Analyzing Q3 2022 vs. Q4 2022 13F Holdings of Hilton Capital Management, LLC

Investing in the stock market is complicated, and it's hard to know how to maneuver around it. That's where financial managers come in, people who help you make the best investment decisions for your money. Hilton Capital Management, LLC is a registered investment adviser and boutique investment management firm founded in 2001. In this blog, we will analyze the fund's Q3 2022 vs. Q4 2022 13F holdings comparison to determine if any major changes had occurred.

First off, let's define 13F holdings. It is a quarterly report that institutional investment managers, such as Hilton Capital Management, LLC, must file with the SEC. The report discloses the manager's holdings concerning equity investments or equity-like securities, including exchange-traded funds (ETFs), which requires a minimum investment of $100 million, among other things.

After analyzing the report, we discovered that Hilton Capital Management, LLC has not made any significant changes to its holdings from Q3 to Q4 2022. The table shows that the company holds shares in 47 issuers. The most prominent issuers include Vanguard Short Term Treasury, Vanguard S/T Corp Bond ETF, and Vanguard-Short Term Bond ETF.

Interestingly, it is notable that Hilton Capital Management, LLC has not made any changes to Apple and the top three holdings, which include Vanguard Short-Term Treasury, Vanguard S/T Corp Bond ETF, and Vanguard-Short Term Bond ETF. The company also holds shares in other companies like Microsft, Pepsico, and others.

In conclusion, analyzing Hilton Capital Management, LLC's Q3 2022 vs. Q4 2022 13F holdings comparison showed no significant changes. This consistency indicates that the company is sticking to its investment strategies, which have served it well. However, for investors planning to invest with Hilton Capital Management, LLC, this analysis can be informative in helping them understand the company's investment patterns.