Fund HoldingsSocorro Asset Management LP

Total Portfolio Value
$255.64M
Total Bought
$27.84M
Total Sold
$32.66M
Net Transaction
-$4.82M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
LAM RESEARCH CORP(LRCX)090,441+90,44106,5332.56%+6,533
DISNEY WALT CO(DIS)058,577+58,57706,5232.55%+6,523
PFIZER INC(PFE)266,951400,263+133,3127,72610,6194.15%+2,893
NEXTERA ENERGY INC(NEE)170,000245,000+75,0009,42711,9544.68%+2,527
AMERICAN TOWER CORP NEW(AMT)35,23456,629+21,3958,19410,3864.06%+2,192
ADVANCED ENERGY INDS(AEIS)02,000,000+2,000,00002,1780.85%+2,178
BECTON DICKINSON & CO(BDX)36,73246,749+10,0178,85610,6064.15%+1,750
MORGAN STANLEY(MS)77,02977,02908,0309,6843.79%+1,655
COTERRA ENERGY INC403,106440,262+37,1569,65411,2444.40%+1,590
JPMORGAN CHASE & CO.(JPM)37,51537,51507,9108,9933.52%+1,082
BANK AMERICA CORP182,046182,04607,2248,0013.13%+777
COCA COLA CO(KO)142,109174,635+32,52610,21210,8734.25%+661
SEMPRA(SRE)135,405135,405011,32411,8784.65%+554
APPLE INC(AAPL)22,98822,98805,3565,7572.25%+400
PNC FINL SVCS GROUP INC(PNC)44,97244,97208,3138,6733.39%+360
JOHNSON CTLS INTL PLC
SHS
117,377117,37709,1109,2653.62%+155
TEXAS INSTRS INC(TXN)50,55356,459+5,90610,44310,5874.14%+144
TRUIST FINL CORP(TFC)186,838186,83807,9918,1053.17%+114
FERGUSON ENTERPRISES INC(FERG)41,37546,580+5,2058,2168,0853.16%-131
MICROSOFT CORP(MSFT)17,30517,30507,4467,2942.85%-152
AIR PRODS & CHEMS INC27,71827,71808,2538,0393.14%-213
MARTIN MARIETTA MATLS INC(MLM)12,79312,79306,8866,6082.58%-278
HOME DEPOT INC(HD)20,31220,31208,2307,9013.09%-329
CAMDEN PPTY TR(CPT)67,21067,21008,3027,7993.05%-503
UNION PAC CORP(UNP)32,58832,58808,0327,4312.91%-601
PROLOGIS INC.(PLD)75,08982,954+7,8659,4828,7683.43%-714
VALERO ENERGY CORP(VLO)59,74359,74308,0677,3242.86%-743
ALCON AG(ALC)72,79572,79507,2856,1802.42%-1,105
TECK RESOURCES LTD(TECK)202,423202,423010,5758,2043.21%-2,370
HUMANA INC(HUM)11,4600-11,4603,6300-3,630
SCHLUMBERGER LTD(SLB)229,313126,381-102,9329,6204,8451.90%-4,774
LAM RESEARCH ORD(LRCX)6,1820-6,1825,0450-5,045
TARGET CORP(TGT)53,74021,091-32,6498,3762,8511.12%-5,525
RAYONIER INC(RYN)209,7970-209,7976,7510-6,751
ALEXANDRIA REAL ESTATE EQ IN79,04125,132-53,9099,3862,4520.96%-6,934
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