Now live: Pro — the full 13F research suite for serious investorsSee pricing →
Hilton Capital Management, LLC

Q3 2023 · 13F-HR

Hilton Capital Management, LLCholdings as filed

Filed 2023-11-13 · accession 0001999371-23-000092

$750.6M
Reported value
123
Positions
2023-09-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
92206C102VGSHVANGUARD SHORT TERM TREASURY$57.1M7.61%992,069CommonSOLE
92206C409VCSHVANGUARD S/T CORP BOND ETF$54.6M7.28%727,193CommonSOLE
464288661IEIISHARES 3-7 YR TREASURY BD ETF$53.6M7.14%473,308CommonSOLE
808524854SCHRSCHWAB INTERMEDIATE-TERM US TREASURY$46.0M6.13%959,558CommonSOLE
47103U845JAAAJANUS HENDERSON AAA CLO ETF$44.0M5.86%874,520CommonSOLE
81369Y852XLCCOMMUNICATIONS SERVICES SELECT SPDR FUND$37.8M5.04%577,149CommonSOLE
594918104MSFTMICROSOFT$34.3M4.57%108,718CommonSOLE
81369Y506XLEENERGY SELECT SECTOR SPDR$29.1M3.87%321,757CommonSOLE
78467V608SRLNSPDR BLACKSTONESENIOR LOAN ETF$27.8M3.70%662,021CommonSOLE
037833100AAPLAPPLE INC.$25.2M3.35%146,977CommonSOLE
92206C870VCITVANGUARD INT-TERM CORP BOND ETF$21.3M2.84%280,957CommonSOLE
046353108AZNNASTRAZENECA PLC$13.8M1.83%203,174CommonSOLE
099502106BAHBOOZ ALLEN HAMILTON HOLDINGS$12.3M1.64%112,902CommonSOLE
023135106AMZNAMAZON COM INC$11.8M1.57%92,840CommonSOLE
17275R102CSCOCISCO SYS INC$11.0M1.47%205,496CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$10.6M1.41%21,049CommonSOLE
760759100RSGREPUBLIC SERVICES, INC.$10.6M1.41%74,385CommonSOLE
580135101MCDMCDONALDSA CORP$10.5M1.40%39,857CommonSOLE
78468R663BILSPDR BLOOMBERG 1-3 MONTH T BILL$10.5M1.40%114,303CommonSOLE
931142103WMTWAL MART STORES INC$10.5M1.40%65,614CommonSOLE
G1151C101ACNACCENTURE PLC$10.3M1.37%33,601CommonSOLE
713448108PEPPEPSICO INC$9.8M1.31%58,106CommonSOLE
884903709THOMSON REUTERS CORP$9.8M1.31%80,445CommonSOLE
191216100KOCOCA COLA CO$9.6M1.28%171,209CommonSOLE
02079K107GOOGALPHABET INC -CL C$9.0M1.19%67,910CommonSOLE
09260D107BXBLACKSTONE GROUP LP$8.4M1.12%78,450CommonSOLE
872540109TJXTJX COMPANIES INC$8.1M1.08%91,091CommonSOLE
00162Q452AMLPALERIAN MLP ETF$8.1M1.07%190,982CommonSOLE
03990B101ARESARES MANAGEMENT CORP$8.0M1.06%77,306CommonSOLE
92826C839VVISA INC$7.7M1.02%33,403CommonSOLE
67066G104NVDANVIDIA CORP$7.6M1.01%17,500CommonSOLE
892356106TSCOTRACTOR SUPPLY COMPANY$6.9M0.91%33,802CommonSOLE
532457108LLYLILLY, ELI AND COMPANY$6.8M0.90%12,567CommonSOLE
075887109BDXBECTON DICKINSON & CO$6.7M0.89%25,725CommonSOLE
46090E103QQQINVESCO QQQ TRUST UNIT SER 1$6.1M0.82%17,110CommonSOLE
46625H100JPMJ P MORGAN CHASE & CO$5.8M0.78%40,142CommonSOLE
654106103NKENIKE INC - CL B$5.7M0.77%60,070CommonSOLE
670100205NVONOVO-NORDISK A S ADR$5.4M0.72%59,159CommonSOLE
038222105AMATAPPLIED MATERIALS INC.$5.2M0.69%37,201CommonSOLE
04010L103ARCCARES CAPITAL CORP$5.1M0.67%260,090CommonSOLE
98956P102ZBHZIMMER BIOMET HLDGS$5.0M0.67%44,994CommonSOLE
58933Y105MRKMERCK & COMPANY$4.8M0.64%46,648CommonSOLE
579780206MKCMCCORMICK & CO Non Voting$4.7M0.62%61,963CommonSOLE
704326107PAYXPAYCHEX INC$4.7M0.62%40,506CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR-SP ADR$4.6M0.61%52,498CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$4.5M0.59%13,784CommonSOLE
74347B714PROSHARES SHORT QQQ$4.1M0.54%372,620CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L COM UNIT$3.7M0.49%134,509CommonSOLE
229899109CFRCULLEN/FROST BANKERS, INC.$2.9M0.38%31,645CommonSOLE
464288687PFFISHARES S&P PREFERRED STOCK INDEX FUND$2.3M0.30%75,609CommonSOLE
149123101CATCATERPILLAR INC$1.9M0.25%6,783CommonSOLE
02079K305GOOGLALPHABET INC -CL A$1.7M0.23%13,040CommonSOLE
682680103OKEONEOK INC$1.5M0.21%24,390CommonSOLE
69346H100ISDPRUDENTIAL ST DUR HY FUND$1.4M0.19%119,050CommonSOLE
478160104JNJJOHNSON & JOHNSON$1.1M0.15%7,354CommonSOLE
060505625BANK OF AMERICA CORP$827,1200.11%39,200CommonSOLE
007903107AMDADVANCED MICRO DEVICES$793,2560.11%7,715CommonSOLE
65339F101NEENEXTERA ENERGY, INC.$779,7170.10%13,610CommonSOLE
74347B425SH1USDPROSHARES TRA PSHS SHRT S&P5$730,8070.10%50,505CommonSOLE
947890703WEBSTER FINANCIAL CORP$685,3280.09%32,480CommonSOLE
46138G508BKLNINVESCO SENIOR LOAN ETF$652,8940.09%31,105CommonSOLE
609207105MDLZMONDELEZ INTERNATIONAL INC$578,4490.08%8,335CommonSOLE
46138E511PGXPOWERSHARES PREFERRED PORTFO$567,7580.08%51,850CommonSOLE
87612G101TRGPTARGA RESOURCES$528,6350.07%6,167CommonSOLE
92204A504VHTVANGUARD HEALTH CARE ETF$523,0980.07%2,225CommonSOLE
29273V100ETENERGY TRANSFER EQUITY L P UT LTD PTN$459,5530.06%32,755CommonSOLE
30303M102METAMETA PLATFORMS INC$406,1840.05%1,353CommonSOLE
110122108BMYBRISTOL MYERS SQUIBB CO$361,0090.05%6,220CommonSOLE
30231G102XOMEXXON MOBIL CORP$359,4420.05%3,057CommonSOLE
00287Y109ABBVABBVIE INC$356,9990.05%2,395CommonSOLE
46982L108JJACOBS SOLUTIONS INC$339,7490.05%2,489CommonSOLE
184496107CLHCLEAN HARBORS INC$320,3270.04%1,914CommonSOLE
29084Q100EMEEMCOR GROUP INC$303,3820.04%1,442CommonSOLE
441593100HLIHOULIHAN LOKEY INC$299,0790.04%2,792CommonSOLE
92206C847VGLTVANGUARD LONG TERM TREASURY$277,5500.04%5,000CommonSOLE
538034109LYVLIVE NATION ENT INC$268,6340.04%3,235CommonSOLE
55405Y100MTSIMACOM TECHNOLOGY$264,5640.04%3,243CommonSOLE
M2682V108CYBRCYBERARK SOFTWA$262,6870.03%1,604CommonSOLE
44925C103ICFIICF INTERNATIONAL INC$259,8620.03%2,151CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING$257,4210.03%1,070CommonSOLE
539830109LMTLOCKHEED MARTIN CORP.$256,0090.03%626CommonSOLE
55336V100MPLXMPLX LP$252,0130.03%7,085CommonSOLE
166764100CVXCHEVRONTEXACO CORP$250,2320.03%1,484CommonSOLE
74164F103PRIMPRIMORIS SERVICES CORP$247,7990.03%7,571CommonSOLE
G02602103DOXAMDOCS LIMITED$244,5990.03%2,895CommonSOLE
267475101DYDYCOM INDS INC$243,2370.03%2,733CommonSOLE
29362U104ENTGENTEGRIS INC MINNESOTA$242,0060.03%2,577CommonSOLE
742718109PGPROCTER & GAMBLE COMPANY$241,8360.03%1,658CommonSOLE
26856L103ELFELF BEAUTY INC$241,2970.03%2,197CommonSOLE
171779309CIENCIENA CORPORATION$239,4660.03%5,067CommonSOLE
68389X105ORCLORACLE SYS CORP$238,9560.03%2,256CommonSOLE
26884L109EQTEQT CORP$238,5700.03%5,879CommonSOLE
G7496G103RNRRENAISSANCERE HOLDINGS$238,4940.03%1,205CommonSOLE
464287614IWFISHARES RUSSELL 1000 GROWTH ETF$234,0710.03%880CommonSOLE
316092204FDISFIDELITY MSCI CONSUMER DISCRETIONARY$230,5380.03%3,300CommonSOLE
879360105TDYTELEDYNE TECH INC$230,4390.03%564CommonSOLE
88688T100TLRYEURTILRAY INC$229,2680.03%95,928CommonSOLE
88025T102TENBTENABLE HOLDINGS INC$227,1360.03%5,070CommonSOLE
759509102RSRELIANCE STL & ALUM CO$227,0910.03%866CommonSOLE
577933104MMSMAXIMUS INC$214,1080.03%2,867CommonSOLE
002824100ABTABBOTT LABS$209,1960.03%2,160CommonSOLE
09073M104TECHBIO-TECHNE CORP$208,9750.03%3,070CommonSOLE
18539C204CWENCLEARWAY ENERGY INC$208,3410.03%9,846CommonSOLE
969457100WMBWILLIAMS COS INC$207,0840.03%6,147CommonSOLE
11133T103BRBROADRIDGE FINANCIAL SOLUTIONS$206,8030.03%1,155CommonSOLE
921908844VIGVANGUARD DIVIDEND APPREC$205,1020.03%1,320CommonSOLE
464288281EMBISHARES JP MORGAN USD EM BOND ETF$202,1740.03%2,450CommonSOLE
25401T603DBRGDIGITALBRIDGE GROUP INC$200,5170.03%11,406CommonSOLE
670735109JLSNUVEEN MORTGAGE OPPORTUNITY OPPORTUNITY FUND$195,7690.03%12,328CommonSOLE
50155Q100KDKINDRYL HOLDINGS INC$187,3460.02%12,407CommonSOLE
49456B101KMIKINDER MORGAN INC$178,4840.02%10,765CommonSOLE
72203T100PAXSPIMCO ACCESS INCOME FUND$166,5600.02%12,000CommonSOLE
74167P108BCBUSDPRIMO WATER CORPORATION$144,3340.02%10,459CommonSOLE
00123Q104AGNCAGNC INVESTMENT CORP$141,6000.02%15,000CommonSOLE
55955D100MGNIMAGNITE INC$137,4320.02%18,227CommonSOLE
29336T1000E41ENLINK MIDSTREAM LLC$133,5040.02%10,925CommonSOLE
92707Y108VFFVILLAGE FARMS INTL INC$64,3580.01%80,700CommonSOLE
83307B101SNDLSNDL INC$46,8050.01%24,634CommonSOLE
464287598IWDIshares Russell 1000 Value ETF$38,4100.01%253CommonSOLE
05156X884AURORA CANNABIS INC$9,5650.00%16,350CommonSOLE
243437100DBCCFDECIBEL CANNABIS CO INC$6,3500.00%50,000CommonSOLE
83418C105SAENFSOLAR ALLIANCE ENERGY INC$1,0680.00%25,000CommonSOLE
105736102BRAXFBRAXIA SCIENTIFIC CORP$3000.00%30,000CommonSOLE

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.