Hilton Capital Management, LLC
Annual return '25
+11.9%
SPY '25
+17.7%
Alpha
-5.8ptsvs SPY
Invested
$1.3B
Holdings
129
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SGOV
ISHARES TR
Held since at least Q1 2024
11.9%
02
$VCIT
VANGUARD SCOTTSDALE FDS
Q1 2026: Exited (was 1.31M shares)
6.6%
03
$VCSH
VANGUARD SCOTTSDALE FDS
Q1 2026: Exited (was 992.6k shares)
6.3%
04
$JEPQ
J P MORGAN EXCHANGE TRADED F
Q1 2026: Exited (was 1.07M shares)
4.6%
05
$JPIE
J P MORGAN EXCHANGE TRADED F
Q1 2026: Exited (was 927.7k shares)
3.4%
06
$MTBA
SIMPLIFY EXCHANGE TRADED FUN
Q1 2026: Exited (was 841.4k shares)
3.2%
07
$JAAA
JANUS DETROIT STR TR
Q1 2026: Exited (was 770.1k shares)
2.7%
08
$VGIT
VANGUARD SCOTTSDALE FDS
Q2 2025: Exited (was 159.3k shares)
2.2%
09
$MSFT
MICROSOFT CORP
Q1 2026: Sold 68.7% (73.9k → 23.1k shares)
2.1%
10
$XLU
SELECT SECTOR SPDR TR
Q1 2026: Exited (was 578.2k shares)
2.0%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:39 UTC.