Long-term investor
Holt Capital Advisors, L.l.c. Dba Holt Capital Partners, L.P. @holtcapitaladvisorsllcdb
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001599852).
Record
- Tracked since 2025-12-31 (261 days), 16 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +10.6%
- Max drawdown n/a · win rate 20% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- RSP · 8.8% · long · since 2025-12-31
- XLK · 8.3% · long · since 2025-12-31
- PRF · 5.8% · long · since 2025-12-31
- 46090E103 · 5.6% · long · since 2025-12-31
- QUAL · 4.4% · long · since 2025-12-31
- SPSB · 4.3% · long · since 2025-12-31
- MDY · 3.6% · long · since 2025-12-31
- VYM · 3.3% · long · since 2025-12-31
- AAPL · 3.0% · long · since 2025-12-31
- XLV · 2.5% · long · since 2025-12-31
- BAC · 2.2% · long · since 2025-12-31
- TPL · 2.0% · long · since 2025-12-31