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Hilton Capital Management, LLC

Q2 2026 13F filing

Updated 37 days ago

135 disclosed positions worth $1.5B

Portfolio value
$1.5B
Total holdings
135
New positions
18
Closed positions
12
Increased
86
Decreased
25
Turnover
22.2%
Filed
2026-08-04

Full holdings

Every line item disclosed in Q2 2026

E

ISHARES TR

-26.5%
Value
$115.7M
Shares
1.15M
% Port
7.87%
V

VANGUARD SCOTTSDALE FDS

-4.2%
Value
$83.9M
Shares
1.02M
% Port
5.71%
V

VANGUARD SCOTTSDALE FDS

+1.3%
Value
$83.6M
Shares
1.06M
% Port
5.69%
J

J P MORGAN EXCHANGE TRADED F

+9.2%
Value
$72.9M
Shares
1.19M
% Port
4.96%
J

J P MORGAN EXCHANGE TRADED F

+22.1%
Value
$54.5M
Shares
1.18M
% Port
3.71%
?
6.N/A

JANUS DETROIT STR TR

+53.7%
Value
$54.4M
Shares
1.08M
% Port
3.70%
V

VANGUARD WHITEHALL FDS

Value
$45.9M
Shares
467.6K
% Port
3.13%
N

NVIDIA CORPORATION

+61.6%
Value
$44M
Shares
219.8K
% Port
2.99%
J

J P MORGAN EXCHANGE TRADED F

+54.0%
Value
$34M
Shares
602.8K
% Port
2.32%
M
10.MSFT

MICROSOFT CORP

+7.6%
Value
$29.8M
Shares
79.8K
% Port
2.03%
A
11.AAPL

APPLE INC

+1.1%
Value
$29.4M
Shares
101.6K
% Port
2.00%
G

ALPHABET INC

+6.6%
Value
$24.3M
Shares
67.9K
% Port
1.65%
V
13.VGES

VANGUARD SCOTTSDALE FDS

-25.4%
Value
$21.6M
Shares
365.4K
% Port
1.47%
G

ALPHABET INC

Unchanged
Value
$21M
Shares
59.3K
% Port
1.43%
A
15.AMZN

AMAZON COM INC

+5.1%
Value
$19.9M
Shares
83.6K
% Port
1.36%
?
16.N/A

SIMPLIFY EXCHANGE TRADED FUN

-53.4%
Value
$19.6M
Shares
398.8K
% Port
1.33%
S

SPDR SERIES TRUST

+28.1%
Value
$17.8M
Shares
194.4K
% Port
1.21%
C
18.CSCO

CISCO SYS INC

-0.3%
Value
$17.7M
Shares
150.4K
% Port
1.20%
?
19.N/A

ALPS ETF TR

+39.6%
Value
$17.6M
Shares
338.8K
% Port
1.20%
G

GOLDMAN SACHS ETF TR

+0.6%
Value
$15.8M
Shares
284.6K
% Port
1.08%
C
21.CAT

CATERPILLAR INC

-11.0%
Value
$13.9M
Shares
13.0K
% Port
0.95%
T

TAIWAN SEMICONDUCTOR MANUFAC

+28.7%
Value
$13.5M
Shares
28.3K
% Port
0.92%
J

JPMORGAN CHASE & CO

+9.8%
Value
$13.1M
Shares
39.9K
% Port
0.89%
L
24.LLY

ELI LILLY & CO

+1.4%
Value
$12.9M
Shares
10.8K
% Port
0.88%
S

SELECT SECTOR SPDR TR

-52.4%
Value
$12.7M
Shares
281.0K
% Port
0.87%
?
26.N/A

FIRST TR EXCHANGE-TRADED FD

+1.1%
Value
$12.7M
Shares
603.0K
% Port
0.86%
E
27.ETHA

ISHARES TR

+6.3%
Value
$11.9M
Shares
227.2K
% Port
0.81%
E
28.ETHA

ISHARES TR

+1.6%
Value
$11.6M
Shares
98.8K
% Port
0.79%
P

PROLOGIS INC.

-11.0%
Value
$11.6M
Shares
85.3K
% Port
0.79%
A
30.AMAT

APPLIED MATLS INC

-12.5%
Value
$11.3M
Shares
15.6K
% Port
0.77%
C

CULLEN FROST BANKERS INC

+9.5%
Value
$11M
Shares
71.0K
% Port
0.75%
D
32.DGX

QUEST DIAGNOSTICS INC

+1.1%
Value
$10.5M
Shares
49.8K
% Port
0.72%
H
33.HD

HOME DEPOT INC

+1.4%
Value
$10.3M
Shares
29.2K
% Port
0.70%
A
34.AZN

ASTRAZENECA PLC

-27.6%
Value
$10.2M
Shares
53.6K
% Port
0.69%
B

BANK OF AMER CORP

+12.9%
Value
$9.9M
Shares
186.6K
% Port
0.67%
A
36.ADI

ANALOG DEVICES INC

+1.9%
Value
$9.7M
Shares
24.5K
% Port
0.66%
F
37.FLS

FLOWSERVE CORP

Value
$9.6M
Shares
129.7K
% Port
0.65%
E
38.EQT

EQT CORP

+19.1%
Value
$9.3M
Shares
175.6K
% Port
0.64%
M
39.MKSI

MKS INC.

-7.5%
Value
$8.9M
Shares
20.0K
% Port
0.61%
D
40.DY

DYCOM INDS INC

+3.3%
Value
$8.6M
Shares
17.1K
% Port
0.59%
T
41.TJX

TJX COS INC NEW

-24.0%
Value
$8.6M
Shares
56.6K
% Port
0.58%
J
42.JNJ

JOHNSON & JOHNSON

+1.6%
Value
$8.5M
Shares
33.5K
% Port
0.58%
G

ALPHABET INC

Value
$8.4M
Shares
164.8K
% Port
0.57%
M
44.MCD

MCDONALDS CORP

-17.1%
Value
$8M
Shares
29.5K
% Port
0.54%
R
45.RSG

REPUBLIC SVCS INC

+1.2%
Value
$7.9M
Shares
37.1K
% Port
0.54%
A
46.AVGO

BROADCOM INC

Value
$7.8M
Shares
20.7K
% Port
0.53%
G
47.GD

GENERAL DYNAMICS CORP

+1.7%
Value
$7.6M
Shares
21.6K
% Port
0.52%
?
48.N/A

TIDAL TRUST II

+51.4%
Value
$7.6M
Shares
308.3K
% Port
0.52%
S

SAP SE

Value
$7.5M
Shares
48.9K
% Port
0.51%
T
50.TDY

TELEDYNE TECHNOLOGIES INC

Value
$7.5M
Shares
11.3K
% Port
0.51%