StockDriftsStockDriftsTop 50 Holt Capital Advisors L L C Dba Holt Capital Partners L P Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| RSP | INVESCO EXCHANGE TRADED FD T | 9.09% | 351.5K | $67.5M | -0.36%(-1.27K) | $143.04(+40.91%) | 2026-03-31 | |
| XLK | SELECT SECTOR SPDR TR | 6.56% | 366.2K | $48.7M | -0.18%(-642) | $57.44(+206.88%) | 2026-03-31 | |
| PRF | INVESCO EXCHANGE TRADED FD T | 5.97% | 932.1K | $44.3M | -0.82%(-7.71K) | $34.01(+53.57%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 4.97% | 63.9K | $36.9M | -0.65%(-415) | $190.46(+272.22%) | 2026-03-31 | |
| SPSB | SPDR SERIES TRUST | 4.75% | 1.17M | $35.2M | +4.04%(+45.50K) | $30.27(-1.06%) | 2026-03-31 | |
| QUAL | ISHARES TR | 4.35% | 168.3K | $32.3M | -0.50%(-853) | $123.71(+70.11%) | 2026-03-31 | |
| MDY | STATE STR SPDR S&P MIDCAP 40 | 3.68% | 44.3K | $27.3M | -0.22%(-99) | $468.76(+40.65%) | 2026-03-31 | |
| VYM | VANGUARD WHITEHALL FDS | 3.64% | 182.5K | $27.0M | -0.77%(-1.42K) | $115.24(+35.17%) | 2026-03-31 | |
| AAPL | APPLE INC | 3% | 87.7K | $22.3M | -2.86%(-2.58K) | $32.81(+815.03%) | 2026-03-31 | |
| XLV | SELECT SECTOR SPDR TR | 2.63% | 133.0K | $19.5M | -0.94%(-1.26K) | $100.01(+45.09%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.77% | +39.63% |
| Top 20 Holdings Unweighted | +12.59% | +42.71% |
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