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PRING TURNER CAPITAL GROUP INC

13F
PRING TURNER CAPITAL GROUP INC
Last update 2025-05-13 66 Stocks (2 new)
Value $161.00 Mil Turnover 7 %
Countries:
Top Holdings: SCHM(5.13%)NOBL(4.80%)BAC(4.07%)SCHW(3.93%)ORCL(3.87%)
Summary Stock Picks Current Portfolio
PRING TURNER CAPITAL GROUP INC... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SCHM
Schwab U.S. Mid-Cap ETF
315,482
8,265.6
-4.33%
5.130
-0.26%
0.080
+18.02%
+4.65%
11,897.0
 
NOBL
ProShares S&P 500 Dividend Aristocrats ETF
ProShares S&P 500 Dividend Aristocrats ETF
75,788
7,744.0
+420.41%
4.800
+3.88%
0.070
+7.13%
+4.54%
11,559.0
 
BAC
Bank of America Corp
157,317
6,564.8
+2.13%
4.070
+0.08%
0.000
+26.44%
+8.31%
349,709.9
Banks
SCHW
Charles Schwab Corp
80,992
6,340.1
+0.42%
3.930
+0.02%
0.000
+26.29%
+30.37%
174,174.8
Capital Markets
ORCL
Oracle Corp
44,667
6,244.9
-0.66%
3.870
-0.03%
0.000
+92.89%
+49.78%
695,368.7
Software
MAA
Mid-America Apartment Communities Inc
Mid-America Apartment Communities Inc
36,234
6,072.1
+19.87%
3.770
+0.63%
0.030
-2.36%
+1.19%
17,772.9
REITs
PLD
Prologis Inc
51,362
5,741.7
+26.30%
3.560
+0.74%
0.010
+5.18%
+2.50%
98,708.1
REITs
TXN
Texas Instruments Inc
31,936
5,738.9
+19.92%
3.560
+0.59%
0.000
+47.57%
+17.69%
197,320.1
Semiconductors
PSA
Public Storage
18,828
5,635.1
+4.41%
3.500
+0.15%
0.010
-3.93%
-4.08%
49,389.2
REITs
HD
The Home Depot Inc
14,875
5,451.7
-0.18%
3.380
-0.01%
0.000
+1.46%
-6.80%
356,214.0
Retail - Cyclical

PRING TURNER CAPITAL GROUP INC's Historical Top Holdings Breakdowns

PRING TURNER CAPITAL GROUP INC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
NOBL
ProShares S&P 500 Dividend Aristocrats ETF
ProShares S&P 500 Dividend Aristocrats ETF
2025-03-31
Add
Add
+3.88%
●
97.38 ($101.55) 104.52
$103.02
1.45%
Add 420.41%
75,788
61,225
PLD
Prologis Inc
2025-03-31
Add
Add
+0.74%
●
103.59 ($115.69) 124.04
$106.38
-8.05%
Add 26.3%
51,362
10,695
MAA
Mid-America Apartment Communities Inc
Mid-America Apartment Communities Inc
2025-03-31
Add
Add
+0.63%
●
146.9 ($158.27) 170.92
$151.83
-4.07%
Add 19.87%
36,234
6,007
TXN
Texas Instruments Inc
2025-03-31
Add
Add
+0.59%
●
173.6 ($187.2) 203.96
$217.20
16.03%
Add 19.92%
31,936
5,304
AAPL
Apple Inc
2025-03-31
Reduce
Reduce
-0.34%
●
209.68 ($231.67) 247.1
$210.08
-9.32%
Reduce -17.95%
9,164
-2,005
RGLD
Royal Gold Inc
2025-03-31
Add
Add
+0.31%
●
132.55 ($146.68) 163.51
$155.05
5.71%
Add 13.7%
25,242
3,041
SCHM
Schwab U.S. Mid-Cap ETF
2025-03-31
Reduce
Reduce
-0.26%
●
25.58 ($27.85) 29.24
$28.81
3.45%
Reduce -4.33%
315,482
-14,277
ELS
Equity Lifestyle Properties Inc
2025-03-31
Add
Add
+0.19%
●
64.36 ($66.77) 69.32
$62.22
-6.81%
Add 6.75%
73,597
4,655
TSLA
Tesla Inc
2025-03-31
Sold Out
Sold Out
-0.18%
●
222.15 ($333.26) 428.22
$328.63
-1.39%
Sold Out
0
-650
PSA
Public Storage
2025-03-31
Add
Add
+0.15%
●
288.99 ($299.06) 313.98
$281.53
-5.86%
Add 4.41%
18,828
795

PRING TURNER CAPITAL GROUP INC Total Holding History ($B)

To

PRING TURNER CAPITAL GROUP INC's Asset Allocation

To

PRING TURNER CAPITAL GROUP INC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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PRING TURNER CAPITAL GROUP INC's Hypothetical Growth since 2025-03-31

PRING TURNER CAPITAL GROUP INC's Yearly Returns

Year Portfolio % % Excess Gain %

PRING TURNER CAPITAL GROUP INC's Holdings Heat Map

Size field:

PRING TURNER CAPITAL GROUP INC's Holdings Bubble Chart

PRING TURNER CAPITAL GROUP INC News

  • 1

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