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Pring Turner Capital Group Inc.
Pring Turner Capital Group Inc is an independent, fee-only investment advisory and financial planning firm based in Alamo, CA, serving the wider San Francisco Bay Area. Founded in 1977, the firm specializes in providing highly personalized financial advice, investment management, and financial planning services to individuals, families, business professionals, and other financial advisors. The team consists of experienced investment strategists and advisors, and the firm is known for its focus on risk management and its all-season, business-cycle driven approach. Pring Turner has a long-standing reputation for guiding clients through retirement planning, tax efficiency, and legacy strategies.
Investment Strategy
Pring Turner employs an 'All-Season' investment strategy with a distinct emphasis on protecting client capital while growing wealth. Their approach centers on building diversified portfolios by selecting high-quality, value-oriented, and income-generating investments. The firm integrates multiple layers of risk management through proprietary Advanced Investment Barometers™ to navigate economic and market cycles. The portfolio strategy is adaptive, aiming to participate in market gains while proactively reducing downside risk. This business-cycle-based methodology is designed to deliver consistent, risk-adjusted returns and protect client wealth across all market conditions. Clients benefit from the firm's deep research focus, long-term market perspective, and personalized planning tailored to meet specific life stages and financial goals.
Latest 13F Filing Activity
Pring Turner Capital Group Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 67 equity positions with a total 13F market value of $155M. The fund increased holdings in Oracle Corporation, Texas Instrs Inc. Com, Microsoft Corp. Com among other positions. Pring Turner Capital Group Inc. reduced exposure to Schwab Us Mid-cap Etf, Bank America Corp. Com, American Tower Corp. New Com among others.
Top Holdings
Equity Positions (67)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
O ORCL | ORACLE CORPORATION | 6.21% | $9.6M | 43,987 | $83.07 | $218.63 | +$3.4M |
T TXN | TEXAS INSTRS INC COM | 4.99% | $7.7M | 37,170 | $187.29 | $207.62 | +$2.0M |
S SCHW | CHARLES SCHWAB CORP | 4.74% | $7.3M | 80,341 | $71.28 | $91.24 | +$990.3K |
N NOBL | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | 4.73% | $7.3M | 72,655 | $102.20 | $100.70 | -$427.7K |
C CMI | CUMMINS INC COM | 3.61% | $5.6M | 17,074 | $219.33 | $327.50 | +$167.1K |
Industry Allocation
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