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| Happy Holidays!! thanks for using AUM13F!! |
| Pring/Turner Capital Group Inc
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| CRD # | 110931 |
| SEC # | 801-12851 |
| CIK # | 0001568839 |
| AUM | $238.6 M (2024-09-30) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 925-287-8527 |
| Address | 3195 Danville Blvd Ste 8 Alamo, CA 94507-1970 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001568839 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Oracle Corp | 9.6 | ||
| Texas Instruments Inc | 7.7 | ||
| Schwab Charles Corp | 7.3 | ||
| Cummins Inc | 5.6 | ||
| Mid America Apartment Communities Inc | 5.5 | ||
| Public Storage | 5.5 | ||
| American Express Co | 5.4 | ||
| Home Depot Inc | 5.4 | ||
| AMB Property Corp | 5.3 | ||
| Union Pacific Corp | 4.8 | ||
| Microsoft Corp | 4.8 | ||
| McKesson Corp | 4.6 | ||
| Kinder Morgan Inc | 4.6 | ||
| Equity Lifestyle Properties Inc | 4.5 | ||
| Bank of America Corp /DE/ | 4.4 | ||
| Eaton Corp Ltd | 4.1 | ||
| Wheaton Precious Metals Corp | 4.0 | ||
| Atmos Energy Corp | 3.9 | ||
| Chevron Corp | 3.6 | ||
| Royal Gold Inc | 3.3 | ||
| Occidental Petroleum Corp /DE/ | 3.1 | ||
| Wells Fargo & Co/MN | 3.0 | ||
| Clorox Co /DE/ | 2.9 | ||
| Idacorp Inc | 2.8 | ||
| United Technologies Corp /DE/ | 2.0 | ||
| Apple Inc | 1.9 | ||
| Texas Pacific Land Corp | 1.8 | ||
| Facebook Inc | 1.7 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 116 | 39.3 |
| (b) Individuals (high net worth individuals) | 68 | 187.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 5.2 |
| (h) Charitable organizations | 0 | 5.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 1.4 |
| (n) Other | 0 | 0.0 |
| Total | 440 | 238.6 |
| By Discretionary | ||
| Discretionary | 438 | 238.1 |
| Non-Discretionary | 2 | 0.5 |
| Total | 440 | 238.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 238.6 | |
| Total | 440 | 238.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001568839] |
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