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Institutional

Hilton Capital Management, LLC

CIK 0001541211
$1.32B
Reported AUM
129
Positions
Q1 2026
Period
2026-05-15
Filed

The Brief · Hilton Capital Management, LLC · Q1 2026

AI · grounded in 13F

Hilton Capital Management, LLC established a new position in SGOV valued at $157.4M. The fund also opened new stakes in VGIT for $29.2M and AZN for $14.6M. Conversely, the manager closed its position in MBB, reducing exposure by $54.9M. Other notable exits included closing the position in SHYG for $16.8M.

Portfolio · Q1 2026

SGOV$157.4MVCIT$87.7MVCSH$82.8MJEPQJPIEMTBAJAAAVGITMSFTXLUOther$680.4MHL

Top holdings

QoQ vs Q4 2025

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1SGOVISHARES TR$100.450.03%4.31%19.02%$157.4M11.89%+1,563,252NEW
2VCITVANGUARD SCOTTSDALE FDS$81.91-0.56%6.42%3.84%$87.7M6.63%245,702−18.8%
3VCSHVANGUARD SCOTTSDALE FDS$78.61-0.29%4.93%11.78%$82.8M6.25%+51,783+5.2%
4JEPQJ P MORGAN EXCHANGE TRADED F$58.90-3.01%25.79%102.27%$60.3M4.56%+16,385+1.5%
5JPIEJ P MORGAN EXCHANGE TRADED F$45.85-0.20%6.37%17.01%$44.7M3.37%+41,605+4.5%
6MTBASIMPLIFY EXCHANGE TRADED FUN$48.93-0.41%5.00%9.86%$42.3M3.20%+14,052+1.7%
7JAAAJANUS DETROIT STR TR$50.570.04%5.56%25.55%$35.3M2.67%69,094−9.0%
8VGITVANGUARD SCOTTSDALE FDS$58.56-0.41%3.95%-1.09%$29.2M2.20%+489,665NEW
9MSFTMICROSOFT CORP$416.67-2.66%-10.71%52.39%$27.5M2.07%+320+0.4%
10XLUSELECT SECTOR SPDR TR$44.350.93%12.36%55.30%$27.1M2.04%+11,500+2.0%
11AAPLAPPLE INC$307.34-1.25%51.31%116.17%$25.5M1.93%+1,430+1.4%
12NVDANVIDIA CORPORATION$205.10-6.20%44.92%955.49%$23.7M1.79%+240+0.2%
13JEPIJ P MORGAN EXCHANGE TRADED F$55.52-0.34%8.40%38.11%$22.2M1.68%+203,332+108.1%
14METAMETA PLATFORMS INC$593.00-5.51%-14.74%67.74%$19.2M1.45%+643+1.9%
15GOOGLALPHABET INC$368.53-0.98%112.92%175.80%$18.3M1.38%37,520−37.1%
16GOOGALPHABET INC$365.76-0.95%109.82%172.71%$17.0M1.29%HELD
17AMZNAMAZON COM INC$246.03-3.06%15.20%47.87%$16.6M1.25%3,620−4.4%
18IGLDFIRST TR EXCHANGE-TRADED FD$22.59-3.30%23.63%88.25%$15.2M1.15%7,263−1.2%
19AZNASTRAZENECA PLC$185.952.28%29.80%80.46%$14.6M1.10%+73,991NEW
20GPIXGOLDMAN SACHS ETF TR$54.57-2.17%23.49%59.19%$14.1M1.07%478,741−62.9%
21BILSPDR SERIES TRUST$91.450.04%4.23%18.33%$13.9M1.05%72,642−32.4%
22AMLPALPS ETF TR$52.77-0.90%17.34%132.43%$12.8M0.96%+3,973+1.7%
23PLDPROLOGIS INC.$144.540.52%37.48%29.45%$12.7M0.96%+2,134+2.3%
24TJXTJX COS INC NEW$160.711.31%26.64%151.20%$11.9M0.90%+1,340+1.8%
25CSCOCISCO SYS INC$121.64-6.43%88.37%153.46%$11.7M0.88%+3,433+2.3%
26IEIISHARES TR$116.73-0.38%3.63%0.21%$11.5M0.87%139,653−59.0%
27IGSBISHARES TR$52.14-0.31%5.04%12.30%$11.2M0.85%+8,671+4.2%
28MCDMCDONALDS CORP$279.842.61%-6.22%29.33%$11.1M0.84%+671+1.9%
29JPMJPMORGAN CHASE & CO$312.370.48%19.84%133.52%$10.7M0.81%1,717−4.5%
30CATCATERPILLAR INC$904.28-3.85%158.69%378.33%$10.4M0.78%+330+2.3%
31WMBWILLIAMS COS INC$71.96-0.65%$9.9M0.75%+1,474+1.1%
32LLYELI LILLY & CO$1131.420.55%$9.8M0.74%+244+2.3%
33DGXQUEST DIAGNOSTICS INC$200.292.13%$9.6M0.73%+1,435+3.0%
34HDHOME DEPOT INC$310.780.27%$9.5M0.71%+790+2.8%
35EQTEQT CORP$53.75-2.70%$9.4M0.71%7,934−5.1%
36CFRCULLEN FROST BANKERS INC$140.161.66%$8.9M0.67%+5,213+8.7%
37JNJJOHNSON & JOHNSON$232.772.02%$8.1M0.61%+691+2.1%
38BACBANK AMERICA CORP$53.83-0.63%$8.1M0.61%+4,126+2.6%
39RSGREPUBLIC SVCS INC$210.041.02%$8.0M0.61%+727+2.0%
40WMT2WELLS FARGO & CO$7.8M0.59%+2,609+2.7%
41ADIANALOG DEVICES INC$401.39-6.38%$7.6M0.58%+417+1.8%
42TSMTAIWAN SEMICONDUCTOR MANUFAC$415.17-6.69%$7.4M0.56%1,516−6.4%
43GDGENERAL DYNAMICS CORP$346.441.45%$7.3M0.55%+3,282+18.3%
44PGPROCTER & GAMBLE CO$146.544.09%$6.8M0.51%+1,308+2.9%
45HONHONEYWELL INTL INC$213.97-1.69%$6.5M0.49%+28,725NEW
46ULUNILEVER PLC$56.723.03%$6.4M0.48%+2,614+2.4%
47AMGNAMGEN INC$349.581.15%$6.4M0.48%+330+1.9%
48EMREMERSON ELEC CO$138.12-2.77%$6.3M0.48%+1,412+3.0%
49SMCOTIDAL TRUST II$29.40-2.22%$6.2M0.47%+1,170+0.5%
50CLHCLEAN HARBORS INC$283.03-1.35%$6.2M0.47%+2,263+11.8%
51AMATAPPLIED MATLS INC$453.01-9.71%$6.1M0.46%+17,856NEW
52TFCTRUIST FINL CORP$49.200.04%$6.0M0.45%2,010−1.5%
53DYDYCOM INDS INC$466.28-4.56%$5.6M0.42%326−1.9%
54IDAIDACORP INC$141.341.97%$5.5M0.41%+4,848+14.5%
55XYLXYLEM INC$109.94-0.22%$5.4M0.41%+1,083+2.4%
56ABTABBOTT LABORATORIES$91.070.32%$5.3M0.40%+1,886+3.8%
57PRIMPRIMORIS SVCS CORP$121.84-4.54%$5.3M0.40%+4,671+14.5%
58NVTNVENT ELEC PLC$162.86-6.34%$5.2M0.40%+625+1.4%
59AVBAVALONBAY CMNTYS INC$189.720.28%$5.2M0.39%+993+3.2%
60CIENCIENA CORP$488.21-8.85%$5.1M0.38%6,936−34.6%
61HBDCTIDAL TRUST II$24.63-0.14%$5.0M0.38%76,662−27.4%
62MKSIMKS INC.$301.65-8.65%$5.0M0.38%1,511−6.5%
63TBILRBB FD INC$49.900.04%$4.7M0.36%2,590−2.7%
64BJBJS WHSL CLUB HLDGS INC$89.210.92%$4.7M0.35%+18,783+64.9%
65PLNTPLANET FITNESS MASTER ISSUER$50.68-1.27%$4.5M0.34%+12,580+26.1%
66MRKMERCK & CO INC$120.790.44%$4.5M0.34%+1,497+4.2%
67SNXTD SYNNEX CORPORATION$268.80-3.16%$4.5M0.34%+6,184+30.3%
68BXBLACKSTONE INC$115.35-2.70%$4.4M0.34%32,717−45.9%
69STESTERIS PLC$212.350.05%$4.4M0.33%+8,160+68.8%
70HQYHEALTHEQUITY INC$88.673.07%$4.4M0.33%+19,470+58.2%
71CBUCOMMUNITY FINANCIAL SYSTEM I$63.590.22%$4.3M0.33%+9,537+14.8%
72YETIYETI HLDGS INC$47.37-0.94%$4.3M0.33%+15,104+14.6%
73MTSIMACOM TECH SOLUTIONS HLDGS I$345.40-9.76%$4.3M0.33%3,728−16.1%
74AHRAMERICAN HEALTHCARE REIT INC$47.482.39%$4.3M0.33%+1,771+2.0%
75WSTWEST PHARMACEUTICAL SVSC INC$314.50-0.89%$4.3M0.32%+6,776+66.0%
76BURLBURLINGTON STORES INC$317.05-1.53%$4.3M0.32%599−4.4%
77FSSFEDERAL SIGNAL CORP$106.49-1.32%$4.2M0.32%+16,710+76.3%
78PRMBPRIMO BRANDS CORPORATION$22.95-0.30%$4.2M0.32%+28,587+14.8%
79RDNTRADNET INC$54.342.90%$4.2M0.31%+9,571+14.7%
80BWXTBWX TECHNOLOGIES INC$4.0M0.30%731−3.6%
81JKHYHENRY JACK & ASSOC INC$130.11-0.47%$3.9M0.30%+6,634+36.2%
82HLIHOULIHAN LOKEY INC$139.25-1.38%$3.8M0.29%+3,518+15.2%
83EPDENTERPRISE PRODS PARTNERS L$37.81-0.97%$3.8M0.29%4,000−3.8%
84RNRRENAISSANCERE HLDGS LTD$288.483.87%$3.6M0.28%+1,525+14.2%
85WELLWELLTOWER INC$206.933.03%$3.6M0.28%+447+2.5%
86ENTGENTEGRIS INC$125.41-10.34%$3.6M0.27%+4,050+15.1%
87JJACOBS SOLUTIONS INC$122.55-0.83%$3.6M0.27%+3,576+14.6%
88CMCCOMMERCIAL METALS CO$74.15-2.78%$3.5M0.26%+7,138+14.3%
89FRPTFRESHPET INC$49.741.06%$3.5M0.26%+59,088NEW
90CWENCLEARWAY ENERGY INC$39.74-1.58%$3.5M0.26%+11,213+14.6%
91CBSHCOMMERCE BANCSHARES INC$53.051.14%$3.4M0.26%+9,042+15.1%
92DBRGDIGITALBRIDGE GROUP INC$15.66-0.06%$3.4M0.25%+28,297+14.9%
93GGGGRACO INC$74.340.04%$3.3M0.25%+38,905NEW
94ASOACADEMY SPORTS & OUTDOORS IN$51.751.27%$3.3M0.25%28,772−33.1%
95BENFRANKLIN RESOURCES INC$31.33-2.00%$3.2M0.24%+136,738NEW
96CMSCMS ENERGY CORP$72.042.39%$3.2M0.24%+11,681+39.8%
97CTRACOTERRA ENERGY INC$32.560.00%$3.2M0.24%+11,452+14.5%
98MCMOELIS & CO$67.86-1.99%$3.2M0.24%+7,059+14.5%
99VVVVALVOLINE INC$35.731.36%$3.1M0.23%+11,916+14.8%
100TECHBIO-TECHNE CORP$51.99-2.24%$3.1M0.23%+7,905+15.4%
101UNHUNITEDHEALTH GROUP INC$3.1M0.23%+239+2.2%
102RSRELIANCE INC$3.1M0.23%+1,283+14.6%
103TTITETRA TECHNOLOGIES INC DEL$3.1M0.23%+46,416+14.9%
104MKCMCCORMICK & CO INC$3.0M0.23%+2,021+3.5%
105LUMNLUMEN TECHNOLOGIES INC$2.9M0.22%+160,447+62.0%
106UFOPROCURE ETF TRUST II$2.9M0.22%+64,150NEW
107LYVLIVE NATION ENTERTAINMENT IN$2.9M0.22%+2,445+14.9%
108LSTRLANDSTAR SYS INC$2.8M0.21%+2,132+14.2%
109ACNACCENTURE PLC IRELAND$2.7M0.21%+541+4.1%
110ATRAPTARGROUP INC$2.5M0.19%+6,588+49.9%
111MGNIMAGNITE INC$2.5M0.19%+27,681+15.3%
112ILSETF OPPORTUNITIES TRUST$2.4M0.18%+12,200+11.3%
113IRTINDEPENDENCE RLTY TR INC$2.4M0.18%+21,272+15.6%
114POOLPOOL CORP$2.3M0.17%+1,601+16.3%
115MGYMAGNOLIA OIL & GAS CORP$2.2M0.17%+8,943+14.5%
116EGPEASTGROUP PPTYS INC$2.2M0.16%+11,769NEW
117DOXAMDOCS LTD$1.9M0.15%+3,853+15.0%
118BAHBOOZ ALLEN HAMILTON HLDG COR$1.8M0.14%+3,004+15.0%
119TENBTENABLE HLDGS INC$1.8M0.13%+14,378+15.9%
120FOURSHIFT4 PMTS INC$1.8M0.13%+5,468+15.7%
121IAUMISHARES GOLD TR$1.4M0.11%+30,050NEW
122ASHASHLAND INC$1.4M0.11%+3,235+14.8%
123VGSHVANGUARD SCOTTSDALE FDS$1.0M0.08%+17,508NEW
124FDVVFIDELITY COVINGTON TRUST$876K0.07%2,760−14.8%
125ISDPGIM HIGH YIELD BOND FUND IN$585K0.04%5,500−11.0%
126PFMINVESCO EXCHANGE TRADED FD T$512K0.04%+10,014NEW
127PGXINVESCO EXCH TRADED FD TR II$510K0.04%HELD
128CGTXCOGNITION THERAPEUTICS INC$417K0.03%HELD
129VFFVILLAGE FARMS INTL INC$243K0.02%HELD
130MBBISHARES TR576,585EXITED
131SHYGISHARES TR391,504EXITED
132AZNNASTRAZENECA PLC145,332EXITED
133PFFISHARES TR354,308EXITED
134BKLNINVESCO EXCH TRADED FD TR II372,519EXITED
135IBMINTERNATIONAL BUSINESS MACHS24,018EXITED
136BLKBLACKROCK INC6,203EXITED
137APOAPOLLO GLOBAL MGMT INC39,580EXITED
138ARESARES MANAGEMENT CORPORATION33,855EXITED
139TDYTELEDYNE TECHNOLOGIES INC8,759EXITED
140KDKYNDRYL HLDGS INC167,952EXITED
141TMUST-MOBILE US INC20,795EXITED
142QQQINVESCO QQQ TR5,720EXITED
143EMEEMCOR GROUP INC5,465EXITED
144RLRALPH LAUREN CORP8,364EXITED
145SAIASAIA INC6,936EXITED
146CYBRCYBERARK SOFTWARE LTD4,940EXITED
147TMHCTAYLOR MORRISON HOME CORP36,825EXITED
148REXRREXFORD INDL RLTY INC33,623EXITED
149SPYSPDR S&P 500 ETF TR1,536EXITED
150XLCSELECT SECTOR SPDR TR8,460EXITED
151MSIMOTOROLA SOLUTIONS INC2,587EXITED
152FDISFIDELITY COVINGTON TRUST7,610EXITED
153OKEONEOK INC NEW10,265EXITED
154NEENEXTERA ENERGY INC9,098EXITED
155TRGPTARGA RES CORP3,952EXITED
156TRI4EURTHOMSON REUTERS CORP5,204EXITED
157SDYSPDR SERIES TRUST4,750EXITED
158RSPAINVESCO ACTIVELY MANAGED EXC11,285EXITED
159SMMDISHARES TR6,752EXITED
160ORCLORACLE CORP2,572EXITED
161AVGOBROADCOM INC1,345EXITED
162PMPHILIP MORRIS INTL INC2,643EXITED
163XOMEXXON MOBIL CORP3,499EXITED
164BMYBRISTOL-MYERS SQUIBB CO6,220EXITED
165SHYISHARES TR4,019EXITED
166IBITISHARES BITCOIN TRUST ETF5,395EXITED
167ETHAISHARES ETHEREUM TR11,715EXITED
168KKRKKR & CO INC1,932EXITED
169CVXCHEVRON CORP NEW1,563EXITED
170ABBVABBVIE INC1,041EXITED
171BTIBRITISH AMERN TOB PLC4,041EXITED
172IONQIONQ INC4,620EXITED
173QCOMQUALCOMM INC1,182EXITED
174PAXSPIMCO ACCESS INCOME FUND12,000EXITED
175AGNCAGNC INVT CORP13,000EXITED
176SANASANA BIOTECHNOLOGY INC22,075EXITED
177IMMPIMMUTEP LTD30,675EXITED
178SNDLSNDL INC24,634EXITED
179CRONCRONOS GROUP INC15,000EXITED
180IOBTQIO BIOTECH INC25,510EXITED

Source: SEC EDGAR · accession 0001172661-26-001990. 13F discloses long positions only — shorts, foreign equities, and options are excluded.