Fund HoldingsSocorro Asset Management LP

Total Portfolio Value
$289.78M
Total Bought
$37.77M
Total Sold
$2.36M
Net Transaction
+$35.41M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
ADVANCED ENERGY INDS(AEIS)2,000,0007,000,000+5,000,0002,1787,2162.49%+5,038
EXPAND ENERGY CORPORATION(EXE)038,000+38,00004,2301.46%+4,230
SCHLUMBERGER LTD(SLB)126,381198,721+72,3404,8458,3072.87%+3,461
AMERICAN TOWER CORP NEW(AMT)56,62960,751+4,12210,38613,2194.56%+2,833
DISNEY WALT CO(DIS)58,57787,729+29,1526,5238,6592.99%+2,136
MORGAN STANLEY(MS)77,029100,910+23,8819,68411,7734.06%+2,089
MARTIN MARIETTA MATLS INC(MLM)12,79317,783+4,9906,6088,5032.93%+1,895
COCA COLA CO(KO)174,635169,254-5,38110,87312,1224.18%+1,249
VALERO ENERGY CORP(VLO)59,74364,494+4,7517,3248,5182.94%+1,194
PROLOGIS INC.(PLD)82,95488,958+6,0048,7689,9453.43%+1,176
CAMDEN PPTY TR(CPT)67,21073,177+5,9677,7998,9503.09%+1,150
MICROSOFT CORP(MSFT)17,30522,439+5,1347,2948,4232.91%+1,129
ALCON AG(ALC)72,79576,840+4,0456,1807,2942.52%+1,115
COTERRA ENERGY INC440,262427,580-12,68211,24412,3574.26%+1,113
HOME DEPOT INC(HD)20,31224,409+4,0977,9018,9463.09%+1,044
TEXAS INSTRS INC(TXN)56,45964,644+8,18510,58711,6174.01%+1,030
BANK AMERICA CORP182,046214,679+32,6338,0018,9593.09%+958
BECTON DICKINSON & CO(BDX)46,74950,397+3,64810,60611,5443.98%+938
JPMORGAN CHASE & CO.(JPM)37,51540,259+2,7448,9939,8763.41%+883
JOHNSON CTLS INTL PLC
SHS
117,377125,999+8,6229,26510,0943.48%+829
UNION PAC CORP(UNP)32,58834,875+2,2877,4318,2392.84%+808
AIR PRODS & CHEMS INC27,71829,437+1,7198,0398,6823.00%+642
LAM RESEARCH CORP(LRCX)90,44194,305+3,8646,5336,8562.37%+323
PFIZER INC(PFE)400,263430,108+29,84510,61910,8993.76%+280
PNC FINL SVCS GROUP INC(PNC)44,97249,932+4,9608,6738,7773.03%+104
FERGUSON ENTERPRISES INC(FERG)46,58049,993+3,4138,0858,0102.76%-75
ALEXANDRIA REAL ESTATE EQ IN25,13225,13202,4522,3250.80%-127
APPLE INC(AAPL)22,98825,081+2,0935,7575,5711.92%-185
NEXTERA ENERGY INC(NEE)245,000245,000011,95411,7134.04%-240
TRUIST FINL CORP(TFC)186,838190,468+3,6308,1057,8382.70%-267
TECK RESOURCES LTD(TECK)202,423216,798+14,3758,2047,8982.73%-306
TARGET CORP(TGT)21,09121,09102,8512,2010.76%-650
SEMPRA(SRE)135,405143,276+7,87111,87810,2243.53%-1,654
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