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Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.

Q2 2026 13F filing

Updated 27 days ago

165 disclosed positions worth $849.3M

Portfolio value
$849.3M
Total holdings
165
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
Filed
2026-08-14

Full holdings

Every line item disclosed in Q2 2026

I
1.IVZ

INVESCO EXCHANGE TRADED FD T

Value
$75.1M
Shares
353.0K
% Port
8.84%
S

SELECT SECTOR SPDR TR

Value
$70.2M
Shares
368.5K
% Port
8.27%
I
3.IVZ

INVESCO EXCHANGE TRADED FD T

Value
$49.2M
Shares
910.6K
% Port
5.79%
Q
4.QQQ

INVESCO QQQ TR

Value
$47.7M
Shares
64.8K
% Port
5.62%
E

ISHARES TR

Value
$37.1M
Shares
168.9K
% Port
4.36%
S

SPDR SERIES TRUST

Value
$36.4M
Shares
1.21M
% Port
4.29%
M
7.MDY

STATE STR SPDR S&P MIDCAP 40

Value
$31M
Shares
44.0K
% Port
3.65%
V

VANGUARD WHITEHALL FDS

Value
$28.2M
Shares
178.3K
% Port
3.32%
A

APPLE INC

Value
$25.6M
Shares
88.5K
% Port
3.02%
S

SELECT SECTOR SPDR TR

Value
$20.9M
Shares
132.0K
% Port
2.47%
B

BANK OF AMER CORP

Value
$18.4M
Shares
323.3K
% Port
2.17%
T
12.TPL

TEXAS PACIFIC LAND CORPORATI

Value
$17.2M
Shares
39.4K
% Port
2.03%
E
13.ETHA

ISHARES TR

Value
$16.9M
Shares
114.1K
% Port
1.99%
I
14.IVZ

INVESCO EXCHANGE TRADED FD T

Value
$16.5M
Shares
268.7K
% Port
1.94%
S

SELECT SECTOR SPDR TR

Value
$14.6M
Shares
124.2K
% Port
1.72%
E
16.ETHA

ISHARES TR

Value
$14.3M
Shares
189.2K
% Port
1.69%
E
17.ETHA

ISHARES TR

Value
$13.9M
Shares
153.4K
% Port
1.63%
E
18.ETHA

ISHARES TR

Value
$12M
Shares
439.3K
% Port
1.42%
G

ALPHABET INC

Value
$11.4M
Shares
32.0K
% Port
1.35%
S

SPDR SERIES TRUST

Value
$11.2M
Shares
73.3K
% Port
1.31%
S

SELECT SECTOR SPDR TR

Value
$10.9M
Shares
58.6K
% Port
1.28%
N
22.NVDA

NVIDIA CORPORATION

Value
$9.8M
Shares
49.1K
% Port
1.16%
G

ALPHABET INC

Value
$9.6M
Shares
27.3K
% Port
1.13%
S

SCHWAB STRATEGIC TR

Value
$8.7M
Shares
273.7K
% Port
1.02%
S

SPDR SERIES TRUST

Value
$8.4M
Shares
337.2K
% Port
0.99%
B

BERKSHIRE HATHAWAY INC DEL

Value
$6.9M
Shares
13.8K
% Port
0.81%
E
27.ETHA

ISHARES TR

Value
$6.9M
Shares
131.5K
% Port
0.81%
V
28.VGES

VANGUARD TAX-MANAGED FDS

Value
$6.8M
Shares
95.2K
% Port
0.80%
E
29.ETHA

ISHARES TR

Value
$6.5M
Shares
44.4K
% Port
0.77%
X
30.XOM

EXXON MOBIL CORP

Value
$6.1M
Shares
44.8K
% Port
0.72%
E
31.ETHA

ISHARES TR

Value
$6.1M
Shares
114.9K
% Port
0.72%
V
32.VGES

VANGUARD WORLD FD

Value
$5.9M
Shares
36.2K
% Port
0.70%
S
33.SPY

STATE STR SPDR S&P 500 ETF T

Value
$5.3M
Shares
7.1K
% Port
0.62%
V
34.VCTR

VICTORY CAP HLDGS INC DEL

Value
$5.1M
Shares
61.1K
% Port
0.60%
S

SELECT SECTOR SPDR TR

Value
$5.1M
Shares
95.1K
% Port
0.60%
S

SELECT SECTOR SPDR TR

Value
$5.1M
Shares
47.5K
% Port
0.60%
P
37.PANW

PALO ALTO NETWORKS INC

Value
$5M
Shares
14.7K
% Port
0.59%
J
38.JNJ

JOHNSON & JOHNSON

Value
$4.9M
Shares
19.4K
% Port
0.58%
S

SPDR SERIES TRUST

Value
$4.8M
Shares
30.0K
% Port
0.56%
A
40.AMZN

AMAZON COM INC

Value
$4.5M
Shares
19.0K
% Port
0.53%
V
41.VGES

VANGUARD INDEX FDS

Value
$4.5M
Shares
18.2K
% Port
0.53%
M
42.MSFT

MICROSOFT CORP

Value
$4.5M
Shares
12.0K
% Port
0.53%
A
43.AZZ

AZZ INC

Value
$3.9M
Shares
24.9K
% Port
0.45%
W
44.WYNN

XPO INC

Value
$3.9M
Shares
18.8K
% Port
0.45%
J
45.JCI

JOHNSON CONTROLS INTERNATION

Value
$3.8M
Shares
26.0K
% Port
0.45%
E
46.EMR

EMERSON ELEC CO

Value
$3.3M
Shares
22.7K
% Port
0.38%
K
47.KEYS

KEYSIGHT TECHNOLOGIES INC

Value
$3.2M
Shares
9.3K
% Port
0.38%
P
48.PM

PHILIP MORRIS INTL INC

Value
$3.2M
Shares
17.7K
% Port
0.38%
W
49.WMT

WALMART INC

Value
$3.1M
Shares
27.5K
% Port
0.37%
A
50.APH

AMPHENOL CORP

Value
$3M
Shares
17.3K
% Port
0.36%