FCHI8,141.92-0.19%
GDAXI24,083.53-0.19%
DJI49,182.42-0.10%
XLE56.76-0.19%
STOXX50E5,860.32-0.39%
XLF51.820.78%
FTSE10,321.09-0.56%
IXIC24,876.710.16%
RUT2,784.77-0.08%
GSPC7,172.880.11%
Temp29.3°C
UV12.5
Feels33.3°C
Humidity66%
Wind13.7 km/h
Air QualityAQI 1
Cloud Cover25%
Rain0%
Sunrise06:00 AM
Sunset06:47 PM
Time12:29 PM

Institutional Manager · CIK 0001551969

Gilman Hill Asset Management, LLC

NEW CANAAN, CT · File #028-14994

Latest AUM
$634.7M
Positions
226
Top-10 Concentration
27.5%
Filings
9

Portfolio Value Over Time

2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12

Biggest QoQ Changes

Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.

ActionIssuerTicker / CUSIPΔ SharesFlow ($)Price Effect
NEWAMCOR PLCAMCCF+1,063,423+$8.9M$0
REDUCENEXTERA ENERGY INCNEE-PW-110,047-$8.8M+$570,022
ADDISHARES TR464287168+46,180+$6.5M-$2,026
NEWTOTALENERGIES SETTE+83,078+$5.4M$0
EXITEDMARRIOTT INTL INC NEW571903202-19,014-$5.0M$0
EXITEDTOTALENERGIES SE89151E109-79,259-$4.7M$0
EXITEDUNILEVER PLC904767704-74,617-$4.4M$0
NEWUNILEVER PLCUNLYF+65,941+$4.3M$0
EXITEDWPP PLC NEW92937A102-89,643-$2.2M$0
REDUCEFISERV INCFISV-28,215-$1.9M-$2.9M

Sector Allocation

Real Estate
8.6%$54.8M
Industrials
7.6%$48.5M
Technology
7.6%$48.4M
Healthcare
5.9%$37.7M
Energy
5.3%$34.0M
Financials
5.1%$32.4M
Materials
3.3%$20.9M
Utilities
1.8%$11.2M

Filing History

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1BRISTOL-MYERS SQUIBB COCELG-RI237,416$12.8M3.18%
2SABRA HEALTH CARE REIT INCSBRA614,514$11.6M2.89%
3VERIZON COMMUNICATIONS INCVZ279,013$11.4M2.82%
4CLEARWAY ENERGY INCCWEN-A353,216$11.1M2.76%
5STANLEY BLACK & DECKER INCSWK149,239$11.1M2.75%
6HERCULES CAPITAL INCHCXY580,440$10.9M2.71%
7REALTY INCOME CORPO191,115$10.8M2.68%
8LAMAR ADVERTISING CO NEWLAMR82,512$10.4M2.59%
9SIXTH STREET SPECIALTY LENDITSLX474,356$10.3M2.56%
10DOMINION ENERGY INCD173,635$10.2M2.53%
11RYMAN HOSPITALITY PPTYS INC78377T107107,222$10.1M2.52%
12PFIZER INCPFE399,154$9.9M2.47%
13POSTAL REALTY TRUST INCPSTL583,118$9.4M2.34%
14UNITED PARCEL SERVICE INCUPS92,814$9.2M2.29%
15FLEX LNG LTDFLNG358,474$8.9M2.22%
16COLUMBIA BKG SYS INC197236102319,688$8.9M2.22%
17AMCOR PLCAMCCF1,063,423$8.9M2.20%
18DEVON ENERGY CORP NEW25179M103229,206$8.4M2.09%
19ARDAGH METAL PACKAGING S AAMPWF1,985,852$8.1M2.02%
20KINETIK HOLDINGS INCKNTK225,551$8.1M2.02%