HolderBook

CHIRON CAPITAL MANAGEMENT, LLC

Reported holdings as of Q2 2026, from 23 quarterly filings.

CIK
1830922
Reported value
$111.5M
Positions
136
Top 10 weight
34.3%
Filed
2026-07-21
Days after quarter end
21

Holdings

SecurityTickerValue SharesWeightWeight change Held Change
BRISTOL-MYERS SQUIBB COBMY$11.9M206,97010.70%-1.20pp23q+8.2%+$903.6K
NVIDIA CORPORATIONNVDA$5.8M28,9625.20%+0.64pp6q+13.6%+$694.5K
MICROSOFT CORPMSFT$4.0M10,6713.57%-0.61pp23q-3.2%-$132.4K
APPLE INCAAPL$3.1M10,6112.75%+0.03pp23q+1.2%+$36.5K
ADOBE INCADBE$2.7M13,3202.45%-0.70pp5q+5.4%+$139.4K
AFLAC INCAFL$2.7M23,2582.45%-0.17pp23qHELD
CROWN CASTLE INCCCI$2.2M28,8531.96%-0.51pp11q-2.8%-$62.2K
ENTERPRISE PRODS PARTNERS LEPD$2.0M53,9311.78%-0.34pp23q-1.4%-$27.5K
NIKE INCNKE$2.0M48,1571.77%-0.29pp11q+26.4%+$413.3K
FIRST TR EXCHANGE-TRADED FDSDVD$1.8M79,6631.65%-0.18pp9q-3.4%-$64.3K
META PLATFORMS INCMETA$1.8M3,2061.62%+0.02pp23q+17.8%+$273.2K
FIRST TR EXCHANGE TRAD FD VIFTGC$1.7M63,3801.54%-0.45pp23q-6.0%-$109.1K
AMAZON COM INCAMZN$1.7M7,0981.52%-0.08pp23q-4.9%-$86.8K
UNITEDHEALTH GROUP INCUNH$1.6M3,9211.46%-0.13pp6q-31.5%-$750.2K
PFIZER INCPFE$1.6M67,2141.45%-0.25pp23q+13.7%+$194.8K
LENNAR CORPLEN$1.6M17,8111.45%+0.74pp2q+125.1%+$895.9K
BECTON DICKINSON & COBDX$1.5M10,0041.36%+0.99pp10q+334.0%+$1.2M
DIAGEO PLCDEO$1.5M18,5051.33%+0.43pp8q+56.7%+$538.5K
COMCAST CORP NEWCMCSA$1.4M57,9651.28%+0.36pp18q+85.7%+$656.7K
SAP SESAP$1.4M9,1071.26%-0.32pp2q+1.1%+$15.1K
SALESFORCE INCCRM$1.3M8,4911.19%-0.31pp4q+8.1%+$99.2K
RAYMOND JAMES FINL INCRJF$1.3M8,4501.15%-0.10pp23qHELD
KIMBERLY-CLARK CORPKMB$1.2M11,3131.11%+0.34pp2q+44.8%+$384.2K
KRAFT HEINZ COKHC$1.2M50,2131.06%-0.02pp19q+6.3%+$70.8K
TESLA INCTSLA$1.1M2,7301.03%-0.18pp23q-13.9%-$185.1K
FIRST TR EXCHANGE-TRADED FDLMBS$1.1M22,4761.00%+0.65pp23q+221.4%+$770.8K
FIRST TR EXCHANGE-TRADED FDFTSM$1.1M18,6341.00%+0.32pp23q+67.5%+$448.7K
FIRST TR EXCHNG TRADED FD VIFIXD$1.1M25,3170.99%+0.77pp2q+407.2%+$886.4K
FIRST TR EXCHNG TRADED FD VIUCON$1.1M43,3880.97%+0.66pp8q+256.8%+$776.9K
DANAHER CORP DELDHR$1.1M5,6010.96%-0.02pp5q+12.0%+$114.1K
FIRST TR EXCH TRADED FD IIIFMB$1.1M20,4670.94%-newNEW
SHERWIN WILLIAMS COSHW$1.0M3,0180.93%-0.06pp23qHELD
GILEAD SCIENCES INCGILD$1.0M8,0800.92%-0.22pp23q+2.1%+$20.7K
VANGUARD INDEX FDSVOO$995.0K1,4490.89%-0.06pp21q-6.5%-$68.7K
PAYPAL HLDGS INCPYPL$994.0K23,0200.89%-0.06pp11q+12.7%+$112.3K
GE HEALTHCARE TECHNOLOGIES IGEHC$934.9K14,6060.84%-newNEW
TELADOC HEALTH INCTDOC$930.9K109,7700.83%+0.22pp20qHELD
THERMO FISHER SCIENTIFIC INCTMO$915.0K1,8250.82%-0.04pp4q+7.4%+$62.7K
ATLASSIAN CORPORATIONTEAM$886.9K11,4010.80%+0.02pp2q+2.7%+$23.3K
VERIZON COMMUNICATIONS INCVZ$881.3K20,8150.79%-0.81pp23q-33.2%-$437.8K
MCCORMICK & CO INCMKC$812.1K16,1070.73%-newNEW
BOSTON SCIENTIFIC CORPBSX$811.0K19,0010.73%-newNEW
FISERV INCFISV$794.7K16,2020.71%+0.20pp3q+82.0%+$358.1K
SERVICENOW INCNOW$782.7K7,8840.70%-0.02pp2q+16.7%+$112.1K
MEDTRONIC PLCMDT$768.3K9,8210.69%+0.27pp15q+106.9%+$397.0K
PEPSICO INCPEP$755.5K5,5800.68%-0.17pp9q+4.6%+$33.4K
GENERAL MILLS INCGIS$749.0K21,5220.67%-0.02pp9q+18.8%+$118.4K
ENERGY TRANSFER L PET$741.8K38,7950.67%-0.12pp23q-2.1%-$15.6K
OTIS WORLDWIDE CORPOTIS$737.6K10,3020.66%+0.39pp2q+194.3%+$487.0K
ALPHABET INCGOOGL$727.6K2,0360.65%-0.64pp14q-53.7%-$844.5K
EXXON MOBIL CORPXOMXXXX$649.1K4,7480.58%-0.25pp23q-1.2%-$7.7K
SANOFI SASNY$644.3K15,1020.58%+0.15pp2q+75.6%+$277.3K
LULULEMON ATHLETICA INCLULU$626.5K5,4870.56%-newNEW
NOVO-NORDISK A SNVO$619.9K12,9310.56%+0.13pp3q+14.0%+$76.2K
CONAGRA BRANDS INCCAG$617.8K45,9010.55%+0.03pp19q+40.8%+$179.0K
HOME DEPOT INCHD$611.7K1,7340.55%-0.02pp23q+2.1%+$12.3K
EXTRA SPACE STORAGE INCEXR$610.4K4,2010.55%-0.06pp3q-6.7%-$43.6K
ADVANCED MICRO DEVICES INCAMD$560.6K9650.50%-0.64pp5q-82.4%-$2.6M
TOYOTA MOTOR CORPTM$540.6K3,2100.48%-newNEW
BROADCOM INCAVGO$502.0K1,3290.45%flat7q-7.1%-$38.2K
AUTOMATIC DATA PROCESSING INADP$493.1K2,2020.44%-0.04pp2q-4.3%-$22.4K
ISHARES BITCOIN TRUST ETFIBIT$487.8K14,6540.44%+0.22pp2q+168.7%+$306.3K
MP MATERIALS CORPMP$487.4K8,7020.44%flat2q-1.1%-$5.6K
MONDELEZ INTL INCMDLZ$486.2K8,4060.44%-0.17pp6q-17.7%-$104.2K
MCKESSON CORPMCK$480.6K6360.43%-0.14pp12qHELD
CONSTELLATION BRANDS INCSTZ$473.0K3,4010.42%-0.11pp5q-2.9%-$13.9K
ARM HOLDINGS PLCARM$460.9K1,3000.41%-newNEW
FORD MTR COF$459.9K33,0840.41%-0.03pp19q-12.5%-$65.6K
THE CAMPBELLS COMPANYCPB$427.6K19,2010.38%+0.07pp5q+38.1%+$118.0K
NETSKOPE INCNTSK$425.6K38,9030.38%+0.26pp2q+186.0%+$276.8K
ZOETIS INCZTS$424.0K5,9010.38%-0.01pp2q+84.3%+$194.0K
MOLSON COORS BEVERAGE COTAP$420.8K10,8000.38%+0.17pp3q+125.0%+$233.8K
BANK OF AMER CORPBAC$418.9K7,3520.38%-newNEW
FIDELITY NATL INFORMATION SVFIS$388.8K10,0010.35%-newNEW
BERKSHIRE HATHAWAY INC DELBRKB$367.3K7340.33%-0.06pp23q-6.7%-$26.5K
JPMORGAN CHASE & COJPM$363.0K1,1090.33%-0.01pp6qHELD
APPLIED MATLS INCAMAT$361.5K5000.32%-newNEW
ELEVANCE HEALTH INC FORMERLYELV$348.8K9020.31%-0.14pp3q-39.9%-$232.0K
CHARTER COMMUNICATIONS INCCHTR$342.2K2,4060.31%-0.05pp3q+49.8%+$113.8K
REALTY INCOME CORPO$340.2K5,4910.31%-0.02pp11q+5.1%+$16.6K
BIOMARIN PHARMACEUTICAL INCBMRN$334.7K5,8500.30%-newNEW
CLOROX CO DELCLX$334.1K3,5010.30%+0.04pp2q+45.8%+$105.0K
DUKE ENERGY CORP NEWDUK$331.9K2,6220.30%-0.10pp12q-11.9%-$44.8K
DEFINIUM THERAPEUTICS INCDFTX$329.3K7,0000.30%-newNEW
PHILLIPS 66PSX$322.0K1,9050.29%-0.09pp14q-5.0%-$16.9K
COPART INCCPRT$318.5K11,3000.29%-newNEW
CHIPOTLE MEXICAN GRILL INCCMG$316.7K9,3150.28%-0.02pp2qHELD
IQVIA HLDGS INCIQV$309.2K1,6000.28%flat4qHELD
TARGET CORPTGT$301.8K2,3110.27%-0.03pp4q-4.2%-$13.2K
BOEING COBA$296.8K1,3710.27%-0.02pp23q-1.2%-$3.5K
WALMART INCWMT$290.2K2,5620.26%-0.06pp7q+2.3%+$6.5K
COCA COLA COKO$289.2K3,5590.26%-0.04pp23q-6.9%-$21.5K
ROBLOX CORPRBLX$289.1K5,3160.26%-newNEW
UNILEVER PLCUL$288.1K4,7920.26%-newNEW
GLOBAL PMTS INCGPN$283.0K3,9000.25%+0.01pp6q+11.4%+$29.0K
WORKDAY INCWDAY$281.6K2,3000.25%-0.04pp2q+4.5%+$12.2K
PROCTER & GAMBLE COPG$280.1K1,9100.25%-0.02pp23q+2.7%+$7.3K
HUMANA INCHUM$278.8K7020.25%-0.78pp6q-87.9%-$2.0M
NEBIUS GROUP N.V.NBIS$276.2K1,0000.25%-newNEW
HUBSPOT INCHUBS$273.8K1,5000.25%-0.10pp2q+7.1%+$18.3K
COSTCO WHOLESALE CORPORATIONCOST$271.3K2900.24%-0.05pp5qHELD
CVS HEALTH CORPCVS$266.8K2,5790.24%-newNEW
ATAIBECKLEY INCATAI$264.2K50,1260.24%-newNEW
NETFLIX INCNFLX$257.8K3,6100.23%-0.19pp3q-15.9%-$48.6K
PINTEREST INCPINS$256.6K12,2000.23%-0.01pp2q-5.4%-$14.7K
BLUE OWL CAPITAL INCOWL$251.2K28,7030.23%+0.08pp2q+82.8%+$113.7K
GOLDMAN SACHS ETF TRGSLC$250.4K1,7650.22%-newNEW
SKYWORKS SOLUTIONS INCSWKS$249.2K3,6760.22%-0.05pp5q-26.9%-$91.5K
DEVON ENERGY CORP NEWDVN$248.6K6,0170.22%-0.66pp9q-64.7%-$456.0K
FIRST TR EXCHANGE-TRADED FDIGLD$247.9K11,7710.22%-newNEW
CLOUDFLARE INCNET$245.3K1,0000.22%+0.01pp3qHELD
SPDR SERIES TRUSTXBI$244.0K1,5420.22%-0.04pp23q-20.8%-$64.1K
T-MOBILE US INCTMUS$239.7K1,4290.21%-0.09pp2qHELD
BAXTER INTL INCBAX$238.8K11,2000.21%-newNEW
ORACLE CORPORCL$236.5K1,6140.21%-0.15pp4q-33.2%-$117.4K
MERCK & CO INCMRK$234.8K1,8270.21%-0.84pp23q-78.6%-$862.5K
SPACE EXPLORATION TECHN CORPSPCX$232.2K1,3590.21%-newNEW
TEXAS INSTRS INCTXN$231.6K7770.21%-newNEW
BEST BUY INCBBY$231.1K3,0460.21%-newNEW
INVESCO QQQ TRQQQ$229.2K3110.21%-newNEW
TRULIEVE CANNABIS CORPTRLV$225.7K22,9650.20%-newNEW
RTX CORPORATIONRTX$223.7K1,1790.20%-0.07pp3q-12.7%-$32.4K
COMPASS PATHWAYS PLCCMPS$213.5K15,0860.19%-newNEW
AT&T INCT$211.2K10,2050.19%-0.18pp23q-17.6%-$45.1K
SELECT SECTOR SPDR TRXLK$210.6K1,1060.19%-newNEW
INTUITINTU$208.8K8000.19%-0.17pp2qHELD
TG THERAPEUTICS INCTGTX$208.8K3,8000.19%-newNEW
ZIMMER BIOMET HOLDINGS INCZBH$206.6K2,4000.19%-0.02pp3q+7.1%+$13.8K
BLACKROCK MUNIYILD QULT FD IMQY$206.2K17,7720.18%-0.02pp2qHELD
FORTINET INCFTNT$200.2K1,3030.18%-newNEW
ALERUS FINL CORPALRS$200.0K6,4320.18%-newNEW
GRAYSCALE ETHEREUM STAKINGETH$163.9K10,9020.15%-0.06pp2q+6.9%+$10.5K
FLOWERS FOODS INCFLO$154.6K19,5740.14%-0.01pp2q+11.7%+$16.2K
UNITED STS NAT GAS FD LPUNG$152.4K13,0030.14%-0.03pp2q-4.4%-$7.0K
STELLANTIS N.VSTLA$132.6K23,1000.12%-0.04pp5q+5.5%+$6.9K
PRECIGEN INCPGEN$59.0K10,3500.05%-newNEW

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.

Biotech & Pharma 16.5%Software & IT Services 14.9%Semiconductors & Electronics 8.0%Food, Drink & Tobacco 7.0%Retail & Consumer 5.1%Insurance 4.8%Medical Devices 4.0%Telecom & Media 3.0%Energy 3.0%Computer Hardware 2.9%Real Estate 2.8%Chemicals 2.6%Other sectors 14.5%Not classified 10.8%
 
SectorValueShare
Biotech & Pharma$18.4M16.5%
Software & IT Services$16.6M14.9%
Semiconductors & Electronics$8.9M8.0%
Food, Drink & Tobacco$7.9M7.0%
Retail & Consumer$5.7M5.1%
Insurance$5.4M4.8%
Medical Devices$4.5M4.0%
Telecom & Media$3.4M3.0%
Energy$3.3M3.0%
Computer Hardware$3.3M2.9%
Real Estate$3.1M2.8%
Chemicals$2.9M2.6%
Other sectors$16.1M14.5%
Not classified$12.1M10.8%

Quarter by quarter

QuarterValuePositions NewAddedTrimmed ExitedTop 10 Days to file
Q2 2026$111.5M1363252391334.3%21
Q1 2026$97.5M1172934453437.8%21
Q3 2025$116.8M1221724581436.2%45
Q2 2025$114.9M119113356635.0%42
Q1 2025$110.0M1141836421740.1%45
Q4 2024$105.9M1131431552045.1%44
Q3 2024$113.0M119143449845.1%45
Q2 2024$104.7M113132846842.2%39
Q1 2024$110.1M108935511843.6%40
Q4 2023$114.9M117132270843.5%43
Q3 2023$116.3M1121640441946.3%45
Q2 2023$126.3M115628691553.2%27
Q1 2023$143.8M1241040601053.6%21
Q4 2022$143.8M124122177755.6%23
Q3 2022$148.8M119451461255.1%13
Q2 2022$158.5M1271752461354.5%25
Q1 2022$158.7M123234838953.6%18
Q4 2021$138.5M109162050852.8%18
Q3 2021$137.1M101253524353.1%21
Q2 2021$120.0M79132435660.7%20
Q1 2021$117.8M721123321765.9%48
Q4 2020$121.5M781234141566.1%64
Q3 2020$124.2M492000062.5%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.