Arkolith/Funds/Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.

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

CIK 1599852
Holdings as of Jun 30, 2026·disclosed Aug 14, 2026·~45-day 13F lag·13F-HR
Active Filer

Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. holds a focused book of 165 stocks worth $849.3M as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they opened Micron Technology Inc and trimmed Invesco Rafi US 1000 ETF. Their largest long position is Invesco S&P 500 Equal Weight at 9% of the equity book.

Opened
17
bought for the first time
Added to
87
already held, bought more
Trimmed
23
sold some, still holds it
Sold out
1
exited the position entirely

Concentration

Top-heavy: focused book

Top 5 holdings
33%
Top 10 holdings
50%
Top 20 holdings
67%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

28% mapped to company sectors

ETF / fund or unclassified
72%
Information Technology
10%
Financials
7%
Health Care
2%
Industrials
2%
Consumer Discretionary
2%
Energy
2%
Real Estate
1%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.

Manager / fundShared namesTheir $ in those
BlackRock, Inc.80 / 80$1.8T
FMR LLC80 / 80$672.8B
MORGAN STANLEY80 / 80$490.4B
JPMORGAN CHASE & CO80 / 80$466.3B
BANK OF AMERICA CORP /DE/80 / 80$337.9B
GOLDMAN SACHS GROUP INC80 / 80$222.1B
ROYAL BANK OF CANADA80 / 80$139.2B
WELLS FARGO & COMPANY/MN80 / 80$136.0B

Ranked by the share of each fund's own book sitting in the names it shares with Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

165 positions
#SecurityValueShares% PortLast moveHistory
1Invesco Exchange Traded FD T
S&P500 EQL WGT
$75.1M353.0K
8.8%
+0.4%
Added · +2K sh
2Select Sector SPDR TR
ST STR TECHN ETF
$70.2M368.5K
8.3%
+0.6%
Added · +2K sh
3Invesco Exchange Traded FD T
RAFI US 1000 ETF
$49.2M910.6K
5.8%
−2.3%
Reduced · −22K sh
4Invesco QQQ TR
UNIT SER 1
$47.7M64.8K
5.6%
+1.4%
Added · +912 sh
5Ishares TR
MSCI USA QLT FCT
$37.1M168.9K
4.4%
+0.4%
Added · +617 sh
6SPDR Series Trust
ST SHOR CORP ETF
$36.4M1.21M
4.3%
+3.6%
Added · +42K sh
7State STR SPDR S&P Midcap 40
UTSER1 S&PDCRP
$31.0M44.0K
3.6%
−0.6%
Reduced · −260 sh
8Vanguard Whitehall FDS
HIGH DIV YLD
$28.2M178.3K
3.3%
−2.3%
Reduced · −4K sh
9Apple Inc
COM
$25.6M88.5K
3.0%
+0.9%
Added · +790 sh
10Select Sector SPDR TR
ST STR CARE ETF
$20.9M132.0K
2.5%
−0.7%
Reduced · −981 sh
11Bank Of Amer Corp
COM
$18.4M323.3K
2.2%
~0%
Added · +103 sh
12Texas Pacific Land Corporati
COM
$17.2M39.4K
2.0%
+0.1%
Added · +50 sh
13Ishares TR
CORE S&P SCP ETF
$16.9M114.1K
2.0%
+0.8%
Added · +866 sh
14Invesco Exchange Traded FD T
S&P 500 TOP 50
$16.5M268.7K
1.9%
+6.2%
Added · +16K sh
15Select Sector SPDR TR
ST STR DISCR ETF
$14.6M124.2K
1.7%
+2.1%
Added · +3K sh
16Ishares TR
CORE DIV GRWTH
$14.3M189.2K
1.7%
−2.3%
Reduced · −4K sh
17Ishares TR
U.S. FIN SVC ETF
$13.9M153.4K
1.6%
+3.9%
Added · +6K sh
18Ishares TR
CORE HIGH DV ETF
$12.0M439.3K
1.4%
+389%
Added · +349K sh
19Alphabet Inc
CAP STK CL A
$11.4M32.0K
1.3%
+4.4%
Added · +1K sh
20SPDR Series Trust
ST STR SP DIV
$11.2M73.3K
1.3%
−11%
Reduced · −9K sh
21Select Sector SPDR TR
ST STR INDL ETF
$10.9M58.6K
1.3%
+3.5%
Added · +2K sh
22Nvidia Corporation
COM
$9.8M49.1K
1.2%
+4.3%
Added · +2K sh
23Alphabet Inc
CAP STK CL C
$9.6M27.3K
1.1%
−0.1%
Reduced · −25 sh
24Schwab Strategic TR
US DIVIDEND EQ
$8.7M273.7K
1.0%
−0.5%
Reduced · −1K sh
25SPDR Series Trust
ST TERM HIGH ETF
$8.4M337.2K
1.0%
+3.6%
Added · +12K sh
26Berkshire Hathaway Inc Del
CL B NEW
$6.9M13.8K
0.8%
+1.6%
Added · +225 sh
27Ishares TR
ISHS 1-5YR INVS
$6.9M131.5K
0.8%
+5.2%
Added · +7K sh
28Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$6.8M95.2K
0.8%
+8.1%
Added · +7K sh
29Ishares TR
RUS MD CP GR ETF
$6.5M44.4K
0.8%
+0.3%
Added · +147 sh
30Exxon Mobil Corp
COM
$6.1M44.8K
0.7%
+0.1%
Added · +32 sh
31Ishares TR
ISHS 5-10YR INVT
$6.1M114.9K
0.7%
+8.4%
Added · +9K sh
32Vanguard World FD
MEGA CAP VAL ETF
$5.9M36.2K
0.7%
−0.3%
Reduced · −115 sh
33State STR SPDR S&P 500 ETF T
TR UNIT
$5.3M7.1K
0.6%
+4.6%
Added · +312 sh
34Victory Cap Hldgs Inc Del
COM CL A
$5.1M61.1K
0.6%
+5.7%
Added · +3K sh
35Select Sector SPDR TR
ST STR FINL ETF
$5.1M95.1K
0.6%
+0.1%
Added · +76 sh
36Select Sector SPDR TR
ST STR SVC ETF
$5.1M47.5K
0.6%
+5.1%
Added · +2K sh
37Palo Alto Networks Inc
COM
$5.0M14.7K
0.6%
+2.6%
Added · +380 sh
38Johnson & Johnson
COM
$4.9M19.4K
0.6%
+3.3%
Added · +622 sh
39SPDR Series Trust
ST STR SP BIOT
$4.8M30.0K
0.6%
Held
40Amazon Com Inc
COM
$4.5M19.0K
0.5%
+9.8%
Added · +2K sh
41Vanguard Index FDS
EXTEND MKT ETF
$4.5M18.2K
0.5%
Held
42Microsoft Corp
COM
$4.5M12.0K
0.5%
+37%
Added · +3K sh
43Azz Inc
COM
$3.9M24.9K
0.5%
Held
44Xpo Inc
COM
$3.9M18.8K
0.5%
−0.6%
Reduced · −107 sh
45Johnson Controls Internation
SHS
$3.8M26.0K
0.4%
+2.9%
Added · +722 sh
46Emerson Elec Co
COM
$3.3M22.7K
0.4%
+4.4%
Added · +966 sh
47Keysight Technologies Inc
COM
$3.2M9.3K
0.4%
+2.2%
Added · +200 sh
48Philip Morris Intl Inc
COM
$3.2M17.7K
0.4%
+3.4%
Added · +590 sh
49Walmart Inc
COM
$3.1M27.5K
0.4%
+2.4%
Added · +652 sh
50Amphenol Corp
CL A
$3.0M17.3K
0.4%
+9.4%
Added · +1K sh
Showing 50 of 165 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 14, 2026165$849.3M13F-HR
Q1 2026Mar 31, 2026May 15, 2026153$742.3M13F-HR
Q4 2025Dec 31, 2025Feb 17, 2026151$745.1M13F-HR
Q3 2025Sep 30, 2025Nov 14, 2025147$622.8M13F-HR
Q2 2025Jun 30, 2025Aug 14, 2025145$580.2M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.