Hilton Capital Management, LLC Q4 2024 Filing

Filed February 10, 2025

Portfolio Value

$1.2T

Holdings

164

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (164 positions)

#StockSharesValue% PortfolioType
1
JAAAJANUS DETROIT STR TR
1,465,971$74.3B6.43%
2
VCSHVANGUARD SCOTTSDALE FDS
934,403$72.9B6.31%
3
JEPQJ P MORGAN EXCHANGE TRADED F
926,687$52.2B4.52%
4
PFFISHARES TR
1,372,795$43.2B3.73%
5
SRLNSSGA ACTIVE ETF TR
888,744$37.1B3.21%
6
MSFTMICROSOFT CORP
82,983$35.0B3.03%
7
MTBASIMPLIFY EXCHANGE TRADED FUN
662,815$32.9B2.85%
8
MBBISHARES TR
350,597$32.1B2.78%
9
AAPLAPPLE INC
122,465$30.7B2.65%
10
JEPIJ P MORGAN EXCHANGE TRADED F
520,541$29.9B2.59%
11
VCITVANGUARD SCOTTSDALE FDS
369,616$29.7B2.57%
12
NVDANVIDIA CORPORATION
178,764$24.0B2.08%
13
XLUSELECT SECTOR SPDR TR
305,765$23.1B2.00%
14
JBBBJANUS DETROIT STR TR
455,676$22.4B1.94%
15
SHYGISHARES TR
508,768$21.7B1.88%
16
AMZNAMAZON COM INC
79,300$17.4B1.51%
17
METAMETA PLATFORMS INC
26,256$15.4B1.33%
18
IEIISHARES TR
129,632$15.0B1.30%
19
WMTWALMART INC
157,334$14.2B1.23%
20
ARESARES MANAGEMENT CORPORATION
76,541$13.6B1.17%
21
BXBLACKSTONE INC
75,050$12.9B1.12%
22
APOAPOLLO GLOBAL MGMT INC
72,385$12.0B1.03%
23
BAHBOOZ ALLEN HAMILTON HLDG COR
92,574$11.9B1.03%
24
TRITHOMSON REUTERS CORP
74,281$11.9B1.03%
25
GSGOLDMAN SACHS GROUP INC
20,688$11.8B1.02%
26
AVBAVALONBAY CMNTYS INC
53,774$11.8B1.02%
27
RSGREPUBLIC SVCS INC
58,486$11.8B1.02%
28
LLYELI LILLY & CO
15,200$11.7B1.02%
29
HDHOME DEPOT INC
29,335$11.4B0.99%
30
GOOGALPHABET INC
59,470$11.3B0.98%
31
ACNACCENTURE PLC IRELAND
31,627$11.1B0.96%
32
WFCWELLS FARGO CO NEW
154,936$10.9B0.94%
33
MCDMCDONALDS CORP
37,359$10.8B0.94%
34
TSMTAIWAN SEMICONDUCTOR MFG LTD
51,723$10.2B0.88%
35
AZNASTRAZENECA PLC
155,317$10.2B0.88%
36
KOCOCA COLA CO
159,125$9.9B0.86%
37
TJXTJX COS INC NEW
78,169$9.4B0.82%
38
ORCLORACLE CORP
56,257$9.4B0.81%
39
JPMJPMORGAN CHASE & CO.
37,165$8.9B0.77%
40
TSCOTRACTOR SUPPLY CO
167,146$8.9B0.77%
41
NDQINVESCO QQQ TR
17,110$8.7B0.76%
42
BACBANK AMERICA CORP
187,018$8.2B0.71%
43
VGSHVANGUARD SCOTTSDALE FDS
136,075$7.9B0.68%
44
AVGOBROADCOM INC
33,781$7.8B0.68%
45
BILSPDR SER TR
83,937$7.7B0.66%
46
DGXQUEST DIAGNOSTICS INC
50,238$7.6B0.66%
47
UNHUNITEDHEALTH GROUP INC
14,232$7.2B0.62%
48
IRTINDEPENDENCE RLTY TR INC
355,012$7.0B0.61%
49
IGSBISHARES TR
133,770$6.9B0.60%
50
ARCCARES CAPITAL CORP
315,076$6.9B0.60%
51
OWLBLUE OWL CAPITAL INC
292,956$6.8B0.59%
52
PLDPROLOGIS INC.
64,454$6.8B0.59%
53
CFRCULLEN FROST BANKERS INC
47,152$6.3B0.55%
54
DRIDARDEN RESTAURANTS INC
31,049$5.8B0.50%
55
GBDCGOLUB CAP BDC INC
368,365$5.6B0.48%
56
IBMINTERNATIONAL BUSINESS MACHS
24,897$5.5B0.47%
57
FISFIDELITY NATL INFORMATION SV
66,516$5.4B0.46%
58
XYLXYLEM INC
46,206$5.4B0.46%
59
AMGNAMGEN INC
18,941$4.9B0.43%
60
GDGENERAL DYNAMICS CORP
18,231$4.8B0.42%
61
KDKYNDRYL HLDGS INC
133,778$4.6B0.40%
62
MCXMCCORMICK & CO INC
59,115$4.5B0.39%
63
AHRAMERICAN HEALTHCARE REIT INC
156,686$4.5B0.39%
64
MRKMERCK & CO INC
43,096$4.3B0.37%
65
EPDENTERPRISE PRODS PARTNERS L
132,112$4.1B0.36%
66
ADIANALOG DEVICES INC
18,917$4.0B0.35%
67
HONHONEYWELL INTL INC
16,283$3.7B0.32%
68
NTAPNETAPP INC
29,581$3.4B0.30%
69
CLHCLEAN HARBORS INC
14,591$3.4B0.29%
70
HLIHOULIHAN LOKEY INC
18,588$3.2B0.28%
71
PRIMPRIMORIS SVCS CORP
42,232$3.2B0.28%
72
DYDYCOM INDS INC
18,138$3.2B0.27%
73
LYVLIVE NATION ENTERTAINMENT IN
23,966$3.1B0.27%
74
RLRALPH LAUREN CORP
12,810$3.0B0.26%
75
EMEEMCOR GROUP INC
6,337$2.9B0.25%
76
EQTEQT CORP
60,334$2.8B0.24%
77
PRMBPRIMO BRANDS CORPORATION
89,470$2.8B0.24%
78
TDYTELEDYNE TECHNOLOGIES INC
5,377$2.5B0.22%
79
MGNIMAGNITE INC
156,206$2.5B0.22%
80
CBUCOMMUNITY FINANCIAL SYSTEM I
40,177$2.5B0.21%
81
MCMOELIS & CO
33,357$2.5B0.21%
82
CATCATERPILLAR INC
6,783$2.5B0.21%
83
CIENCIENA CORP
28,313$2.4B0.21%
84
MTSIMACOM TECH SOLUTIONS HLDGS I
18,159$2.4B0.20%
85
NVTNVENT ELECTRIC PLC
34,596$2.4B0.20%
86
CYBRCYBERARK SOFTWARE LTD
7,053$2.3B0.20%
87
BURLBURLINGTON STORES INC
8,153$2.3B0.20%
88
TECHBIO-TECHNE CORP
30,414$2.2B0.19%
89
SAIASAIA INC
4,749$2.2B0.19%
90
PLNTPLANET FITNESS INC
21,798$2.2B0.19%
91
TBILRBB FD INC
42,510$2.1B0.18%
92
BJBJS WHSL CLUB HLDGS INC
23,288$2.1B0.18%
93
CBSHCOMMERCE BANCSHARES INC
32,852$2.0B0.18%
94
JJACOBS SOLUTIONS INC
14,356$1.9B0.17%
95
MKSIMKS INSTRS INC
17,873$1.9B0.16%
96
OKEONEOK INC NEW
18,505$1.9B0.16%
97
IDAIDACORP INC
16,930$1.9B0.16%
98
RNRRENAISSANCERE HLDGS LTD
7,373$1.8B0.16%
99
BRBROADRIDGE FINL SOLUTIONS IN
8,084$1.8B0.16%
100
ENQENTEGRIS INC
18,399$1.8B0.16%
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