Sponsored

The Analysis of Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P's Holdings & P&L

Currently, Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P holds 153 types of securities in its portfolio with a total value $742.3M. In the most recent quarter, they have increased their positions in NVDA (+19.5K shares, valued at $3.4M), SPSB (+45.5K shares, valued at $1.4M), RYN (+42.5K shares, valued at $876.5K); decreased their positions in HDV (-9.3K shares, valued at $1.3M), SDY (-4.7K shares, valued at $682.3K), AAPL (-2.6K shares, valued at $654.8K); initiated new positions in RYN (+42.5K shares, valued at $876.5K), IGV (+8.5K shares, valued at $677.1K), PLTR (+3.5K shares, valued at $512.0K).

1M P&L

-34.3M-5.29%

3M P&L

-31.8M-4.93%

HY P&L

+14.9M+2.49%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A389.9M

69.2%

2Consumer Electronics24.6M

4.4%

3Banks - Diversified22.0M

3.9%

Top Industries by Stock Count

1N/A49 stocks

35.3%

2Oil & Gas E&P6 stocks

4.3%

3Drug Manufacturers - General5 stocks

3.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T351.5K shares-0.36%2026-03-312026-05-15

XLK SELECT SECTOR SPDR TR366.2K shares-0.18%2026-03-312026-05-15

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T932.1K shares-0.82%2026-03-312026-05-15

INVESCO QQQ TR INVESCO QQQ TR63.9K shares-0.65%2026-03-312026-05-15

SPSB SPDR SERIES TRUST1.2M shares4.04%2026-03-312026-05-15

QUAL ISHARES TR168.3K shares-0.50%2026-03-312026-05-15

MDY STATE STR SPDR S&P MIDCAP 4044.3K shares-0.22%2026-03-312026-05-15

VYM VANGUARD WHITEHALL FDS182.5K shares-0.77%2026-03-312026-05-15

Sponsored

AAPL APPLE INC87.7K shares-2.86%2026-03-312026-05-15

XLV SELECT SECTOR SPDR TR133.0K shares-0.94%2026-03-312026-05-15

TPL TEXAS PACIFIC LAND CORPORATI39.3K shares-0.57%2026-03-312026-05-15

BAC BANK AMERICA CORP323.2K shares-0.29%2026-03-312026-05-15

IJR ISHARES TR113.2K shares-1.09%2026-03-312026-05-15

XLG INVESCO EXCHANGE TRADED FD T253.1K shares0.19%2026-03-312026-05-15

DGRO ISHARES TR193.7K shares-1.67%2026-03-312026-05-15

XLY SELECT SECTOR SPDR TR121.6K shares0.48%2026-03-312026-05-15

Sponsored

IYG ISHARES TR147.7K shares-0.24%2026-03-312026-05-15

HDV ISHARES TR89.9K shares-9.39%2026-03-312026-05-15

SDY SPDR SERIES TRUST82.2K shares-5.38%2026-03-312026-05-15

XLI SELECT SECTOR SPDR TR56.6K shares0.15%2026-03-312026-05-15

ALPHABET INC ALPHABET INC30.7K shares-1.18%2026-03-312026-05-15

SCHD SCHWAB STRATEGIC TR275.1K shares-3.55%2026-03-312026-05-15

NVDA NVIDIA CORPORATION47.0K shares70.85%2026-03-312026-05-15

SJNK SPDR SERIES TRUST325.4K shares-0.81%2026-03-312026-05-15

Sponsored

ALPHABET INC ALPHABET INC27.3K shares-2.50%2026-03-312026-05-15

XOM EXXON MOBIL CORP44.8K shares1.18%2026-03-312026-05-15

IGSB ISHARES TR125.0K shares4.34%2026-03-312026-05-15

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL13.6K shares-0.22%2026-03-312026-05-15

IWP ISHARES TR44.2K shares-2.89%2026-03-312026-05-15

IGIB ISHARES TR106.0K shares-1.30%2026-03-312026-05-15

VEA VANGUARD TAX-MANAGED FDS88.0K shares-3.24%2026-03-312026-05-15

MGV VANGUARD WORLD FD36.3K shares-1.21%2026-03-312026-05-15

Sponsored

XLC SELECT SECTOR SPDR TR45.2K shares-0.55%2026-03-312026-05-15

XLF SELECT SECTOR SPDR TR95.0K shares0.21%2026-03-312026-05-15

JNJ JOHNSON & JOHNSON18.7K shares-1.33%2026-03-312026-05-15

SPY STATE STR SPDR S&P 500 ETF T6.7K shares-1.06%2026-03-312026-05-15

XBI SPDR SERIES TRUST30.0K shares4.75%2026-03-312026-05-15

VCTR VICTORY CAP HLDGS INC DEL57.8K shares-0.63%2026-03-312026-05-15

VXF VANGUARD INDEX FDS18.2K shares0.00%2026-03-312026-05-15

XPO XPO INC18.9K shares-4.56%2026-03-312026-05-15

Sponsored

AMZN AMAZON COM INC17.3K shares-0.07%2026-03-312026-05-15

WMT WALMART INC26.9K shares-2.70%2026-03-312026-05-15

JCI JOHNSON CONTROLS INTERNATION25.3K shares-0.75%2026-03-312026-05-15

MSFT MICROSOFT CORP8.7K shares8.16%2026-03-312026-05-15

AZZ AZZ INC24.9K shares0.00%2026-03-312026-05-15

EMR EMERSON ELEC CO21.7K shares0.57%2026-03-312026-05-15

PM PHILIP MORRIS INTL INC17.2K shares0.05%2026-03-312026-05-15

WFC WELLS FARGO & CO34.4K shares-0.22%2026-03-312026-05-15

Sponsored

FANG DIAMONDBACK ENERGY INC13.5K shares2.27%2026-03-312026-05-15

KEYS KEYSIGHT TECHNOLOGIES INC9.1K shares-1.89%2026-03-312026-05-15

SYK STRYKER CORPORATION7.6K shares-3.17%2026-03-312026-05-15

RRC RANGE RES CORP55.0K shares0.00%2026-03-312026-05-15

PANW PALO ALTO NETWORKS INC14.3K shares3.21%2026-03-312026-05-15

IVW ISHARES TR20.3K shares0.32%2026-03-312026-05-15

HYG ISHARES TR28.0K shares-20.00%2026-03-312026-05-15

BLACKROCK INC BLACKROCK INC2.2K shares-1.57%2026-03-312026-05-15

Sponsored

VWO VANGUARD INTL EQUITY INDEX F38.5K shares-3.75%2026-03-312026-05-15

WMB WILLIAMS COS INC28.2K shares0.58%2026-03-312026-05-15

APH AMPHENOL CORP15.8K shares5.65%2026-03-312026-05-15

XLP SELECT SECTOR SPDR TR23.5K shares-1.98%2026-03-312026-05-15

BN BROOKFIELD CORP46.0K shares0.00%2026-03-312026-05-15

DON WISDOMTREE TR34.5K shares-14.81%2026-03-312026-05-15

SPHQ INVESCO EXCHANGE TRADED FD T24.0K shares0.00%2026-03-312026-05-15

TGT TARGET CORP14.8K shares-2.55%2026-03-312026-05-15

Sponsored

LLY ELI LILLY & CO2.0K shares12.83%2026-03-312026-05-15

CB CHUBB LTD SWITZ5.4K shares-0.64%2026-03-312026-05-15

ABT ABBOTT LABORATORIES16.4K shares-1.89%2026-03-312026-05-15

PAYX PAYCHEX INC18.1K shares-2.35%2026-03-312026-05-15

MA MASTERCARD INCORPORATED3.3K shares1.72%2026-03-312026-05-15

CVX CHEVRON CORPORATION7.7K shares-2.68%2026-03-312026-05-15

OVV OVINTIV INC26.6K shares0.00%2026-03-312026-05-15

JOE ST JOE CO24.1K shares0.00%2026-03-312026-05-15

Sponsored

TMO THERMO FISHER SCIENTIFIC INC3.0K shares0.67%2026-03-312026-05-15

NWS NEWS CORP NEW51.9K shares-2.03%2026-03-312026-05-15

HHH HOWARD HUGHES HOLDINGS INC22.9K shares1.16%2026-03-312026-05-15

LHX L3HARRIS TECHNOLOGIES INC4.2K shares0.00%2026-03-312026-05-15

RPV INVESCO EXCHANGE TRADED FD T13.3K shares-0.93%2026-03-312026-05-15

AIVL WISDOMTREE TR11.9K shares-11.19%2026-03-312026-05-15

AMGN AMGEN INC3.8K shares-2.67%2026-03-312026-05-15

V VISA INC4.3K shares2.36%2026-03-312026-05-15

Sponsored

HD HOME DEPOT INC3.7K shares2.23%2026-03-312026-05-15

CUBE CUBESMART32.9K shares0.00%2026-03-312026-05-15

IQV IQVIA HLDGS INC7.0K shares2.38%2026-03-312026-05-15

PLD PROLOGIS INC.9.0K shares0.00%2026-03-312026-05-15

CSCO CISCO SYS INC15.3K shares-1.85%2026-03-312026-05-15

SPHR SPHERE ENTERTAINMENT CO9.1K shares0.00%2026-03-312026-05-15

PFE PFIZER INC38.0K shares-9.86%2026-03-312026-05-15

DMLP DORCHESTER MINERALS L P39.3K shares0.00%2026-03-312026-05-15

Sponsored

GXO GXO LOGISTICS INCORPORATED18.9K shares-6.58%2026-03-312026-05-15

CRGY CRESCENT ENERGY COMPANY72.1K shares0.00%2026-03-312026-05-15

IBB ISHARES TR5.5K shares0.00%2026-03-312026-05-15

VCSH VANGUARD SCOTTSDALE FDS11.6K shares0.00%2026-03-312026-05-15

DIS DISNEY WALT CO9.4K shares-4.02%2026-03-312026-05-15

WY WEYERHAEUSER CO36.9K shares0.00%2026-03-312026-05-15

QCOM QUALCOMM INC6.9K shares6.84%2026-03-312026-05-15

RYN RAYONIER INC42.5K sharesnew addition2026-03-312026-05-15

Sponsored

FNF FIDELITY NATL FINL INC18.6K shares-5.89%2026-03-312026-05-15

FEZ SPDR INDEX SHS FDS13.8K shares-5.99%2026-03-312026-05-15

XLU SELECT SECTOR SPDR TR18.6K shares0.00%2026-03-312026-05-15

JPM JPMORGAN CHASE & CO2.9K shares1.23%2026-03-312026-05-15

BROADCOM INC BROADCOM INC2.7K shares157.14%2026-03-312026-05-15

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND4.2K shares-9.95%2026-03-312026-05-15

DE DEERE & CO1.4K shares-4.92%2026-03-312026-05-15

FAST FASTENAL CO16.0K shares0.00%2026-03-312026-05-15

Sponsored

EOG EOG RES INC5.1K shares-8.12%2026-03-312026-05-15

XOP SPDR SERIES TRUST3.8K shares-13.30%2026-03-312026-05-15

IGV ISHARES TR8.5K sharesnew addition2026-03-312026-05-15

VTI VANGUARD INDEX FDS2.1K shares0.00%2026-03-312026-05-15

ARISTA NETWORKS INC ARISTA NETWORKS INC5.4K shares0.00%2026-03-312026-05-15

ALCO ALICO INC16.1K shares0.00%2026-03-312026-05-15

COST COSTCO WHOLESALE CORPORATION637 shares0.00%2026-03-312026-05-15

ZTS ZOETIS INC5.1K shares3.23%2026-03-312026-05-15

Sponsored

BMI BADGER METER INC3.7K shares-4.22%2026-03-312026-05-15

ZBRA ZEBRA TECHNOLOGIES CORPORATI2.7K shares1.31%2026-03-312026-05-15

SBUX STARBUCKS CORP6.3K shares2.61%2026-03-312026-05-15

ET ENERGY TRANSFER L P29.0K shares0.00%2026-03-312026-05-15

NOC NORTHROP GRUMMAN CORP820 shares0.00%2026-03-312026-05-15

IWB ISHARES TR1.5K shares0.00%2026-03-312026-05-15

SFNC SIMMONS FIRST NATL CORP27.4K shares43.11%2026-03-312026-05-15

CAT CATERPILLAR INC745 shares0.00%2026-03-312026-05-15

Sponsored

PLTR PALANTIR TECHNOLOGIES INC3.5K sharesnew addition2026-03-312026-05-15

SPDR SERIES TRUST SPDR SERIES TRUST5.1K shares-16.39%2026-03-312026-05-15

MSGE MADISON SQUARE GARDEN ENTMT8.2K shares0.00%2026-03-312026-05-15

ALC ALCON AG6.4K shares0.00%2026-03-312026-05-15

INTU INTUIT1.1K sharesnew addition2026-03-312026-05-15

AVY AVERY DENNISON CORP2.7K shares-0.59%2026-03-312026-05-15

IBM INTERNATIONAL BUSINESS MACHS1.7K sharesnew addition2026-03-312026-05-15

MLM MARTIN MARIETTA MATLS INC700 shares0.00%2026-03-312026-05-15

Sponsored

SPHD INVESCO EXCH TRADED FD TR II8.3K shares-10.75%2026-03-312026-05-15

ZBH ZIMMER BIOMET HOLDINGS INC4.4K shares-7.54%2026-03-312026-05-15

SLG SL GREEN RLTY CORP10.7K shares0.00%2026-03-312026-05-15

UNP UNION PAC CORP1.6K shares12.70%2026-03-312026-05-15

DFUV DIMENSIONAL ETF TRUST7.5K shares0.00%2026-03-312026-05-15

IJK ISHARES TR3.6K shares0.00%2026-03-312026-05-15

MERCK & CO INC MERCK & CO INC3.0K shares20.00%2026-03-312026-05-15

SHW SHERWIN WILLIAMS CO1.1K shares0.00%2026-03-312026-05-15

Sponsored

UNH UNITEDHEALTH GROUP INC1.3K shares-2.93%2026-03-312026-05-15

IJT ISHARES TR2.4K shares-2.84%2026-03-312026-05-15

KO COCA COLA CO4.5K shares0.00%2026-03-312026-05-15

MCD MCDONALDS CORP1.1K shares0.00%2026-03-312026-05-15

TXN TEXAS INSTRS INC1.7K shares0.00%2026-03-312026-05-15

BSV VANGUARD BD INDEX FDS4.2K shares0.00%2026-03-312026-05-15

EFA ISHARES TR3.3K shares0.00%2026-03-312026-05-15

IWR ISHARES TR3.1K shares0.00%2026-03-312026-05-15

Sponsored

ADBE ADOBE INC1.2K shares0.00%2026-03-312026-05-15

AZO AUTOZONE INC80 shares0.00%2026-03-312026-05-15

VZ VERIZON COMMUNICATIONS INC5.3K shares0.00%2026-03-312026-05-15

CORE NATURAL RESOURCES INC CORE NATURAL RESOURCES INC2.5K sharesnew addition2026-03-312026-05-15

ABBV ABBVIE INC1.2K shares0.00%2026-03-312026-05-15

PEP PEPSICO INC1.7K shares17.19%2026-03-312026-05-15

WAT WATERS CORP758 shares0.00%2026-03-312026-05-15

SPYX SPDR SERIES TRUST3.8K shares0.00%2026-03-312026-05-15

Sponsored

TOI THE ONCOLOGY INSTITUTE INC29.5K shares0.00%2026-03-312026-05-15

INVESCO EXCHANGE TRADED FD T

-0.36%

Shares351.5K

Event2026-03-31

Filed2026-05-15

XLK

SELECT SECTOR SPDR TR

-0.18%

Shares366.2K

Event2026-03-31

Filed2026-05-15

INVESCO EXCHANGE TRADED FD T

-0.82%

Shares932.1K

Event2026-03-31

Filed2026-05-15

INVESCO QQQ TR

-0.65%

Shares63.9K

Event2026-03-31

Filed2026-05-15

SPSB

SPDR SERIES TRUST

4.04%

Shares1.2M

Event2026-03-31

Filed2026-05-15

QUAL

ISHARES TR

-0.50%

Shares168.3K

Event2026-03-31

Filed2026-05-15

MDY

STATE STR SPDR S&P MIDCAP 40

-0.22%

Shares44.3K

Event2026-03-31

Filed2026-05-15

VYM

VANGUARD WHITEHALL FDS

-0.77%

Shares182.5K

Event2026-03-31

Filed2026-05-15

AAPL

APPLE INC

-2.86%

Shares87.7K

Event2026-03-31

Filed2026-05-15

XLV

SELECT SECTOR SPDR TR

-0.94%

Shares133.0K

Event2026-03-31

Filed2026-05-15

TPL

TEXAS PACIFIC LAND CORPORATI

-0.57%

Shares39.3K

Event2026-03-31

Filed2026-05-15

BAC

BANK AMERICA CORP

-0.29%

Shares323.2K

Event2026-03-31

Filed2026-05-15

IJR

ISHARES TR

-1.09%

Shares113.2K

Event2026-03-31

Filed2026-05-15

XLG

INVESCO EXCHANGE TRADED FD T

0.19%

Shares253.1K

Event2026-03-31

Filed2026-05-15

DGRO

ISHARES TR

-1.67%

Shares193.7K

Event2026-03-31

Filed2026-05-15

XLY

SELECT SECTOR SPDR TR

0.48%

Shares121.6K

Event2026-03-31

Filed2026-05-15

IYG

ISHARES TR

-0.24%

Shares147.7K

Event2026-03-31

Filed2026-05-15

HDV

ISHARES TR

-9.39%

Shares89.9K

Event2026-03-31

Filed2026-05-15

SDY

SPDR SERIES TRUST

-5.38%

Shares82.2K

Event2026-03-31

Filed2026-05-15

XLI

SELECT SECTOR SPDR TR

0.15%

Shares56.6K

Event2026-03-31

Filed2026-05-15

ALPHABET INC

-1.18%

Shares30.7K

Event2026-03-31

Filed2026-05-15

SCHD

SCHWAB STRATEGIC TR

-3.55%

Shares275.1K

Event2026-03-31

Filed2026-05-15

NVDA

NVIDIA CORPORATION

70.85%

Shares47.0K

Event2026-03-31

Filed2026-05-15

SJNK

SPDR SERIES TRUST

-0.81%

Shares325.4K

Event2026-03-31

Filed2026-05-15

ALPHABET INC

-2.50%

Shares27.3K

Event2026-03-31

Filed2026-05-15

XOM

EXXON MOBIL CORP

1.18%

Shares44.8K

Event2026-03-31

Filed2026-05-15

IGSB

ISHARES TR

4.34%

Shares125.0K

Event2026-03-31

Filed2026-05-15

BERKSHIRE HATHAWAY INC DEL

-0.22%

Shares13.6K

Event2026-03-31

Filed2026-05-15

IWP

ISHARES TR

-2.89%

Shares44.2K

Event2026-03-31

Filed2026-05-15

IGIB

ISHARES TR

-1.30%

Shares106.0K

Event2026-03-31

Filed2026-05-15

VEA

VANGUARD TAX-MANAGED FDS

-3.24%

Shares88.0K

Event2026-03-31

Filed2026-05-15

MGV

VANGUARD WORLD FD

-1.21%

Shares36.3K

Event2026-03-31

Filed2026-05-15

XLC

SELECT SECTOR SPDR TR

-0.55%

Shares45.2K

Event2026-03-31

Filed2026-05-15

XLF

SELECT SECTOR SPDR TR

0.21%

Shares95.0K

Event2026-03-31

Filed2026-05-15

JNJ

JOHNSON & JOHNSON

-1.33%

Shares18.7K

Event2026-03-31

Filed2026-05-15

SPY

STATE STR SPDR S&P 500 ETF T

-1.06%

Shares6.7K

Event2026-03-31

Filed2026-05-15

XBI

SPDR SERIES TRUST

4.75%

Shares30.0K

Event2026-03-31

Filed2026-05-15

VCTR

VICTORY CAP HLDGS INC DEL

-0.63%

Shares57.8K

Event2026-03-31

Filed2026-05-15

VXF

VANGUARD INDEX FDS

0.00%

Shares18.2K

Event2026-03-31

Filed2026-05-15

XPO

XPO INC

-4.56%

Shares18.9K

Event2026-03-31

Filed2026-05-15

AMZN

AMAZON COM INC

-0.07%

Shares17.3K

Event2026-03-31

Filed2026-05-15

WMT

WALMART INC

-2.70%

Shares26.9K

Event2026-03-31

Filed2026-05-15

JCI

JOHNSON CONTROLS INTERNATION

-0.75%

Shares25.3K

Event2026-03-31

Filed2026-05-15

MSFT

MICROSOFT CORP

8.16%

Shares8.7K

Event2026-03-31

Filed2026-05-15

AZZ

AZZ INC

0.00%

Shares24.9K

Event2026-03-31

Filed2026-05-15

EMR

EMERSON ELEC CO

0.57%

Shares21.7K

Event2026-03-31

Filed2026-05-15

PHILIP MORRIS INTL INC

0.05%

Shares17.2K

Event2026-03-31

Filed2026-05-15

WFC

WELLS FARGO & CO

-0.22%

Shares34.4K

Event2026-03-31

Filed2026-05-15

FANG

DIAMONDBACK ENERGY INC

2.27%

Shares13.5K

Event2026-03-31

Filed2026-05-15

KEYS

KEYSIGHT TECHNOLOGIES INC

-1.89%

Shares9.1K

Event2026-03-31

Filed2026-05-15

SYK

STRYKER CORPORATION

-3.17%

Shares7.6K

Event2026-03-31

Filed2026-05-15

RRC

RANGE RES CORP

0.00%

Shares55.0K

Event2026-03-31

Filed2026-05-15

PANW

PALO ALTO NETWORKS INC

3.21%

Shares14.3K

Event2026-03-31

Filed2026-05-15

IVW

ISHARES TR

0.32%

Shares20.3K

Event2026-03-31

Filed2026-05-15

HYG

ISHARES TR

-20.00%

Shares28.0K

Event2026-03-31

Filed2026-05-15

BLACKROCK INC

-1.57%

Shares2.2K

Event2026-03-31

Filed2026-05-15

VWO

VANGUARD INTL EQUITY INDEX F

-3.75%

Shares38.5K

Event2026-03-31

Filed2026-05-15

WMB

WILLIAMS COS INC

0.58%

Shares28.2K

Event2026-03-31

Filed2026-05-15

APH

AMPHENOL CORP

5.65%

Shares15.8K

Event2026-03-31

Filed2026-05-15

XLP

SELECT SECTOR SPDR TR

-1.98%

Shares23.5K

Event2026-03-31

Filed2026-05-15

BROOKFIELD CORP

0.00%

Shares46.0K

Event2026-03-31

Filed2026-05-15

DON

WISDOMTREE TR

-14.81%

Shares34.5K

Event2026-03-31

Filed2026-05-15

SPHQ

INVESCO EXCHANGE TRADED FD T

0.00%

Shares24.0K

Event2026-03-31

Filed2026-05-15

TGT

TARGET CORP

-2.55%

Shares14.8K

Event2026-03-31

Filed2026-05-15

LLY

ELI LILLY & CO

12.83%

Shares2.0K

Event2026-03-31

Filed2026-05-15

CHUBB LTD SWITZ

-0.64%

Shares5.4K

Event2026-03-31

Filed2026-05-15

ABT

ABBOTT LABORATORIES

-1.89%

Shares16.4K

Event2026-03-31

Filed2026-05-15

PAYX

PAYCHEX INC

-2.35%

Shares18.1K

Event2026-03-31

Filed2026-05-15

MASTERCARD INCORPORATED

1.72%

Shares3.3K

Event2026-03-31

Filed2026-05-15

CVX

CHEVRON CORPORATION

-2.68%

Shares7.7K

Event2026-03-31

Filed2026-05-15

OVV

OVINTIV INC

0.00%

Shares26.6K

Event2026-03-31

Filed2026-05-15

JOE

ST JOE CO

0.00%

Shares24.1K

Event2026-03-31

Filed2026-05-15

TMO

THERMO FISHER SCIENTIFIC INC

0.67%

Shares3.0K

Event2026-03-31

Filed2026-05-15

NWS

NEWS CORP NEW

-2.03%

Shares51.9K

Event2026-03-31

Filed2026-05-15

HHH

HOWARD HUGHES HOLDINGS INC

1.16%

Shares22.9K

Event2026-03-31

Filed2026-05-15

LHX

L3HARRIS TECHNOLOGIES INC

0.00%

Shares4.2K

Event2026-03-31

Filed2026-05-15

RPV

INVESCO EXCHANGE TRADED FD T

-0.93%

Shares13.3K

Event2026-03-31

Filed2026-05-15

AIVL

WISDOMTREE TR

-11.19%

Shares11.9K

Event2026-03-31

Filed2026-05-15

AMGN

AMGEN INC

-2.67%

Shares3.8K

Event2026-03-31

Filed2026-05-15

VISA INC

2.36%

Shares4.3K

Event2026-03-31

Filed2026-05-15

HOME DEPOT INC

2.23%

Shares3.7K

Event2026-03-31

Filed2026-05-15

CUBE

CUBESMART

0.00%

Shares32.9K

Event2026-03-31

Filed2026-05-15

IQV

IQVIA HLDGS INC

2.38%

Shares7.0K

Event2026-03-31

Filed2026-05-15

PLD

PROLOGIS INC.

0.00%

Shares9.0K

Event2026-03-31

Filed2026-05-15

CSCO

CISCO SYS INC

-1.85%

Shares15.3K

Event2026-03-31

Filed2026-05-15

SPHR

SPHERE ENTERTAINMENT CO

0.00%

Shares9.1K

Event2026-03-31

Filed2026-05-15

PFE

PFIZER INC

-9.86%

Shares38.0K

Event2026-03-31

Filed2026-05-15

DMLP

DORCHESTER MINERALS L P

0.00%

Shares39.3K

Event2026-03-31

Filed2026-05-15

GXO

GXO LOGISTICS INCORPORATED

-6.58%

Shares18.9K

Event2026-03-31

Filed2026-05-15

CRGY

CRESCENT ENERGY COMPANY

0.00%

Shares72.1K

Event2026-03-31

Filed2026-05-15

IBB

ISHARES TR

0.00%

Shares5.5K

Event2026-03-31

Filed2026-05-15

VCSH

VANGUARD SCOTTSDALE FDS

0.00%

Shares11.6K

Event2026-03-31

Filed2026-05-15

DIS

DISNEY WALT CO

-4.02%

Shares9.4K

Event2026-03-31

Filed2026-05-15

WEYERHAEUSER CO

0.00%

Shares36.9K

Event2026-03-31

Filed2026-05-15

QCOM

QUALCOMM INC

6.84%

Shares6.9K

Event2026-03-31

Filed2026-05-15

RYN

RAYONIER INC

New

Shares42.5K

Event2026-03-31

Filed2026-05-15

FNF

FIDELITY NATL FINL INC

-5.89%

Shares18.6K

Event2026-03-31

Filed2026-05-15

FEZ

SPDR INDEX SHS FDS

-5.99%

Shares13.8K

Event2026-03-31

Filed2026-05-15

XLU

SELECT SECTOR SPDR TR

0.00%

Shares18.6K

Event2026-03-31

Filed2026-05-15

JPM

JPMORGAN CHASE & CO

1.23%

Shares2.9K

Event2026-03-31

Filed2026-05-15

BROADCOM INC

157.14%

Shares2.7K

Event2026-03-31

Filed2026-05-15

ACCENTURE PLC IRELAND

-9.95%

Shares4.2K

Event2026-03-31

Filed2026-05-15

DEERE & CO

-4.92%

Shares1.4K

Event2026-03-31

Filed2026-05-15

FAST

FASTENAL CO

0.00%

Shares16.0K

Event2026-03-31

Filed2026-05-15

EOG

EOG RES INC

-8.12%

Shares5.1K

Event2026-03-31

Filed2026-05-15

XOP

SPDR SERIES TRUST

-13.30%

Shares3.8K

Event2026-03-31

Filed2026-05-15

IGV

ISHARES TR

New

Shares8.5K

Event2026-03-31

Filed2026-05-15

VTI

VANGUARD INDEX FDS

0.00%

Shares2.1K

Event2026-03-31

Filed2026-05-15

ARISTA NETWORKS INC

0.00%

Shares5.4K

Event2026-03-31

Filed2026-05-15

ALCO

ALICO INC

0.00%

Shares16.1K

Event2026-03-31

Filed2026-05-15

COST

COSTCO WHOLESALE CORPORATION

0.00%

Shares637

Event2026-03-31

Filed2026-05-15

ZTS

ZOETIS INC

3.23%

Shares5.1K

Event2026-03-31

Filed2026-05-15

BMI

BADGER METER INC

-4.22%

Shares3.7K

Event2026-03-31

Filed2026-05-15

ZBRA

ZEBRA TECHNOLOGIES CORPORATI

1.31%

Shares2.7K

Event2026-03-31

Filed2026-05-15

SBUX

STARBUCKS CORP

2.61%

Shares6.3K

Event2026-03-31

Filed2026-05-15

ENERGY TRANSFER L P

0.00%

Shares29.0K

Event2026-03-31

Filed2026-05-15

NOC

NORTHROP GRUMMAN CORP

0.00%

Shares820

Event2026-03-31

Filed2026-05-15

IWB

ISHARES TR

0.00%

Shares1.5K

Event2026-03-31

Filed2026-05-15

SFNC

SIMMONS FIRST NATL CORP

43.11%

Shares27.4K

Event2026-03-31

Filed2026-05-15

CAT

CATERPILLAR INC

0.00%

Shares745

Event2026-03-31

Filed2026-05-15

PLTR

PALANTIR TECHNOLOGIES INC

New

Shares3.5K

Event2026-03-31

Filed2026-05-15

SPDR SERIES TRUST

-16.39%

Shares5.1K

Event2026-03-31

Filed2026-05-15

MSGE

MADISON SQUARE GARDEN ENTMT

0.00%

Shares8.2K

Event2026-03-31

Filed2026-05-15

ALC

ALCON AG

0.00%

Shares6.4K

Event2026-03-31

Filed2026-05-15

INTU

INTUIT

New

Shares1.1K

Event2026-03-31

Filed2026-05-15

AVY

AVERY DENNISON CORP

-0.59%

Shares2.7K

Event2026-03-31

Filed2026-05-15

IBM

INTERNATIONAL BUSINESS MACHS

New

Shares1.7K

Event2026-03-31

Filed2026-05-15

MLM

MARTIN MARIETTA MATLS INC

0.00%

Shares700

Event2026-03-31

Filed2026-05-15

SPHD

INVESCO EXCH TRADED FD TR II

-10.75%

Shares8.3K

Event2026-03-31

Filed2026-05-15

ZBH

ZIMMER BIOMET HOLDINGS INC

-7.54%

Shares4.4K

Event2026-03-31

Filed2026-05-15

SLG

SL GREEN RLTY CORP

0.00%

Shares10.7K

Event2026-03-31

Filed2026-05-15

UNP

UNION PAC CORP

12.70%

Shares1.6K

Event2026-03-31

Filed2026-05-15

DFUV

DIMENSIONAL ETF TRUST

0.00%

Shares7.5K

Event2026-03-31

Filed2026-05-15

IJK

ISHARES TR

0.00%

Shares3.6K

Event2026-03-31

Filed2026-05-15

MERCK & CO INC

20.00%

Shares3.0K

Event2026-03-31

Filed2026-05-15

SHW

SHERWIN WILLIAMS CO

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-15

UNH

UNITEDHEALTH GROUP INC

-2.93%

Shares1.3K

Event2026-03-31

Filed2026-05-15

IJT

ISHARES TR

-2.84%

Shares2.4K

Event2026-03-31

Filed2026-05-15

COCA COLA CO

0.00%

Shares4.5K

Event2026-03-31

Filed2026-05-15

MCD

MCDONALDS CORP

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-15

TXN

TEXAS INSTRS INC

0.00%

Shares1.7K

Event2026-03-31

Filed2026-05-15

BSV

VANGUARD BD INDEX FDS

0.00%

Shares4.2K

Event2026-03-31

Filed2026-05-15

EFA

ISHARES TR

0.00%

Shares3.3K

Event2026-03-31

Filed2026-05-15

IWR

ISHARES TR

0.00%

Shares3.1K

Event2026-03-31

Filed2026-05-15

ADBE

ADOBE INC

0.00%

Shares1.2K

Event2026-03-31

Filed2026-05-15

AZO

AUTOZONE INC

0.00%

Shares80

Event2026-03-31

Filed2026-05-15

VERIZON COMMUNICATIONS INC

0.00%

Shares5.3K

Event2026-03-31

Filed2026-05-15

CORE NATURAL RESOURCES INC

New

Shares2.5K

Event2026-03-31

Filed2026-05-15

ABBV

ABBVIE INC

0.00%

Shares1.2K

Event2026-03-31

Filed2026-05-15

PEP

PEPSICO INC

17.19%

Shares1.7K

Event2026-03-31

Filed2026-05-15

WAT

WATERS CORP

0.00%

Shares758

Event2026-03-31

Filed2026-05-15

SPYX

SPDR SERIES TRUST

0.00%

Shares3.8K

Event2026-03-31

Filed2026-05-15

TOI

THE ONCOLOGY INSTITUTE INC

0.00%

Shares29.5K

Event2026-03-31

Filed2026-05-15

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available