% |
| SPDR SER TR | 40 | Q3 2023 | 7.6% |
| SPDR S&P MIDCAP 400 ETF TR | 40 | Q3 2023 | 4.1% |
| BK OF AMERICA CORP | 40 | Q3 2023 | 4.0% |
| SPDR SER TR | 40 | Q3 2023 | 3.4% |
| SPDR SER TR | 40 | Q3 2023 | 3.5% |
| SELECT SECTOR SPDR TR | 40 | Q3 2023 | 5.0% |
| APPLE INC | 40 | Q3 2023 | 4.1% |
| WISDOMTREE TR | 40 | Q3 2023 | 3.9% |
View Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-05-16 |
| 13F-HR | 2022-02-14 |
| 13F-HR | 2021-11-15 |
View Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.