Arkolith/Funds/Gilman Hill Asset Management, LLC

Gilman Hill Asset Management, LLC

CIK 1551969
Holdings as of Jun 30, 2026·disclosed Jul 9, 2026·~9-day 13F lag·13F-HR
Active Filer

Gilman Hill Asset Management, LLC holds a diversified book of 236 stocks worth $731.0M as of Q2 2026 (disclosed Jul 9, 2026, a ~45-day 13F lag). This quarter they opened Comcast Corp-Class A and trimmed Ryman Hospitality Properties. Their largest long position is Stanley Black & Decker Inc at 2% of the equity book.

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Use Arkolith to show Gilman Hill Asset Management, LLC's latest
holdings, largest changes, and filing provenance.
Opened
21
new positions
Added to
93
existing
Trimmed
67
reduced
Sold out
8
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
9%
Top 10 holdings
17%
Top 20 holdings
31%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

89% mapped to company sectors

Industrials
18%
Real Estate
14%
ETF / fund or unclassified
11%
Information Technology
11%
Utilities
9%
Financials
8%
Consumer Discretionary
8%
Health Care
8%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

236 positions
#SecurityValueShares% PortLast moveHistory
1Stanley Black & Decker Inc
COM
$14.0M149.2K
1.9%
+3.6%
Added · +5K sh
2Ryman Hospitality Pptys Inc
COM
$13.8M107.1K
1.9%
~0%
Reduced · −18 sh
3Bristol-Myers Squibb Co
COM
$13.3M231.3K
1.8%
+0.5%
Added · +1K sh
4Realty Income Corp
COM
$12.3M198.0K
1.7%
+3.6%
Added · +7K sh
5Lamar Advertising Co
CL A
$12.2M78.0K
1.7%
−0.7%
Reduced · −570 sh
6Sabra Health Care REIT Inc
COM
$12.2M623.0K
1.7%
+3.3%
Added · +20K sh
7Kinetik Holdings Inc
COM NEW CL A
$12.0M249.0K
1.6%
+1.6%
Added · +4K sh
8Comcast Corp New
CL A
$11.8M480.9K
1.6%
New
New position
9Verizon Communications Inc
COM
$11.7M277.1K
1.6%
+1.7%
Added · +5K sh
10Millrose Pptys Inc
COM CL A
$11.7M388.4K
1.6%
+33%
Added · +96K sh
11Dominion Energy Inc
COM
$11.4M166.2K
1.6%
−0.5%
Reduced · −845 sh
12Best Buy Inc
COM
$10.7M141.1K
1.5%
+1.6%
Added · +2K sh
13NextEra Energy Inc
UNIT 02/15/2029
$10.6M221.4K
1.5%
New
New position
14Flex LNG Ltd
SHS
$10.6M376.0K
1.4%
+1.1%
Added · +4K sh
15United Parcel Svcs Inc
CL B
$10.4M97.2K
1.4%
+3.0%
Added · +3K sh
16Columbia BKG Sys Inc
COM
$10.4M324.5K
1.4%
+1.4%
Added · +5K sh
17Pfizer Inc
COM
$10.3M428.2K
1.4%
+3.4%
Added · +14K sh
18Postal Realty Trust Inc
CL A
$10.3M417.5K
1.4%
−21%
Reduced · −109K sh
19Hercules Capital Inc
COM
$10.2M646.7K
1.4%
+4.7%
Added · +29K sh
20Amcor PLC
COM NEW
$10.1M232.5K
1.4%
+3.4%
Added · +8K sh
21Vici Pptys Inc
COM
$10.0M377.5K
1.4%
+3.1%
Added · +11K sh
22Ardagh Metal Packaging S A
SHS
$9.7M2.04M
1.3%
+2.1%
Added · +42K sh
23Clearway Energy Inc
CL C
$9.4M274.8K
1.3%
44×
Added · +269K sh
24Clorox Co Del
COM
$9.2M96.1K
1.3%
+4.8%
Added · +4K sh
25Cisco Sys Inc
COM
$8.8M75.3K
1.2%
−23%
Reduced · −23K sh
26MPLX LP
COM UNIT REP LTD
$8.7M154.1K
1.2%
−0.6%
Reduced · −855 sh
27Sixth Street Specialty Lendi
COM
$8.6M500.6K
1.2%
+3.4%
Added · +17K sh
28Ethan Allen Interiors Inc
COM
$8.5M380.9K
1.2%
+3.8%
Added · +14K sh
29Ventas Inc
COM
$8.4M94.4K
1.1%
+2.5%
Added · +2K sh
30Enbridge Inc
COM
$8.3M152.4K
1.1%
+6.7%
Added · +10K sh
31Vanguard Index FDS
MID CAP ETF
$8.1M100.7K
1.1%
+303%
Added · +76K sh
32Enterprise Prods Partners L
COM
$8.1M220.2K
1.1%
+2.0%
Added · +4K sh
33Energy Transfer L P
COM UT LTD PTN
$7.8M409.5K
1.1%
+3.1%
Added · +12K sh
34Vanguard Index FDS
SMALL CP ETF
$7.7M25.5K
1.1%
−10%
Reduced · −3K sh
35Plains GP Hldgs L P
LTD PARTNR INT A
$7.6M313.7K
1.0%
+0.7%
Added · +2K sh
36Orix Corp
SPONSORED ADR
$7.6M199.4K
1.0%
−1.9%
Reduced · −4K sh
37Apple Inc
COM
$7.6M26.2K
1.0%
+5.6%
Added · +1K sh
38Kimberly-Clark Corp
COM
$7.5M68.3K
1.0%
−17%
Reduced · −14K sh
39Materion Corp
COM
$7.5M25.1K
1.0%
−32%
Reduced · −12K sh
40Freeport McMoran Inc
CL B
$7.0M112.1K
1.0%
+1.5%
Added · +2K sh
41Schwab Charles Corp
COM
$7.0M75.8K
1.0%
+2.0%
Added · +1K sh
42GSK PLC
SPONSORED ADR
$6.7M128.8K
0.9%
+6.3%
Added · +8K sh
43Rio Tinto PLC
SPONSORED ADR
$6.7M71.0K
0.9%
−0.1%
Reduced · −58 sh
44Unilever PLC
SPON ADR NEW
$6.7M111.9K
0.9%
+62%
Added · +43K sh
45Western Un Co
COM
$6.5M844.5K
0.9%
+5.7%
Added · +46K sh
46Totalenergies SE
ACT
$6.5M83.0K
0.9%
+3.0%
Added · +2K sh
47KB Finl Group Inc
SPONSORED ADR
$6.3M60.4K
0.9%
+0.7%
Added · +428 sh
48Kinder Morgan Inc Del
COM
$6.2M193.9K
0.8%
+0.8%
Added · +2K sh
49American Express Co
COM
$6.1M18.0K
0.8%
+0.5%
Added · +92 sh
50United Rentals Inc
COM
$6.0M5.3K
0.8%
+0.5%
Added · +29 sh
Showing 50 of 236 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 9, 2026236$731.0M13F-HR
Q1 2026Mar 31, 2026Apr 8, 2026225$662.5M13F-HR
Q4 2025Dec 31, 2025Jan 12, 2026226$634.7M13F-HR
Q3 2025Sep 30, 2025Oct 15, 2025231$638.7M13F-HR
Q2 2025Jun 30, 2025Jul 9, 2025232$611.9M13F-HR
Q1 2025Mar 31, 2025Apr 10, 2025219$575.7M13F-HR
Q4 2024Dec 31, 2024Jan 16, 2025219$574.4M13F-HR
Q3 2024Sep 30, 2024Oct 10, 2024224$598.1M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.