Hilton Capital Management, LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.15 Billion distributed in 170 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Sht Term Corp Bd ETF with a value of $75.9M, Janus Detroit Str Tr Janus Hen with a value of $75.3M, J P Morgan ETF Tr Nasdaq Equit with a value of $62.2M, J P Morgan Exchange Traded Fd with a value of $44M, and J P Morgan Exchange Traded Fd with a value of $41.8M.
Examining the 13F form we can see an increase of $65.1M in the current position value, from $1.08B to 1.15B.
Below you can find more details about Hilton Capital Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.15 Billion
ETFs: $523 Million
Technology: $170 Million
Financial Services: $72.7 Million
Consumer Cyclical: $70.2 Million
Industrials: $64.3 Million
Communication Services: $63.3 Million
Healthcare: $45.6 Million
Real Estate: $29 Million
Other: $67 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
