Gilman Hill Asset Management, LLC

13F filer · CIK 0001551969

Reported Jul 9, 2026

Net buyer this quarter

13F portfolio value$731MU.S. long equity reported on 13F

Positions20216 new · 7 closed

Net flow last quarter+$29.4MBuys minus sells

Top 10 positions weight17.1%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 9, 2026202 positions
SWKStanley Black & Decker, Inc.	$14M	1.92%	0.10%	+3.6%	Q2 2023
RHPRyman Hospitality Properties, Inc.	$13.8M	1.88%	0.17%	0.0%	Q2 2016
BMYBristol Myers Squibb Co	$13.3M	1.82%	0.01%	+0.5%	Q2 2013
ORealty Income Corp	$12.3M	1.68%	0.02%	+3.6%	Q3 2018
LAMRLamar Advertising Co	$12.2M	1.66%	Not reported	-0.7%	Q4 2014
SBRASabra Health Care REIT, Inc.	$12.2M	1.66%	0.24%	+3.3%	Q2 2013
KNTKKinetik Holdings Inc.	$12M	1.65%	0.19%	+1.7%	Q2 2024
CMCSAComcast Corp	$11.8M	1.62%	0.01%	Not reported	Q4 2018
VZVerizon Communications Inc	$11.7M	1.60%	0.01%	+1.8%	Q2 2013
MRPMillrose Properties, Inc.	$11.7M	1.60%	Not reported	+32.7%	Q3 2025
DDominion Energy, Inc	$11.4M	1.55%	0.02%	-0.5%	Q2 2013
BBYBest Buy Co Inc	$10.7M	1.46%	0.07%	+1.7%	Q1 2026
FLNGFlex LNG Ltd.	$10.6M	1.44%	0.70%	+1.1%	Q1 2023
UPSUnited Parcel Service Inc	$10.4M	1.43%	0.01%	+3.1%	Q1 2019
COLBColumbia Banking System, Inc.	$10.4M	1.42%	0.11%	+1.5%	Q1 2023
PFEPfizer Inc	$10.3M	1.41%	0.01%	+3.4%	Q2 2013
PSTLPostal Realty Trust, Inc.	$10.3M	1.41%	1.51%	-20.7%	Q3 2022
HTGCHercules Capital, Inc.	$10.2M	1.40%	0.35%	+4.7%	Q2 2013
AMCRAmcor plc	$10.1M	1.38%	0.05%	+3.4%	Q4 2025
VICIVici Properties Inc.	$10M	1.37%	0.03%	+3.1%	Q2 2025
AMBPArdagh Metal Packaging S.A.	$9.65M	1.32%	0.34%	+2.1%	Q2 2022
CWENClearway Energy, Inc.	$9.39M	1.29%	0.13%	+4325.7%	Q3 2018
CLXClorox Co	$9.17M	1.25%	0.08%	+4.8%	Q1 2026
CSCOCisco Systems, Inc.	$8.85M	1.21%	0.00%	-23.2%	Q4 2013
MPLXMPLX LP	$8.68M	1.19%	0.02%	-0.6%	Q3 2024
TSLXSixth Street Specialty Lending, Inc.	$8.6M	1.18%	0.53%	+3.4%	Q4 2024
ETDEthan Allen Interiors Inc	$8.51M	1.16%	1.50%	+3.8%	Q2 2025
VTRVentas, Inc.	$8.38M	1.15%	0.02%	+2.5%	Q2 2013
ENBEnbridge Inc	$8.26M	1.13%	0.01%	+6.7%	Q4 2024
EPDEnterprise Products Partners L.P.	$8.09M	1.11%	0.01%	+2.0%	Q2 2013
ETEnergy Transfer LP	$7.83M	1.07%	0.01%	+3.1%	Q2 2016
PAGPPlains GP Holdings LP	$7.61M	1.04%	0.16%	+0.7%	Q2 2022
IXOrix Corp	$7.58M	1.04%	0.02%	-1.9%	Q1 2020
AAPLApple Inc.	$7.57M	1.04%	0.00%	+5.6%	Q2 2013
KMBKimberly Clark Corp	$7.5M	1.03%	0.02%	-16.7%	Q2 2013
MTRNMATERION Corp	$7.48M	1.02%	0.12%	-31.9%	Q4 2019
FCXFreeport-Mcmoran Inc	$7.05M	0.96%	0.01%	+1.5%	Q4 2013
SCHWSchwab Charles Corp	$7M	0.96%	0.00%	+2.0%	Q1 2021
GSKGSK plc	$6.75M	0.92%	0.00%	+6.3%	Q4 2013
RIORio Tinto PLC	$6.74M	0.92%	0.01%	-0.1%	Q3 2017
ULUnilever PLC	$6.73M	0.92%	0.01%	+62.1%	Q1 2021
WUWestern Union CO	$6.5M	0.89%	0.27%	+5.7%	Q4 2021
TTETotalEnergies SE	$6.46M	0.88%	0.00%	+3.1%	Q2 2014
KBKB Financial Group Inc.	$6.34M	0.87%	0.02%	+0.7%	Q3 2018
KMIKinder Morgan, Inc.	$6.2M	0.85%	0.01%	+0.8%	Q4 2014
AXPAmerican Express Co	$6.07M	0.83%	0.00%	+0.5%	Q1 2014
URIUnited Rentals, Inc.	$6.03M	0.83%	0.01%	+0.6%	Q4 2015
TMOThermo Fisher Scientific Inc.	$5.89M	0.81%	0.00%	+40.5%	Q1 2020
UBERUber Technologies, Inc	$5.88M	0.80%	0.00%	+2.1%	Q2 2022
SYYSysco Corp	$5.86M	0.80%	0.01%	+5.5%	Q4 2017

Q1 2026Reported Apr 8, 2026193 positions
BMYBristol Myers Squibb Co	$14M	2.11%	0.01%	-3.1%	Q2 2013
VZVerizon Communications Inc	$13.7M	2.06%	0.01%	-2.4%	Q2 2013
KNTKKinetik Holdings Inc.	$11.9M	1.79%	0.19%	+8.6%	Q2 2024
ORealty Income Corp	$11.7M	1.77%	0.02%	0.0%	Q3 2018
PFEPfizer Inc	$11.6M	1.75%	0.01%	+3.7%	Q2 2013
SBRASabra Health Care REIT, Inc.	$11.6M	1.75%	0.24%	-1.9%	Q2 2013
FLNGFlex LNG Ltd.	$11.1M	1.67%	0.69%	+3.8%	Q1 2023
DDominion Energy, Inc	$10.3M	1.56%	0.02%	-3.8%	Q2 2013
SWKStanley Black & Decker, Inc.	$10.2M	1.55%	0.09%	-3.5%	Q2 2023
VICIVici Properties Inc.	$10M	1.51%	0.03%	+39.3%	Q2 2025
LAMRLamar Advertising Co	$9.95M	1.50%	Not reported	-4.8%	Q4 2014
RHPRyman Hospitality Properties, Inc.	$9.88M	1.49%	0.17%	-0.1%	Q2 2016
PSTLPostal Realty Trust, Inc.	$9.78M	1.48%	1.92%	-9.7%	Q3 2022
CLXClorox Co	$9.5M	1.43%	0.08%	New	Q1 2026
UPSUnited Parcel Service Inc	$9.28M	1.40%	0.01%	+1.6%	Q1 2019
HTGCHercules Capital, Inc.	$9.13M	1.38%	0.33%	+6.4%	Q2 2013
AMCRAmcor plc	$8.94M	1.35%	0.05%	+5.8%	Q4 2025
BBYBest Buy Co Inc	$8.91M	1.34%	0.07%	New	Q1 2026
TSLXSixth Street Specialty Lending, Inc.	$8.89M	1.34%	0.51%	+2.0%	Q4 2024
MPLXMPLX LP	$8.84M	1.33%	0.02%	+8.5%	Q3 2024
COLBColumbia Banking System, Inc.	$8.77M	1.32%	0.11%	+0.1%	Q1 2023
MRPMillrose Properties, Inc.	$8.2M	1.24%	Not reported	+31.7%	Q3 2025
ETDEthan Allen Interiors Inc	$8.17M	1.23%	1.46%	+73.6%	Q2 2025
EPDEnterprise Products Partners L.P.	$8.17M	1.23%	0.01%	+6.3%	Q2 2013
AMBPArdagh Metal Packaging S.A.	$8.08M	1.22%	0.33%	+0.4%	Q2 2022
KMBKimberly Clark Corp	$7.91M	1.19%	0.02%	+11.2%	Q2 2013
ENBEnbridge Inc	$7.73M	1.17%	0.01%	-3.3%	Q4 2024
ETEnergy Transfer LP	$7.67M	1.16%	0.01%	+6.9%	Q2 2016
CSCOCisco Systems, Inc.	$7.61M	1.15%	0.00%	-3.8%	Q4 2013
PAGPPlains GP Holdings LP	$7.56M	1.14%	0.16%	+16.7%	Q2 2022
VTRVentas, Inc.	$7.53M	1.14%	0.02%	-7.5%	Q2 2013
CAGConagra Brands Inc.	$7.36M	1.11%	0.10%	+9.1%	Q2 2013
TTETotalEnergies SE	$7.33M	1.11%	0.00%	-3.0%	Q2 2014
SCHWSchwab Charles Corp	$6.99M	1.05%	0.00%	-2.0%	Q1 2021
WUWestern Union CO	$6.98M	1.05%	0.26%	+9.0%	Q4 2021
GSKGSK plc	$6.69M	1.01%	0.00%	-4.5%	Q4 2013
RIORio Tinto PLC	$6.63M	1.00%	0.01%	-4.0%	Q3 2017
XPOXPO, Inc.	$6.57M	0.99%	0.03%	-26.6%	Q4 2018
FCXFreeport-Mcmoran Inc	$6.49M	0.98%	0.01%	-27.4%	Q4 2013
KMIKinder Morgan, Inc.	$6.45M	0.97%	0.01%	-7.4%	Q4 2014
AAPLApple Inc.	$6.29M	0.95%	0.00%	-4.0%	Q2 2013
MARMarriott International Inc	$6.18M	0.93%	0.01%	Not reported	Q3 2016
IXOrix Corp	$6.09M	0.92%	0.02%	+1.9%	Q1 2020
KBKB Financial Group Inc.	$5.98M	0.90%	0.02%	-5.0%	Q3 2018
UBERUber Technologies, Inc	$5.74M	0.87%	0.00%	+3.4%	Q2 2022
NGGNational Grid PLC	$5.69M	0.86%	0.00%	+4.1%	Q1 2014
SHELShell plc	$5.68M	0.86%	0.00%	+0.1%	Q1 2022
LYBLyondellBasell Industries N.V.	$5.64M	0.85%	0.02%	-54.5%	Q2 2025
METAMeta Platforms, Inc.	$5.55M	0.84%	Not reported	+6.6%	Q4 2016
AXPAmerican Express Co	$5.4M	0.82%	0.00%	+8.2%	Q1 2014

Q4 2025Reported Jan 12, 2026192 positions
BMYBristol Myers Squibb Co	$12.8M	2.02%	0.01%	-0.6%	Q2 2013
SBRASabra Health Care REIT, Inc.	$11.6M	1.83%	0.24%	+1.5%	Q2 2013
VZVerizon Communications Inc	$11.4M	1.79%	0.01%	+3.0%	Q2 2013
SWKStanley Black & Decker, Inc.	$11.1M	1.75%	0.10%	-0.6%	Q2 2023
HTGCHercules Capital, Inc.	$10.9M	1.72%	0.32%	-0.6%	Q2 2013
ORealty Income Corp	$10.8M	1.70%	0.02%	-0.2%	Q3 2018
LAMRLamar Advertising Co	$10.4M	1.65%	Not reported	+0.6%	Q4 2014
TSLXSixth Street Specialty Lending, Inc.	$10.3M	1.62%	0.50%	0.0%	Q4 2024
DDominion Energy, Inc	$10.2M	1.60%	0.02%	+2.7%	Q2 2013
RHPRyman Hospitality Properties, Inc.	$10.1M	1.60%	0.17%	-2.7%	Q2 2016
PFEPfizer Inc	$9.94M	1.57%	0.01%	-2.7%	Q2 2013
PSTLPostal Realty Trust, Inc.	$9.41M	1.48%	2.24%	-2.1%	Q3 2022
UPSUnited Parcel Service Inc	$9.21M	1.45%	0.01%	+2.1%	Q1 2019
FLNGFlex LNG Ltd.	$8.94M	1.41%	0.66%	-6.0%	Q1 2023
COLBColumbia Banking System, Inc.	$8.94M	1.41%	0.11%	-1.0%	Q1 2023
AMCRAmcor plc	$8.87M	1.40%	0.05%	New	Q4 2025
DVNDevon Energy Corp	$8.4M	1.32%	0.04%	-3.4%	Q2 2022
AMBPArdagh Metal Packaging S.A.	$8.14M	1.28%	0.33%	-1.4%	Q2 2022
KNTKKinetik Holdings Inc.	$8.13M	1.28%	0.17%	-8.9%	Q2 2024
CSCOCisco Systems, Inc.	$7.86M	1.24%	0.00%	+4.7%	Q4 2013
FCXFreeport-Mcmoran Inc	$7.73M	1.22%	0.01%	+2.6%	Q4 2013
VTRVentas, Inc.	$7.7M	1.21%	0.02%	-0.4%	Q2 2013
MPLXMPLX LP	$7.62M	1.20%	0.01%	+1.8%	Q3 2024
SCHWSchwab Charles Corp	$7.58M	1.19%	0.00%	+6.4%	Q1 2021
KMBKimberly Clark Corp	$7.44M	1.17%	0.02%	-7.5%	Q2 2013
CAGConagra Brands Inc.	$7.43M	1.17%	0.09%	-6.5%	Q2 2013
VICIVici Properties Inc.	$7.39M	1.16%	0.02%	-3.7%	Q2 2025
MSFTMicrosoft Corp	$7.1M	1.12%	0.00%	+3.1%	Q2 2013
ENBEnbridge Inc	$7.07M	1.11%	0.01%	+6.3%	Q4 2024
AAPLApple Inc.	$7.02M	1.11%	0.00%	+11.6%	Q2 2013
WUWestern Union CO	$6.82M	1.07%	0.23%	-5.1%	Q4 2021
LYBLyondellBasell Industries N.V.	$6.66M	1.05%	0.05%	-8.4%	Q2 2025
MRPMillrose Properties, Inc.	$6.64M	1.05%	Not reported	-5.6%	Q3 2025
EPDEnterprise Products Partners L.P.	$6.51M	1.03%	0.01%	-1.2%	Q2 2013
UBERUber Technologies, Inc	$6.3M	0.99%	0.00%	+6.7%	Q2 2022
XPOXPO, Inc.	$6.25M	0.99%	0.04%	+11.9%	Q4 2018
GSKGSK plc	$6.22M	0.98%	0.00%	+2.9%	Q4 2013
ETEnergy Transfer LP	$6.13M	0.97%	0.01%	-0.7%	Q2 2016
AXPAmerican Express Co	$6.11M	0.96%	0.00%	-0.6%	Q1 2014
METAMeta Platforms, Inc.	$6.01M	0.95%	Not reported	-3.9%	Q4 2016
RIORio Tinto PLC	$5.92M	0.93%	0.01%	+4.6%	Q3 2017
DISWalt Disney Co	$5.92M	0.93%	0.00%	+2.1%	Q4 2013
APTVAptiv PLC	$5.88M	0.93%	0.04%	0.0%	Q4 2017
IXOrix Corp	$5.82M	0.92%	0.02%	+1.2%	Q1 2020
DOCUDocusign, Inc.	$5.81M	0.92%	0.04%	-1.0%	Q3 2023
KMIKinder Morgan, Inc.	$5.71M	0.90%	0.01%	-1.8%	Q4 2014
GXOGXO Logistics, Inc.	$5.51M	0.87%	0.09%	+3.8%	Q3 2021
WMBWilliams Companies, Inc.	$5.49M	0.87%	0.01%	+1.9%	Q1 2019
WHRWhirlpool Corp	$5.49M	0.86%	0.14%	-6.3%	Q2 2023
HMCHonda Motor Co Ltd	$5.45M	0.86%	0.01%	+1.2%	Q4 2024

Q3 2025Reported Oct 15, 2025197 positions
VZVerizon Communications Inc	$11.9M	1.86%	0.01%	-3.2%	Q2 2013
ORealty Income Corp	$11.6M	1.82%	0.02%	+0.1%	Q3 2018
SBRASabra Health Care REIT, Inc.	$11.3M	1.77%	0.24%	-1.4%	Q2 2013
SWKStanley Black & Decker, Inc.	$11.2M	1.75%	0.10%	+4.0%	Q2 2023
HTGCHercules Capital, Inc.	$11M	1.73%	0.32%	+2.4%	Q2 2013
TSLXSixth Street Specialty Lending, Inc.	$10.8M	1.70%	0.50%	+2.0%	Q4 2024
BMYBristol Myers Squibb Co	$10.8M	1.69%	0.01%	+3.0%	Q2 2013
KNTKKinetik Holdings Inc.	$10.6M	1.66%	0.19%	+1.5%	Q2 2024
PFEPfizer Inc	$10.5M	1.64%	0.01%	+2.0%	Q2 2013
DDominion Energy, Inc	$10.3M	1.62%	0.02%	-2.2%	Q2 2013
LAMRLamar Advertising Co	$10M	1.57%	Not reported	-9.0%	Q4 2014
KMBKimberly Clark Corp	$9.92M	1.55%	0.02%	Not reported	Q2 2013
RHPRyman Hospitality Properties, Inc.	$9.87M	1.55%	0.17%	+5.4%	Q2 2016
FLNGFlex LNG Ltd.	$9.61M	1.50%	0.71%	+21.4%	Q1 2023
PSTLPostal Realty Trust, Inc.	$9.35M	1.46%	2.42%	-0.4%	Q3 2022
NEENextera Energy Inc	$8.98M	1.41%	0.01%	+1048.0%	Q3 2017
VICIVici Properties Inc.	$8.91M	1.39%	0.03%	+3.2%	Q2 2025
CAGConagra Brands Inc.	$8.4M	1.32%	0.10%	+21.7%	Q2 2013
DVNDevon Energy Corp	$8.32M	1.30%	0.04%	-2.0%	Q2 2022
COLBColumbia Banking System, Inc.	$8.31M	1.30%	0.11%	+12.3%	Q1 2023
LYBLyondellBasell Industries N.V.	$8.23M	1.29%	0.05%	+0.3%	Q2 2025
AMBPArdagh Metal Packaging S.A.	$8.04M	1.26%	0.34%	+0.9%	Q2 2022
MRPMillrose Properties, Inc.	$7.91M	1.24%	Not reported	New	Q3 2025
UPSUnited Parcel Service Inc	$7.59M	1.19%	0.01%	+2.2%	Q1 2019
MSFTMicrosoft Corp	$7.37M	1.15%	0.00%	-0.7%	Q2 2013
UBERUber Technologies, Inc	$7.08M	1.11%	0.00%	0.0%	Q2 2022
ENBEnbridge Inc	$7.01M	1.10%	0.01%	+0.5%	Q4 2024
MPLXMPLX LP	$7.01M	1.10%	0.01%	+11.7%	Q3 2024
VTRVentas, Inc.	$6.99M	1.09%	0.02%	+3.9%	Q2 2013
METAMeta Platforms, Inc.	$6.96M	1.09%	Not reported	-3.3%	Q4 2016
SCHWSchwab Charles Corp	$6.81M	1.07%	0.00%	+2.6%	Q1 2021
CSCOCisco Systems, Inc.	$6.67M	1.04%	0.00%	+2.8%	Q4 2013
APTVAptiv PLC	$6.66M	1.04%	0.04%	+2.1%	Q4 2017
ETDEthan Allen Interiors Inc	$6.53M	1.02%	0.87%	-0.5%	Q2 2025
ETEnergy Transfer LP	$6.43M	1.01%	0.01%	+0.6%	Q2 2016
EPDEnterprise Products Partners L.P.	$6.42M	1.01%	0.01%	+1.3%	Q2 2013
WHRWhirlpool Corp	$6.38M	1.00%	0.15%	-1.7%	Q2 2023
DOCUDocusign, Inc.	$6.19M	0.97%	0.04%	+1.7%	Q3 2023
WUWestern Union CO	$6.17M	0.97%	0.24%	+0.1%	Q4 2021
FISVFiserv Inc	$6.16M	0.96%	0.01%	+43.0%	Q2 2015
KMIKinder Morgan, Inc.	$5.99M	0.94%	0.01%	+0.2%	Q4 2014
AAPLApple Inc.	$5.89M	0.92%	0.00%	+12.7%	Q2 2013
DISWalt Disney Co	$5.83M	0.91%	0.00%	+4.1%	Q4 2013
FCXFreeport-Mcmoran Inc	$5.82M	0.91%	0.01%	+5.9%	Q4 2013
WMBWilliams Companies, Inc.	$5.68M	0.89%	0.01%	-6.7%	Q1 2019
KBKB Financial Group Inc.	$5.64M	0.88%	0.02%	-1.9%	Q3 2018
HMCHonda Motor Co Ltd	$5.62M	0.88%	0.01%	+2.1%	Q4 2024
SYYSysco Corp	$5.53M	0.87%	0.01%	+1.3%	Q4 2017
AXPAmerican Express Co	$5.51M	0.86%	0.00%	+2.0%	Q1 2014
PAGPPlains GP Holdings LP	$5.48M	0.86%	0.15%	+6.9%	Q2 2022

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