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Spring Capital Management, LLC
Spring Capital Management, LLC is an SEC Registered Investment Advisor headquartered in Amarillo, Texas. The firm was founded in 2011 and operates with a small team consisting of 2 employees, both of whom are investors and half are brokers. Spring Capital primarily serves high net worth individuals, and also manages accounts for other individuals, charitable organizations, and a few businesses. The firm focuses on providing custom investment strategies, emphasizing long-term capital growth and wealth preservation for its clients.
Investment Strategy
Spring Capital Management, LLC takes a long-term investment approach, emphasizing reasonable capital allocation decisions that blend factors from markets, the broader economy, client needs, and the firm's experience. The firm prioritizes customized investment solutions, eschewing typical Wall Street trends in favor of client-centric strategies focused on building, managing, and preserving wealth over time. The strategy involves multi-factor analysis and a commitment to putting clients' interests first.
Latest 13F Filing Activity
Spring Capital Management, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 49 equity positions with a total 13F market value of $204M. The fund increased holdings in Oracle Corp., Apple Inc., Johnson & Johnson among other positions. Spring Capital Management, LLC reduced exposure to Brown & Brown Inc., Deere & Co., Grainger W W Inc. among others.
Top Holdings
Equity Positions (49)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
O ORCL | ORACLE CORP | 8.67% | $17.7M | 62,983 | $91.00 | $281.24 | +$3.9M |
A AAPL | APPLE INC | 8.18% | $16.7M | 65,634 | $185.27 | $254.63 | +$3.3M |
E ETN | EATON CORP PLC | 6.10% | $12.5M | 33,267 | $188.76 | $374.25 | +$457.1K |
Q QCOM | QUALCOMM INC | 4.79% | $9.8M | 58,784 | $174.28 | $166.36 | +$567.1K |
B BRO | BROWN & BROWN INC | 4.62% | $9.4M | 100,510 | $74.63 | $93.79 | -$1.2M |
Industry Allocation
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