Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. - Portfolio overview

Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. has 158 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. RSP - INVESCO EXCHANGE TRADED FD T, 9.06%
2. XLK - SELECT SECTOR SPDR TR, 6.54%
3. PRF - INVESCO EXCHANGE TRADED FD T, 5.95%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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