Holt Capital Advisors Files 13F-HR, Revealing Q4 Equity Holdings
| Field | Detail |
|---|---|
| Company | Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P. |
| Form Type | 13F-HR |
| Filed Date | Nov 14, 2025 |
| Risk Level | low |
| Pages | 1 |
| Reading Time | 2 min |
| Sentiment | neutral |
Complexity: simple
Sentiment: neutral
Topics: 13F-HR, portfolio-disclosure, institutional-holdings
TL;DR
**Holt Capital's 13F-HR is out, showing their latest stock picks and portfolio shifts.**
AI Summary
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. filed its 13F-HR, revealing its equity holdings as of the end of the last quarter. This filing is crucial for investors as it provides a snapshot of the firm's investment strategy and significant changes in its portfolio, which can influence market sentiment and potentially impact the stock prices of the companies they hold or have recently traded.
Why It Matters
This filing offers transparency into Holt Capital's investment decisions, allowing other investors to see which stocks a sophisticated fund manager is buying or selling. It can signal confidence or concern in specific sectors or companies.
Risk Assessment
Risk Level: low — A 13F-HR filing is a backward-looking disclosure of holdings and does not inherently carry high risk, but rather provides data for analysis.
Analyst Insight
A smart investor would analyze the specific holdings disclosed in the full 13F-HR filing to identify any new positions, increased stakes, or exited positions by Holt Capital Advisors, and then conduct their own due diligence on those companies before making any investment decisions.
Key Players & Entities
- Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. (company) — the investment manager filing the 13F-HR
FAQ
What is the primary purpose of a 13F-HR filing by Holt Capital Advisors?
The primary purpose of a 13F-HR filing by Holt Capital Advisors is to disclose their equity holdings and certain other securities as of the end of the most recent calendar quarter, providing transparency into their investment portfolio.
As a high school student, why should I care about Holt Capital Advisors' 13F-HR filing?
You should care because it shows what big, professional investors like Holt Capital are buying and selling. This can give you ideas for your own investments or help you understand why certain stocks might be moving up or down, as these large firms often have significant influence.
Does this 13F-HR filing provide real-time information on Holt Capital's trades?
No, the 13F-HR filing is a historical document, reporting holdings as of the end of the previous quarter. It does not provide real-time information on Holt Capital's current trades or intra-quarter portfolio changes.
What types of securities are typically disclosed in a 13F-HR filing?
A 13F-HR filing typically discloses equity securities, certain options and warrants, shares of closed-end investment companies, and certain convertible debt securities that are publicly traded.
Can I use the information from Holt Capital's 13F-HR to perfectly replicate their investment strategy?
While the 13F-HR provides valuable insight into Holt Capital's holdings, it's difficult to perfectly replicate their strategy because the filing is backward-looking, doesn't include short positions, and doesn't reveal the exact timing or rationale behind their trades.
Filing Stats: 393 words · 2 min read · ~1 pages · Grade level 8.8 · Accepted 2025-11-14 16:46:46
Filing Documents
- primary_doc.html (13F-HR)
- primary_doc.xml (13F-HR) — 2KB
- infotable.html (INFORMATION TABLE)
- infotable.xml (INFORMATION TABLE) — 81KB
- 0001599852-25-000002.txt ( ) — 85KB
From the Filing
SEC FORM 13F-HR The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. The reader should not assume that the information is accurate and complete. UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F COVER PAGE OMB APPROVAL OMB Number: 3235-0006 Estimated average burden hours per response: 23.8 Report for the Calendar Year or Quarter Ended: 09-30-2025 Check here if Amendment Amendment Number: This Amendment (Check only one.): is a restatement. adds new holdings entries. Institutional Investment Manager Filing this Report: Name: Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. Address: 301 COMMERCE STREET SUITE 1430 FORT WORTH , TX 76102 Form 13F File Number: 028-16001 CRD Number (if applicable): 000117863 801-78012 The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form. Person Signing this Report on Behalf of Reporting Manager: Name: Robert M. Holt, Jr. Title: Chief Compliance Officer Phone: 817.877.1430 Signature, Place, and Date of Signing: /s/Robert M. Holt, Jr. Fort Worth , TX 11-14-2025 [Signature] [City, State] [Date] Report Type (Check only one.): X 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.) 13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).) 13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).) Form 13F Summary Page Report Summary: Number of Other Included Managers: 0 Form 13F Information Table Entry Total: 147 Form 13F Information Table Value Total: 622,802,511 (round to nearest dollar) List of Other Included Managers: Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report. [If there are no entries in this list, state “NONE” and omit the column headings and list entries.] NONE