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

CIK: 0001599852SEC EDGAR →

Portfolio Value

$745.1M

Holdings

151

As of

Q4 2025

New Positions

5

Closed Positions

1

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

INVESCO EXCHANGE TRADED FD T

352,732$67.6M
9.07%
2

SELECT SECTOR SPDR TR

366,802$52.8M
7.09%
3

INVESCO EXCHANGE TRADED FD T

939,828$44.1M
5.92%
4

INVESCO QQQ TR

64,298$39.5M
5.30%
5

SPDR SERIES TRUST

1,126,296$34.0M
4.57%
6

ISHARES TR

169,104$33.6M
4.51%
7

SPDR S&P MIDCAP 400 ETF TR

44,400$26.8M
3.59%
8

VANGUARD WHITEHALL FDS

183,920$26.4M
3.54%
9

APPLE INC

90,312$24.6M
3.30%
10

SELECT SECTOR SPDR TR

134,247$20.8M
2.79%

Quarterly Changes

Top Buys

RSP↑ Increased
$15.1M
PRF↑ Increased
$12.2M
VYM↑ Increased
$9.2M
MDY↑ Increased
$8.9M
IJR↑ Increased
$6.1M

Top Sells

GOOG↓ Decreased
$1.8M
AAPL↓ Decreased
$1.4M
SCHD↓ Decreased
$1.0M
JNJ↓ Decreased
$405K
BRK/B↓ Decreased
$361K

New Positions (5)

$2.8M · 35K shares
$681K · 4K shares
$478K · 29K shares
$287K · 758 shares
$105K · 30K shares

Closed Positions (1)

$228K · 2K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services63$537.0M72.1%
Unknown7$53.8M7.2%
Technology15$46.7M6.3%
Energy11$27.1M3.6%
Communication Services6$22.5M3.0%
Healthcare16$19.2M2.6%
Industrials14$18.9M2.5%
Real Estate7$7.9M1.1%
Consumer Cyclical5$6.4M0.9%
Consumer Defensive5$4.7M0.6%
Basic Materials2$799K0.1%