13F Filings History of PRING TURNER CAPITAL GROUP INC

Latest 13F report
Q4 2025 - 10 Feb 2026
Value $
$161,553,808
Signature - Title
Jim Kopas - CCO
Location
Alamo, CA
Summary
This page shows a list of all the recent 13F filings made by PRING TURNER CAPITAL GROUP INC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. PRING TURNER CAPITAL GROUP INC reported 68 stock holdings with total value $161,553,808 as of Q4 2025. Top holdings included CMI, NOBL, SCHW, ORCL, and AXP.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 68 $161,553,808 +$6,593,679 -$4,781,374 +$1,812,305 CMI, NOBL, SCHW, ORCL, AXP 13F-HR 10 Feb 2026, 12:17
Q3 2025 69 $163,773,941 +$6,624,519 -$8,264,858 -$1,640,339 ORCL, SCHW, NOBL, CMI, TXN 13F-HR 07 Nov 2025, 11:56
Q2 2025 67 $154,778,312 +$3,077,120 -$17,929,655 -$14,852,535 ORCL, TXN, SCHW, NOBL, CMI 13F-HR 12 Aug 2025, 14:35
Q1 2025 66 $161,198,319 +$12,052,145 -$1,848,547 +$10,203,598 SCHM, NOBL, BAC, SCHW, ORCL 13F-HR 13 May 2025, 12:47
Q4 2024 66 $149,306,896 +$9,748,708 -$11,993,184 -$2,244,476 SCHM, ORCL, BAC, SCHW, CMI 13F-HR 04 Feb 2025, 12:56
Q3 2024 69 $158,402,789 +$7,894,742 -$5,025,350 +$2,869,392 SCHM, ORCL, SPDW, PSA, BAC 13F-HR 12 Nov 2024, 18:44
Q2 2024 67 $143,223,597 +$8,230,151 -$2,421,701 +$5,808,450 SCHM, ORCL, BAC, SPDW, MCK 13F-HR 13 Aug 2024, 12:25
Q1 2024 67 $136,854,549 +$4,130,791 -$6,699,376 -$2,568,585 SCHM, SPDW, BAC, ORCL, HD 13F-HR 13 May 2024, 15:28
Q4 2023 65 $130,755,468 +$2,555,637 -$3,463,170 -$907,533 SPDW, SCHM, BAC, PSA, SCHW 13F-HR 13 Feb 2024, 06:44
Q3 2023 62 $119,401,699 +$17,912,561 -$1,501,658 +$16,410,903 SCHM, SPDW, ORCL, PSA, BAC 13F-HR 08 Nov 2023, 19:34
Q2 2023 61 $109,115,075 +$4,750,498 -$1,184,820 +$3,565,678 ORCL, SPDW, SCHM, PSA, HD 13F-HR 08 Aug 2023, 12:55
Q1 2023 60 $100,742,124 +$12,548,784 -$4,812,408 +$7,736,376 SPDW, SCHM, TXN, ORCL, CVX 13F-HR 10 May 2023, 14:29
Q4 2022 58 $91,749,530 +$5,116,446 -$22,558,355 -$17,441,909 CVX, CMI, MCK, SCHW, HD 13F-HR 09 Feb 2023, 12:11
Q3 2022 55 $99,307,000 +$10,134,109 -$10,252,137 -$118,028 CMI, HD, UNP, TXN, SCHW 13F-HR 14 Nov 2022, 13:15
Q2 2022 55 $104,205,000 +$2,336,798 -$12,611,083 -$10,274,285 MCK, CVS, ATO, UNP, IDA 13F-HR 12 Aug 2022, 19:23
Q1 2022 59 $129,665,000 +$17,117,889 -$361,780 +$16,756,109 MCK, CVS, ATO, UNP, IDA 13F-HR 16 May 2022, 11:29
Q4 2021 58 $113,117,000 $0 $0 $0 CVS, HD, UNP, ATO, MCK 13F-HR 28 Jan 2022, 18:33
Q4 2018 41 $70,813,000 +$2,825,641 -$1,206,390 +$1,619,251 SCHG, SCHZ, UNP, CSCO, INTC 13F-HR 14 Feb 2019, 09:14
Q3 2018 42 $77,928,000 +$668,374 -$18,385,955 -$17,717,581 SCHG, UNP, CSCO, CVS, SCHZ 13F-HR 13 Nov 2018, 15:22
Q2 2018 47 $94,571,000 +$13,534,588 -$16,794,569 -$3,259,981 SCHR, SCHG, BSCJ, SCHZ, SU 13F-HR 13 Aug 2018, 18:42
Q1 2018 47 $96,221,000 +$23,170,601 -$16,135,180 +$7,035,421 SCHR, SCHG, BSCJ, SCHZ, INTC 13F-HR 11 May 2018, 17:06
Q4 2017 42 $92,831,000 +$5,654,635 -$17,291,848 -$11,637,213 SCHR, SCHG, SCHZ, BSCJ, SCHO 13F-HR 12 Feb 2018, 18:07
Q3 2017 44 $101,028,000 +$4,435,081 -$4,628,643 -$193,562 SCHR, SCHG, SCHZ, BSCJ, RGLD 13F-HR 09 Nov 2017, 18:28
Q2 2017 41 $98,636,000 +$13,504,800 -$4,879,231 +$8,625,569 SCHR, SCHO, SCHG, SCHZ, BSCJ 13F-HR 11 Aug 2017, 11:53
Q1 2017 39 $89,238,000 +$668,427 -$8,002,192 -$7,333,765 SCHR, SCHO, SCHZ, BSCJ, SLYV 13F-HR 11 May 2017, 17:44
Q4 2016 41 $93,962,000 +$14,543,589 -$3,660,303 +$10,883,286 SCHR, SCHO, VR, SCHZ, BSCJ 13F-HR 13 Feb 2017, 17:09
Q3 2016 38 $82,935,000 +$15,870,916 -$10,479,352 +$5,391,564 SCHO, SCHR, SCHZ, VR, RGLD 13F-HR 14 Nov 2016, 11:16
Q2 2016 35 $76,469,000 +$6,546,400 -$1,573,547 +$4,972,853 SCHO, SCHR, LQD, SCHZ, VR 13F-HR 29 Jul 2016, 17:24
Q1 2016 33 $69,207,000 +$13,681,000 -$8,668,193 +$5,012,807 SCHO, SCHR, LQD, SCHZ, MSFT 13F-HR 11 May 2016, 11:31
Q4 2015 32 $60,992,000 +$3,780,913 -$13,844,836 -$10,063,923 RHS, LQD, SCHZ, MSFT, ATO 13F-HR 12 Feb 2016, 17:56
Q3 2015 41 $69,473,000 +$1,083,980 -$20,844,401 -$19,760,421 LQD, RHS, SCHZ, BSJF, CSCO 13F-HR 13 Nov 2015, 12:29
Q2 2015 40 $92,672,000 +$12,159,814 -$7,876,391 +$4,283,423 LQD, SCHZ, RYT, XRT, RHS 13F-HR 12 Aug 2015, 13:59
Q1 2015 46 $90,147,000 +$11,224,790 -$15,413,269 -$4,188,479 LQD, XRT, SCHZ, RYT, RHS 13F-HR 12 May 2015, 17:11
Q4 2014 41 $95,151,000 +$27,093,202 -$40,058,030 -$12,964,828 LQD, KMI, INTC, SCHZ, DWX 13F-HR 11 Feb 2015, 18:07
Q3 2014 49 $107,790,000 +$10,993,853 -$12,485,748 -$1,491,895 LQD, WLL, DWX, HYLD, MSFT 13F-HR 12 Nov 2014, 13:48
Q2 2014 50 $115,543,000 +$10,764,612 -$8,678,432 +$2,086,180 ERF, DWX, WLL, HYLD, LQD 13F-HR 07 Aug 2014, 12:28
Q1 2014 47 $106,866,000 +$11,213,318 -$8,811,379 +$2,401,939 APOL, DWX, HYLD, LQD, WLL 13F-HR 13 May 2014, 18:02
Q4 2013 212 $101,395,000 $0 $0 $0 DWX, HYLD, LQD, BSJF, APOL 13F-HR 12 Feb 2014, 12:39