Hilton Capital Management, LLC Q4 2025 Filing

Filed February 12, 2026

Portfolio Value

$1.3B

Holdings

167

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (167 positions)

#StockSharesValue% PortfolioType
1
VCITVANGUARD SCOTTSDALE FDS
1,306,015$109.4M8.24%
2
VCSHVANGUARD SCOTTSDALE FDS
992,612$79.1M5.96%
3
JEPQJ P MORGAN EXCHANGE TRADED F
1,070,046$62.2M4.68%
4
MBBISHARES TR
576,585$54.9M4.13%
5
JPIEJ P MORGAN EXCHANGE TRADED F
927,662$42.9M3.23%
6
MTBASIMPLIFY EXCHANGE TRADED FUN
841,350$42.4M3.19%
7
GPIXGOLDMAN SACHS ETF TR
761,513$40.2M3.03%
8
JAAAJANUS DETROIT STR TR
770,082$39.0M2.93%
9
MSFTMICROSOFT CORP
73,861$35.7M2.69%
10
GOOGLALPHABET INC
101,171$31.7M2.38%
11
IEIISHARES TR
236,863$28.3M2.13%
12
AAPLAPPLE INC
99,075$26.9M2.03%
13
NVDANVIDIA CORPORATION
135,790$25.3M1.91%
14
XLUSELECT SECTOR SPDR TR
578,246$24.7M1.86%
15
METAMETA PLATFORMS INC
32,982$21.8M1.64%
16
BILSPDR SERIES TRUST
224,336$20.5M1.54%
17
AMZNAMAZON COM INC
83,195$19.2M1.45%
18
GOOGALPHABET INC
59,310$18.6M1.40%
19
SHYGISHARES TR
391,504$16.8M1.26%
20
IGLDFIRST TR EXCHANGE-TRADED FD
603,486$15.1M1.14%
21
AZNASTRAZENECA PLC
145,332$13.4M1.01%
22
JPMJPMORGAN CHASE & CO.
38,072$12.3M0.92%
23
PLDPROLOGIS INC.
93,698$12.0M0.90%
24
CSCOCISCO SYS INC
147,406$11.4M0.86%
25
TJXTJX COS INC NEW
73,151$11.2M0.85%
26
AMLPALPS ETF TR
238,681$11.2M0.85%
27
LLYELI LILLY & CO
10,394$11.2M0.84%
28
BXBLACKSTONE INC
71,343$11.0M0.83%
29
PFFISHARES TR
354,308$11.0M0.83%
30
IGSBISHARES TR
205,124$10.8M0.82%
31
JEPIJ P MORGAN EXCHANGE TRADED F
188,065$10.8M0.81%
32
MCDMCDONALDS CORP
34,972$10.7M0.80%
33
HDHOME DEPOT INC
27,976$9.6M0.72%
34
WFCWELLS FARGO CO NEW
95,932$8.9M0.67%
35
BACBANK AMERICA CORP
161,185$8.9M0.67%
36
EQTEQT CORP
155,430$8.3M0.63%
37
DGXQUEST DIAGNOSTICS INC
47,776$8.3M0.62%
38
CATCATERPILLAR INC
14,333$8.2M0.62%
39
WMBWILLIAMS COS INC
135,224$8.1M0.61%
40
BKLNINVESCO EXCH TRADED FD TR II
372,519$7.8M0.59%
41
RSGREPUBLIC SVCS INC
35,968$7.6M0.57%
42
CFRCULLEN FROST BANKERS INC
59,625$7.5M0.57%
43
ULUNILEVER PLC
109,624$7.2M0.54%
44
TSMTAIWAN SEMICONDUCTOR MFG LTD
23,509$7.1M0.54%
45
IBMINTERNATIONAL BUSINESS MACHS
24,018$7.1M0.54%
46
HBDCTIDAL TRUST II
280,287$7.0M0.53%
47
JNJJOHNSON & JOHNSON
32,326$6.7M0.50%
48
BLKBLACKROCK INC
6,203$6.6M0.50%
49
TFCTRUIST FINL CORP
132,712$6.5M0.49%
50
PGPROCTER AND GAMBLE CO
45,464$6.5M0.49%
51
ADIANALOG DEVICES INC
23,579$6.4M0.48%
52
ABTABBOTT LABS
49,887$6.3M0.47%
53
EMREMERSON ELEC CO
46,637$6.2M0.47%
54
SMCOTIDAL TRUST II
227,896$6.1M0.46%
55
GDGENERAL DYNAMICS CORP
17,945$6.0M0.45%
56
XYLXYLEM INC
44,266$6.0M0.45%
57
AMGNAMGEN INC
17,790$5.8M0.44%
58
APOAPOLLO GLOBAL MGMT INC
39,580$5.7M0.43%
59
DYDYCOM INDS INC
16,879$5.7M0.43%
60
AVBAVALONBAY CMNTYS INC
30,784$5.6M0.42%
61
ARESARES MANAGEMENT CORPORATION
33,855$5.5M0.41%
62
PLNTPLANET FITNESS INC
48,180$5.2M0.39%
63
TBILRBB FD INC
97,635$4.9M0.37%
64
CIENCIENA CORP
20,062$4.7M0.35%
65
RDNTRADNET INC
65,005$4.6M0.35%
66
YETIYETI HLDGS INC
103,329$4.6M0.34%
67
CLHCLEAN HARBORS INC
19,247$4.5M0.34%
68
TDYTELEDYNE TECHNOLOGIES INC
8,759$4.5M0.34%
69
KDKYNDRYL HLDGS INC
167,952$4.5M0.34%
70
NVTNVENT ELECTRIC PLC
43,601$4.4M0.33%
71
ASOACADEMY SPORTS & OUTDOORS IN
87,050$4.3M0.33%
72
IDAIDACORP INC
33,409$4.2M0.32%
73
TMUST-MOBILE US INC
20,795$4.2M0.32%
74
AHRAMERICAN HEALTHCARE REIT INC
89,531$4.2M0.32%
75
HLIHOULIHAN LOKEY INC
23,168$4.0M0.30%
76
PRIMPRIMORIS SVCS CORP
32,244$4.0M0.30%
77
MTSIMACOM TECH SOLUTIONS HLDGS I
23,211$4.0M0.30%
78
BURLBURLINGTON STORES INC
13,715$4.0M0.30%
79
MCXMCCORMICK & CO INC
57,879$3.9M0.30%
80
MRKMERCK & CO INC
35,895$3.8M0.28%
81
CBUCOMMUNITY FINANCIAL SYSTEM I
64,582$3.7M0.28%
82
MKSIMKS INC.
23,140$3.7M0.28%
83
UNHUNITEDHEALTH GROUP INC
11,094$3.7M0.28%
84
ACNACCENTURE PLC IRELAND
13,305$3.6M0.27%
85
NDQINVESCO QQQ TR
5,720$3.5M0.26%
86
BWXTBWX TECHNOLOGIES INC
20,249$3.5M0.26%
87
CMCCOMMERCIAL METALS CO
49,965$3.5M0.26%
88
EPDENTERPRISE PRODS PARTNERS L
104,630$3.4M0.25%
89
EMEEMCOR GROUP INC
5,465$3.3M0.25%
90
JKHYHENRY JACK & ASSOC INC
18,314$3.3M0.25%
91
WELLWELLTOWER INC
17,990$3.3M0.25%
92
MCMOELIS & CO
48,556$3.3M0.25%
93
JJACOBS SOLUTIONS INC
24,414$3.2M0.24%
94
PRMBPRIMO BRANDS CORPORATION
193,034$3.2M0.24%
95
CBSHCOMMERCE BANCSHARES INC
59,705$3.1M0.24%
96
HQYHEALTHEQUITY INC
33,449$3.1M0.23%
97
SUXTD SYNNEX CORPORATION
20,378$3.1M0.23%
98
TECHBIO-TECHNE CORP
51,383$3.0M0.23%
99
RNRRENAISSANCERE HLDGS LTD
10,747$3.0M0.23%
100
STESTERIS PLC
11,859$3.0M0.23%
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