Arkolith/Funds/Hilton Capital Management, LLC

Hilton Capital Management, LLC

CIK 1541211
Holdings as of Jun 30, 2026·disclosed Aug 4, 2026·~35-day 13F lag·13F-HR
Active Filer

Hilton Capital Management, LLC holds a diversified book of 135 stocks worth $1.5B as of Q2 2026 (disclosed Aug 4, 2026, a ~35-day 13F lag). This quarter they opened Vanguard Int High DVD Yld In and trimmed Ishares 0-3 Month Treasury B. Their largest long position is Ishares 0-3 Month Treasury B at 8% of the equity book.

Opened
58
bought for the first time
Added to
86
already held, bought more
Trimmed
25
sold some, still holds it
Sold out
12
exited the position entirely

Concentration

Top-heavy: diversified book

Top 5 holdings
28%
Top 10 holdings
42%
Top 20 holdings
56%

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

Direct sector allocation

50% mapped to company sectors

ETF / fund or unclassified
50%
Information Technology
18%
Industrials
7%
Health Care
6%
Consumer Discretionary
5%
Financials
5%
Utilities
3%
Real Estate
2%

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

Funds with the most overlap

Other tracked managers holding the same core names as Hilton Capital Management, LLC

Manager / fundShared namesTheir $ in those
UBS Group AG79 / 80$115.2B
BENJAMIN EDWARDS INC79 / 80$2.0B
MORGAN STANLEY78 / 80$435.9B
JPMORGAN CHASE & CO78 / 80$424.4B
LPL Financial LLC78 / 80$46.1B
ENVESTNET ASSET MANAGEMENT INC78 / 80$42.3B
FIFTH THIRD BANCORP78 / 80$18.1B
OSAIC HOLDINGS, INC.78 / 80$11.3B

Ranked by the share of each fund's own book sitting in the names it shares with Hilton Capital Management, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

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

135 positions
#SecurityValueShares% PortLast moveHistory
1Ishares TR
0-3 MTH TREASURY
$115.7M1.15M
7.9%
−26%
Reduced · −414K sh
2Vanguard Scottsdale FDS
INT-TERM CORP
$83.9M1.02M
5.7%
−4.2%
Reduced · −45K sh
3Vanguard Scottsdale FDS
SHRT TRM CORP BD
$83.6M1.06M
5.7%
+1.3%
Added · +14K sh
4J P Morgan Exchange Traded F
NASDAQ EQT PREM
$72.9M1.19M
5.0%
+9.2%
Added · +100K sh
5J P Morgan Exchange Traded F
INCOME ETF
$54.5M1.18M
3.7%
+22%
Added · +215K sh
6Janus Detroit STR TR
HENDRSON AAA CL
$54.4M1.08M
3.7%
+54%
Added · +376K sh
7Vanguard Whitehall FDS
INTL HIGH ETF
$45.9M467.6K
3.1%
New
New position
8Nvidia Corporation
COM
$44.0M219.8K
3.0%
+62%
Added · +84K sh
9J P Morgan Exchange Traded F
EQUITY PREMIUM
$34.0M602.8K
2.3%
+54%
Added · +211K sh
10Microsoft Corp
COM
$29.8M79.8K
2.0%
+7.6%
Added · +6K sh
11Apple Inc
COM
$29.4M101.6K
2.0%
+1.1%
Added · +1K sh
12Alphabet Inc
CAP STK CL A
$24.3M67.9K
1.7%
+6.6%
Added · +4K sh
13Vanguard Scottsdale FDS
INTER TERM TREAS
$21.6M365.4K
1.5%
−25%
Reduced · −124K sh
14Alphabet Inc
CAP STK CL C
$21.0M59.3K
1.4%
Held
15Amazon Com Inc
COM
$19.9M83.6K
1.4%
+5.1%
Added · +4K sh
16Simplify Exchange Traded Fun
MBS ETF
$19.6M398.8K
1.3%
−53%
Reduced · −457K sh
17SPDR Series Trust
ST STR BLO 1 ETF
$17.8M194.4K
1.2%
+28%
Added · +43K sh
18Cisco Sys Inc
COM
$17.7M150.4K
1.2%
−0.3%
Reduced · −393 sh
19ALPS ETF TR
ALERIAN MLP
$17.6M338.8K
1.2%
+40%
Added · +96K sh
20Goldman Sachs ETF TR
S&P 500 PREMIUM
$15.8M284.6K
1.1%
+0.6%
Added · +2K sh
21Caterpillar Inc
COM
$13.9M13.0K
0.9%
−11%
Reduced · −2K sh
22Taiwan Semiconductor Manufac
SPONSORED ADS
$13.5M28.3K
0.9%
+29%
Added · +6K sh
23JPMorgan Chase & Co
COM
$13.1M39.9K
0.9%
+9.8%
Added · +4K sh
24Eli Lilly & Co
COM
$12.9M10.8K
0.9%
+1.4%
Added · +153 sh
25Select Sector SPDR TR
ST STR UTIL ETF
$12.7M281.0K
0.9%
−52%
Reduced · −309K sh
26First TR Exchange-Traded FD
FT VEST GOLD
$12.7M603.0K
0.9%
+1.1%
Added · +7K sh
27Ishares TR
ISHS 1-5YR INVS
$11.9M227.2K
0.8%
+6.3%
Added · +13K sh
28Ishares TR
3 7 YR TREAS BD
$11.6M98.8K
0.8%
+1.6%
Added · +2K sh
29Prologis Inc.
COM
$11.6M85.3K
0.8%
−11%
Reduced · −11K sh
30Applied Matls Inc
COM
$11.3M15.6K
0.8%
−13%
Reduced · −2K sh
31Cullen Frost Bankers Inc
COM
$11.0M71.0K
0.7%
+9.5%
Added · +6K sh
32Quest Diagnostics Inc
COM
$10.5M49.8K
0.7%
+1.1%
Added · +547 sh
33Home Depot Inc
COM
$10.3M29.2K
0.7%
+1.4%
Added · +414 sh
34AstraZeneca PLC
ORD
$10.2M53.6K
0.7%
−28%
Reduced · −20K sh
35Bank Of Amer Corp
COM
$9.9M186.6K
0.7%
+13%
Added · +21K sh
36Analog Devices Inc
COM
$9.7M24.5K
0.7%
+1.9%
Added · +468 sh
37Flowserve Corp
COM
$9.6M129.7K
0.7%
New
New position
38Eqt Corp
COM
$9.3M175.6K
0.6%
+19%
Added · +28K sh
39MKS Inc.
COM
$8.9M20.0K
0.6%
−7.5%
Reduced · −2K sh
40Dycom Inds Inc
COM
$8.6M17.1K
0.6%
+3.3%
Added · +538 sh
41TJX Cos Inc New
COM
$8.6M56.6K
0.6%
−24%
Reduced · −18K sh
42Johnson & Johnson
COM
$8.5M33.5K
0.6%
+1.6%
Added · +522 sh
43Alphabet Inc
DEP SHS RP1/20 A
$8.4M164.8K
0.6%
New
New position
44McDonalds Corp
COM
$8.0M29.5K
0.5%
−17%
Reduced · −6K sh
45Republic Svcs Inc
COM
$7.9M37.1K
0.5%
+1.2%
Added · +452 sh
46Broadcom Inc
COM
$7.8M20.7K
0.5%
New
New position
47General Dynamics Corp
COM
$7.6M21.6K
0.5%
+1.7%
Added · +353 sh
48Tidal Trust II
HILTON BDC CORP
$7.6M308.3K
0.5%
+51%
Added · +105K sh
49Sap SE
SPON ADR
$7.5M48.9K
0.5%
New
New position
50Teledyne Technologies Inc
COM
$7.5M11.3K
0.5%
New
New position
Showing 50 of 135 positions
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Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 4, 2026135$1.5B13F-HR
Q1 2026Mar 31, 2026May 15, 2026129$1.3B13F-HR
Q4 2025Dec 31, 2025Feb 12, 2026167$1.3B13F-HR
Q3 2025Sep 30, 2025Nov 12, 2025172$1.2B13F-HR
Q2 2025Jun 30, 2025Aug 14, 2025170$1.3B13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 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.