Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Hilton Capital Management, LLC (CIK 1541211) reported $1.32B across 129 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SGOV ($157.4M, 11.89%), VCIT ($87.7M, 6.63%), VCSH ($82.8M, 6.25%), JEPQ ($60.3M, 4.56%), JPIE ($44.7M, 3.37%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SGOV | ISHARES TR | $157.4M | 11.89% | 1.6M | New |
| 2 | VCIT | VANGUARD SCOTTSDALE FDS | $87.7M | 6.63% | 1.1M | Trimmed |
| 3 | VCSH | VANGUARD SCOTTSDALE FDS | $82.8M | 6.25% | 1.0M | Added |
| 4 | JEPQ | J P MORGAN EXCHANGE TRADED F | $60.3M | 4.56% | 1.1M | Added |
| 5 | JPIE | J P MORGAN EXCHANGE TRADED F | $44.7M | 3.37% | 969,267 | Added |
| 6 | MTBA | SIMPLIFY EXCHANGE TRADED FUN | $42.3M | 3.20% | 855,402 | Added |
| 7 | JAAA | JANUS DETROIT STR TR | $35.3M | 2.67% | 700,988 | Trimmed |
| 8 | VGIT | VANGUARD SCOTTSDALE FDS | $29.2M | 2.20% | 489,665 | New |
| 9 | MSFT | MICROSOFT CORP | $27.5M | 2.07% | 74,181 | Added |
| 10 | XLU | SELECT SECTOR SPDR TR | $27.1M | 2.04% | 589,746 | Added |
| 11 | AAPL | APPLE INC | $25.5M | 1.93% | 100,505 | Added |
| 12 | NVDA | NVIDIA CORPORATION | $23.7M | 1.79% | 136,030 | Added |
| 13 | JEPI | J P MORGAN EXCHANGE TRADED F | $22.2M | 1.68% | 391,397 | Added |
| 14 | META | META PLATFORMS INC | $19.2M | 1.45% | 33,625 | Added |
| 15 | GOOGL | ALPHABET INC | $18.3M | 1.38% | 63,651 | Trimmed |
| 16 | GOOG | ALPHABET INC | $17.0M | 1.29% | 59,310 | Hold |
| 17 | AMZN | AMAZON COM INC | $16.6M | 1.25% | 79,575 | Trimmed |
| 18 | IGLD | FIRST TR EXCHANGE-TRADED FD | $15.2M | 1.15% | 596,223 | Trimmed |
| 19 | AZNCF | ASTRAZENECA PLC | $14.6M | 1.10% | 73,991 | New |
| 20 | GPIX | GOLDMAN SACHS ETF TR | $14.1M | 1.07% | 282,772 | Trimmed |
| 21 | BIL | SPDR SERIES TRUST | $13.9M | 1.05% | 151,694 | Trimmed |
| 22 | AMLP | ALPS ETF TR | $12.8M | 0.96% | 242,654 | Added |
| 23 | PLD | PROLOGIS INC. | $12.7M | 0.96% | 95,832 | Added |
| 24 | TJX | TJX COS INC NEW | $11.9M | 0.90% | 74,491 | Added |
| 25 | CSCO | CISCO SYS INC | $11.7M | 0.88% | 150,839 | Added |
Source: SEC Form 13F filings · as of 2026-03-31