Hilton Capital Management, LLC Q4 2023 Filing

Filed February 9, 2024

Portfolio Value

$933.0T

Holdings

164

Report Date

Q4 2023

Filing Type

13F-HR

All Holdings (164 positions)

#StockSharesValue% PortfolioType
1
VCSHVANGUARD S/T CORP BOND ETF
726,446$56.2T6.02%
2
SCHRSCHWAB INTERMEDIATE-TERM US TREASURY
968,816$48.2T5.16%
3
JAAAJANUS HENDERSON AAA CLO ETF
933,559$47.0T5.03%
4
IEIISHARES 3-7 YR TREASURY BD ETF
379,850$44.5T4.77%
5
JEPQJPM NASDAQ EQUITY PREMIUM INCOME ETF
882,050$44.0T4.72%
6
XLCCOMMUNICATIONS SERVICES SELECT SPDR FUND
576,773$41.9T4.49%
7
MSFTMICROSOFT
108,591$40.8T4.38%
8
VGSHVANGUARD SHORT TERM TREASURY
689,978$40.2T4.31%
9
PFFISHARES S&P PREFERRED STOCK INDEX FUND
1,174,704$36.6T3.93%
10
AAPLAPPLE INC.
146,713$28.2T3.03%
11
SRLNSPDR BLACKSTONESENIOR LOAN ETF
663,954$27.8T2.98%
12
VCITVANGUARD INT-TERM CORP BOND ETF
284,943$23.2T2.48%
13
XLEENERGY SELECT SECTOR SPDR
222,819$18.7T2.00%
14
AMZNAMAZON COM INC
92,820$14.1T1.51%
15
AZNASTRAZENECA PLC
202,330$13.6T1.46%
16
RSGREPUBLIC SERVICES, INC.
74,332$12.3T1.31%
17
MCDMCDONALDS CORP
39,832$11.8T1.27%
18
ACNACCENTURE PLC
33,594$11.8T1.26%
19
TRITHOMSON REUTERS CORP
80,153$11.7T1.26%
20
BILSPDR BLOOMBERG 1-3 MONTH T BILL
127,261$11.6T1.25%
21
BAHBOOZ ALLEN HAMILTON HOLDINGS
88,737$11.4T1.22%
22
TJXTJX COMPANIES INC
119,652$11.2T1.20%
23
UNHUNITEDHEALTH GROUP INC
20,783$10.9T1.17%
24
HDHOME DEPOT INC
31,533$10.9T1.17%
25
CSCOCISCO SYS INC
205,669$10.4T1.11%
26
TSCOTRACTOR SUPPLY COMPANY
48,312$10.4T1.11%
27
BXBLACKSTONE GROUP LP
78,500$10.3T1.10%
28
KOCOCA COLA CO
170,738$10.1T1.08%
29
PEPPEPSICO INC
58,086$9.9T1.06%
30
GOOGALPHABET INC -CL C
67,910$9.6T1.03%
31
ARESARES MANAGEMENT CORP
80,138$9.5T1.02%
32
VVISA INC
33,471$8.7T0.93%
33
NVDANVIDIA CORP
17,483$8.7T0.93%
34
GSGOLDMAN SACHS GROUP INC
21,968$8.5T0.91%
35
AMLPALERIAN MLP ETF
192,380$8.2T0.88%
36
WFCWELLS FARGO & CO.
165,731$8.2T0.87%
37
LLYLILLY, ELI AND COMPANY
13,462$7.8T0.84%
38
NDQINVESCO QQQ TRUST UNIT SER 1
17,110$7.0T0.75%
39
JPMJ P MORGAN CHASE & CO
40,117$6.8T0.73%
40
NKENIKE INC - CL B
60,748$6.6T0.71%
41
BDXBECTON DICKINSON & CO.
25,831$6.3T0.68%
42
NVONOVO-NORDISK A/S ADR
59,171$6.1T0.66%
43
ABGCENCORA INC
29,781$6.1T0.66%
44
AMATAPPLIED MATERIALS INC.
37,225$6.0T0.65%
45
PLDPROLOGIS INC
44,728$6.0T0.64%
46
DYHTARGET CORP
40,235$5.7T0.61%
47
AVBAVALONBAY COMMUNITIES
30,594$5.7T0.61%
48
PSAPUBLIC STORAGE
18,773$5.7T0.61%
49
ZBHZIMMER BIOMET HLDGS
44,905$5.5T0.59%
50
TSMTAIWAN SEMICONDUCTOR-SP ADR
52,477$5.5T0.58%
51
ARCCARES CAPITAL CORP
260,484$5.2T0.56%
52
WMTWAL MART STORES INC
32,498$5.1T0.55%
53
MRKMERCK & COMPANY
46,632$5.1T0.54%
54
PAYXPAYCHEX INC
40,745$4.9T0.52%
55
MCXMCCORMICK & CO Non Voting
62,086$4.2T0.46%
56
CFRCULLEN/FROST BANKERS, INC.
37,661$4.1T0.44%
57
FNFFIDELITY NATIONAL FINANCIAL
74,169$3.8T0.41%
58
HONHONEYWELL INTL INC COM
17,359$3.6T0.39%
59
APOAPOLLO GLOBAL MGMT
38,569$3.6T0.39%
60
EPDENTERPRISE PRODS PARTNERS L COM UNIT
133,956$3.5T0.38%
61
CATCATERPILLAR INC
6,783$2.0T0.21%
62
TBILUS TREASURY 3 MONTH BILL ETF
37,183$1.9T0.20%
63
GOOGLALPHABET INC -CL A
13,040$1.8T0.20%
64
OKEONEOK INC
23,106$1.6T0.17%
65
AMDADVANCED MICRO DEVICES
7,715$1.1T0.12%
66
JNJJOHNSON & JOHNSON
7,245$1.1T0.12%
67
LYVLIVE NATION ENT INC
11,336$1.1T0.11%
68
CLHCLEAN HARBORS INC
5,860$1.0T0.11%
69
HLIHOULIHAN LOKEY INC
8,516$1.0T0.11%
70
RLRALPH LAUREN CORP
6,921$998.0B0.11%
71
CYBRCYBERARK SOFTWA
4,419$968.0B0.10%
72
DYDYCOM INDS INC
8,352$961.2B0.10%
73
ENQENTEGRIS INC
7,902$946.8B0.10%
74
KDKINDRYL HOLDINGS INC
44,851$932.0B0.10%
75
TDYTELEDYNE TECH INC
2,066$922.0B0.10%
76
BURLBURLINGTON STORES INC
4,658$905.9B0.10%
77
SAIASAIA INC.
2,061$903.2B0.10%
78
WBS 6.5 PERP GWEBSTER FINANCIAL CORP 6.5
36,980$835.0B0.09%
79
EMEEMCOR GROUP INC
3,827$824.5B0.09%
80
MTSIMACOM TECHNOLOGY
8,724$810.9B0.09%
81
BAC F PERP 02BANK OF AMERICA CORP
39,700$807.1B0.09%
82
WSTWEST PHARMACEUTICAL SERVICES
2,256$794.4B0.09%
83
JJACOBS SOLUTIONS INC
6,019$781.3B0.08%
84
PRIMPRIMORIS SERVICES CORP
23,194$770.3B0.08%
85
COLDAMERICOLD REALTY TRUST
25,339$767.0B0.08%
86
CBUCOMMUNITY BANK SYSTEM INC.
14,326$746.5B0.08%
87
NEENEXTERA ENERGY, INC.
12,265$745.0B0.08%
88
RSRELIANCE STL & ALUM CO
2,648$740.6B0.08%
89
MMSMAXIMUS INC
8,754$734.1B0.08%
90
ICFIICF INTERNATIONAL INC
5,437$729.0B0.08%
91
TECHBIO-TECHNE CORP
9,415$726.5B0.08%
92
RNRRENAISSANCERE HOLDINGS
3,694$724.0B0.08%
93
BRBROADRIDGE FINANCIAL SOLUTIONS
3,476$715.2B0.08%
94
TENBTENABLE HOLDINGS INC
15,520$714.9B0.08%
95
CBSHCOMMERCE BANCSHARES INC
13,323$711.6B0.08%
96
CIENCIENA CORPORATION
15,492$697.3B0.07%
97
EQTEQT CORP
18,016$696.5B0.07%
98
ULTAULTA BEAUTY INC
1,400$686.0B0.07%
99
COTYCOTY INC
54,517$677.1B0.07%
100
DOXAMDOCS LIMITED
7,532$662.0B0.07%
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