Socorro Asset Management LP: 13F holdings
CIK 17818822026Q2
| Positions | 33 |
|---|
| Reported value | $222.8m |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 33 (+1 vs prior quarter) |
|---|
| Reported value | $222.8m (+0.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| NEXTERA ENERGY INC | 179,085 | $9.5m | 4.3% |
| APD AIR PRODUCTS AND CHEMICALS I | 30,762 | $9.0m | 4.0% |
| SRE SEMPRA | 96,289 | $8.9m | 4.0% |
| PNC PNC FINL SVCS GROUP INC | 36,137 | $8.9m | 4.0% |
| JPM JPMORGAN CHASE & CO | 24,930 | $8.2m | 3.7% |
| XEL XCEL ENERGY INC | 100,977 | $8.1m | 3.6% |
| HD HOME DEPOT INC | 22,660 | $8.0m | 3.6% |
| CPT CAMDEN PPTY TR | 69,499 | $8.0m | 3.6% |
| TXN TEXAS INSTRS INC | 26,156 | $7.8m | 3.5% |
| MSFT MICROSOFT CORP | 20,509 | $7.7m | 3.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1781882")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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