CHIRON CAPITAL MANAGEMENT, LLC
Reported holdings as of Q2 2026, from 23 quarterly filings.
This filer last reported in Q2 2026; the most recent quarter on file across all filers is Q3 2026. Firms that restructure stop filing under one CIK and start under another, so a successor entity may hold these positions now under a similar name.
Holdings
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| Security | Ticker | Value | Shares | Weight | Weight change | Held | Change |
|---|---|---|---|---|---|---|---|
| BRISTOL-MYERS SQUIBB CO | BMY | $11.9M | 206,970 | -1.20pp | 23q | +8.2%+$903.6K | |
| NVIDIA CORPORATION | NVDA | $5.8M | 28,962 | +0.64pp | 6q | +13.6%+$694.5K | |
| MICROSOFT CORP | MSFT | $4.0M | 10,671 | -0.61pp | 23q | -3.2%-$132.4K | |
| APPLE INC | AAPL | $3.1M | 10,611 | +0.03pp | 23q | +1.2%+$36.5K | |
| ADOBE INC | ADBE | $2.7M | 13,320 | -0.70pp | 5q | +5.4%+$139.4K | |
| AFLAC INC | AFL | $2.7M | 23,258 | -0.17pp | 23q | HELD | |
| CROWN CASTLE INC | CCI | $2.2M | 28,853 | -0.51pp | 11q | -2.8%-$62.2K | |
| ENTERPRISE PRODS PARTNERS L | EPD | $2.0M | 53,931 | -0.34pp | 23q | -1.4%-$27.5K | |
| NIKE INC | NKE | $2.0M | 48,157 | -0.29pp | 11q | +26.4%+$413.3K | |
| FIRST TR EXCHANGE-TRADED FD | SDVD | $1.8M | 79,663 | -0.18pp | 9q | -3.4%-$64.3K | |
| META PLATFORMS INC | META | $1.8M | 3,206 | +0.02pp | 23q | +17.8%+$273.2K | |
| FIRST TR EXCHANGE TRAD FD VI | FTGC | $1.7M | 63,380 | -0.45pp | 23q | -6.0%-$109.1K | |
| AMAZON COM INC | AMZN | $1.7M | 7,098 | -0.08pp | 23q | -4.9%-$86.8K | |
| UNITEDHEALTH GROUP INC | UNH | $1.6M | 3,921 | -0.13pp | 6q | -31.5%-$750.2K | |
| PFIZER INC | PFE | $1.6M | 67,214 | -0.25pp | 23q | +13.7%+$194.8K | |
| LENNAR CORP | LEN | $1.6M | 17,811 | +0.74pp | 2q | +125.1%+$895.9K | |
| BECTON DICKINSON & CO | BDX | $1.5M | 10,004 | +0.99pp | 10q | +334.0%+$1.2M | |
| DIAGEO PLC | DEO | $1.5M | 18,505 | +0.43pp | 8q | +56.7%+$538.5K | |
| COMCAST CORP NEW | CMCSA | $1.4M | 57,965 | +0.36pp | 18q | +85.7%+$656.7K | |
| SAP SE | SAP | $1.4M | 9,107 | -0.32pp | 2q | +1.1%+$15.1K | |
| SALESFORCE INC | CRM | $1.3M | 8,491 | -0.31pp | 4q | +8.1%+$99.2K | |
| RAYMOND JAMES FINL INC | RJF | $1.3M | 8,450 | -0.10pp | 23q | HELD | |
| KIMBERLY-CLARK CORP | KMB | $1.2M | 11,313 | +0.34pp | 2q | +44.8%+$384.2K | |
| KRAFT HEINZ CO | KHC | $1.2M | 50,213 | -0.02pp | 19q | +6.3%+$70.8K | |
| TESLA INC | TSLA | $1.1M | 2,730 | -0.18pp | 23q | -13.9%-$185.1K | |
| FIRST TR EXCHANGE-TRADED FD | LMBS | $1.1M | 22,476 | +0.65pp | 23q | +221.4%+$770.8K | |
| FIRST TR EXCHANGE-TRADED FD | FTSM | $1.1M | 18,634 | +0.32pp | 23q | +67.5%+$448.7K | |
| FIRST TR EXCHNG TRADED FD VI | FIXD | $1.1M | 25,317 | +0.77pp | 2q | +407.2%+$886.4K | |
| FIRST TR EXCHNG TRADED FD VI | UCON | $1.1M | 43,388 | +0.66pp | 8q | +256.8%+$776.9K | |
| DANAHER CORP DEL | DHR | $1.1M | 5,601 | -0.02pp | 5q | +12.0%+$114.1K | |
| FIRST TR EXCH TRADED FD III | FMB | $1.1M | 20,467 | - | new | NEW | |
| SHERWIN WILLIAMS CO | SHW | $1.0M | 3,018 | -0.06pp | 23q | HELD | |
| GILEAD SCIENCES INC | GILD | $1.0M | 8,080 | -0.22pp | 23q | +2.1%+$20.7K | |
| VANGUARD INDEX FDS | VOO | $995.0K | 1,449 | -0.06pp | 21q | -6.5%-$68.7K | |
| PAYPAL HLDGS INC | PYPL | $994.0K | 23,020 | -0.06pp | 11q | +12.7%+$112.3K | |
| GE HEALTHCARE TECHNOLOGIES I | GEHC | $934.9K | 14,606 | - | new | NEW | |
| TELADOC HEALTH INC | TDOC | $930.9K | 109,770 | +0.22pp | 20q | HELD | |
| THERMO FISHER SCIENTIFIC INC | TMO | $915.0K | 1,825 | -0.04pp | 4q | +7.4%+$62.7K | |
| ATLASSIAN CORPORATION | TEAM | $886.9K | 11,401 | +0.02pp | 2q | +2.7%+$23.3K | |
| VERIZON COMMUNICATIONS INC | VZ | $881.3K | 20,815 | -0.81pp | 23q | -33.2%-$437.8K | |
| MCCORMICK & CO INC | MKC | $812.1K | 16,107 | - | new | NEW | |
| BOSTON SCIENTIFIC CORP | BSX | $811.0K | 19,001 | - | new | NEW | |
| FISERV INC | FISV | $794.7K | 16,202 | +0.20pp | 3q | +82.0%+$358.1K | |
| SERVICENOW INC | NOW | $782.7K | 7,884 | -0.02pp | 2q | +16.7%+$112.1K | |
| MEDTRONIC PLC | MDT | $768.3K | 9,821 | +0.27pp | 15q | +106.9%+$397.0K | |
| PEPSICO INC | PEP | $755.5K | 5,580 | -0.17pp | 9q | +4.6%+$33.4K | |
| GENERAL MILLS INC | GIS | $749.0K | 21,522 | -0.02pp | 9q | +18.8%+$118.4K | |
| ENERGY TRANSFER L P | ET | $741.8K | 38,795 | -0.12pp | 23q | -2.1%-$15.6K | |
| OTIS WORLDWIDE CORP | OTIS | $737.6K | 10,302 | +0.39pp | 2q | +194.3%+$487.0K | |
| ALPHABET INC | GOOGL | $727.6K | 2,036 | -0.64pp | 14q | -53.7%-$844.5K | |
| EXXON MOBIL CORP | XOMXXXX | $649.1K | 4,748 | -0.25pp | 23q | -1.2%-$7.7K | |
| SANOFI SA | SNY | $644.3K | 15,102 | +0.15pp | 2q | +75.6%+$277.3K | |
| LULULEMON ATHLETICA INC | LULU | $626.5K | 5,487 | - | new | NEW | |
| NOVO-NORDISK A S | NVO | $619.9K | 12,931 | +0.13pp | 3q | +14.0%+$76.2K | |
| CONAGRA BRANDS INC | CAG | $617.8K | 45,901 | +0.03pp | 19q | +40.8%+$179.0K | |
| HOME DEPOT INC | HD | $611.7K | 1,734 | -0.02pp | 23q | +2.1%+$12.3K | |
| EXTRA SPACE STORAGE INC | EXR | $610.4K | 4,201 | -0.06pp | 3q | -6.7%-$43.6K | |
| ADVANCED MICRO DEVICES INC | AMD | $560.6K | 965 | -0.64pp | 5q | -82.4%-$2.6M | |
| TOYOTA MOTOR CORP | TM | $540.6K | 3,210 | - | new | NEW | |
| BROADCOM INC | AVGO | $502.0K | 1,329 | flat | 7q | -7.1%-$38.2K | |
| AUTOMATIC DATA PROCESSING IN | ADP | $493.1K | 2,202 | -0.04pp | 2q | -4.3%-$22.4K | |
| ISHARES BITCOIN TRUST ETF | IBIT | $487.8K | 14,654 | +0.22pp | 2q | +168.7%+$306.3K | |
| MP MATERIALS CORP | MP | $487.4K | 8,702 | flat | 2q | -1.1%-$5.6K | |
| MONDELEZ INTL INC | MDLZ | $486.2K | 8,406 | -0.17pp | 6q | -17.7%-$104.2K | |
| MCKESSON CORP | MCK | $480.6K | 636 | -0.14pp | 12q | HELD | |
| CONSTELLATION BRANDS INC | STZ | $473.0K | 3,401 | -0.11pp | 5q | -2.9%-$13.9K | |
| ARM HOLDINGS PLC | ARM | $460.9K | 1,300 | - | new | NEW | |
| FORD MTR CO | F | $459.9K | 33,084 | -0.03pp | 19q | -12.5%-$65.6K | |
| THE CAMPBELLS COMPANY | CPB | $427.6K | 19,201 | +0.07pp | 5q | +38.1%+$118.0K | |
| NETSKOPE INC | NTSK | $425.6K | 38,903 | +0.26pp | 2q | +186.0%+$276.8K | |
| ZOETIS INC | ZTS | $424.0K | 5,901 | -0.01pp | 2q | +84.3%+$194.0K | |
| MOLSON COORS BEVERAGE CO | TAP | $420.8K | 10,800 | +0.17pp | 3q | +125.0%+$233.8K | |
| BANK OF AMER CORP | BAC | $418.9K | 7,352 | - | new | NEW | |
| FIDELITY NATL INFORMATION SV | FIS | $388.8K | 10,001 | - | new | NEW | |
| BERKSHIRE HATHAWAY INC DEL | BRKB | $367.3K | 734 | -0.06pp | 23q | -6.7%-$26.5K | |
| JPMORGAN CHASE & CO | JPM | $363.0K | 1,109 | -0.01pp | 6q | HELD | |
| APPLIED MATLS INC | AMAT | $361.5K | 500 | - | new | NEW | |
| ELEVANCE HEALTH INC FORMERLY | ELV | $348.8K | 902 | -0.14pp | 3q | -39.9%-$232.0K | |
| CHARTER COMMUNICATIONS INC | CHTR | $342.2K | 2,406 | -0.05pp | 3q | +49.8%+$113.8K | |
| REALTY INCOME CORP | O | $340.2K | 5,491 | -0.02pp | 11q | +5.1%+$16.6K | |
| BIOMARIN PHARMACEUTICAL INC | BMRN | $334.7K | 5,850 | - | new | NEW | |
| CLOROX CO DEL | CLX | $334.1K | 3,501 | +0.04pp | 2q | +45.8%+$105.0K | |
| DUKE ENERGY CORP NEW | DUK | $331.9K | 2,622 | -0.10pp | 12q | -11.9%-$44.8K | |
| DEFINIUM THERAPEUTICS INC | DFTX | $329.3K | 7,000 | - | new | NEW | |
| PHILLIPS 66 | PSX | $322.0K | 1,905 | -0.09pp | 14q | -5.0%-$16.9K | |
| COPART INC | CPRT | $318.5K | 11,300 | - | new | NEW | |
| CHIPOTLE MEXICAN GRILL INC | CMG | $316.7K | 9,315 | -0.02pp | 2q | HELD | |
| IQVIA HLDGS INC | IQV | $309.2K | 1,600 | flat | 4q | HELD | |
| TARGET CORP | TGT | $301.8K | 2,311 | -0.03pp | 4q | -4.2%-$13.2K | |
| BOEING CO | BA | $296.8K | 1,371 | -0.02pp | 23q | -1.2%-$3.5K | |
| WALMART INC | WMT | $290.2K | 2,562 | -0.06pp | 7q | +2.3%+$6.5K | |
| COCA COLA CO | KO | $289.2K | 3,559 | -0.04pp | 23q | -6.9%-$21.5K | |
| ROBLOX CORP | RBLX | $289.1K | 5,316 | - | new | NEW | |
| UNILEVER PLC | UL | $288.1K | 4,792 | - | new | NEW | |
| GLOBAL PMTS INC | GPN | $283.0K | 3,900 | +0.01pp | 6q | +11.4%+$29.0K | |
| WORKDAY INC | WDAY | $281.6K | 2,300 | -0.04pp | 2q | +4.5%+$12.2K | |
| PROCTER & GAMBLE CO | PG | $280.1K | 1,910 | -0.02pp | 23q | +2.7%+$7.3K | |
| HUMANA INC | HUM | $278.8K | 702 | -0.78pp | 6q | -87.9%-$2.0M | |
| NEBIUS GROUP N.V. | NBIS | $276.2K | 1,000 | - | new | NEW | |
| HUBSPOT INC | HUBS | $273.8K | 1,500 | -0.10pp | 2q | +7.1%+$18.3K | |
| COSTCO WHOLESALE CORPORATION | COST | $271.3K | 290 | -0.05pp | 5q | HELD | |
| CVS HEALTH CORP | CVS | $266.8K | 2,579 | - | new | NEW | |
| ATAIBECKLEY INC | ATAI | $264.2K | 50,126 | - | new | NEW | |
| NETFLIX INC | NFLX | $257.8K | 3,610 | -0.19pp | 3q | -15.9%-$48.6K | |
| PINTEREST INC | PINS | $256.6K | 12,200 | -0.01pp | 2q | -5.4%-$14.7K | |
| BLUE OWL CAPITAL INC | OWL | $251.2K | 28,703 | +0.08pp | 2q | +82.8%+$113.7K | |
| GOLDMAN SACHS ETF TR | GSLC | $250.4K | 1,765 | - | new | NEW | |
| SKYWORKS SOLUTIONS INC | SWKS | $249.2K | 3,676 | -0.05pp | 5q | -26.9%-$91.5K | |
| DEVON ENERGY CORP NEW | DVN | $248.6K | 6,017 | -0.66pp | 9q | -64.7%-$456.0K | |
| FIRST TR EXCHANGE-TRADED FD | IGLD | $247.9K | 11,771 | - | new | NEW | |
| CLOUDFLARE INC | NET | $245.3K | 1,000 | +0.01pp | 3q | HELD | |
| SPDR SERIES TRUST | XBI | $244.0K | 1,542 | -0.04pp | 23q | -20.8%-$64.1K | |
| T-MOBILE US INC | TMUS | $239.7K | 1,429 | -0.09pp | 2q | HELD | |
| BAXTER INTL INC | BAX | $238.8K | 11,200 | - | new | NEW | |
| ORACLE CORP | ORCL | $236.5K | 1,614 | -0.15pp | 4q | -33.2%-$117.4K | |
| MERCK & CO INC | MRK | $234.8K | 1,827 | -0.84pp | 23q | -78.6%-$862.5K | |
| SPACE EXPLORATION TECHN CORP | SPCX | $232.2K | 1,359 | - | new | NEW | |
| TEXAS INSTRS INC | TXN | $231.6K | 777 | - | new | NEW | |
| BEST BUY INC | BBY | $231.1K | 3,046 | - | new | NEW | |
| INVESCO QQQ TR | QQQ | $229.2K | 311 | - | new | NEW | |
| TRULIEVE CANNABIS CORP | TRLV | $225.7K | 22,965 | - | new | NEW | |
| RTX CORPORATION | RTX | $223.7K | 1,179 | -0.07pp | 3q | -12.7%-$32.4K | |
| COMPASS PATHWAYS PLC | CMPS | $213.5K | 15,086 | - | new | NEW | |
| AT&T INC | T | $211.2K | 10,205 | -0.18pp | 23q | -17.6%-$45.1K | |
| SELECT SECTOR SPDR TR | XLK | $210.6K | 1,106 | - | new | NEW | |
| INTUIT | INTU | $208.8K | 800 | -0.17pp | 2q | HELD | |
| TG THERAPEUTICS INC | TGTX | $208.8K | 3,800 | - | new | NEW | |
| ZIMMER BIOMET HOLDINGS INC | ZBH | $206.6K | 2,400 | -0.02pp | 3q | +7.1%+$13.8K | |
| BLACKROCK MUNIYILD QULT FD I | MQY | $206.2K | 17,772 | -0.02pp | 2q | HELD | |
| FORTINET INC | FTNT | $200.2K | 1,303 | - | new | NEW | |
| ALERUS FINL CORP | ALRS | $200.0K | 6,432 | - | new | NEW | |
| GRAYSCALE ETHEREUM STAKING | ETH | $163.9K | 10,902 | -0.06pp | 2q | +6.9%+$10.5K | |
| FLOWERS FOODS INC | FLO | $154.6K | 19,574 | -0.01pp | 2q | +11.7%+$16.2K | |
| UNITED STS NAT GAS FD LP | UNG | $152.4K | 13,003 | -0.03pp | 2q | -4.4%-$7.0K | |
| STELLANTIS N.V | STLA | $132.6K | 23,100 | -0.04pp | 5q | +5.5%+$6.9K | |
| PRECIGEN INC | PGEN | $59.0K | 10,350 | - | new | NEW |
By sector
Industry comes from the SIC code on each company's own SEC filings, which is self-reported and sometimes out of date. Derivative exposure is counted with the shares. Securities the SEC assigns no industry - funds, trusts, foreign issues - are shown as not classified rather than dropped.
| Sector | Value | Share |
|---|---|---|
| Biotech & Pharma | $18.4M | 16.5% |
| Software & IT Services | $16.6M | 14.9% |
| Semiconductors & Electronics | $8.9M | 8.0% |
| Food, Drink & Tobacco | $7.9M | 7.0% |
| Retail & Consumer | $5.7M | 5.1% |
| Insurance | $5.4M | 4.8% |
| Medical Devices | $4.5M | 4.0% |
| Telecom & Media | $3.4M | 3.0% |
| Energy | $3.3M | 3.0% |
| Computer Hardware | $3.3M | 2.9% |
| Real Estate | $3.1M | 2.8% |
| Chemicals | $2.9M | 2.6% |
| Other sectors | $16.1M | 14.5% |
| Not classified | $12.1M | 10.8% |
What the disclosed book did
This is not the fund's return. A 13F shows long US equity positions only, so shorts, bonds, foreign listings, private holdings and cash are all invisible here. What this measures is the quarter's change in value of the positions this manager disclosed, had they been left untouched - the return a reader following the filing would have earned.
| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +4.4% | +14.8% | -10.4% | 100% |
| Q4 2025 | +5.3% | +2.4% | +2.9% | 100% |
| Q3 2025 | +5.3% | +7.8% | -2.5% | 100% |
| Q2 2025 | -2.8% | +10.5% | -13.3% | 100% |
| Q1 2025 | +1.3% | -4.6% | +5.8% | 100% |
| Q4 2024 | -0.9% | +2.1% | -3.0% | 100% |
| Q3 2024 | +11.5% | +5.4% | +6.0% | 100% |
| Q2 2024 | -8.1% | +4.0% | -12.1% | 100% |
Market is SPY over the same two quarter ends, priced the same way as everything else here - the median across every filer reporting it. It is a large-cap US proxy, so a manager holding small caps or biotech will beat or trail it for reasons that are not skill. Prices are quarter-end to quarter-end and say nothing about the path in between, or about trades opened and closed inside a quarter.
Quarter by quarter
| Quarter | Value | Positions | New | Added | Trimmed | Exited | Top 10 | Days to file |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | $111.5M | 136 | 32 | 52 | 39 | 13 | 34.3% | 21 |
| Q1 2026 | $97.5M | 117 | 29 | 34 | 45 | 34 | 37.8% | 21 |
| Q3 2025 | $116.8M | 122 | 17 | 24 | 58 | 14 | 36.2% | 45 |
| Q2 2025 | $114.9M | 119 | 11 | 33 | 56 | 6 | 35.0% | 42 |
| Q1 2025 | $110.0M | 114 | 18 | 36 | 42 | 17 | 40.1% | 45 |
| Q4 2024 | $105.9M | 113 | 14 | 31 | 55 | 20 | 45.1% | 44 |
| Q3 2024 | $113.0M | 119 | 14 | 34 | 49 | 8 | 45.1% | 45 |
| Q2 2024 | $104.7M | 113 | 13 | 28 | 46 | 8 | 42.2% | 39 |
| Q1 2024 | $110.1M | 108 | 9 | 35 | 51 | 18 | 43.6% | 40 |
| Q4 2023 | $114.9M | 117 | 13 | 22 | 70 | 8 | 43.5% | 43 |
| Q3 2023 | $116.3M | 112 | 16 | 40 | 44 | 19 | 46.3% | 45 |
| Q2 2023 | $126.3M | 115 | 6 | 28 | 69 | 15 | 53.2% | 27 |
| Q1 2023 | $143.8M | 124 | 10 | 40 | 60 | 10 | 53.6% | 21 |
| Q4 2022 | $143.8M | 124 | 12 | 21 | 77 | 7 | 55.6% | 23 |
| Q3 2022 | $148.8M | 119 | 4 | 51 | 46 | 12 | 55.1% | 13 |
| Q2 2022 | $158.5M | 127 | 17 | 52 | 46 | 13 | 54.5% | 25 |
| Q1 2022 | $158.7M | 123 | 23 | 48 | 38 | 9 | 53.6% | 18 |
| Q4 2021 | $138.5M | 109 | 16 | 20 | 50 | 8 | 52.8% | 18 |
| Q3 2021 | $137.1M | 101 | 25 | 35 | 24 | 3 | 53.1% | 21 |
| Q2 2021 | $120.0M | 79 | 13 | 24 | 35 | 6 | 60.7% | 20 |
| Q1 2021 | $117.8M | 72 | 11 | 23 | 32 | 17 | 65.9% | 48 |
| Q4 2020 | $121.5M | 78 | 1 | 23 | 41 | 415 | 66.1% | 64 |
| Q3 2020 | $124.2M | 492 | 0 | 0 | 0 | 0 | 62.5% | 50 |
Rows marked UNVERIFIED ID, PLACEHOLDER ID, TICKER AS ID or NON-CUSIP ID carry an identifier that is not a valid CUSIP. They are shown because the filer reported that money, but treat the security named with caution - hover the chip for what is wrong with it, and see the methodology.
Held counts consecutive filings in which this manager reported the position, and can reach further back than the quarters listed above: the tabs begin at Q4 2018 because earlier coverage is too sparse to describe a market, but tenure is counted over every filing we hold, some reaching to 2007. A position sold and later rebought starts again from one.
Weight change is the shift in this position's share of the whole book, in percentage points. It is the more useful column: when money flows into or out of a broad fund, almost every holding is bought or sold at once, so added and trimmed largely track flows. A weight that rose while the book shrank is a decision. Both compare with the previous quarter this filer reported, not the previous calendar quarter.