Institutions / Socorro Asset Management LP
Socorro Asset Management LP
CIK 1781882 · Institution · as of Dec 31, 2025
Portfolio value
$258.16M
Positions
32
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 32 →
| Company | Value | % of portfolio |
|---|---|---|
| Sempra | $11.82M | 4.6% |
| Morgan Stanley | $11.23M | 4.3% |
| The PNC Financial Services Group, Inc. | $11.08M | 4.3% |
| Nextera Energy Inc | $10.20M | 4.0% |
| Coca Cola Co | $9.85M | 3.8% |
| Texas Instruments Inc | $9.60M | 3.7% |
| Microsoft Corp | $9.53M | 3.7% |
| Pfizer Inc | $9.49M | 3.7% |
| Prologis Inc | $9.44M | 3.7% |
| JPMorgan Chase & Co | $9.22M | 3.6% |
| American Tower Corp | $8.87M | 3.4% |
| Camden Property Trust | $8.83M | 3.4% |
| Martin Marietta Materials Inc | $8.65M | 3.4% |
| EXPAND ENERGY Corp | $8.62M | 3.3% |
| Walt Disney Co | $8.43M | 3.3% |
| Bank of America Corp /De | $8.38M | 3.2% |
| Home Depot, Inc. | $8.38M | 3.2% |
| Advanced Energy Inds | $8.20M | 3.2% |
| Johnson Controls International plc | $7.70M | 3.0% |
| Apple Inc. | $7.59M | 2.9% |
| Air Products & Chemicals, Inc. | $7.53M | 2.9% |
| Alcon AG | $7.47M | 2.9% |
| Union Pacific Corp | $7.39M | 2.9% |
| Lam Research Corp | $7.28M | 2.8% |
| Xcel Energy Inc | $7.18M | 2.8% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.