Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. reported a Form 13F information table total of $742.26 million in 153 entries in its Form 13F-HR for the quarter ended 2026-03-31.
Its holdings by class are not on this site yet.
Form 13F-HR as filed (SEC CIK 1599852): holdings report, quarter ended 2026-03-31, filed 2026-05-15; filing manager in United States.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Sharkey, Howes & Javer | United States | $0.742B | 153 |
| Allegheny Financial Group | United States | $0.742B | 290 |
| Abacus Planning Group, Inc. | United States | $0.743B | 264 |
| Ellenbecker Investment Group | United States | $0.743B | 134 |
| Lineweaver Wealth Advisors, LLC | United States | $0.742B | 168 |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | United States | $0.743B | 262 |
| Running Oak Capital LLC | United States | $0.741B | 108 |
| Hendershot Investments Inc. | United States | $0.744B | 129 |
| Capital Advisors Wealth Management, LLC | United States | $0.745B | 219 |
| Conversant Capital LLC | United States | $0.745B | 16 |