Hilton Capital Management, LLC Q1 2025 Filing

Filed May 13, 2025

Portfolio Value

$1.2T

Holdings

160

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (160 positions)

#StockSharesValue% PortfolioType
1
MBBISHARES TR
832,228$78.0B6.63%
2
JAAAJANUS DETROIT STR TR
1,494,332$75.8B6.44%
3
VCSHVANGUARD SCOTTSDALE FDS
938,050$74.0B6.29%
4
MTBASIMPLIFY EXCHANGE TRADED FUN
1,151,005$57.7B4.90%
5
JEPQJ P MORGAN EXCHANGE TRADED F
936,210$48.5B4.12%
6
PFFISHARES TR
1,409,920$43.3B3.68%
7
VCITVANGUARD SCOTTSDALE FDS
378,153$30.9B2.63%
8
JEPIJ P MORGAN EXCHANGE TRADED F
529,183$30.2B2.57%
9
MSFTMICROSOFT CORP
77,718$29.2B2.48%
10
AAPLAPPLE INC
127,440$28.3B2.41%
11
XLUSELECT SECTOR SPDR TR
308,386$24.3B2.07%
12
IEIISHARES TR
204,751$24.2B2.06%
13
JBBBJANUS DETROIT STR TR
446,713$21.7B1.85%
14
METAMETA PLATFORMS INC
34,542$19.9B1.69%
15
NVDANVIDIA CORPORATION
167,784$18.2B1.55%
16
AMZNAMAZON COM INC
81,605$15.5B1.32%
17
RSGREPUBLIC SVCS INC
58,687$14.2B1.21%
18
WMTWALMART INC
158,890$13.9B1.19%
19
LLYELI LILLY & CO
15,235$12.6B1.07%
20
MCDMCDONALDS CORP
37,782$11.8B1.00%
21
AVBAVALONBAY CMNTYS INC
54,573$11.7B1.00%
22
AZNASTRAZENECA PLC
156,893$11.5B0.98%
23
KOCOCA COLA CO
160,546$11.5B0.98%
24
AMLPALPS ETF TR
216,726$11.3B0.96%
25
TRITHOMSON REUTERS CORP
64,281$11.1B0.94%
26
VGKVANGUARD INTL EQUITY INDEX F
155,571$10.9B0.93%
27
HDHOME DEPOT INC
29,677$10.9B0.92%
28
BXBLACKSTONE INC
75,043$10.5B0.89%
29
BILSPDR SER TR
105,744$9.7B0.82%
30
TJXTJX COS INC NEW
78,940$9.6B0.82%
31
VGSHVANGUARD SCOTTSDALE FDS
163,299$9.6B0.81%
32
GOOGALPHABET INC
61,310$9.6B0.81%
33
VGITVANGUARD SCOTTSDALE FDS
159,260$9.5B0.80%
34
JPMJPMORGAN CHASE & CO.
38,118$9.4B0.79%
35
TSCOTRACTOR SUPPLY CO
168,117$9.3B0.79%
36
DGXQUEST DIAGNOSTICS INC
51,059$8.6B0.73%
37
GOOGLALPHABET INC
55,315$8.6B0.73%
38
PGPROCTER AND GAMBLE CO
48,273$8.2B0.70%
39
IRTINDEPENDENCE RLTY TR INC
385,850$8.2B0.70%
40
ORCLORACLE CORP
58,129$8.1B0.69%
41
NDQINVESCO QQQ TR
17,110$8.0B0.68%
42
APOAPOLLO GLOBAL MGMT INC
57,401$7.9B0.67%
43
ACNACCENTURE PLC IRELAND
24,471$7.6B0.65%
44
PLDPROLOGIS INC.
66,713$7.5B0.63%
45
ARESARES MANAGEMENT CORPORATION
49,510$7.3B0.62%
46
IGSBISHARES TR
137,116$7.2B0.61%
47
SMCOTIDAL TR II
304,564$7.2B0.61%
48
SCHRSCHWAB STRATEGIC TR
288,331$7.2B0.61%
49
BAHBOOZ ALLEN HAMILTON HLDG COR
65,897$6.9B0.59%
50
WMBWILLIAMS COS INC
110,239$6.6B0.56%
51
IBMINTERNATIONAL BUSINESS MACHS
25,506$6.3B0.54%
52
CFRCULLEN FROST BANKERS INC
50,273$6.3B0.53%
53
AMGNAMGEN INC
19,184$6.0B0.51%
54
OWLBLUE OWL CAPITAL INC
294,361$5.9B0.50%
55
TMUST-MOBILE US INC
21,556$5.7B0.49%
56
XYLXYLEM INC
47,299$5.7B0.48%
57
GBDCGOLUB CAP BDC INC
373,043$5.6B0.48%
58
ARCCARES CAPITAL CORP
254,082$5.6B0.48%
59
EMREMERSON ELEC CO
49,227$5.4B0.46%
60
TSMTAIWAN SEMICONDUCTOR MFG LTD
31,084$5.2B0.44%
61
GDGENERAL DYNAMICS CORP
18,727$5.1B0.43%
62
MCXMCCORMICK & CO INC
60,326$5.0B0.42%
63
AHRAMERICAN HEALTHCARE REIT INC
159,015$4.8B0.41%
64
CSCOCISCO SYS INC
76,792$4.7B0.40%
65
EPDENTERPRISE PRODS PARTNERS L
132,912$4.5B0.39%
66
KDKYNDRYL HLDGS INC
142,760$4.5B0.38%
67
PRMBPRIMO BRANDS CORPORATION
124,230$4.4B0.37%
68
ADIANALOG DEVICES INC
19,178$3.9B0.33%
69
EQTEQT CORP
69,570$3.7B0.32%
70
HLIHOULIHAN LOKEY INC
20,945$3.4B0.29%
71
TDYTELEDYNE TECHNOLOGIES INC
6,761$3.4B0.29%
72
CLHCLEAN HARBORS INC
16,485$3.2B0.28%
73
IDAIDACORP INC
25,840$3.0B0.26%
74
PLNTPLANET FITNESS INC
28,456$2.7B0.23%
75
DYDYCOM INDS INC
17,903$2.7B0.23%
76
TBILRBB FD INC
54,519$2.7B0.23%
77
EMEEMCOR GROUP INC
7,289$2.7B0.23%
78
CYBRCYBERARK SOFTWARE LTD
7,919$2.7B0.23%
79
NTAPNETAPP INC
30,435$2.7B0.23%
80
JKHYHENRY JACK & ASSOC INC
14,182$2.6B0.22%
81
CBUCOMMUNITY FINANCIAL SYSTEM I
45,195$2.6B0.22%
82
BJBJS WHSL CLUB HLDGS INC
22,489$2.6B0.22%
83
BWXTBWX TECHNOLOGIES INC
24,349$2.4B0.20%
84
TECHBIO-TECHNE CORP
40,186$2.4B0.20%
85
COLDAMERICOLD REALTY TRUST INC
109,435$2.3B0.20%
86
NVTNVENT ELECTRIC PLC
44,188$2.3B0.20%
87
LYVLIVE NATION ENTERTAINMENT IN
17,722$2.3B0.20%
88
CBSHCOMMERCE BANCSHARES INC
37,009$2.3B0.20%
89
JJACOBS SOLUTIONS INC
18,911$2.3B0.19%
90
MCMOELIS & CO
37,619$2.2B0.19%
91
BURLBURLINGTON STORES INC
9,185$2.2B0.19%
92
PRIMPRIMORIS SVCS CORP
37,272$2.1B0.18%
93
RLRALPH LAUREN CORP
9,693$2.1B0.18%
94
STESTERIS PLC
9,159$2.1B0.18%
95
RNRRENAISSANCERE HLDGS LTD
8,329$2.0B0.17%
96
RSRELIANCE INC
6,770$2.0B0.17%
97
OKEONEOK INC NEW
19,609$1.9B0.17%
98
CIENCIENA CORP
31,983$1.9B0.16%
99
SAIASAIA INC
5,389$1.9B0.16%
100
MGNIMAGNITE INC
162,812$1.9B0.16%
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