Socorro Asset Management LP — 13F holdings

Socorro Asset Management LP reported 33 holdings worth $223M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. NEXTERA ENERGY INC — $9.52M (4.3%)
2. APD AIR PRODS & CHEMS INC — $9.02M (4.0%)
3. SRE SEMPRA — $8.93M (4.0%)
4. PNC PNC FINL SVCS GROUP INC — $8.90M (4.0%)
5. JPM JPMorgan Chase & Co. — $8.16M (3.7%)
6. XEL Xcel Energy Inc — $8.11M (3.6%)
7. HD HOME DEPOT INC — $7.99M (3.6%)
8. CPT CAMDEN PPTY TR — $7.96M (3.6%)
9. TXN TEXAS INSTRS INC — $7.80M (3.5%)
10. MSFT MICROSOFT CORP — $7.65M (3.4%)