CHIRON CAPITAL MANAGEMENT, LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2026 ▲▼ | Q2 2026 ▲▼ | Change ▲▼ | Q1 2026 ▲▼ | Q2 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| NVIDIA CORPORATION(NVDA) | 25,491 | 28,962 | +3,471 | 4,445,630 | 5,795,007 | 5.20% | +1,349,377 |
| BECTON DICKINSON & CO(BDX) | 2,305 | 10,004 | +7,699 | 362,415 | 1,513,905 | 1.36% | +1,151,490 |
| FIRST TR EXCHNG TRADED FD VI | 0 | 43,388 | +43,388 | 0 | 1,079,493 | 0.97% | +1,079,493 |
| FIRST TR EXCH TRADED FD III | 0 | 20,467 | +20,467 | 0 | 1,051,332 | 0.94% | +1,051,332 |
| GE HEALTHCARE TECHNOLOGIES I(GEHC) | 0 | 14,606 | +14,606 | 0 | 934,930 | 0.84% | +934,930 |
| LENNAR CORP(LEN) | 7,911 | 17,811 | +9,900 | 686,991 | 1,611,717 | 1.45% | +924,726 |
| FIRST TR EXCHNG TRADED FD VI | 4,992 | 25,317 | +20,325 | 217,601 | 1,104,074 | 0.99% | +886,473 |
| MCCORMICK & CO INC(MKC) | 0 | 16,107 | +16,107 | 0 | 812,115 | 0.73% | +812,115 |
| BOSTON SCIENTIFIC CORP(BSX) | 0 | 19,001 | +19,001 | 0 | 810,963 | 0.73% | +810,963 |
| FIRST TR EXCHANGE-TRADED FD | 6,993 | 22,476 | +15,483 | 348,321 | 1,118,870 | 1.00% | +770,549 |
| LULULEMON ATHLETICA INC(LULU) | 0 | 5,487 | +5,487 | 0 | 626,506 | 0.56% | +626,506 |
| DIAGEO PLC(DEO) | 11,806 | 18,505 | +6,699 | 878,957 | 1,487,432 | 1.33% | +608,475 |
| TOYOTA MOTOR CORP(TM) | 0 | 3,210 | +3,210 | 0 | 540,628 | 0.48% | +540,628 |
| COMCAST CORP NEW(CCZ) | 31,217 | 57,965 | +26,748 | 896,240 | 1,423,041 | 1.28% | +526,801 |
| KIMBERLY-CLARK CORP(KMB) | 7,813 | 11,313 | +3,500 | 753,720 | 1,241,828 | 1.11% | +488,108 |
| OTIS WORLDWIDE CORP(OTIS) | 3,500 | 10,302 | +6,802 | 269,780 | 737,623 | 0.66% | +467,843 |
| ARM HOLDINGS PLC | 0 | 1,300 | +1,300 | 0 | 460,941 | 0.41% | +460,941 |
| FIRST TR EXCHANGE-TRADED FD | 11,122 | 18,634 | +7,512 | 664,855 | 1,112,990 | 1.00% | +448,135 |
| BANK OF AMER CORP | 0 | 7,352 | +7,352 | 0 | 418,923 | 0.38% | +418,923 |
| APPLE INC(AAPL) | 10,485 | 10,611 | +126 | 2,661,006 | 3,070,423 | 2.75% | +409,417 |
| FIDELITY NATL INFORMATION SV(FIS) | 0 | 10,001 | +10,001 | 0 | 388,839 | 0.35% | +388,839 |
| APPLIED MATLS INC | 0 | 500 | +500 | 0 | 361,500 | 0.32% | +361,500 |
| MEDTRONIC PLC(MDT) | 4,746 | 9,821 | +5,075 | 411,241 | 768,297 | 0.69% | +357,056 |
| BIOMARIN PHARMACEUTICAL INC(BMRN) | 0 | 5,850 | +5,850 | 0 | 334,737 | 0.30% | +334,737 |
| TELADOC HEALTH INC(TDOC) | 109,970 | 109,770 | -200 | 599,337 | 930,850 | 0.83% | +331,513 |
| DEFINIUM THERAPEUTICS INC(DFTX) | 0 | 7,000 | +7,000 | 0 | 329,280 | 0.30% | +329,280 |
| BRISTOL-MYERS SQUIBB CO(BMY) | 191,288 | 206,970 | +15,682 | 11,601,612 | 11,925,639 | 10.70% | +324,027 |
| COPART INC(CPRT) | 0 | 11,300 | +11,300 | 0 | 318,547 | 0.29% | +318,547 |
| NETSKOPE INC(NTSK) | 13,603 | 38,903 | +25,300 | 115,489 | 425,599 | 0.38% | +310,110 |
| FISERV INC(FISV) | 8,902 | 16,202 | +7,300 | 496,732 | 794,708 | 0.71% | +297,976 |
| ROBLOX CORP(RBLX) | 0 | 5,316 | +5,316 | 0 | 289,084 | 0.26% | +289,084 |
| UNILEVER PLC(UL) | 0 | 4,792 | +4,792 | 0 | 288,095 | 0.26% | +288,095 |
| ISHARES BITCOIN TRUST ETF(IBIT) | 5,453 | 14,654 | +9,201 | 209,504 | 487,832 | 0.44% | +278,328 |
| NEBIUS GROUP N.V.(NBIS) | 0 | 1,000 | +1,000 | 0 | 276,170 | 0.25% | +276,170 |
| CVS HEALTH CORP(CVS) | 0 | 2,579 | +2,579 | 0 | 266,798 | 0.24% | +266,798 |
| ATAIBECKLEY INC(ATAI) | 0 | 50,126 | +50,126 | 0 | 264,164 | 0.24% | +264,164 |
| GOLDMAN SACHS ETF TR | 0 | 1,765 | +1,765 | 0 | 250,436 | 0.22% | +250,436 |
| META PLATFORMS INC(META) | 2,721 | 3,206 | +485 | 1,556,766 | 1,805,908 | 1.62% | +249,142 |
| FIRST TR EXCHANGE-TRADED FD | 0 | 11,771 | +11,771 | 0 | 247,897 | 0.22% | +247,897 |
| SPDR SERIES TRUST | 0 | 1,542 | +1,542 | 0 | 244,022 | 0.22% | +244,022 |
| BAXTER INTL INC | 0 | 11,200 | +11,200 | 0 | 238,784 | 0.21% | +238,784 |
| SPACE EXPLORATION TECHN CORP | 0 | 1,359 | +1,359 | 0 | 232,199 | 0.21% | +232,199 |
| TEXAS INSTRS INC(TXN) | 0 | 777 | +777 | 0 | 231,600 | 0.21% | +231,600 |
| BEST BUY INC(BBY) | 0 | 3,046 | +3,046 | 0 | 231,130 | 0.21% | +231,130 |
| SANOFI SA(SNY) | 8,602 | 15,102 | +6,500 | 414,444 | 644,251 | 0.58% | +229,807 |
| INVESCO QQQ TR | 0 | 311 | +311 | 0 | 229,179 | 0.21% | +229,179 |
| TRULIEVE CANNABIS CORP(TRLV) | 0 | 22,965 | +22,965 | 0 | 225,746 | 0.20% | +225,746 |
| MOLSON COORS BEVERAGE CO(TAP) | 4,800 | 10,800 | +6,000 | 206,688 | 420,768 | 0.38% | +214,080 |
| COMPASS PATHWAYS PLC(CMPS) | 0 | 15,086 | +15,086 | 0 | 213,467 | 0.19% | +213,467 |
| SELECT SECTOR SPDR TR | 0 | 1,106 | +1,106 | 0 | 210,644 | 0.19% | +210,644 |
| TG THERAPEUTICS INC(TGTX) | 0 | 3,800 | +3,800 | 0 | 208,772 | 0.19% | +208,772 |
| NOVO-NORDISK A S(NVO) | 11,342 | 12,931 | +1,589 | 416,819 | 619,912 | 0.56% | +203,093 |
| FORTINET INC(FTNT) | 0 | 1,303 | +1,303 | 0 | 200,167 | 0.18% | +200,167 |
| ALERUS FINL CORP | 0 | 6,432 | +6,432 | 0 | 200,035 | 0.18% | +200,035 |
| AFLAC INC(AFL) | 23,258 | 23,258 | 0 | 2,551,684 | 2,727,053 | 2.45% | +175,369 |
| AMAZON COM INC(AMZN) | 7,462 | 7,098 | -364 | 1,554,111 | 1,691,737 | 1.52% | +137,626 |
| ATLASSIAN CORPORATION | 11,101 | 11,401 | +300 | 757,643 | 886,884 | 0.80% | +129,241 |
| KRAFT HEINZ CO(KHC) | 47,216 | 50,213 | +2,997 | 1,061,888 | 1,186,031 | 1.06% | +124,143 |
| DANAHER CORP DEL(DHR) | 5,002 | 5,601 | +599 | 948,379 | 1,066,878 | 0.96% | +118,499 |
| THE CAMPBELLS COMPANY(CPB) | 13,901 | 19,201 | +5,300 | 309,575 | 427,606 | 0.38% | +118,031 |
| BLUE OWL CAPITAL INC(OBDC) | 15,703 | 28,703 | +13,000 | 143,368 | 251,151 | 0.23% | +107,783 |
| CONAGRA BRANDS INC(CAG) | 32,601 | 45,901 | +13,300 | 512,488 | 617,827 | 0.55% | +105,339 |
| CLOROX CO DEL(CLX) | 2,401 | 3,501 | +1,100 | 248,816 | 334,135 | 0.30% | +85,319 |
| UNITEDHEALTH GROUP INC(UNH) | 5,726 | 3,921 | -1,805 | 1,549,398 | 1,629,685 | 1.46% | +80,287 |
| THERMO FISHER SCIENTIFIC INC(TMO) | 1,700 | 1,825 | +125 | 835,601 | 914,982 | 0.82% | +79,381 |
| SERVICENOW INC(NOW) | 6,755 | 7,884 | +1,129 | 706,235 | 782,724 | 0.70% | +76,489 |
| GENERAL MILLS INC(GIS) | 18,121 | 21,522 | +3,401 | 674,464 | 748,966 | 0.67% | +74,502 |
| SHERWIN WILLIAMS CO(SHW) | 3,015 | 3,018 | +3 | 966,525 | 1,039,296 | 0.93% | +72,771 |
| PAYPAL HLDGS INC(PYPL) | 20,420 | 23,020 | +2,600 | 923,597 | 994,004 | 0.89% | +70,407 |
| VANGUARD INDEX FDS | 1,549 | 1,449 | -100 | 925,461 | 995,048 | 0.89% | +69,587 |
| MP MATERIALS CORP(MP) | 8,802 | 8,702 | -100 | 424,785 | 487,399 | 0.44% | +62,614 |
| RAYMOND JAMES FINL INC(RJF) | 8,450 | 8,450 | 0 | 1,223,476 | 1,284,654 | 1.15% | +61,178 |
| BROADCOM INC(AVGO) | 1,430 | 1,329 | -101 | 442,599 | 502,030 | 0.45% | +59,431 |
| PRECIGEN INC(PGEN) | 0 | 10,350 | +10,350 | 0 | 58,995 | 0.05% | +58,995 |
| HOME DEPOT INC(HD) | 1,699 | 1,734 | +35 | 558,873 | 611,694 | 0.55% | +52,821 |
| FIRST TR EXCHANGE-TRADED FD | 82,448 | 79,663 | -2,785 | 1,789,122 | 1,839,410 | 1.65% | +50,288 |
| GLOBAL PMTS INC(GPN) | 3,500 | 3,900 | +400 | 235,550 | 282,984 | 0.25% | +47,434 |
| ZOETIS INC(ZTS) | 3,201 | 5,901 | +2,700 | 378,390 | 424,046 | 0.38% | +45,656 |
| CLOUDFLARE INC(NET) | 1,000 | 1,000 | 0 | 206,340 | 245,280 | 0.22% | +38,940 |
| JPMORGAN CHASE & CO(JPM) | 1,109 | 1,109 | 0 | 326,223 | 363,009 | 0.33% | +36,786 |
| IQVIA HLDGS INC(IQV) | 1,600 | 1,600 | 0 | 272,864 | 309,152 | 0.28% | +36,288 |
| AUTOMATIC DATA PROCESSING IN | 2,302 | 2,202 | -100 | 467,720 | 493,138 | 0.44% | +25,418 |
| FORD MTR CO(F) | 37,803 | 33,084 | -4,719 | 436,247 | 459,868 | 0.41% | +23,621 |
| BOEING CO(BA) | 1,387 | 1,371 | -16 | 276,055 | 296,780 | 0.27% | +20,725 |
| REALTY INCOME CORP(O) | 5,223 | 5,491 | +268 | 319,543 | 340,222 | 0.31% | +20,679 |
| EXTRA SPACE STORAGE INC(EXR) | 4,501 | 4,201 | -300 | 590,216 | 610,405 | 0.55% | +20,189 |
| PINTEREST INC(PINS) | 12,900 | 12,200 | -700 | 236,586 | 256,566 | 0.23% | +19,980 |
| CHIPOTLE MEXICAN GRILL INC(CMG) | 9,353 | 9,315 | -38 | 299,390 | 316,710 | 0.28% | +17,320 |
| FLOWERS FOODS INC(FLO) | 17,524 | 19,574 | +2,050 | 142,821 | 154,635 | 0.14% | +11,814 |
| PROCTER & GAMBLE CO(PG) | 1,860 | 1,910 | +50 | 268,658 | 280,082 | 0.25% | +11,424 |
| BLACKROCK MUNIYILD QULT FD I(MQY) | 17,772 | 17,772 | 0 | 195,137 | 206,155 | 0.18% | +11,018 |
| TARGET CORP(TGT) | 2,412 | 2,311 | -101 | 292,334 | 301,840 | 0.27% | +9,506 |
| ZIMMER BIOMET HOLDINGS INC(ZBH) | 2,240 | 2,400 | +160 | 202,541 | 206,616 | 0.19% | +4,075 |
| COCA COLA CO(KO) | 3,823 | 3,559 | -264 | 290,703 | 289,201 | 0.26% | -1,502 |
| WORKDAY INC(WDAY) | 2,200 | 2,300 | +100 | 285,824 | 281,566 | 0.25% | -4,258 |
| CHARTER COMMUNICATIONS INC(CHTR) | 1,606 | 2,406 | +800 | 346,703 | 342,157 | 0.31% | -4,546 |
| UNITED STS NAT GAS FD LP(UNG) | 13,603 | 13,003 | -600 | 159,563 | 152,395 | 0.14% | -7,168 |
| BERKSHIRE HATHAWAY INC DEL | 787 | 734 | -53 | 377,130 | 367,286 | 0.33% | -9,844 |
| COSTCO WHOLESALE CORPORATION(COST) | 290 | 290 | 0 | 288,965 | 271,286 | 0.24% | -17,679 |
| SKYWORKS SOLUTIONS INC(SWKS) | 5,026 | 3,676 | -1,350 | 269,142 | 249,233 | 0.22% | -19,909 |