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

Total Portfolio Value
$510.61M
Total Bought
$16.34M
Total Sold
$29.17M
Net Transaction
-$12.83M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
SELECT SECTOR SPDR TR
ST STR INDL ETF
048,226+48,22604,8890.96%+4,889
TEXAS PACIFIC LAND CORPORATI(TPL)4,8044,819+156,3248,7881.72%+2,463
SPDR S&P 500 ETF TR(SPY)04,999+4,99902,1370.42%+2,137
HOWARD HUGHES HOLDINGS INC(HHH)021,285+21,28501,5780.31%+1,578
MICROSOFT CORP(MSFT)3,2026,631+3,4291,0902,0940.41%+1,003
PIONEER NAT RES CO17,29817,376+783,5843,9890.78%+405
XPO INC(XPO)20,80520,789-161,2271,5520.30%+325
ALPHABET INC(GOOG)29,91429,774-1403,5813,8960.76%+316
ALPHABET INC(GOOG)29,69329,626-673,5923,9060.77%+314
ABBVIE INC(ABBV)01,450+1,45002160.04%+216
AUTOZONE INC(AZO)080+8002030.04%+203
RANGE RES CORP(RRC)55,49055,49001,6311,7980.35%+167
ST JOE CO(JOE)23,75523,75501,1481,2910.25%+142
EMERSON ELEC CO(EMR)22,17022,145-252,0042,1390.42%+135
BERKSHIRE HATHAWAY INC DEL14,86014,825-355,0675,1931.02%+126
OVINTIV INC(OVV)013,025+13,02506200.12%+620
CRESCENT ENERGY COMPANY(CRGY)054,840+54,84006930.14%+693
EOG RES INC(EOG)8,0158,01509171,0160.20%+99
EXXON MOBIL CORP9,1179,11709781,0720.21%+94
NEWS CORP NEW(NWS)47,70549,355+1,6509411,0300.20%+89
CHEVRON CORP NEW(CVX)7,7067,70601,2131,2990.25%+87
FIDELITY NATIONAL FINANCIAL(FNF)26,77425,374-1,4009641,0480.21%+84
CHUBB LIMITED
COM
5,3355,33501,0271,1110.22%+83
SL GREEN RLTY CORP(SLG)011,361+11,36104240.08%+424
SPHERE ENTERTAINMENT CO(SPHR)08,025+8,02502980.06%+298
PAYCHEX INC(PAYX)19,48519,468-172,1802,2450.44%+65
NVIDIA CORPORATION(NVDA)2,6702,716+461,1291,1810.23%+52
ACCENTURE PLC IRELAND
SHS CLASS A
3,7703,945+1751,1631,2120.24%+48
ENERGY TRANSFER L P(ET)029,016+29,01604070.08%+407
SPDR SER TR
SP O&G EXPL PRO
5,5195,057-4627117480.15%+37
UNITEDHEALTH GROUP INC(UNH)01,215+1,21506130.12%+613
WILLIAMS COS INC(WMB)26,92226,92208789070.18%+29
WALMART INC(WMT)10,65010,640-101,6741,7020.33%+28
ADOBE INC(ADBE)01,275+1,27506500.13%+650
VICTORY CAP HLDGS INC(VCTR)28,52227,777-7459009260.18%+27
GENERAL DYNAMICS CORP(GD)3,8613,86108318530.17%+22
COSTCO WHSL CORP NEW(COST)0659+65903720.07%+372
AVERY DENNISON CORP01,450+1,45002650.05%+265
VERISK ANALYTICS INC(VRSK)01,050+1,05002480.05%+248
MASTERCARD INCORPORATED(MA)3,0933,09301,2161,2250.24%+8
ZOETIS INC(ZTS)4,1214,12107107170.14%+7
WATERS CORP(WAT)0758+75802080.04%+208
JPMORGAN CHASE & CO(JPM)02,612+2,61203790.07%+379
UNION PAC CORP(UNP)01,242+1,24202530.05%+253
VANGUARD BD INDEX FDS07,495+7,49505630.11%+563
ALICO INC08,140+8,14002030.04%+203
CISCO SYS INC(CSCO)15,87015,195-6758218170.16%-4
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
10,65010,65008068000.16%-5
DIMENSIONAL ETF TRUST
US MKTWIDE VALUE
011,412+11,41203880.08%+388
MADISON SQUARE GARDEN ENTMT(MSGE)08,025+8,02502640.05%+264
INVESCO EXCHANGE TRADED FD T
S&P500 QUALITY
18,81018,81009499410.18%-8
ISHARES TR03,740+3,74002700.05%+270
ARISTA NETWORKS INC01,350+1,35002480.05%+248
ISHARES TR03,084+3,08402140.04%+214
SHERWIN WILLIAMS CO(SHW)01,125+1,12502870.06%+287
ISHARES TR03,325+3,32502290.04%+229
ISHARES TR02,520+2,52002760.05%+276
ISHARES TR01,535+1,53503610.07%+361
INVESCO EXCHANGE TRADED FD T
S&P 500 TOP 50
014,800+14,80005030.10%+503
VANGUARD INDEX FDS02,400+2,40005100.10%+510
COCA COLA CO(KO)04,522+4,52202530.05%+253
SPDR SER TR
ST STR SP500FF
016,175+16,17505620.11%+562
PEPSICO INC(PEP)01,425+1,42502410.05%+241
ALCON AG(ALC)04,645+4,64503580.07%+358
ISHARES TR17,00017,00006736450.13%-27
SIMMONS 1ST NATL CORP(SFNC)96,33796,33701,6621,6340.32%-28
VISA INC(V)3,9973,99709499190.18%-30
MARTIN MARIETTA MATLS INC(MLM)0600+60002460.05%+246
HOME DEPOT INC(HD)3,6273,62701,1271,0960.21%-31
BROWN FORMAN CORP(BF-A)03,484+3,48402010.04%+201
INVESCO EXCH TRADED FD TR II015,000+15,00005880.12%+588
FASTENAL CO(FAST)08,002+8,00204370.09%+437
STARBUCKS CORP(SBUX)04,550+4,55004150.08%+415
DORCHESTER MINERALS LP(DMLP)40,36040,36001,2091,1720.23%-37
QUALCOMM INC(QCOM)03,997+3,99704440.09%+444
DISNEY WALT CO(DIS)9,54210,042+5008528140.16%-38
TEXAS INSTRS INC(TXN)01,817+1,81702890.06%+289
MCDONALDS CORP(MCD)01,120+1,12002950.06%+295
EQUITY COMWLTH023,520+23,52004320.08%+432
ISHARES TR20,30020,30001,4311,3890.27%-42
CULLEN FROST BANKERS INC(CFR)02,588+2,58802360.05%+236
DEERE & CO(DE)01,524+1,52405750.11%+575
THERMO FISHER SCIENTIFIC INC(TMO)2,8852,88501,5051,4600.29%-45
AMAZON COM INC(AMZN)11,56011,480-801,5071,4590.29%-48
PARAMOUNT GLOBAL016,375+16,37502110.04%+211
WISDOMTREE TR(WT)48,10348,10302,0231,9700.39%-52
MERCK & CO INC(MRK)04,225+4,22504350.09%+435
SPDR SER TR
ST SHOR CORP ETF
945,105947,138+2,03327,82427,7705.44%-54
SPDR INDEX SHS FDS
ST STR EU 50 ETF
14,80914,80906816220.12%-59
IAC INC(PPLI)05,105+5,10502570.05%+257
RXO INC(RXO)020,555+20,55504060.08%+406
WELLS FARGO CO NEW(WFC)36,55936,644+851,5601,4970.29%-63
VERIZON COMMUNICATIONS INC(VZ)013,788+13,78804470.09%+447
SPDR SER TR
ST TERM HIGH ETF
322,781323,102+3217,9737,9031.55%-70
BROOKFIELD CORP(BN)30,17430,17401,0159440.18%-72
ISHARES TR126,490125,890-6006,3466,2731.23%-73
SPDR SER TR
ST BLOO HIGH ETF
17,22316,674-5491,5851,5070.30%-78
ISHARES TR16,64016,64002,1132,0350.40%-78
BLACKROCK INC(BLK)2,0082,023+151,3881,3080.26%-80
ALEXANDER & BALDWIN INC NEW46,77047,020+2508697870.15%-82
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