Long-term investor

Hilton Capital Management, LLC @hiltoncapitalmanagementl

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001541211).

Record

  • Tracked since 2025-12-31 (257 days), 86 trades recorded
  • Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +3.3%
  • Max drawdown n/a · win rate 5% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • SGOV · 7.9% · long · since 2026-03-31
  • VCIT · 5.7% · long · since 2025-12-31
  • VCSH · 5.7% · long · since 2025-12-31
  • JEPQ · 5.0% · long · since 2025-12-31
  • JPIE · 3.7% · long · since 2025-12-31
  • JAAA · 3.7% · long · since 2025-12-31
  • VYMI · 3.1% · long · since 2026-06-30
  • NVDA · 3.0% · long · since 2025-12-31
  • JEPI · 2.3% · long · since 2025-12-31
  • MSFT · 2.0% · long · since 2025-12-31
  • AAPL · 2.0% · long · since 2025-12-31
  • GOOGL · 1.7% · long · since 2025-12-31

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