PRING TURNER CAPITAL GROUP INC
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: every 13F filer's combined book, active share 79.8%; sector active share 39.0% against the combined 13F book's sector weights.
Over time 19 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
73 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 16.9% | $28,260,650 |
| Industrials | 15.4% | $25,814,414 |
| Real Estate | 14.6% | $24,437,286 |
| Energy | 12.4% | $20,803,560 |
| Technology | 12.0% | $20,099,108 |
| Unclassified | 6.9% | $11,622,002 |
| Basic Materials | 6.0% | $10,065,342 |
| Consumer Cyclical | 4.5% | $7,567,315 |
| Utilities | 4.4% | $7,445,060 |
| Healthcare | 4.3% | $7,128,119 |
| Communication Services | 1.4% | $2,384,735 |
| Consumer Defensive | 1.2% | $2,062,626 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| IGV | iShares Expanded Tech-Software Sector ETF | +29,368 | 82,327 | $7,458,826 | |
| COP | Conocophillips | +18,612 | 41,037 | $4,266,206 | |
| MSFT | Microsoft Corp | +5,173 | 14,464 | $5,395,361 | |
| ELS | Equity Lifestyle Properties Inc | +3,758 | 78,013 | $5,027,937 | |
| BRK-B | Berkshire Hathaway Inc | +2,638 | 9,959 | $4,983,384 | |
| CPT | Camden Property Trust | +2,576 | 14,866 | $1,702,008 | |
| SCHA | Schwab U.S. Small-Cap ETF | +1,600 | 10,962 | $396,057 | |
| HD | Home Depot, Inc. | +1,387 | 15,286 | $5,391,066 | |
| TPL | Texas Pacific Land Corp | +1,197 | 14,826 | $6,488,450 | |
| WFC | Wells Fargo & Company | +524 | 36,604 | $3,024,954 | |
| KKR | KKR & Co. Inc. | +400 | 2,675 | $245,511 | |
| ORCL | Oracle Corp | +277 | 34,002 | $4,982,993 | |
| SCHW | Schwab Charles Corp | +211 | 75,036 | $6,923,571 | |
| UNP | Union Pacific Corp | +197 | 20,567 | $5,594,224 | |
| BAC | Bank Of America Corp | +154 | 88,429 | $5,038,684 | |
| MCK | Mckesson Corp | +137 | 6,114 | $4,619,738 | |
| PSA | Public Storage | +131 | 19,205 | $6,113,143 | |
| SCCO | Southern Copper Corp | +87 | 25,446 | $4,434,220 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| OXY | Occidental Petroleum Corp | −55,640 | 5,688 | $276,266 | |
| KMI | Kinder Morgan, Inc. | −34,746 | 109,846 | $3,511,776 | |
| TXN | Texas Instruments Inc | −14,856 | 20,599 | $6,139,943 | |
| WPM | Wheaton Precious Metals Corp. | −14,766 | 26,176 | $2,940,088 | |
| — | −14,572 | 58,919 | $3,308,891 | ||
| RGLD | Royal Gold Inc | −9,097 | 6,672 | $1,331,797 | |
| CMI | Cummins Inc | −5,653 | 9,983 | $7,119,975 | |
| SGOV | iShares 0-3 Month Treasury Bond ETF | −2,800 | 2,000 | $201,340 | |
| FNV | FRANCO NEVADA Corp | −2,183 | 6,521 | $1,359,237 | |
| GOOG | Alphabet Inc. | −1,827 | 2,696 | $952,577 | |
| MAA | Mid America Apartment Communities Inc. | −1,543 | 36,229 | $5,033,657 | |
| ETN | Eaton Corp plc | −1,434 | 9,094 | $3,875,135 | |
| CVX | Chevron Corp | −1,222 | 24,870 | $4,122,451 | |
| AAPL | Apple Inc. | −1,155 | 7,986 | $2,310,828 | |
| CHH | Choice Hotels International Inc | −1,060 | 9,961 | $1,098,399 | |
| CLX | Clorox Co | −998 | 2,142 | $204,432 | |
| MRK | Merck & Co., Inc. | −826 | 5,659 | $727,181 | |
| ATO | Atmos Energy Corp | −705 | 22,633 | $3,898,986 | |
| IDA | Idacorp Inc | −632 | 21,354 | $3,230,860 | |
| PLD | Prologis, Inc. | −348 | 48,428 | $6,560,541 | |
| PM | Philip Morris International Inc. | −248 | 1,370 | $247,846 | |
| XOM | ExxonMobil Holdings Corp | −230 | 14,230 | $1,945,525 | |
| VZ | Verizon Communications Inc | −193 | 4,317 | $182,781 | |
| SPY | Spdr S&P 500 ETF Trust | −100 | 344 | $256,888 | |
| PWR | Quanta Services, Inc. | −60 | 309 | $222,492 | |
| No positions match the current search. | |||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| IGV |
iShares Expanded Tech-Software Sector ETF
|
Added | 82,327 | $7,458,826 | 4.45% | |
| CMI |
Cummins Inc
Industrials
|
Reduced | 9,983 | $7,119,975 | 4.25% | |
| SCHW |
Schwab Charles Corp
Financial Services
|
Added | 75,036 | $6,923,571 | 4.13% | |
| PLD |
Prologis, Inc.
Real Estate
|
Reduced | 48,428 | $6,560,541 | 3.91% | |
| TPL |
Texas Pacific Land Corp
Energy
|
Added | 14,826 | $6,488,450 | 3.87% | |
| TXN |
Texas Instruments Inc
Technology
|
Reduced | 20,599 | $6,139,943 | 3.66% | |
| PSA |
Public Storage
Real Estate
|
Added | 19,205 | $6,113,143 | 3.65% | |
| AXP |
American Express Co
Financial Services
|
Reduced | 16,891 | $5,713,380 | 3.41% | |
| UNP |
Union Pacific Corp
Industrials
|
Added | 20,567 | $5,594,224 | 3.34% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 14,464 | $5,395,361 | 3.22% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 15,286 | $5,391,066 | 3.21% | |
| BAC |
Bank Of America Corp
Financial Services
|
Added | 88,429 | $5,038,684 | 3.00% | |
| MAA |
Mid America Apartment Communities Inc.
Real Estate
|
Reduced | 36,229 | $5,033,657 | 3.00% | |
| ELS |
Equity Lifestyle Properties Inc
Real Estate
|
Added | 78,013 | $5,027,937 | 3.00% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 9,959 | $4,983,384 | 2.97% | |
| ORCL |
Oracle Corp
Technology
|
Added | 34,002 | $4,982,993 | 2.97% | |
| MCK |
Mckesson Corp
Healthcare
|
Added | 6,114 | $4,619,738 | 2.75% | |
| SCCO |
Southern Copper Corp
Basic Materials
|
Added | 25,446 | $4,434,220 | 2.64% | |
| COP |
Conocophillips
Energy
|
Added | 41,037 | $4,266,206 | 2.54% | |
| CVX |
Chevron Corp
Energy
|
Reduced | 24,870 | $4,122,451 | 2.46% | |
| ATO |
Atmos Energy Corp
Utilities
|
Reduced | 22,633 | $3,898,986 | 2.33% | |
| ETN |
Eaton Corp plc
Industrials
|
Reduced | 9,094 | $3,875,135 | 2.31% | |
| KMI |
Kinder Morgan, Inc.
Energy
|
Reduced | 109,846 | $3,511,776 | 2.09% | |
|
|
Reduced | 58,919 | $3,308,891 | 1.97% | ||
| IDA |
Idacorp Inc
Utilities
|
Reduced | 21,354 | $3,230,860 | 1.93% | |
| WFC |
Wells Fargo & Company
Financial Services
|
Added | 36,604 | $3,024,954 | 1.80% | |
| WPM |
Wheaton Precious Metals Corp.
Basic Materials
|
Reduced | 26,176 | $2,940,088 | 1.75% | |
| RTX |
RTX Corp
Industrials
|
Held | 13,450 | $2,551,868 | 1.52% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 7,986 | $2,310,828 | 1.38% | |
| GE |
General Electric Co
Industrials
|
Held | 5,287 | $1,975,910 | 1.18% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Reduced | 14,230 | $1,945,525 | 1.16% | |
| CPT |
Camden Property Trust
Real Estate
|
Added | 14,866 | $1,702,008 | 1.01% | |
| GEV |
GE Vernova Inc.
Industrials
|
Held | 1,448 | $1,701,197 | 1.01% | |
| AMP |
Ameriprise Financial Inc
Financial Services
|
Held | 3,176 | $1,457,021 | 0.87% | |
| FNV |
FRANCO NEVADA Corp
Basic Materials
|
Reduced | 6,521 | $1,359,237 | 0.81% | |
| RGLD |
Royal Gold Inc
Basic Materials
|
Reduced | 6,672 | $1,331,797 | 0.79% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 2,218 | $1,249,377 | 0.75% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 4,486 | $1,139,309 | 0.68% | |
| CARR |
CARRIER GLOBAL Corp
Industrials
|
Held | 15,150 | $1,111,252 | 0.66% | |
| CHH |
Choice Hotels International Inc
Consumer Cyclical
|
Reduced | 9,961 | $1,098,399 | 0.66% | |
| GOOG |
Alphabet Inc.
Communication Services
|
Reduced | 2,696 | $952,577 | 0.57% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Reduced | 5,659 | $727,181 | 0.43% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Held | 4,803 | $704,311 | 0.42% | |
| DRI |
Darden Restaurants Inc
Consumer Cyclical
|
Held | 3,000 | $618,030 | 0.37% | |
| OTIS |
Otis Worldwide Corp
Industrials
|
Held | 7,575 | $542,370 | 0.32% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Held | 4,501 | $528,687 | 0.32% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Reduced | 366 | $438,991 | 0.26% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Held | 1,305 | $427,165 | 0.25% | |
| SCHA |
Schwab U.S. Small-Cap ETF
|
Added | 10,962 | $396,057 | 0.24% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Held | 800 | $382,056 | 0.23% |
Showing the top 50 of 73 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.