Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Socorro Asset Management LP (CIK 1781882) reported $221.1M across 32 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SRE ($11.2M, 5.09%), NEE/PRS ($10.0M, 4.54%), APD ($9.2M, 4.16%), TXN ($9.2M, 4.14%), KO ($9.0M, 4.09%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SRE | SEMPRA | $11.2M | 5.09% | 115,679 | Trimmed |
| 2 | NEE/PRS | NEXTERA ENERGY INC | $10.0M | 4.54% | 179,085 | Trimmed |
| 3 | APD | AIR PRODUCTS AND CHEMICALS I | $9.2M | 4.16% | 31,642 | Added |
| 4 | TXN | TEXAS INSTRS INC | $9.2M | 4.14% | 47,159 | Trimmed |
| 5 | KO | COCA COLA CO | $9.0M | 4.09% | 118,995 | Trimmed |
| 6 | PFE | PFIZER INC | $8.8M | 4.00% | 315,112 | Trimmed |
| 7 | XEL | XCEL ENERGY INC | $8.4M | 3.78% | 105,154 | Added |
| 8 | CHK | EXPAND ENERGY CORPORATION | $8.2M | 3.70% | 74,433 | Trimmed |
| 9 | AMT | AMERICAN TOWER CORP | $7.9M | 3.58% | 45,799 | Trimmed |
| 10 | PNC | PNC FINL SVCS GROUP INC | $7.8M | 3.54% | 37,655 | Trimmed |
| 11 | JPM | JPMORGAN CHASE & CO | $7.6M | 3.43% | 25,812 | Trimmed |
| 12 | SLB | SLB LIMITED | $7.5M | 3.41% | 146,717 | Trimmed |
| 13 | MSFT | MICROSOFT CORP | $7.3M | 3.32% | 19,853 | Added |
| 14 | HD | HOME DEPOT INC | $7.0M | 3.18% | 21,384 | Trimmed |
| 15 | MS | MORGAN STANLEY | $7.0M | 3.18% | 42,673 | Trimmed |
| 16 | CPT | CAMDEN PPTY TR | $7.0M | 3.18% | 72,077 | Trimmed |
| 17 | OKE | ONEOK INC NEW | $6.9M | 3.12% | 76,179 | Trimmed |
| 18 | MLM | MARTIN MARIETTA MATLS INC | $6.8M | 3.08% | 11,572 | Trimmed |
| 19 | DIS | DISNEY WALT CO | $6.8M | 3.08% | 70,717 | Trimmed |
| 20 | FERG | FERGUSON ENTERPRISES INC | $6.6M | 2.96% | 28,091 | Trimmed |
| 21 | ALC | ALCON AG | $6.3M | 2.83% | 83,135 | Trimmed |
| 22 | PLD | PROLOGIS INC. | $6.2M | 2.82% | 47,195 | Trimmed |
| 23 | BAC | BANK AMERICA CORP | $6.2M | 2.81% | 127,608 | Trimmed |
| 24 | AAPL | APPLE INC | $6.2M | 2.79% | 24,302 | Trimmed |
| 25 | JCI | JOHNSON CONTROLS INTERNATION | $5.8M | 2.61% | 44,105 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31