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 Mar 31, 2026·disclosed May 15, 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 153 stocks worth $742.3M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Rayonier Inc and trimmed Invesco S&P 500 Equal Weight. Their largest long position is Invesco S&P 500 Equal Weight at 9% of the equity book.

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holdings, largest changes, and filing provenance.
Opened
6
new positions
Added to
34
existing
Trimmed
67
reduced
Sold out
4
exited

Concentration

Top-heavy: focused book

Top 5 holdings
31%
Top 10 holdings
49%
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

29% mapped to company sectors

ETF / fund or unclassified
71%
Information Technology
9%
Financials
8%
Energy
3%
Health Care
2%
Industrials
2%
Consumer Discretionary
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

Holdings: largest first

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

153 positions
#SecurityValueShares% PortLast moveHistory
1Invesco Exchange Traded FD T
S&P500 EQL WGT
$67.5M351.5K
9.1%
−0.3%
Reduced · −1K sh
2Select Sector SPDR TR
STATE STREET TEC
$48.7M366.2K
6.6%
−0.2%
Reduced · −642 sh
3Invesco Exchange Traded FD T
RAFI US 1000 ETF
$44.3M932.1K
6.0%
−0.8%
Reduced · −8K sh
4Invesco QQQ TR
UNIT SER 1
$36.9M63.9K
5.0%
−0.6%
Reduced · −415 sh
5SPDR Series Trust
STATE STREET SPD
$35.2M1.17M
4.7%
+4.0%
Added · +46K sh
6Ishares TR
MSCI USA QLT FCT
$32.3M168.3K
4.3%
−0.5%
Reduced · −853 sh
7State STR SPDR S&P Midcap 40
UTSER1 S&PDCRP
$27.3M44.3K
3.7%
−0.2%
Reduced · −99 sh
8Vanguard Whitehall FDS
HIGH DIV YLD
$27.0M182.5K
3.6%
−0.8%
Reduced · −1K sh
9Apple Inc
COM
$22.3M87.7K
3.0%
−2.9%
Reduced · −3K sh
10Select Sector SPDR TR
STATE STREET HEA
$19.5M133.0K
2.6%
−0.9%
Reduced · −1K sh
11Texas Pacific Land Corporati
COM
$18.7M39.3K
2.5%
−0.6%
Reduced · −225 sh
12Bank America Corp
COM
$15.8M323.2K
2.1%
−0.3%
Reduced · −942 sh
13Ishares TR
CORE S&P SCP ETF
$14.1M113.2K
1.9%
−1.1%
Reduced · −1K sh
14Invesco Exchange Traded FD T
S&P 500 TOP 50
$13.8M253.1K
1.9%
+0.2%
Added · +480 sh
15Ishares TR
CORE DIV GRWTH
$13.6M193.7K
1.8%
−1.7%
Reduced · −3K sh
16Select Sector SPDR TR
STATE STREET CON
$13.2M121.6K
1.8%
+0.5%
Added · +575 sh
17Ishares TR
U.S. FIN SVC ETF
$12.2M147.7K
1.6%
−0.2%
Reduced · −355 sh
18Ishares TR
CORE HIGH DV ETF
$12.2M89.9K
1.6%
−9.4%
Reduced · −9K sh
19SPDR Series Trust
STATE STREET SPD
$12.0M82.2K
1.6%
−5.4%
Reduced · −5K sh
20Select Sector SPDR TR
STATE STREET IND
$9.2M56.6K
1.2%
+0.1%
Added · +82 sh
21Alphabet Inc
CAP STK CL A
$8.8M30.7K
1.2%
−1.2%
Reduced · −366 sh
22Schwab Strategic TR
US DIVIDEND EQ
$8.4M275.1K
1.1%
−3.5%
Reduced · −10K sh
23Nvidia Corporation
COM
$8.2M47.0K
1.1%
+71%
Added · +19K sh
24SPDR Series Trust
STATE STREET SPD
$8.1M325.4K
1.1%
−0.8%
Reduced · −3K sh
25Alphabet Inc
CAP STK CL C
$7.8M27.3K
1.1%
−2.5%
Reduced · −700 sh
26Exxon Mobil Corp
COM
$7.6M44.8K
1.0%
+1.2%
Added · +523 sh
27Ishares TR
ISHS 1-5YR INVS
$6.6M125.0K
0.9%
+4.3%
Added · +5K sh
28Berkshire Hathaway Inc Del
CL B NEW
$6.5M13.6K
0.9%
−0.2%
Reduced · −30 sh
29Ishares TR
RUS MD CP GR ETF
$5.7M44.2K
0.8%
−2.9%
Reduced · −1K sh
30Ishares TR
ISHS 5-10YR INVT
$5.6M106.0K
0.8%
−1.3%
Reduced · −1K sh
31Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$5.6M88.0K
0.8%
−3.2%
Reduced · −3K sh
32Vanguard World FD
MEGA CAP VAL ETF
$5.3M36.3K
0.7%
−1.2%
Reduced · −445 sh
33Select Sector SPDR TR
STATE STREET COM
$5.0M45.2K
0.7%
−0.6%
Reduced · −250 sh
34Select Sector SPDR TR
STATE STREET FIN
$4.7M95.0K
0.6%
+0.2%
Added · +200 sh
35Johnson & Johnson
COM
$4.6M18.7K
0.6%
−1.3%
Reduced · −252 sh
36State STR SPDR S&P 500 ETF T
TR UNIT
$4.4M6.7K
0.6%
−1.1%
Reduced · −72 sh
37SPDR Series Trust
STATE STREET SPD
$3.8M30.0K
0.5%
+4.8%
Added · +1K sh
38Victory Cap Hldgs Inc Del
COM CL A
$3.8M57.8K
0.5%
−0.6%
Reduced · −369 sh
39Vanguard Index FDS
EXTEND MKT ETF
$3.7M18.2K
0.5%
Held
40Xpo Inc
COM
$3.7M18.9K
0.5%
−4.6%
Reduced · −902 sh
41Amazon Com Inc
COM
$3.6M17.3K
0.5%
−0.1%
Reduced · −12 sh
42Walmart Inc
COM
$3.3M26.9K
0.5%
−2.7%
Reduced · −745 sh
43Johnson Controls Internation
SHS
$3.3M25.3K
0.4%
−0.7%
Reduced · −191 sh
44Microsoft Corp
COM
$3.2M8.7K
0.4%
+8.2%
Added · +660 sh
45Azz Inc
COM
$3.1M24.9K
0.4%
Held
46Emerson Elec Co
COM
$2.8M21.7K
0.4%
+0.6%
Added · +124 sh
47Philip Morris Intl Inc
COM
$2.8M17.2K
0.4%
~0%
Added · +8 sh
48Wells Fargo & Co
COM
$2.7M34.4K
0.4%
−0.2%
Reduced · −77 sh
49Diamondback Energy Inc
COM
$2.7M13.5K
0.4%
+2.3%
Added · +300 sh
50Keysight Technologies Inc
COM
$2.6M9.1K
0.3%
−1.9%
Reduced · −175 sh
Showing 50 of 153 positions

Filing history

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

QuarterAs ofFiledPositionsValueForm
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 ~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.