Gilman Hill Asset Management, LLC
Q2 2026 13F filing
Updated 63 days ago236 disclosed positions worth $731M
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | S SWK STANLEY BLACK & DECKER INC | $14M | 149.2K | 1.92% | Added(+3.6%) |
| 2 | ? N/A RYMAN HOSPITALITY PPTYS INC | $13.8M | 107.1K | 1.88% | Trimmed(-0.0%) |
| 3 | C CELG-RI BRISTOL-MYERS SQUIBB CO | $13.3M | 231.3K | 1.82% | Added(+0.5%) |
| 4 | O O REALTY INCOME CORP | $12.3M | 198.0K | 1.68% | Added(+3.6%) |
| 5 | L LAMR LAMAR ADVERTISING CO | $12.2M | 78.0K | 1.66% | Trimmed(-0.7%) |
| 6 | ? N/A SABRA HEALTH CARE REIT INC | $12.2M | 623.0K | 1.66% | Added(+3.3%) |
| 7 | K KNTK KINETIK HOLDINGS INC | $12M | 249.0K | 1.65% | Added(+1.6%) |
| 8 | C CCZ COMCAST CORP NEW | $11.8M | 480.9K | 1.62% | — |
| 9 | V VZ VERIZON COMMUNICATIONS INC | $11.7M | 277.1K | 1.60% | Added(+1.8%) |
| 10 | ? N/A MILLROSE PPTYS INC | $11.7M | 388.4K | 1.60% | Added(+32.7%) |
| 11 | ? N/A DOMINION ENERGY INC | $11.4M | 166.2K | 1.55% | Trimmed(-0.5%) |
| 12 | B BBY BEST BUY INC | $10.7M | 141.1K | 1.46% | Added(+1.6%) |
| 13 | N NEE-PS NEXTERA ENERGY INC | $10.6M | 221.4K | 1.45% | — |
| 14 | F FLNG FLEX LNG LTD | $10.6M | 376.0K | 1.44% | Added(+1.1%) |
| 15 | U UPS UNITED PARCEL SVCS INC | $10.4M | 97.2K | 1.43% | Added(+3.1%) |
| 16 | C COLB COLUMBIA BKG SYS INC | $10.4M | 324.5K | 1.42% | Added(+1.4%) |
| 17 | P PFE PFIZER INC | $10.3M | 428.2K | 1.41% | Added(+3.4%) |
| 18 | ? N/A POSTAL REALTY TRUST INC | $10.3M | 417.5K | 1.41% | Trimmed(-20.7%) |
| 19 | ? N/A HERCULES CAPITAL INC | $10.2M | 646.7K | 1.40% | Added(+4.7%) |
| 20 | A AMCCF AMCOR PLC | $10.1M | 232.5K | 1.38% | Added(+3.4%) |
| 21 | V VICI VICI PPTYS INC | $10M | 377.5K | 1.37% | Added(+3.1%) |
| 22 | A AMPWF ARDAGH METAL PACKAGING S A | $9.7M | 2.04M | 1.32% | Added(+2.1%) |
| 23 | ? N/A CLEARWAY ENERGY INC | $9.4M | 274.8K | 1.29% | Added(+4325.7%) |
| 24 | C CLX CLOROX CO DEL | $9.2M | 96.1K | 1.25% | Added(+4.8%) |
| 25 | C CSCO CISCO SYS INC | $8.8M | 75.3K | 1.21% | Trimmed(-23.2%) |
| 26 | M MPLXP MPLX LP | $8.7M | 154.1K | 1.19% | Trimmed(-0.6%) |
| 27 | ? N/A SIXTH STREET SPECIALTY LENDI | $8.6M | 500.6K | 1.18% | Added(+3.4%) |
| 28 | E ETD ETHAN ALLEN INTERIORS INC | $8.5M | 380.9K | 1.16% | Added(+3.8%) |
| 29 | V VTR VENTAS INC | $8.4M | 94.4K | 1.15% | Added(+2.5%) |
| 30 | E EBBGF ENBRIDGE INC | $8.3M | 152.4K | 1.13% | Added(+6.7%) |
| 31 | V VGES VANGUARD INDEX FDS | $8.1M | 100.7K | 1.11% | Added(+303.0%) |
| 32 | E EPDU ENTERPRISE PRODS PARTNERS L | $8.1M | 220.2K | 1.11% | Added(+2.0%) |
| 33 | E ET-PI ENERGY TRANSFER L P | $7.8M | 409.5K | 1.07% | Added(+3.1%) |
| 34 | V VGES VANGUARD INDEX FDS | $7.7M | 25.5K | 1.06% | Trimmed(-10.3%) |
| 35 | P PAGP PLAINS GP HLDGS L P | $7.6M | 313.7K | 1.04% | Added(+0.7%) |
| 36 | O ORXCF ORIX CORP | $7.6M | 199.4K | 1.04% | Trimmed(-1.9%) |
| 37 | A AAPL APPLE INC | $7.6M | 26.2K | 1.04% | Added(+5.6%) |
| 38 | K KMB KIMBERLY-CLARK CORP | $7.5M | 68.3K | 1.03% | Trimmed(-16.7%) |
| 39 | M MTRN MATERION CORP | $7.5M | 25.1K | 1.02% | Trimmed(-31.9%) |
| 40 | F FCX FREEPORT MCMORAN INC | $7M | 112.1K | 0.96% | Added(+1.5%) |
| 41 | S SCHW-PJ SCHWAB CHARLES CORP | $7M | 75.8K | 0.96% | Added(+2.0%) |
| 42 | G GLAXF GSK PLC | $6.7M | 128.8K | 0.92% | Added(+6.3%) |
| 43 | R RTPPF RIO TINTO PLC | $6.7M | 71.0K | 0.92% | Trimmed(-0.1%) |
| 44 | U UNLYF UNILEVER PLC | $6.7M | 111.9K | 0.92% | Added(+62.1%) |
| 45 | ? N/A WESTERN UN CO | $6.5M | 844.5K | 0.89% | Added(+5.7%) |
| 46 | T TTE TOTALENERGIES SE | $6.5M | 83.0K | 0.88% | Added(+3.1%) |
| 47 | K KB KB FINL GROUP INC | $6.3M | 60.4K | 0.87% | Added(+0.7%) |
| 48 | ? N/A KINDER MORGAN INC DEL | $6.2M | 193.9K | 0.85% | Added(+0.8%) |
| 49 | A AXP AMERICAN EXPRESS CO | $6.1M | 18.0K | 0.83% | Added(+0.5%) |
| 50 | U URI UNITED RENTALS INC | $6M | 5.3K | 0.82% | Added(+0.6%) |