GH
| |
Gilman Hill Asset Management, LLC13F | |
| Gilman Hill Asset Management, LLC | |
| Last update 2025-07-10 | 232 Stocks (20 new) |
| Value $612.00 Mil | Turnover 10 % |
Gilman Hill Asset Management, ... Top Holdings of 2025-06-30
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VZ | Verizon Communications Inc | 279,861 | 12,109.6 | -8.40% | 1.980 | -0.20% | 0.010 | -5.77% | +7.31% | 172,191.9 | Telecommunication Services | |
SBRA | Sabra Health Care REIT Inc | 613,570 | 11,314.2 | +1.79% | 1.850 | +0.03% | 0.260 | +1.33% | +8.07% | 4,299.5 | REITs | |
CWEN.A | Clearway Energy Inc | 370,505 | 11,211.5 | +0.46% | 1.830 | +0.01% | 0.310 | +15.52% | +31.22% | 3,821.6 |
Utilities - Independent Power Producers
Utilities - Independent Power Producers
| |
TSLX | Sixth Street Specialty Lending Inc | 465,241 | 11,077.4 | +4.09% | 1.810 | +0.07% | 0.500 | +24.15% | +22.00% | 2,330.3 | Asset Management | |
O | Realty Income Corp | 191,320 | 11,022.0 | +4.56% | 1.800 | +0.08% | 0.020 | -1.80% | +9.30% | 50,996.9 | REITs | |
LAMR | Lamar Advertising Co | 90,101 | 10,934.7 | +0.03% | 1.790 | 0% | 0.090 | +16.13% | +5.44% | 12,791.1 | REITs | |
KNTK | Kinetik Holdings Inc | 244,003 | 10,748.3 | +3.51% | 1.760 | +0.06% | 0.400 | -0.44% | -22.25% | 2,605.7 | Oil & Gas | |
BMY | Bristol-Myers Squibb Co | 231,765 | 10,728.4 | +4.72% | 1.750 | +0.08% | 0.010 | -2.53% | -13.30% | 96,381.4 | Drug Manufacturers | |
HTGC | Hercules Capital Inc | 570,379 | 10,426.5 | +0.30% | 1.700 | +0.01% | 0.330 | +13.19% | +1.06% | 3,391.0 | Asset Management | |
RHP | Ryman Hospitality Properties Inc | 104,578 | 10,318.7 | New Holding | 1.690 | +1.69% | 0.170 | +18.09% | -1.83% | 6,298.5 | REITs |
Gilman Hill Asset Management, LLC's Historical Top Holdings Breakdowns
Gilman Hill Asset Management, LLC's Top Stock Picks
View Full List
| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
RHP | Ryman Hospitality Properties Inc | 2025-06-30 | New Buy New Buy | +1.69% | 78.85 ($93.45) 101.3 | $99.99 | 7.00% | New holding | 104,578 | 104,578 | |
LYB | LyondellBasell Industries NV | 2025-06-30 | New Buy New Buy | +1.58% | 53.23 ($58.48) 70.65 | $63.21 | 8.09% | New holding | 167,358 | 167,358 | |
DOW | Dow Inc | 2025-06-30 | Sold Out Sold Out | -1.44% | 25.81 ($29.18) 34.92 | $28.34 | -2.88% | Sold Out | 0 | -237,642 | |
VICI | VICI Properties Inc | 2025-06-30 | New Buy New Buy | +1.41% | 29.41 ($31.83) 32.97 | $32.90 | 3.36% | New holding | 264,685 | 264,685 | |
CODI | Compass Diversified Holdings | 2025-06-30 | Sold Out Sold Out | -1.23% | 6 ($11.25) 18.81 | $6.13 | -45.51% | Sold Out | 0 | -378,284 | |
OGN | Organon & Co | 2025-06-30 | Reduce Reduce | -1.14% | 8.04 ($10.39) 14.89 | $9.46 | -8.95% | Reduce -68.51% | 203,681 | -443,231 | |
ETD | Ethan Allen Interiors Inc | 2025-06-30 | New Buy New Buy | +1.01% | 25.26 ($27.02) 29.45 | $28.97 | 7.22% | New holding | 222,691 | 222,691 | |
CCI | Crown Castle Inc | 2025-06-30 | Reduce Reduce | -0.63% | 94.83 ($101.26) 107.06 | $105.14 | 3.83% | Reduce -40.31% | 51,290 | -34,631 | |
SWK | Stanley Black & Decker Inc | 2025-06-30 | Add Add | +0.40% | 55.86 ($64.74) 76.98 | $70.11 | 8.29% | Add 33.07% | 144,299 | 35,863 | |
VOE | Vanguard Mid-Cap Value ETF | 2025-06-30 | Add Add | +0.37% | 141.87 ($158.37) 164.49 | $167.16 | 5.55% | Add 182.81% | 21,233 | 13,725 |
Gilman Hill Asset Management, LLC Total Holding History ($B)
Gilman Hill Asset Management, LLC's Asset Allocation
Gilman Hill Asset Management, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
- 1
Gilman Hill Asset Management, LLC's Hypothetical Growth since 2025-06-30
Gilman Hill Asset Management, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Gilman Hill Asset Management, LLC's Holdings Heat Map
Size field:
Gilman Hill Asset Management, LLC's Holdings Bubble Chart
Gilman Hill Asset Management, LLC News
- 1
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers