Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. has filed its latest 13F-HR report with the SEC, detailing its significant investments as of September 30, 2026. The filing reveals a total portfolio value of approximately $865.7 million, showcasing a diverse array of holdings across various sectors.

This update is crucial for understanding Holt Capital's investment strategy and market positioning. With a focus on large-cap stocks, the firm has made notable investments in companies like Apple Inc., Amazon.com Inc., and Alphabet Inc. These holdings reflect the firm's confidence in the technology sector and its potential for growth.

Background

Holt Capital Advisors, based in Fort Worth, Texas, operates under the name Holt Capital Partners, L.P. The firm specializes in investment management and is categorized as an "other" entity type in the SEC filings. Its recent filings include multiple 13F-HR submissions, with the latest dated November 10, 2026, and covering the quarter ending September 30, 2026.

What the Filing Says

The 13F-HR filing indicates that Holt Capital Advisors holds a total of 165 positions, with a total value of $865,722,151. This reflects a strategic allocation across various sectors, emphasizing the firm's approach to diversified investment.

Impact

The filing may impact various stakeholders, including investors, analysts, and competitors. Investors looking to understand market trends will find insights into Holt Capital's investment choices, while competitors can gauge the firm's strategies within the financial services sector.

What's Next

Details were not available in the SEC filing regarding future actions or changes in investment strategy. However, stakeholders will likely monitor Holt Capital's subsequent filings for updates on its portfolio adjustments and market responses.