MondegarAI
Hilton Capital Management, LLC

Q2 2024 · 13F-HR

Hilton Capital Management, LLCholdings as filed

Filed 2024-08-07 · accession 0001999371-24-009692

$1.18B
Reported value
171
Positions
2024-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
92206C409VCSHVANGUARD S/T CORP BOND ETF$84.7M7.15%1,095,663CommonSOLE
47103U845JAAAJANUS HENDERSON AAA CLO ETF$76.7M6.48%1,508,094CommonSOLE
46654Q203JEPQJPM NASDAQ EQUITY PREMIUM INCOME ETF$51.1M4.31%920,212CommonSOLE
594918104MSFTMICROSOFT$49.9M4.22%111,728CommonSOLE
78467V608SRLNSPDR BLACKSTONESENIOR LOAN ETF$39.7M3.35%950,698CommonSOLE
46434V407SHYGiSHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF$38.3M3.23%908,126CommonSOLE
464288687PFFISHARES S&P PREFERRED STOCK INDEX FUND$38.0M3.21%1,205,082CommonSOLE
92206C870VCITVANGUARD INT-TERM CORP BOND ETF$37.2M3.14%465,535CommonSOLE
02079K107GOOGALPHABET INC -CL C$36.3M3.07%198,086CommonSOLE
037833100AAPLAPPLE INC.$32.0M2.70%151,770CommonSOLE
81369Y852XLCCOMMUNICATIONS SERVICES SELECT SPDR FUND$26.1M2.20%304,180CommonSOLE
47103U753JBBBJANUS HENDERSON B-BBB CLO ETF$23.7M2.00%482,682CommonSOLE
67066G104NVDANVIDIA CORP$22.6M1.90%182,584CommonSOLE
92206C102VGSHVANGUARD SHORT TERM TREASURY$19.0M1.60%327,153CommonSOLE
464288661IEIISHARES 3-7 YR TREASURY BD ETF$18.4M1.55%159,242CommonSOLE
46138G508BKLNINVESCO SENIOR LOAN ETF$16.3M1.38%774,514CommonSOLE
023135106AMZNAMAZON COM INC$16.2M1.37%83,728CommonSOLE
099502106BAHBOOZ ALLEN HAMILTON HOLDINGS$15.3M1.29%99,471CommonSOLE
532457108LLYLILLY ELI AND COMPANY$15.2M1.28%16,812CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR-SP ADR$14.7M1.24%84,293CommonSOLE
038222105AMATAPPLIED MATERIALS INC.$13.8M1.16%58,475CommonSOLE
884903808TRI4EURTHOMSON REUTERS CORP$13.8M1.16%81,709CommonSOLE
872540109TJXTJX COMPANIES INC$13.6M1.15%123,628CommonSOLE
892356106TSCOTRACTOR SUPPLY COMPANY$13.5M1.14%50,011CommonSOLE
046353108AZNNASTRAZENECA PLC$13.4M1.13%171,571CommonSOLE
78468R663BILSPDR BLOOMBERG 1-3 MONTH T BILL$13.1M1.10%142,288CommonSOLE
81369Y506XLEENERGY SELECT SECTOR SPDR$12.5M1.05%136,817CommonSOLE
81369Y886XLUUTILITIES SELECT SECTOR SPDR$12.0M1.01%175,910CommonSOLE
03990B101ARESARES MANAGEMENT CORP$11.7M0.99%87,926CommonSOLE
191216100KOCOCA COLA CO$11.3M0.95%177,662CommonSOLE
437076102HDHOME DEPOT INC$11.2M0.94%32,517CommonSOLE
580135101MCDMCDONALDS CORP$10.6M0.90%41,726CommonSOLE
G1151C101ACNACCENTURE PLC$10.6M0.90%34,977CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$10.4M0.88%23,033CommonSOLE
949746101WMT2WELLS FARGO & CO.$10.1M0.85%170,076CommonSOLE
713448108PEPPEPSICO INC$10.0M0.84%60,413CommonSOLE
09260D107BXBLACKSTONE GROUP LP$10.0M0.84%80,440CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT$9.5M0.81%80,804CommonSOLE
053484101AVBAVALONBAY COMMUNITIES$9.2M0.78%44,519CommonSOLE
92826C839VVISA INC$9.2M0.77%34,965CommonSOLE
670100205NVONOVO-NORDISK A/S ADR$8.9M0.75%62,269CommonSOLE
46625H100JPMJ P MORGAN CHASE & CO$8.5M0.72%42,177CommonSOLE
464288646IGSBISHARES SHORT TERM CORPORATE$8.5M0.72%166,377CommonSOLE
46090E103QQQINVESCO QQQ TRUST UNIT SER 1$8.2M0.69%17,110CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$7.9M0.67%15,591CommonSOLE
68389X105ORCLORACLE SYS CORP$7.4M0.63%52,624CommonSOLE
04010L103ARCCARES CAPITAL CORP$7.3M0.61%349,161CommonSOLE
931142103WMTWAL MART STORES INC$6.9M0.58%101,851CommonSOLE
031162100AMGNAMGEN INC$6.6M0.56%21,061CommonSOLE
075887109BDXBECTON DICKINSON & CO.$6.4M0.54%27,336CommonSOLE
88636J675SMCOHILTON SMALL-MIDCAP OPPORTUNITY ETF$6.3M0.53%267,268CommonSOLE
87612E106TGTTARGET CORP$6.3M0.53%42,280CommonSOLE
58933Y105MRKMERCK & COMPANY$5.9M0.50%47,933CommonSOLE
14448C104CARRCARRIER GLOBAL CORP$5.8M0.49%92,550CommonSOLE
74460D109PSAPUBLIC STORAGE$5.8M0.49%20,112CommonSOLE
09581B103OWLBLUE OWL CAPITAL INC.$5.7M0.48%319,488CommonSOLE
237194105DRIDARDEN RESTAURANTS INC COM$5.3M0.44%34,794CommonSOLE
74340W103PLDPROLOGIS INC$5.2M0.44%46,700CommonSOLE
229899109CFRCULLEN/FROST BANKERS INC.$4.9M0.41%48,106CommonSOLE
N53745100LYBLYONDELLBASELL INDU-CL A$4.7M0.39%48,718CommonSOLE
579780206MKCMCCORMICK & CO Non Voting$4.6M0.39%64,693CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L COM UNIT$3.9M0.33%134,756CommonSOLE
438516106HONHONEYWELL INTL INC COM$3.9M0.33%18,137CommonSOLE
184496107CLHCLEAN HARBORS INC$3.6M0.31%16,071CommonSOLE
302635206FSKFS KKR CAPITAL CORP.$3.6M0.30%180,523CommonSOLE
11135F101AVGOBROADCOM LTD$3.4M0.28%2,096CommonSOLE
267475101DYDYCOM INDS INC$3.3M0.28%19,838CommonSOLE
78468R408SJNKSPDR BLOOMBERG SHORT TERM HY BOND ETF$3.2M0.27%126,236CommonSOLE
M2682V108CYBRCYBERARK SOFTWA$2.8M0.24%10,276CommonSOLE
50155Q100KDKYNDRYL HOLDINGS INC$2.8M0.24%106,756CommonSOLE
74164F103PRIMPRIMORIS SERVICES CORP$2.8M0.23%55,342CommonSOLE
441593100HLIHOULIHAN LOKEY INC$2.7M0.23%20,085CommonSOLE
G6700G107NVTNVENT ELECTRIC PLC$2.7M0.23%34,878CommonSOLE
29084Q100EMEEMCOR GROUP INC$2.7M0.22%7,289CommonSOLE
46138G615SOXQINVESCO PHLX SEMICONDUCTOR$2.6M0.22%61,402CommonSOLE
122017106BURLBURLINGTON STORES INC$2.6M0.22%10,816CommonSOLE
29362U104ENTGENTEGRIS INC$2.5M0.21%18,567CommonSOLE
538034109LYVLIVE NATION ENT INC$2.4M0.21%26,063CommonSOLE
26856L103ELFELF BEAUTY INC$2.3M0.20%11,048CommonSOLE
78709Y105SAIASAIA INC.$2.3M0.19%4,807CommonSOLE
149123101CATCATERPILLAR INC$2.3M0.19%6,783CommonSOLE
751212101RLRALPH LAUREN CORP$2.3M0.19%12,867CommonSOLE
55405Y100MTSIMACOM TECHNOLOGY$2.2M0.19%19,674CommonSOLE
03064D108COLDAMERICOLD REALTY TRUST$2.1M0.18%83,942CommonSOLE
55955D100MGNIMAGNITE INC$2.1M0.18%160,651CommonSOLE
879360105TDYTELEDYNE TECH INC$2.1M0.18%5,415CommonSOLE
05550J101BJBJs WHOLESALE CLUB HOLDINGS$2.0M0.17%23,234CommonSOLE
46982L108JJACOBS SOLUTIONS INC$2.0M0.17%14,381CommonSOLE
G7496G103RNRRENAISSANCERE HOLDINGS$1.9M0.16%8,540CommonSOLE
44925C103ICFIICF INTERNATIONAL INC$1.9M0.16%12,746CommonSOLE
09073M104TECHBIO-TECHNE CORP$1.9M0.16%25,952CommonSOLE
25401T603DBRGDIGITALBRIDGE GROUP INC$1.8M0.15%131,120CommonSOLE
171779309CIENCIENA CORPORATION$1.8M0.15%37,153CommonSOLE
577933104MMSMAXIMUS INC$1.8M0.15%20,716CommonSOLE
200525103CBSHCOMMERCE BANCSHARES INC$1.8M0.15%31,431CommonSOLE
46138E511PGXINVESCO PREFERRED ETF$1.7M0.15%150,721CommonSOLE
759509102RSRELIANCE STL & ALUM CO$1.7M0.15%6,071CommonSOLE
92047W101VVVVALVOLINE INC$1.7M0.14%38,797CommonSOLE
74167P108BCBUSDPRIMO WATER CORPORATION$1.7M0.14%76,470CommonSOLE
87162W100SNXSYNNEX CORP$1.6M0.14%14,064CommonSOLE
11133T103BRBROADRIDGE FINANCIAL SOLUTIONS$1.6M0.14%8,137CommonSOLE
26884L109EQTEQT CORP$1.6M0.13%42,954CommonSOLE
203607106CBUCOMMUNITY BANK SYSTEM INC.$1.6M0.13%33,646CommonSOLE
88025T102TENBTENABLE HOLDINGS INC$1.6M0.13%35,807CommonSOLE
682680103OKEONEOK INC$1.5M0.13%18,505CommonSOLE
515098101LSTRLANDSTAR SYSTEM INC$1.5M0.12%7,925CommonSOLE
044186104ASHASHLAND GLOBAL HOLDINGS$1.4M0.12%15,249CommonSOLE
127097103CTRACOTERRA ENERGY INC$1.4M0.12%54,011CommonSOLE
02079K305GOOGLALPHABET INC -CL A$1.4M0.12%7,880CommonSOLE
82900L102SMPLSIMPLY GOOD FOODS$1.4M0.12%39,304CommonSOLE
G02602103DOXAMDOCS LIMITED$1.4M0.12%17,731CommonSOLE
159864107CRLCHARLES RIVER LABS INTL$1.3M0.11%6,523CommonSOLE
18539C204CWENCLEARWAY ENERGY INC$1.3M0.11%52,718CommonSOLE
451107106IDAIDACORP INC$1.3M0.11%13,922CommonSOLE
222070203COTYCOTY INC$1.3M0.11%129,076CommonSOLE
038336103ATRAPTARGROUP INC$1.3M0.11%9,128CommonSOLE
74967X103RHRH$1.3M0.11%5,163CommonSOLE
007903107AMDADVANCED MICRO DEVICES$1.3M0.11%7,715CommonSOLE
201723103CMCCOMMERCIAL METALS COMPANY$1.3M0.11%22,736CommonSOLE
90384S303ULTAULTA BEAUTY INC$1.2M0.10%3,184CommonSOLE
125896100CMSCMS ENERGY CORP$1.2M0.10%19,674CommonSOLE
33738D309FTSLFIRST TRUST SENIOR LOAN ETF$1.1M0.09%24,530CommonSOLE
015271109AREALEXANDRIA REAL EST$1.1M0.09%9,345CommonSOLE
559663109MGYMAGNOLIA OIL AND GAS CORP$1.1M0.09%42,503CommonSOLE
76169C100REXRREXFORD INDUSTRIAL REALTY INC$1.0M0.09%23,349CommonSOLE
879369106TFXTELEFLEX INC$988,9720.08%4,702CommonSOLE
060505625BANK OF AMERICA CORP$929,0880.08%40,929CommonSOLE
423452101HPHELMERICH PAYNE INC$919,0040.08%25,429CommonSOLE
478160104JNJJOHNSON & JOHNSON$885,5830.07%6,059CommonSOLE
947890703WEBSTER FINANCIAL CORP 6.5percent$880,4220.07%38,480CommonSOLE
65339F101NEENEXTERA ENERGY INC.$879,2480.07%12,417CommonSOLE
649445103NYCBEURNEW YORK CMNTY BANCORP INC$836,3630.07%259,740CommonSOLE
78462F103SPYSPDR S&P 500 ETF TRUST$835,9220.07%1,536CommonSOLE
87612G101TRGPTARGA RESOURCES$767,6580.06%5,961CommonSOLE
00287Y109ABBVABBVIE INC$613,1840.05%3,575CommonSOLE
92204A504VHTVANGUARD HEALTH CARE ETF$591,8500.05%2,225CommonSOLE
464287457SHYISHARES 1-3 TREASURY BOND ETF$542,1940.05%6,640CommonSOLE
30231G102XOMEXXON MOBIL CORP$538,4160.05%4,677CommonSOLE
29273V100ETENERGY TRANSFER EQUITY L P UT LTD PTN$531,2860.04%32,755CommonSOLE
69346H100ISDPRUDENTIAL ST DUR HY FUND$488,7960.04%37,950CommonSOLE
609207105MDLZMONDELEZ INTERNATIONAL INC$457,7530.04%6,995CommonSOLE
30303M102METAMETA PLATFORMS INC$450,7730.04%894CommonSOLE
64118P109NLSTNETLIST INC$436,5050.04%325,750CommonSOLE
74933W452TBILUS TREASURY 3 MONTH BILL ETF$406,2120.03%8,121CommonSOLE
977852102WOLF*WOLFSPEED INC$400,8720.03%17,613CommonSOLE
166764100CVXCHEVRONTEXACO CORP$382,1340.03%2,443CommonSOLE
921908844VIGVANGUARD DIVIDEND APPREC$366,1950.03%2,006CommonSOLE
316092204FDISFIDELITY MSCI CONSUMER DISCRETIONARY$356,9300.03%4,406CommonSOLE
539830109LMTLOCKHEED MARTIN CORP.$325,1020.03%696CommonSOLE
718172109PMPHILIP MORRIS INTL INC$307,5370.03%3,035CommonSOLE
55336V100MPLXMPLX LP$301,7500.03%7,085CommonSOLE
78464A292PSKSPDR ICE PREFERRED SECURITIES ETF$289,7620.02%8,540CommonSOLE
92206C847VGLTVANGUARD LONG TERM TREASURY$288,4000.02%5,000CommonSOLE
747525103QCOMQUALCOMM INC$273,6730.02%1,374CommonSOLE
969457100WMBWILLIAMS COS INC$261,2370.02%6,147CommonSOLE
110122108BMYBRISTOL MYERS SQUIBB CO$258,3170.02%6,220CommonSOLE
316092840FDVVFIDELITY HIGH DIVIDEND ETF$236,8940.02%5,064CommonSOLE
94106L109WMWASTE MGMT INC DEL$226,9940.02%1,064CommonSOLE
002824100ABTABBOTT LABS$224,4460.02%2,160CommonSOLE
464287614IWFISHARES RUSSELL 1000 GROWTH ETF$223,0800.02%612CommonSOLE
742718109PGPROCTER & GAMBLE COMPANY$221,9820.02%1,346CommonSOLE
49456B101KMIKINDER MORGAN INC$219,5640.02%11,050CommonSOLE
72203T100PAXSPIMCO ACCESS INCOME FUND$189,7200.02%12,000CommonSOLE
88688T100TLRYEURTILRAY INC$160,9000.01%96,928CommonSOLE
29336T1000E41ENLINK MIDSTREAM LLC$150,3280.01%10,925CommonSOLE
00123Q104AGNCAGNC INVESTMENT CORP$124,0200.01%13,000CommonSOLE
92707Y108VFFVILLAGE FARMS INTL INC$82,7220.01%81,100CommonSOLE
83307B101SNDLSNDL INC$46,8050.00%24,634CommonSOLE
88581L303THREED CAPITAL INC$35,7000.00%170,000CommonSOLE
105736102BRAXIA SCIENTIFIC CORP$1500.00%30,000CommonSOLE
49834X205KIWA BIO-TECH PRODUCTS GROUP$1000.00%500,000CommonSOLE

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.