MondegarAI
Hilton Capital Management, LLC

Q4 2024 · 13F-HR

Hilton Capital Management, LLCholdings as filed

Filed 2025-02-10 · accession 0001172661-25-000595

$1.16B
Reported value
164
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
47103U845JAAAJANUS DETROIT STR TR$74.3M6.43%1,465,971CommonSOLE
92206C409VCSHVANGUARD SCOTTSDALE FDS$72.9M6.31%934,403CommonSOLE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$52.2M4.52%926,687CommonSOLE
464288687PFFISHARES TR$43.2M3.73%1,372,795CommonSOLE
78467V608SRLNSSGA ACTIVE ETF TR$37.1M3.21%888,744CommonSOLE
594918104MSFTMICROSOFT CORP$35.0M3.03%82,983CommonSOLE
82889N525MTBASIMPLIFY EXCHANGE TRADED FUN$32.9M2.85%662,815CommonSOLE
464288588MBBISHARES TR$32.1M2.78%350,597CommonSOLE
037833100AAPLAPPLE INC$30.7M2.65%122,465CommonSOLE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$29.9M2.59%520,541CommonSOLE
92206C870VCITVANGUARD SCOTTSDALE FDS$29.7M2.57%369,616CommonSOLE
67066G104NVDANVIDIA CORPORATION$24.0M2.08%178,764CommonSOLE
81369Y886XLUSELECT SECTOR SPDR TR$23.1M2.00%305,765CommonSOLE
47103U753JBBBJANUS DETROIT STR TR$22.4M1.94%455,676CommonSOLE
46434V407SHYGISHARES TR$21.7M1.88%508,768CommonSOLE
023135106AMZNAMAZON COM INC$17.4M1.51%79,300CommonSOLE
30303M102METAMETA PLATFORMS INC$15.4M1.33%26,256CommonSOLE
464288661IEIISHARES TR$15.0M1.30%129,632CommonSOLE
931142103WMTWALMART INC$14.2M1.23%157,334CommonSOLE
03990B101ARESARES MANAGEMENT CORPORATION$13.6M1.17%76,541CommonSOLE
09260D107BXBLACKSTONE INC$12.9M1.12%75,050CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$12.0M1.03%72,385CommonSOLE
099502106BAHBOOZ ALLEN HAMILTON HLDG COR$11.9M1.03%92,574CommonSOLE
884903808TRI4EURTHOMSON REUTERS CORP$11.9M1.03%74,281CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$11.8M1.02%20,688CommonSOLE
053484101AVBAVALONBAY CMNTYS INC$11.8M1.02%53,774CommonSOLE
760759100RSGREPUBLIC SVCS INC$11.8M1.02%58,486CommonSOLE
532457108LLYELI LILLY & CO$11.7M1.02%15,200CommonSOLE
437076102HDHOME DEPOT INC$11.4M0.99%29,335CommonSOLE
02079K107GOOGALPHABET INC$11.3M0.98%59,470CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$11.1M0.96%31,627CommonSOLE
949746101WMT2WELLS FARGO CO NEW$10.9M0.94%154,936CommonSOLE
580135101MCDMCDONALDS CORP$10.8M0.94%37,359CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$10.2M0.88%51,723CommonSOLE
046353108AZNNASTRAZENECA PLC$10.2M0.88%155,317CommonSOLE
191216100KOCOCA COLA CO$9.9M0.86%159,125CommonSOLE
872540109TJXTJX COS INC NEW$9.4M0.82%78,169CommonSOLE
68389X105ORCLORACLE CORP$9.4M0.81%56,257CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$8.9M0.77%37,165CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$8.9M0.77%167,146CommonSOLE
46090E103QQQINVESCO QQQ TR$8.7M0.76%17,110CommonSOLE
060505104BACBANK AMERICA CORP$8.2M0.71%187,018CommonSOLE
92206C102VGSHVANGUARD SCOTTSDALE FDS$7.9M0.68%136,075CommonSOLE
11135F101AVGOBROADCOM INC$7.8M0.68%33,781CommonSOLE
78468R663BILSPDR SER TR$7.7M0.66%83,937CommonSOLE
74834L100DGXQUEST DIAGNOSTICS INC$7.6M0.66%50,238CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$7.2M0.62%14,232CommonSOLE
45378A106IRTINDEPENDENCE RLTY TR INC$7.0M0.61%355,012CommonSOLE
464288646IGSBISHARES TR$6.9M0.60%133,770CommonSOLE
04010L103ARCCARES CAPITAL CORP$6.9M0.60%315,076CommonSOLE
09581B103OWLBLUE OWL CAPITAL INC$6.8M0.59%292,956CommonSOLE
74340W103PLDPROLOGIS INC.$6.8M0.59%64,454CommonSOLE
229899109CFRCULLEN FROST BANKERS INC$6.3M0.55%47,152CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$5.8M0.50%31,049CommonSOLE
38173M102GBDCGOLUB CAP BDC INC$5.6M0.48%368,365CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$5.5M0.47%24,897CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$5.4M0.46%66,516CommonSOLE
98419M100XYLXYLEM INC$5.4M0.46%46,206CommonSOLE
031162100AMGNAMGEN INC$4.9M0.43%18,941CommonSOLE
369550108GDGENERAL DYNAMICS CORP$4.8M0.42%18,231CommonSOLE
50155Q100KDKYNDRYL HLDGS INC$4.6M0.40%133,778CommonSOLE
579780206MKCMCCORMICK & CO INC$4.5M0.39%59,115CommonSOLE
398182303AHRAMERICAN HEALTHCARE REIT INC$4.5M0.39%156,686CommonSOLE
58933Y105MRKMERCK & CO INC$4.3M0.37%43,096CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L$4.1M0.36%132,112CommonNONE
032654105ADIANALOG DEVICES INC$4.0M0.35%18,917CommonSOLE
438516106HONHONEYWELL INTL INC$3.7M0.32%16,283CommonSOLE
64110D104NTAPNETAPP INC$3.4M0.30%29,581CommonSOLE
184496107CLHCLEAN HARBORS INC$3.4M0.29%14,591CommonSOLE
441593100HLIHOULIHAN LOKEY INC$3.2M0.28%18,588CommonSOLE
74164F103PRIMPRIMORIS SVCS CORP$3.2M0.28%42,232CommonSOLE
267475101DYDYCOM INDS INC$3.2M0.27%18,138CommonSOLE
538034109LYVLIVE NATION ENTERTAINMENT IN$3.1M0.27%23,966CommonSOLE
751212101RLRALPH LAUREN CORP$3.0M0.26%12,810CommonSOLE
29084Q100EMEEMCOR GROUP INC$2.9M0.25%6,337CommonSOLE
26884L109EQTEQT CORP$2.8M0.24%60,334CommonSOLE
741623102PRMBPRIMO BRANDS CORPORATION$2.8M0.24%89,470CommonSOLE
879360105TDYTELEDYNE TECHNOLOGIES INC$2.5M0.22%5,377CommonSOLE
55955D100MGNIMAGNITE INC$2.5M0.22%156,206CommonSOLE
203607106CBUCOMMUNITY FINANCIAL SYSTEM I$2.5M0.21%40,177CommonSOLE
60786M105MCMOELIS & CO$2.5M0.21%33,357CommonSOLE
149123101CATCATERPILLAR INC$2.5M0.21%6,783CommonSOLE
171779309CIENCIENA CORP$2.4M0.21%28,313CommonSOLE
55405Y100MTSIMACOM TECH SOLUTIONS HLDGS I$2.4M0.20%18,159CommonSOLE
G6700G107NVTNVENT ELECTRIC PLC$2.4M0.20%34,596CommonSOLE
M2682V108CYBRCYBERARK SOFTWARE LTD$2.3M0.20%7,053CommonSOLE
122017106BURLBURLINGTON STORES INC$2.3M0.20%8,153CommonSOLE
09073M104TECHBIO-TECHNE CORP$2.2M0.19%30,414CommonSOLE
78709Y105SAIASAIA INC$2.2M0.19%4,749CommonSOLE
72703H101PLNTPLANET FITNESS INC$2.2M0.19%21,798CommonSOLE
74933W452TBILRBB FD INC$2.1M0.18%42,510CommonNONE
05550J101BJBJS WHSL CLUB HLDGS INC$2.1M0.18%23,288CommonSOLE
200525103CBSHCOMMERCE BANCSHARES INC$2.0M0.18%32,852CommonSOLE
46982L108JJACOBS SOLUTIONS INC$1.9M0.17%14,356CommonSOLE
55306N104MKSIMKS INSTRS INC$1.9M0.16%17,873CommonSOLE
682680103OKEONEOK INC NEW$1.9M0.16%18,505CommonNONE
451107106IDAIDACORP INC$1.9M0.16%16,930CommonSOLE
G7496G103RNRRENAISSANCERE HLDGS LTD$1.8M0.16%7,373CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$1.8M0.16%8,084CommonSOLE
29362U104ENTGENTEGRIS INC$1.8M0.16%18,399CommonSOLE
03064D108COLDAMERICOLD REALTY TRUST INC$1.8M0.15%83,605CommonSOLE
46138E511PGXINVESCO EXCH TRADED FD TR II$1.7M0.15%147,885CommonSOLE
201723103CMCCOMMERCIAL METALS CO$1.7M0.15%34,203CommonSOLE
05605H100BWXTBWX TECHNOLOGIES INC$1.7M0.15%15,055CommonSOLE
92047W101VVVVALVOLINE INC$1.7M0.14%46,160CommonSOLE
87162W100SNXTD SYNNEX CORPORATION$1.6M0.14%13,999CommonSOLE
759509102RSRELIANCE INC$1.6M0.14%5,976CommonSOLE
82900L102SMPLSIMPLY GOOD FOODS CO$1.5M0.13%39,375CommonSOLE
G02602103DOXAMDOCS LTD$1.5M0.13%17,602CommonSOLE
159864107CRLCHARLES RIV LABS INTL INC$1.5M0.13%8,038CommonSOLE
25401T603DBRGDIGITALBRIDGE GROUP INC$1.5M0.13%130,712CommonSOLE
73278L105POOLPOOL CORP$1.5M0.13%4,288CommonSOLE
038336103ATRAPTARGROUP INC$1.4M0.12%9,076CommonSOLE
G8473T100STESTERIS PLC$1.4M0.12%6,887CommonSOLE
955306105WSTWEST PHARMACEUTICAL SVSC INC$1.4M0.12%4,258CommonSOLE
88025T102TENBTENABLE HLDGS INC$1.4M0.12%35,268CommonSOLE
127097103CTRACOTERRA ENERGY INC$1.4M0.12%53,965CommonSOLE
18539C204CWENCLEARWAY ENERGY INC$1.4M0.12%52,448CommonSOLE
515098101LSTRLANDSTAR SYS INC$1.4M0.12%7,878CommonSOLE
02079K305GOOGLALPHABET INC$1.3M0.11%7,000CommonNONE
125896100CMSCMS ENERGY CORP$1.3M0.11%19,538CommonSOLE
33738D309FTSLFIRST TR EXCHANGE-TRADED FD$1.2M0.10%25,070CommonSOLE
423452101HPHELMERICH & PAYNE INC$1.1M0.10%34,554CommonSOLE
044186104ASHASHLAND INC$1.1M0.09%15,162CommonSOLE
879369106TFXTELEFLEX INCORPORATED$1.1M0.09%6,086CommonSOLE
87612G101TRGPTARGA RES CORP$1.0M0.09%5,835CommonNONE
559663109MGYMAGNOLIA OIL & GAS CORP$988,1090.09%42,263CommonSOLE
26856L103ELFE L F BEAUTY INC$978,6620.08%7,795CommonSOLE
023939101AMTMAMENTUM HOLDINGS INC$964,2040.08%45,849CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$931,8950.08%7,715CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$900,2190.08%1,536CommonNONE
015271109AREALEXANDRIA REAL ESTATE EQ IN$897,8500.08%9,204CommonSOLE
76169C100REXRREXFORD INDL RLTY INC$887,8660.08%22,966CommonSOLE
478160104JNJJOHNSON & JOHNSON$876,2530.08%6,059CommonNONE
44925C103ICFIICF INTL INC$867,2530.08%7,275CommonSOLE
65339F101NEENEXTERA ENERGY INC$834,9730.07%11,647CommonNONE
81369Y852XLCSELECT SECTOR SPDR TR$813,1980.07%8,399CommonSOLE
46137V506PFMINVESCO EXCHANGE TRADED FD T$785,3530.07%17,125CommonNONE
316092204FDISFIDELITY COVINGTON TRUST$679,3940.06%6,971CommonSOLE
29273V100ETENERGY TRANSFER L P$641,6700.06%32,755CommonNONE
718172109PMPHILIP MORRIS INTL INC$607,8880.05%5,051CommonNONE
00287Y109ABBVABBVIE INC$602,9360.05%3,393CommonNONE
78464A763SDYSPDR SER TR$579,9190.05%4,390CommonNONE
92204A504VHTVANGUARD WORLD FD$564,4600.05%2,225CommonNONE
69346H100ISDPGIM HIGH YIELD BOND FUND IN$510,2640.04%37,300CommonNONE
78464A292PSKSPDR SER TR$462,1900.04%14,010CommonSOLE
609207105MDLZMONDELEZ INTL INC$417,8110.04%6,995CommonNONE
88636J675SMCOTIDAL TR II$363,1260.03%14,281CommonNONE
464287457SHYISHARES TR$355,8750.03%4,341CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$351,8030.03%6,220CommonNONE
30231G102XOMEXXON MOBIL CORP$346,3750.03%3,220CommonSOLE
55336V100MPLXMPLX LP$339,0880.03%7,085CommonNONE
969457100WMBWILLIAMS COS INC$332,6620.03%6,146CommonNONE
49456B101KMIKINDER MORGAN INC DEL$294,9610.03%10,765CommonNONE
742718109PGPROCTER AND GAMBLE CO$265,3900.02%1,583CommonSOLE
92826C839VVISA INC$261,6780.02%827CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$254,6330.02%524CommonSOLE
002824100ABTABBOTT LABS$244,3180.02%2,160CommonNONE
72203T100PAXSPIMCO ACCESS INCOME FUND$183,0000.02%12,000CommonNONE
29336T1000E41ENLINK MIDSTREAM LLC$154,5890.01%10,925CommonNONE
88688T100TLRYEURTILRAY BRANDS INC$127,5840.01%95,928CommonNONE
00123Q104AGNCAGNC INVT CORP$119,7300.01%13,000CommonNONE
92707Y108VFFVILLAGE FARMS INTL INC$66,0750.01%85,700CommonNONE
83307B101SNDLSNDL INC$44,0950.00%24,634CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.