Pring Turner Capital Group Inc Portfolio Holdings

Pring Turner Capital Group Inc

  • $161 Million
  • Q1 2025

Pring Turner Capital Group Inc has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $161 Million distributed in 66 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic U.S. Mid Cap with a value of $8.27M, Proshares S&P 500 Dividend Ari with a value of $7.74M, Bank Of America Corp with a value of $6.56M, Schwab Charles Corp with a value of $6.34M, and Oracle Corp with a value of $6.24M.

Examining the 13F form we can see an increase of $12.2M in the current position value, from $149M to 161M.

Pring Turner Capital Group Inc is based out at Walnut Creek, CA

Below you can find more details about Pring Turner Capital Group Inc portfolio as well as his latest detailed transactions.

Portfolio value $161 Million
Financial Services: $26.3 Million
Real Estate: $23.6 Million
Technology: $18.8 Million
Industrials: $18.5 Million
ETFs: $16.6 Million
Energy: $16.5 Million
Basic Materials: $10.6 Million
Utilities: $8.03 Million
Other: $22.2 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 66
  • Current Value $161 Million
  • Prior Value $149 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 13, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 2 stocks
  • Additional Purchases 30 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
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