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Portfolio (Quarterly) Guide ↗

Hilton Capital Management, LLC

· CIK 0001541211
13F Portfolio $1.3B AUM 129 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 13 New 85 Added 25 Reduced 51 Exited
Page 2 of 3  ·  51 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 XLC SELECT SECTOR SPDR TR 8,460 $996K 0.07% SOLD
22 MSI MOTOROLA SOLUTIONS INC Technology 2,587 $992K 0.07% SOLD
23 FDIS FIDELITY COVINGTON TRUST 7,610 $777K 0.06% SOLD
24 OKE ONEOK INC NEW Energy 10,265 $754K 0.06% SOLD
25 NEE NEXTERA ENERGY INC Utilities 9,098 $730K 0.06% SOLD
26 TRGP TARGA RES CORP Energy 3,952 $729K 0.06% SOLD
27 THOMSON REUTERS CORP 5,204 $686K 0.05% SOLD
28 SDY SPDR SERIES TRUST 4,750 $661K 0.05% SOLD
29 RSPA INVESCO ACTIVELY MANAGED EXC 11,285 $575K 0.04% SOLD
30 SMMD ISHARES TR 6,752 $506K 0.04% SOLD
31 ORCL ORACLE CORP Technology 2,572 $501K 0.04% SOLD
32 AVGO BROADCOM INC Technology 1,345 $466K 0.04% SOLD
33 PM PHILIP MORRIS INTL INC Consumer Defensive 2,643 $424K 0.03% SOLD
34 XOM EXXON MOBIL CORP Energy 3,499 $421K 0.03% SOLD
35 BMY BRISTOL-MYERS SQUIBB CO Healthcare 6,220 $336K 0.03% SOLD
36 SHY ISHARES TR 4,019 $333K 0.03% SOLD
37 IBIT ISHARES BITCOIN TRUST ETF Financial Services 5,395 $268K 0.02% SOLD
38 ETHA ISHARES ETHEREUM TR Financial Services 11,715 $263K 0.02% SOLD
39 KKR KKR & CO INC Financial Services 1,932 $246K 0.02% SOLD
40 CVX CHEVRON CORP NEW Energy 1,563 $238K 0.02% SOLD
Page 2 of 3  ·  51 positions
Sector Allocation
Technology 23.2%
Industrials 14.2%
Healthcare 13.6%
Financial Services 11.2%
Consumer Cyclical 10.5%
Communication Services 10.1%
Energy 5.6%
Real Estate 4.9%
Consumer Defensive 3.6%
Utilities 1.9%