Hilton Capital Management, LLC has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.15 Billion distributed in 172 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 $79.8M, Vanguard Intermediate Term Cor with a value of $76.5M, J P Morgan ETF Tr Nasdaq Equit with a value of $61.3M, Ishares Tr with a value of $54.4M, and J P Morgan Exchange Traded Fd with a value of $41.8M.
Examining the 13F form we can see an increase of $2.71M in the current position value, from $1.15B 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: $498 Million
Technology: $173 Million
Financial Services: $83.5 Million
Communication Services: $82.9 Million
Consumer Cyclical: $72.9 Million
Industrials: $55.1 Million
Healthcare: $50.3 Million
Energy: $28 Million
Other: $65.2 Million
Stock Holdings Table Market Cap. of $200 Billions or more
