Back to Socorro Asset Management LP

Socorro Asset Management LP

All holdings · as of Dec 31, 2025

32 positions

CompanyClassValueShares% of portfolio
Sempra$11.82M133,9124.6%
Morgan Stanley$11.23M63,2354.3%
The PNC Financial Services Group, Inc.$11.08M53,0724.3%
NEXTERA ENERGY INC$10.20M197,0004.0%
COCA COLA CO$9.85M140,8433.8%
TEXAS INSTRUMENTS INC$9.60M55,3143.7%
MICROSOFT CORP$9.53M19,7013.7%
PFIZER INC$9.49M381,2263.7%
Prologis Inc$9.44M73,9453.7%
JPMORGAN CHASE & CO$9.22M28,6043.6%
American Tower Corp$8.87M50,5173.4%
CAMDEN PROPERTY TRUST$8.83M80,2363.4%
MARTIN MARIETTA MATERIALS INC$8.65M13,8943.4%
EXPAND ENERGY Corp$8.62M78,1313.3%
Walt Disney Co$8.43M74,1383.3%
BANK OF AMERICA CORP /DE$8.38M152,4173.2%
HOME DEPOT, INC.$8.38M24,3563.2%
ADVANCED ENERGY INDS$8.20M5,000,0003.2%
Johnson Controls International plc$7.70M64,3293.0%
Apple Inc.$7.59M27,9222.9%
Air Products & Chemicals, Inc.$7.53M30,4662.9%
ALCON AG$7.47M94,7502.9%
Union Pacific Corp$7.39M31,9532.9%
LAM RESEARCH CORP$7.28M42,5442.8%
XCEL ENERGY INC$7.18M97,2012.8%
Ferguson Enterprises Inc. /DE$6.79M30,5072.6%
DANAHER CORP /DE$6.76M29,5112.6%
SLB LIMITED/NV$6.73M175,2762.6%
ONEOK Inc$6.47M88,0882.5%
TRUIST FINANCIAL CORP$5.66M114,9472.2%
HUBBELL INC$3.56M8,0231.4%
NEXTERA ENERGY INC$228.2K2,8420.1%
← PrevPage 1 of 1Next →