Fund HoldingsSocorro Asset Management LP

Total Portfolio Value
$263.35M
Total Bought
$41.52M
Total Sold
$33.46M
Net Transaction
+$8.06M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
NEXTERA ENERGY INC(NEE)0170,000+170,00009,4273.58%+9,427
FERGUSON ENTERPRISES INC(FERG)041,375+41,37508,2163.12%+8,216
AMERICAN TOWER CORP NEW(AMT)13,00035,234+22,2342,5278,1943.11%+5,667
LAM RESEARCH ORD(LRCX)06,182+6,18205,0451.92%+5,045
PFIZER INC(PFE)226,406266,951+40,5456,3357,7262.93%+1,391
JOHNSON CTLS INTL PLC
SHS
117,261117,377+1167,7949,1103.46%+1,315
HOME DEPOT INC(HD)20,24520,312+676,9698,2303.13%+1,261
COCA COLA CO(KO)141,742142,109+3679,02210,2123.88%+1,190
AIR PRODS & CHEMS INC27,56127,718+1577,1128,2533.13%+1,141
SEMPRA(SRE)134,905135,405+50010,26111,3244.30%+1,063
CAMDEN PPTY TR(CPT)67,21067,21007,3338,3023.15%+969
TECK RESOURCES LTD(TECK)200,911202,423+1,5129,62410,5754.02%+951
PNC FINL SVCS GROUP INC(PNC)48,13844,972-3,1667,4848,3133.16%+829
RAYONIER INC(RYN)208,361209,797+1,4366,0616,7512.56%+690
TEXAS INSTRS INC(TXN)50,13750,553+4169,75310,4433.97%+690
COTERRA ENERGY INC343,902403,106+59,2049,1729,6543.67%+483
TARGET CORP(TGT)53,50853,740+2327,9218,3763.18%+455
BECTON DICKINSON & CO(BDX)36,39636,732+3368,5068,8563.36%+350
ALEXANDRIA REAL ESTATE EQ IN78,84679,041+1959,2239,3863.56%+164
UNION PAC CORP(UNP)35,48132,588-2,8938,0288,0323.05%+4
MARTIN MARIETTA MATLS INC(MLM)12,73612,793+576,9006,8862.61%-15
PROLOGIS INC.(PLD)86,23875,089-11,1499,6859,4823.60%-203
ALCON AG(ALC)85,20672,795-12,4117,5907,2852.77%-306
BANK AMERICA CORP197,452182,046-15,4067,8537,2242.74%-629
TRUIST FINL CORP(TFC)226,855186,838-40,0178,8137,9913.03%-822
VALERO ENERGY CORP(VLO)57,40459,743+2,3398,9998,0673.06%-932
APPLE INC(AAPL)30,03522,988-7,0476,3265,3562.03%-970
SCHLUMBERGER LTD(SLB)226,674229,313+2,63910,6949,6203.65%-1,075
MICROSOFT CORP(MSFT)19,15017,305-1,8458,5597,4462.83%-1,113
MORGAN STANLEY(MS)94,38577,029-17,3569,1738,0303.05%-1,144
JPMORGAN CHASE & CO.(JPM)47,30537,515-9,7909,5687,9103.00%-1,657
HUMANA INC(HUM)16,77511,460-5,3156,2683,6301.38%-2,638
CARRIER GLOBAL CORPORATION(CARR)117,9760-117,9767,4420-7,442
LAM RESEARCH CORP(LRCX)7,3150-7,3157,7890-7,789
FERGUSON PLC NEW40,8750-40,8757,9150-7,915
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